AGGH vs. BBRT.L
Compare and contrast key facts about Simplify Aggregate Bond ETF (AGGH) and JPMorgan BetaBuilders US Treasury Bond UCITS ETF USD (Acc) (BBRT.L).
AGGH and BBRT.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AGGH is an actively managed fund by Simplify. It was launched on Feb 14, 2022. BBRT.L is a passively managed fund by JPMorgan that tracks the performance of the Bloomberg US Government TR USD. It was launched on Apr 25, 2019.
Performance
AGGH vs. BBRT.L - Performance Comparison
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AGGH vs. BBRT.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
AGGH Simplify Aggregate Bond ETF | 0.04% | 8.23% | 1.97% | 8.47% | -8.47% |
BBRT.L JPMorgan BetaBuilders US Treasury Bond UCITS ETF USD (Acc) | -0.22% | 6.61% | 0.51% | 3.18% | -9.18% |
Different Trading Currencies
AGGH is traded in USD, while BBRT.L is traded in GBP. To make them comparable, the BBRT.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, AGGH achieves a 0.04% return, which is significantly higher than BBRT.L's -0.22% return.
AGGH
- 1D
- -0.05%
- 1M
- -1.44%
- YTD
- 0.04%
- 6M
- 1.83%
- 1Y
- 3.61%
- 3Y*
- 5.05%
- 5Y*
- —
- 10Y*
- —
BBRT.L
- 1D
- 0.04%
- 1M
- -1.56%
- YTD
- -0.22%
- 6M
- 0.76%
- 1Y
- 2.91%
- 3Y*
- 2.64%
- 5Y*
- -0.37%
- 10Y*
- —
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AGGH vs. BBRT.L - Expense Ratio Comparison
AGGH has a 0.33% expense ratio, which is higher than BBRT.L's 0.07% expense ratio.
Return for Risk
AGGH vs. BBRT.L — Risk / Return Rank
AGGH
BBRT.L
AGGH vs. BBRT.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Simplify Aggregate Bond ETF (AGGH) and JPMorgan BetaBuilders US Treasury Bond UCITS ETF USD (Acc) (BBRT.L). 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.
| AGGH | BBRT.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.42 | 0.51 | -0.09 |
Sortino ratioReturn per unit of downside risk | 0.64 | 0.78 | -0.14 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.09 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.56 | 0.95 | -0.39 |
Martin ratioReturn relative to average drawdown | 1.52 | 2.34 | -0.81 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AGGH | BBRT.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.42 | 0.51 | -0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | -0.05 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.26 | 0.12 | +0.14 |
Correlation
The correlation between AGGH and BBRT.L is 0.52, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
AGGH vs. BBRT.L - Dividend Comparison
AGGH's dividend yield for the trailing twelve months is around 7.57%, while BBRT.L has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
AGGH Simplify Aggregate Bond ETF | 7.57% | 7.54% | 8.97% | 9.51% | 2.11% |
BBRT.L JPMorgan BetaBuilders US Treasury Bond UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
AGGH vs. BBRT.L - Drawdown Comparison
The maximum AGGH drawdown since its inception was -13.26%, smaller than the maximum BBRT.L drawdown of -20.37%. Use the drawdown chart below to compare losses from any high point for AGGH and BBRT.L.
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Drawdown Indicators
| AGGH | BBRT.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.26% | -24.57% | +11.31% |
Max Drawdown (1Y)Largest decline over 1 year | -6.50% | -7.56% | +1.06% |
Max Drawdown (5Y)Largest decline over 5 years | — | -16.20% | — |
Current DrawdownCurrent decline from peak | -2.01% | -19.09% | +17.08% |
Average DrawdownAverage peak-to-trough decline | -4.57% | -16.73% | +12.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.40% | 4.37% | -1.97% |
Volatility
AGGH vs. BBRT.L - Volatility Comparison
The current volatility for Simplify Aggregate Bond ETF (AGGH) is 1.87%, while JPMorgan BetaBuilders US Treasury Bond UCITS ETF USD (Acc) (BBRT.L) has a volatility of 2.05%. This indicates that AGGH experiences smaller price fluctuations and is considered to be less risky than BBRT.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AGGH | BBRT.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.87% | 2.05% | -0.18% |
Volatility (6M)Calculated over the trailing 6-month period | 3.49% | 3.63% | -0.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.56% | 5.70% | +2.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.57% | 7.26% | +1.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.57% | 7.52% | +1.05% |