AGGH vs. IEF
Compare and contrast key facts about Simplify Aggregate Bond ETF (AGGH) and iShares 7-10 Year Treasury Bond ETF (IEF).
AGGH and IEF 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. IEF is a passively managed fund by iShares that tracks the performance of the Barclays Capital U.S. 7-10 Year Treasury Bond Index. It was launched on Jul 26, 2002.
Performance
AGGH vs. IEF - Performance Comparison
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AGGH vs. IEF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
AGGH Simplify Aggregate Bond ETF | 0.08% | 8.23% | 1.97% | 8.47% | -8.47% |
IEF iShares 7-10 Year Treasury Bond ETF | -0.14% | 8.03% | -0.63% | 3.64% | -11.42% |
Returns By Period
In the year-to-date period, AGGH achieves a 0.08% return, which is significantly higher than IEF's -0.14% return.
AGGH
- 1D
- 0.17%
- 1M
- -1.96%
- YTD
- 0.08%
- 6M
- 1.93%
- 1Y
- 3.71%
- 3Y*
- 5.07%
- 5Y*
- —
- 10Y*
- —
IEF
- 1D
- 0.18%
- 1M
- -2.32%
- YTD
- -0.14%
- 6M
- 0.79%
- 1Y
- 3.95%
- 3Y*
- 2.25%
- 5Y*
- -0.76%
- 10Y*
- 0.78%
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AGGH vs. IEF - Expense Ratio Comparison
AGGH has a 0.33% expense ratio, which is higher than IEF's 0.15% expense ratio.
Return for Risk
AGGH vs. IEF — Risk / Return Rank
AGGH
IEF
AGGH vs. IEF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Simplify Aggregate Bond ETF (AGGH) and iShares 7-10 Year Treasury Bond ETF (IEF). 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 | IEF | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.43 | 0.74 | -0.31 |
Sortino ratioReturn per unit of downside risk | 0.66 | 1.09 | -0.44 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.13 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.63 | 1.32 | -0.69 |
Martin ratioReturn relative to average drawdown | 1.71 | 3.31 | -1.60 |
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 | IEF | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.43 | 0.74 | -0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | -0.10 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.12 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.27 | 0.51 | -0.24 |
Correlation
The correlation between AGGH and IEF is 0.75, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
AGGH vs. IEF - Dividend Comparison
AGGH's dividend yield for the trailing twelve months is around 7.57%, more than IEF's 3.82% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGGH Simplify Aggregate Bond ETF | 7.57% | 7.54% | 8.97% | 9.51% | 2.11% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IEF iShares 7-10 Year Treasury Bond ETF | 3.82% | 3.77% | 3.62% | 2.91% | 1.96% | 0.83% | 1.08% | 2.08% | 2.24% | 1.82% | 1.81% | 1.90% |
Drawdowns
AGGH vs. IEF - Drawdown Comparison
The maximum AGGH drawdown since its inception was -13.26%, smaller than the maximum IEF drawdown of -23.93%. Use the drawdown chart below to compare losses from any high point for AGGH and IEF.
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Drawdown Indicators
| AGGH | IEF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.26% | -23.93% | +10.67% |
Max Drawdown (1Y)Largest decline over 1 year | -6.50% | -3.22% | -3.28% |
Max Drawdown (5Y)Largest decline over 5 years | — | -21.40% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -23.93% | — |
Current DrawdownCurrent decline from peak | -1.96% | -10.88% | +8.92% |
Average DrawdownAverage peak-to-trough decline | -4.57% | -5.30% | +0.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.40% | 1.28% | +1.12% |
Volatility
AGGH vs. IEF - Volatility Comparison
Simplify Aggregate Bond ETF (AGGH) and iShares 7-10 Year Treasury Bond ETF (IEF) have volatilities of 1.87% and 1.91%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AGGH | IEF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.87% | 1.91% | -0.04% |
Volatility (6M)Calculated over the trailing 6-month period | 3.49% | 3.22% | +0.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.57% | 5.35% | +3.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.58% | 7.70% | +0.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.58% | 6.63% | +1.95% |