AGGH vs. AGG
AGGH (Simplify Aggregate Bond ETF) and AGG (iShares Core U.S. Aggregate Bond ETF) are both exchange-traded funds - AGGH is a Intermediate Core Bond fund actively managed by Simplify, while AGG is a Total Bond Market fund tracking the Bloomberg U.S. Aggregate Bond Index. AGGH is actively managed, while AGG is passively managed. Over the past 3 years, AGGH returned 4.68%/yr vs 3.96%/yr for AGG. A 0.75 correlation means they provide meaningful diversification when combined. AGGH charges 0.33%/yr vs 0.03%/yr for AGG.
Performance
AGGH vs. AGG - Performance Comparison
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Returns By Period
In the year-to-date period, AGGH achieves a 0.68% return, which is significantly higher than AGG's 0.47% return.
AGGH
- 1D
- 0.20%
- 1M
- 0.55%
- YTD
- 0.68%
- 6M
- 0.48%
- 1Y
- 7.03%
- 3Y*
- 4.68%
- 5Y*
- —
- 10Y*
- —
AGG
- 1D
- 0.08%
- 1M
- 0.61%
- YTD
- 0.47%
- 6M
- 0.55%
- 1Y
- 4.33%
- 3Y*
- 3.96%
- 5Y*
- 0.07%
- 10Y*
- 1.54%
AGGH vs. AGG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
AGGH Simplify Aggregate Bond ETF | 0.68% | 8.23% | 1.97% | 8.47% | -8.77% |
AGG iShares Core U.S. Aggregate Bond ETF | 0.47% | 7.19% | 1.31% | 5.65% | -9.48% |
Correlation
The correlation between AGGH and AGG is 0.78, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.78 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.74 |
Correlation (All Time) Calculated using the full available price history since Feb 15, 2022 | 0.75 |
The correlation between AGGH and AGG has been stable across timeframes, ranging from 0.74 to 0.78 - a consistent structural relationship.
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Return for Risk
AGGH vs. AGG — Risk / Return Rank
AGGH
AGG
AGGH vs. AGG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Simplify Aggregate Bond ETF (AGGH) and iShares Core U.S. Aggregate Bond ETF (AGG). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AGGH | AGG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.10 | ||
| Sortino ratioReturn per unit of downside risk | -0.12 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.20 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 2.28 | 1.57 | +0.70 |
| Martin ratioReturn relative to average drawdown | 6.38 | 4.54 | +1.84 |
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Drawdowns
AGGH vs. AGG - Drawdown Comparison
The maximum AGGH drawdown since its inception was -13.26%, smaller than the maximum AGG drawdown of -18.43%. Use the drawdown chart below to compare losses from any high point for AGGH and AGG.
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Drawdown Indicators
| AGGH | AGG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.26% | -18.43% | +5.17% |
Max Drawdown (1Y)Largest decline over 1 year | -3.10% | -2.76% | -0.34% |
Max Drawdown (3Y)Largest decline over 3 years | -8.67% | -6.11% | -2.56% |
Max Drawdown (5Y)Largest decline over 5 years | — | -17.82% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -18.43% | — |
Current DrawdownCurrent decline from peak | -1.38% | -1.93% | +0.55% |
Average DrawdownAverage peak-to-trough decline | -4.41% | -2.71% | -1.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.10% | 0.96% | +0.14% |
Volatility
AGGH vs. AGG - Volatility Comparison
Simplify Aggregate Bond ETF (AGGH) has a higher volatility of 1.43% compared to iShares Core U.S. Aggregate Bond ETF (AGG) at 1.10%. This indicates that AGGH's price experiences larger fluctuations and is considered to be riskier than AGG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AGGH | AGG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.43% | 1.10% | +0.33% |
Volatility (6M)Calculated over the trailing 6-month period | 3.45% | 2.83% | +0.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.79% | 3.81% | +2.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.43% | 6.10% | +2.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.43% | 5.41% | +3.02% |
AGGH vs. AGG - Expense Ratio Comparison
AGGH has a 0.33% expense ratio, which is higher than AGG's 0.03% expense ratio.
Dividends
AGGH vs. AGG - Dividend Comparison
AGGH's dividend yield for the trailing twelve months is around 7.51%, more than AGG's 3.98% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGG iShares Core U.S. Aggregate Bond ETF | 3.98% | 3.89% | 3.74% | 3.13% | 2.39% | 1.77% | 2.14% | 2.70% | 2.72% | 2.32% | 2.39% | 2.45% |
AGGH Simplify Aggregate Bond ETF | 7.51% | 7.54% | 8.97% | 9.51% | 2.11% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
AGGH and AGG have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AGGH has higher volatility (1.43%) compared to AGG (1.10%). In terms of maximum drawdown, AGGH dropped -13.26% vs AGG's -18.43%.
On 3-year performance, AGGH leads with 4.68% vs 3.96% for AGG. On fees, AGG is cheaper at 0.03% per year. On volatility, AGG has been the lower-risk option at 1.10%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, AGGH has performed better with a 4.68% return vs 3.96%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
AGG is cheaper with a 0.03% expense ratio, compared with 0.33% for AGGH.
AGGH has the higher dividend yield at 7.51%, compared with 3.98% for AGG.
AGGH is categorized as Intermediate Core Bond, while AGG is Total Bond Market. They also come from different issuers: Simplify and iShares. Their fees differ too: 0.33% for AGGH and 0.03% for AGG.
AGG currently has the higher Sharpe Ratio (1.14 vs 1.04), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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