AGGH vs. DTLA.L
AGGH (Simplify Aggregate Bond ETF) and DTLA.L (iShares USD Treasury Bond 20+yr UCITS ETF USD (Acc)) are both exchange-traded funds - AGGH is a Intermediate Core Bond fund actively managed by Simplify, while DTLA.L is a Government Bonds fund tracking the ICE US Treasury 20+ Year Index. AGGH is actively managed, while DTLA.L is passively managed. Over the past 3 years, AGGH returned 4.99%/yr vs -1.20%/yr for DTLA.L. A 0.52 correlation means they provide meaningful diversification when combined. AGGH charges 0.33%/yr vs 0.07%/yr for DTLA.L.
Performance
AGGH vs. DTLA.L - Performance Comparison
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Returns By Period
In the year-to-date period, AGGH achieves a 0.70% return, which is significantly higher than DTLA.L's -0.86% return.
AGGH
- 1D
- -0.17%
- 1M
- 0.23%
- YTD
- 0.70%
- 6M
- 1.19%
- 1Y
- 8.76%
- 3Y*
- 4.99%
- 5Y*
- —
- 10Y*
- —
DTLA.L
- 1D
- 0.44%
- 1M
- 1.10%
- YTD
- -0.86%
- 6M
- 0.88%
- 1Y
- 4.30%
- 3Y*
- -1.20%
- 5Y*
- -6.37%
- 10Y*
- —
AGGH vs. DTLA.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
AGGH Simplify Aggregate Bond ETF | 0.70% | 8.23% | 1.97% | 8.47% | -8.77% |
DTLA.L iShares USD Treasury Bond 20+yr UCITS ETF USD (Acc) | -0.86% | 4.49% | -6.90% | 1.69% | -24.26% |
Correlation
The correlation between AGGH and DTLA.L is 0.49, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.49 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.53 |
Correlation (All Time) Calculated using the full available price history since Feb 15, 2022 | 0.52 |
The correlation between AGGH and DTLA.L has been stable across timeframes, ranging from 0.49 to 0.53 - a consistent structural relationship.
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Return for Risk
AGGH vs. DTLA.L — Risk / Return Rank
AGGH
DTLA.L
AGGH vs. DTLA.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Simplify Aggregate Bond ETF (AGGH) and iShares USD Treasury Bond 20+yr UCITS ETF USD (Acc) (DTLA.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.
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 | DTLA.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.81 | ||
| Sortino ratioReturn per unit of downside risk | +1.19 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.06 | +0.16 |
| Calmar ratioReturn relative to maximum drawdown | 2.56 | 0.45 | +2.11 |
| Martin ratioReturn relative to average drawdown | 7.30 | 1.12 | +6.18 |
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Drawdowns
AGGH vs. DTLA.L - Drawdown Comparison
The maximum AGGH drawdown since its inception was -13.26%, smaller than the maximum DTLA.L drawdown of -48.41%. Use the drawdown chart below to compare losses from any high point for AGGH and DTLA.L.
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Drawdown Indicators
| AGGH | DTLA.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.26% | -48.41% | +35.15% |
Max Drawdown (1Y)Largest decline over 1 year | -3.10% | -7.50% | +4.40% |
Max Drawdown (3Y)Largest decline over 3 years | -8.67% | -18.57% | +9.90% |
Max Drawdown (5Y)Largest decline over 5 years | — | -42.80% | — |
Current DrawdownCurrent decline from peak | -1.36% | -40.40% | +39.04% |
Average DrawdownAverage peak-to-trough decline | -4.43% | -24.06% | +19.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.09% | 3.00% | -1.91% |
Volatility
AGGH vs. DTLA.L - Volatility Comparison
The current volatility for Simplify Aggregate Bond ETF (AGGH) is 1.67%, while iShares USD Treasury Bond 20+yr UCITS ETF USD (Acc) (DTLA.L) has a volatility of 3.33%. This indicates that AGGH experiences smaller price fluctuations and is considered to be less risky than DTLA.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 | DTLA.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.67% | 3.33% | -1.66% |
Volatility (6M)Calculated over the trailing 6-month period | 3.40% | 6.74% | -3.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.93% | 10.03% | -3.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.44% | 14.95% | -6.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.44% | 14.79% | -6.35% |
AGGH vs. DTLA.L - Expense Ratio Comparison
AGGH has a 0.33% expense ratio, which is higher than DTLA.L's 0.07% expense ratio.
Dividends
AGGH vs. DTLA.L - Dividend Comparison
AGGH's dividend yield for the trailing twelve months is around 7.51%, while DTLA.L has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
AGGH Simplify Aggregate Bond ETF | 7.51% | 7.54% | 8.97% | 9.51% | 2.11% |
DTLA.L iShares USD Treasury Bond 20+yr UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
AGGH and DTLA.L have a correlation of 0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, DTLA.L is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
DTLA.L is cheaper with a 0.07% expense ratio, compared with 0.33% for AGGH.
AGGH is categorized as Intermediate Core Bond, while DTLA.L is Government Bonds. They also come from different issuers: Simplify and iShares. Their fees differ too: 0.33% for AGGH and 0.07% for DTLA.L.
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