AGGH vs. GPIX

In the year-to-date period, AGGH achieves a 2.41% return, which is significantly lower than GPIX's 23.55% return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

AGGH has a 0.33% expense ratio, which is higher than GPIX's 0.29% expense ratio.

The correlation between AGGH and GPIX is 0.13, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

This table presents a comparison of risk-adjusted performance metrics for Simplify Aggregate Bond ETF (AGGH) and Goldman Sachs S&P 500 Core Premium Income ETF (GPIX). 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.

The current AGGH Sharpe Ratio is 0.79, which is lower than the GPIX Sharpe Ratio of 2.82. The chart below compares the historical Sharpe Ratios of AGGH and GPIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

AGGH's dividend yield for the trailing twelve months is around 9.31%, more than GPIX's 7.81% yield.

The maximum AGGH drawdown since its inception was -13.26%, which is greater than GPIX's maximum drawdown of -6.97%. Use the drawdown chart below to compare losses from any high point for AGGH and GPIX. For additional features, visit the drawdowns tool.

The current volatility for Simplify Aggregate Bond ETF (AGGH) is 2.00%, while Goldman Sachs S&P 500 Core Premium Income ETF (GPIX) has a volatility of 3.34%. This indicates that AGGH experiences smaller price fluctuations and is considered to be less risky than GPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.