AGBP.L vs. AGGH
AGBP.L (iShares Core Global Aggregate Bond UCITS ETF GBP Hedged (Dist)) and AGGH (Simplify Aggregate Bond ETF) are both exchange-traded funds - AGBP.L is a Global Bonds fund tracking the Bloomberg Global Aggregate TR Hdg GBP, while AGGH is a Intermediate Core Bond fund actively managed by Simplify. AGBP.L is passively managed, while AGGH is actively managed. Over the past 3 years, AGBP.L returned 3.91%/yr vs 2.20%/yr for AGGH. At a 0.24 correlation, their price movements are largely independent. AGBP.L charges 0.10%/yr vs 0.33%/yr for AGGH.
Performance
AGBP.L vs. AGGH - Performance Comparison
Loading charts...
Different Trading Currencies
AGBP.L is traded in GBP, while AGGH is traded in USD. To make them comparable, the AGGH values have been converted to GBP using the latest available exchange rates.
Returns By Period
In the year-to-date period, AGBP.L achieves a 0.42% return, which is significantly lower than AGGH's 1.09% return.
AGBP.L
- 1D
- 0.15%
- 1M
- 0.08%
- YTD
- 0.42%
- 6M
- 0.69%
- 1Y
- 3.40%
- 3Y*
- 3.91%
- 5Y*
- 0.11%
- 10Y*
- —
AGGH
- 1D
- -0.02%
- 1M
- 1.00%
- YTD
- 1.09%
- 6M
- 0.25%
- 1Y
- 9.38%
- 3Y*
- 2.20%
- 5Y*
- —
- 10Y*
- —
AGBP.L vs. AGGH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
AGBP.L iShares Core Global Aggregate Bond UCITS ETF GBP Hedged (Dist) | 0.42% | 4.51% | 3.15% | 5.67% | -9.14% |
AGGH Simplify Aggregate Bond ETF | 1.09% | 0.52% | 3.76% | 3.05% | 2.45% |
Correlation
The correlation between AGBP.L and AGGH is 0.21, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.21 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.30 |
Correlation (All Time) Calculated using the full available price history since Feb 16, 2022 | 0.24 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
AGBP.L vs. AGGH — Risk / Return Rank
AGBP.L
AGGH
AGBP.L vs. AGGH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core Global Aggregate Bond UCITS ETF GBP Hedged (Dist) (AGBP.L) and Simplify Aggregate Bond ETF (AGGH). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| AGBP.L | AGGH | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.24 | ||
| Sortino ratioReturn per unit of downside risk | -0.47 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.21 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 1.28 | 1.91 | -0.63 |
| Martin ratioReturn relative to average drawdown | 3.80 | 5.25 | -1.45 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| AGBP.L | AGGH | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.89 | 1.13 | -0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.02 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.24 | 0.23 | +0.01 |
Drawdowns
AGBP.L vs. AGGH - Drawdown Comparison
The maximum AGBP.L drawdown since its inception was -16.42%, which is greater than AGGH's maximum drawdown of -14.96%. Use the drawdown chart below to compare losses from any high point for AGBP.L and AGGH.
Loading charts...
Drawdown Indicators
| AGBP.L | AGGH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.42% | -14.96% | -1.46% |
Max Drawdown (1Y)Largest decline over 1 year | -2.44% | -4.93% | +2.49% |
Max Drawdown (3Y)Largest decline over 3 years | -3.60% | -11.61% | +8.01% |
Max Drawdown (5Y)Largest decline over 5 years | -15.91% | — | — |
Current DrawdownCurrent decline from peak | -1.84% | -4.78% | +2.94% |
Average DrawdownAverage peak-to-trough decline | -4.84% | -8.15% | +3.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.82% | 1.79% | -0.97% |
Volatility
AGBP.L vs. AGGH - Volatility Comparison
The current volatility for iShares Core Global Aggregate Bond UCITS ETF GBP Hedged (Dist) (AGBP.L) is 1.41%, while Simplify Aggregate Bond ETF (AGGH) has a volatility of 1.63%. This indicates that AGBP.L experiences smaller price fluctuations and is considered to be less risky than AGGH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| AGBP.L | AGGH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.41% | 1.63% | -0.22% |
Volatility (6M)Calculated over the trailing 6-month period | 2.91% | 5.08% | -2.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.52% | 8.33% | -4.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.70% | 10.93% | -6.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.13% | 10.93% | -6.80% |
AGBP.L vs. AGGH - Expense Ratio Comparison
AGBP.L has a 0.10% expense ratio, which is lower than AGGH's 0.33% expense ratio.
Dividends
AGBP.L vs. AGGH - Dividend Comparison
AGBP.L's dividend yield for the trailing twelve months is around 3.12%, less than AGGH's 7.56% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
AGBP.L iShares Core Global Aggregate Bond UCITS ETF GBP Hedged (Dist) | 3.12% | 3.00% | 2.59% | 1.97% | 1.56% | 1.27% | 1.53% | 1.65% | 0.98% |
AGGH Simplify Aggregate Bond ETF | 7.56% | 7.54% | 8.97% | 9.51% | 2.11% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
AGBP.L and AGGH have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, AGBP.L is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
AGBP.L is cheaper with a 0.10% expense ratio, compared with 0.33% for AGGH.
AGBP.L is categorized as Global Bonds, while AGGH is Intermediate Core Bond. They also come from different issuers: iShares and Simplify. Their fees differ too: 0.10% for AGBP.L and 0.33% for AGGH.
Find the right allocation for AGBP.L and AGGH
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer