AGGH vs. HYGV
Compare and contrast key facts about Simplify Aggregate Bond ETF (AGGH) and FlexShares High Yield Value-Scored US Bond Index Fund (HYGV).
AGGH and HYGV 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. HYGV is a passively managed fund by Northern Trust that tracks the performance of the Northern Trust High Yield Value-Scored US Corporate Bond Index. It was launched on Jul 17, 2018.
Performance
AGGH vs. HYGV - Performance Comparison
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AGGH vs. HYGV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
AGGH Simplify Aggregate Bond ETF | 0.04% | 8.23% | 1.97% | 8.47% | -8.47% |
HYGV FlexShares High Yield Value-Scored US Bond Index Fund | -0.23% | 7.92% | 8.02% | 12.11% | -8.51% |
Returns By Period
In the year-to-date period, AGGH achieves a 0.04% return, which is significantly higher than HYGV's -0.23% return.
AGGH
- 1D
- -0.05%
- 1M
- -1.44%
- YTD
- 0.04%
- 6M
- 1.83%
- 1Y
- 3.61%
- 3Y*
- 5.05%
- 5Y*
- —
- 10Y*
- —
HYGV
- 1D
- 0.29%
- 1M
- -0.80%
- YTD
- -0.23%
- 6M
- 0.82%
- 1Y
- 6.88%
- 3Y*
- 7.94%
- 5Y*
- 3.43%
- 10Y*
- —
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AGGH vs. HYGV - Expense Ratio Comparison
AGGH has a 0.33% expense ratio, which is lower than HYGV's 0.37% expense ratio.
Return for Risk
AGGH vs. HYGV — Risk / Return Rank
AGGH
HYGV
AGGH vs. HYGV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Simplify Aggregate Bond ETF (AGGH) and FlexShares High Yield Value-Scored US Bond Index Fund (HYGV). 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 | HYGV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.42 | 1.12 | -0.69 |
Sortino ratioReturn per unit of downside risk | 0.64 | 1.59 | -0.95 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.27 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 0.56 | 1.57 | -1.01 |
Martin ratioReturn relative to average drawdown | 1.52 | 7.57 | -6.05 |
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 | HYGV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.42 | 1.12 | -0.69 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.45 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.26 | 0.53 | -0.27 |
Correlation
The correlation between AGGH and HYGV is 0.34, 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.
Dividends
AGGH vs. HYGV - Dividend Comparison
AGGH's dividend yield for the trailing twelve months is around 7.57%, which matches HYGV's 7.52% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
AGGH Simplify Aggregate Bond ETF | 7.57% | 7.54% | 8.97% | 9.51% | 2.11% | 0.00% | 0.00% | 0.00% | 0.00% |
HYGV FlexShares High Yield Value-Scored US Bond Index Fund | 7.52% | 7.48% | 8.20% | 8.77% | 7.64% | 6.07% | 6.18% | 7.95% | 5.63% |
Drawdowns
AGGH vs. HYGV - Drawdown Comparison
The maximum AGGH drawdown since its inception was -13.26%, smaller than the maximum HYGV drawdown of -23.47%. Use the drawdown chart below to compare losses from any high point for AGGH and HYGV.
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Drawdown Indicators
| AGGH | HYGV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.26% | -23.47% | +10.21% |
Max Drawdown (1Y)Largest decline over 1 year | -6.50% | -4.54% | -1.96% |
Max Drawdown (5Y)Largest decline over 5 years | — | -17.12% | — |
Current DrawdownCurrent decline from peak | -2.01% | -1.32% | -0.69% |
Average DrawdownAverage peak-to-trough decline | -4.57% | -3.39% | -1.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.40% | 0.94% | +1.46% |
Volatility
AGGH vs. HYGV - Volatility Comparison
The current volatility for Simplify Aggregate Bond ETF (AGGH) is 1.87%, while FlexShares High Yield Value-Scored US Bond Index Fund (HYGV) has a volatility of 2.32%. This indicates that AGGH experiences smaller price fluctuations and is considered to be less risky than HYGV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AGGH | HYGV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.87% | 2.32% | -0.45% |
Volatility (6M)Calculated over the trailing 6-month period | 3.49% | 2.99% | +0.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.56% | 6.19% | +2.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.57% | 7.57% | +1.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.57% | 9.28% | -0.71% |