Multisector Bond · NYSE ARCA · USD · Data as of 2026-05-16
AUM
$37.67M
Expense ratio
0.99%
Yield
6.51%
YTD return
+1.38%
Last price
$22.90
Unclassified · Coverage 38% · low
Today
75.8
Outlook
55.0
Block A (composite-derived)
46.4
Block C (market behavior)
94.0
Today overlay (Block D)
0.0
Outlook overlay (Block D)
0.0
today_score = clip(0,100, 50 + 0.15·(A−50) + 0.60·(C−50) + D_today). Block B (holdings rollup) is in Phase 3 development; β=0 caps the natural range at ~12.5–87.5 in Preview v0.9. Formula version tide-etf-v1.0.0.
46.4
Coverage 38% · low
Liquidity
—
Expenses
45.0
Performance
—
Volatility
—
Dividend
0.0
Concentration
95.0
Smart Money
—
Activist
—
Formula version composite-v1.0.0. Axes hover to see why a sub-score is missing.
Simplify Exchange Traded Funds (CRDT) is an exchange-traded fund from Simplify Asset Management in the Mixed asset class. Launched in 2023. Assets under management: 37,670,296.
Bullish Whales composite rating: 46 out of 100. Evidence coverage 38% across 3 of 8 axes. Strongest axes: concentration, expenses, dividend.
Annualized one-year realized volatility 9%, classified low. Weakest axes: dividend, expenses.
Top-10 weight 0%, diversified, led by RITM. Trailing yield 0%.
etf_composite_score_current · composite_score, concentration_score, confidence, coverage_pct, dividend_score, expenses_scoreetf_fundamentals_td · dividend_frequency, yieldetf_holdings_top10 · holding_symbol, weightetf_universe · asset_class, aum_usd, fund_type, inception_date, issuer, name, ticker, volatility_1yThe Simplify Opportunistic Income Fund is an actively managed exchange-traded fund (ETF) designed to seek diverse sources of income through innovative investment strategies. Its primary function is to capture opportunities for income generation and capital appreciation by dynamically allocating across a variety of income-producing assets including but not limited to corporate bonds, government debt, and dividend-paying equities. One notable feature of this fund is its flexibility to adjust its allocation based on market conditions, thus aiming to optimize returns and manage risks effectively. This ETF can impact sectors such as finance, utilities, and real estate by investing in various income-generating securities within these industries. Its strategic approach caters to a wide range of investment goals by potentially offering investors a hybrid solution of steady income and growth. In the broader context of the financial market, the Simplify Opportunistic Income Fund plays a role in providing investors with the ability to access diversified income streams while maintaining liquidity and transparency typical of exchange-traded funds. The fund's presence underscores the growing need for adaptive income solutions amidst fluctuating economic conditions.
Net AUM change history is not yet available for this ETF. Fund-flow time series is a Phase B deliverable.
Current AUM: $37,670,296. AUM change is computed from rolling daily fundamentals snapshots; it reflects total net-asset deltas (creations/redemptions + market value moves), not pure share creations.
| Ex-date | Amount | Adjusted |
|---|---|---|
| 2026-06-25 | $0.10 | Yes |
| 2026-05-26 | $0.10 | Yes |
| 2026-04-27 | $0.10 | Yes |
| 2026-03-26 | $0.10 | Yes |
| 2026-02-24 | $0.11 | Yes |
| 2026-01-27 | $0.12 | Yes |
| 2025-12-23 | $0.13 | Yes |
| 2025-11-21 | $0.13 | Yes |
| 2025-10-28 | $0.13 | Yes |
| 2025-09-25 | $0.13 | Yes |
| 2025-08-26 | $0.14 | Yes |
| 2025-07-28 | $0.14 | Yes |
| 2025-06-25 | $0.14 | Yes |
| 2025-05-27 | $0.14 | Yes |
| 2025-04-25 | $0.14 | Yes |
| 2025-03-26 | $0.14 | Yes |
| 2025-02-25 | $0.14 | Yes |
| 2025-01-28 | $0.14 | Yes |
| 2024-12-23 | $0.14 | Yes |
| 2024-11-25 | $0.15 | Yes |
| 2024-10-28 | $0.16 | Yes |
| 2024-09-25 | $0.16 | Yes |
| 2024-08-27 | $0.16 | Yes |
| 2024-07-26 | $0.16 | Yes |
| 2024-06-25 | $0.15 | Yes |
| 2024-05-24 | $0.15 | Yes |
| 2024-04-25 | $0.15 | Yes |
| 2024-03-25 | $0.15 | Yes |
| 2024-02-26 | $0.15 | Yes |
| 2024-01-26 | $0.15 | Yes |
| 2023-12-26 | $0.16 | Yes |
| 2023-11-27 | $0.15 | Yes |
| 2023-10-26 | $0.15 | Yes |
Fund documents (fact sheets, prospectuses, semi-annual reports) for CRDT are coming soon. The BW fund-document archive will surface PDFs alongside a metadata index for searchability.