AGGH vs. IWDA.L
AGGH (Simplify Aggregate Bond ETF) and IWDA.L (iShares Core MSCI World UCITS ETF USD (Acc)) are both exchange-traded funds - AGGH is a Intermediate Core Bond fund actively managed by Simplify, while IWDA.L is a Global Equities fund tracking the MSCI World Index (Net). AGGH is actively managed, while IWDA.L is passively managed. Over the past 3 years, AGGH returned 4.89%/yr vs 19.77%/yr for IWDA.L. At a 0.06 correlation, their price movements are largely independent. AGGH charges 0.33%/yr vs 0.20%/yr for IWDA.L.
Performance
AGGH vs. IWDA.L - Performance Comparison
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Returns By Period
In the year-to-date period, AGGH achieves a 0.85% return, which is significantly lower than IWDA.L's 9.14% return.
AGGH
- 1D
- 0.35%
- 1M
- 0.80%
- YTD
- 0.85%
- 6M
- 0.75%
- 1Y
- 7.79%
- 3Y*
- 4.89%
- 5Y*
- —
- 10Y*
- —
IWDA.L
- 1D
- 0.03%
- 1M
- 1.64%
- YTD
- 9.14%
- 6M
- 10.06%
- 1Y
- 25.67%
- 3Y*
- 19.77%
- 5Y*
- 11.98%
- 10Y*
- 13.13%
AGGH vs. IWDA.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
AGGH Simplify Aggregate Bond ETF | 0.85% | 8.23% | 1.97% | 8.47% | -8.77% |
IWDA.L iShares Core MSCI World UCITS ETF USD (Acc) | 9.14% | 21.03% | 19.11% | 24.27% | -12.41% |
Correlation
The correlation between AGGH and IWDA.L is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.16 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.13 |
Correlation (All Time) Calculated using the full available price history since Feb 15, 2022 | 0.06 |
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Return for Risk
AGGH vs. IWDA.L — Risk / Return Rank
AGGH
IWDA.L
AGGH vs. IWDA.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Simplify Aggregate Bond ETF (AGGH) and iShares Core MSCI World UCITS ETF USD (Acc) (IWDA.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 | IWDA.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.00 | ||
| Sortino ratioReturn per unit of downside risk | -1.54 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.40 | -0.17 |
| Calmar ratioReturn relative to maximum drawdown | 2.56 | 3.20 | -0.64 |
| Martin ratioReturn relative to average drawdown | 7.22 | 13.24 | -6.02 |
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Drawdowns
AGGH vs. IWDA.L - Drawdown Comparison
The maximum AGGH drawdown since its inception was -13.26%, smaller than the maximum IWDA.L drawdown of -34.11%. Use the drawdown chart below to compare losses from any high point for AGGH and IWDA.L.
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Drawdown Indicators
| AGGH | IWDA.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.26% | -34.11% | +20.85% |
Max Drawdown (1Y)Largest decline over 1 year | -3.10% | -8.31% | +5.21% |
Max Drawdown (3Y)Largest decline over 3 years | -8.67% | -16.94% | +8.27% |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.88% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.11% | — |
Current DrawdownCurrent decline from peak | -1.21% | -1.05% | -0.16% |
Average DrawdownAverage peak-to-trough decline | -4.42% | -4.40% | -0.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.10% | 2.01% | -0.91% |
Volatility
AGGH vs. IWDA.L - Volatility Comparison
The current volatility for Simplify Aggregate Bond ETF (AGGH) is 1.50%, while iShares Core MSCI World UCITS ETF USD (Acc) (IWDA.L) has a volatility of 3.66%. This indicates that AGGH experiences smaller price fluctuations and is considered to be less risky than IWDA.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 | IWDA.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.50% | 3.66% | -2.16% |
Volatility (6M)Calculated over the trailing 6-month period | 3.43% | 9.66% | -6.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.78% | 12.30% | -5.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.43% | 15.72% | -7.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.43% | 15.89% | -7.46% |
AGGH vs. IWDA.L - Expense Ratio Comparison
AGGH has a 0.33% expense ratio, which is higher than IWDA.L's 0.20% expense ratio.
Dividends
AGGH vs. IWDA.L - Dividend Comparison
AGGH's dividend yield for the trailing twelve months is around 7.50%, while IWDA.L has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
AGGH Simplify Aggregate Bond ETF | 7.50% | 7.54% | 8.97% | 9.51% | 2.11% |
IWDA.L iShares Core MSCI World UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
AGGH and IWDA.L have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IWDA.L is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IWDA.L is cheaper with a 0.20% expense ratio, compared with 0.33% for AGGH.
AGGH is categorized as Intermediate Core Bond, while IWDA.L is Global Equities. They also come from different issuers: Simplify and iShares. Their fees differ too: 0.33% for AGGH and 0.20% for IWDA.L.
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