AGGH vs. PDT

Last updated Jun 4, 2026

AGGH (Simplify Aggregate Bond ETF) and PDT (John Hancock Premium Dividend Fund) are both funds - AGGH is a Intermediate Core Bond fund actively managed by Simplify, while PDT is a Dividend fund managed by John Hancock. Over the past 3 years, AGGH returned 4.70%/yr vs 12.74%/yr for PDT. At a 0.17 correlation, their price movements are largely independent. AGGH charges 0.33%/yr vs 5.06%/yr for PDT.

Performance

AGGH vs. PDT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Simplify Aggregate Bond ETF (AGGH) and John Hancock Premium Dividend Fund (PDT). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, AGGH achieves a 0.48% return, which is significantly lower than PDT's 3.84% return.

AGGH

• 1D: -0.32%
• 1M: 0.30%
• YTD: 0.48%
• 6M: 0.53%
• 1Y: 9.06%
• 3Y*: 4.70%
• 5Y*: —
• 10Y*: —

PDT

• 1D: -0.39%
• 1M: -2.34%
• YTD: 3.84%
• 6M: 3.30%
• 1Y: 4.47%
• 3Y*: 12.74%
• 5Y*: 2.52%
• 10Y*: 6.12%

*Multi-year figures are annualized to reflect compound growth (CAGR)

AGGH vs. PDT - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
AGGH Simplify Aggregate Bond ETF	0.48%	8.23%	1.97%	8.47%	-8.47%
PDT John Hancock Premium Dividend Fund	3.84%	7.64%	29.92%	-9.55%	-12.61%

Correlation

The correlation between AGGH and PDT is 0.07, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.07
Correlation (3Y) Calculated over the trailing 3-year period	0.19
Correlation (All Time) Calculated using the full available price history since Feb 16, 2022	0.17

The correlation between AGGH and PDT shifts across timeframes, from 0.07 (1 year) to 0.19 (3 years), reflecting how their relationship changes across market environments.

Return for Risk

AGGH vs. PDT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AGGH

AGGH Risk / Return Rank: 44
AGGH Sharpe Ratio Rank: 35
AGGH Sortino Ratio Rank: 36
AGGH Omega Ratio Rank: 38
AGGH Calmar Ratio Rank: 58
AGGH Martin Ratio Rank: 50

PDT

PDT Risk / Return Rank: 7
PDT Sharpe Ratio Rank: 6
PDT Sortino Ratio Rank: 6
PDT Omega Ratio Rank: 6
PDT Calmar Ratio Rank: 8
PDT Martin Ratio Rank: 7

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AGGH vs. PDT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Simplify Aggregate Bond ETF (AGGH) and John Hancock Premium Dividend Fund (PDT). 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	PDT	Difference
Sharpe ratio: Return per unit of total volatility	1.28	0.50	+0.78
Sortino ratio: Return per unit of downside risk	1.92	0.75	+1.17
Omega ratio: Gain probability vs. loss probability	1.25	1.09	+0.16
Calmar ratio: Return relative to maximum drawdown	2.94	0.83	+2.10
Martin ratio: Return relative to average drawdown	8.57	1.92	+6.65
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

AGGH vs. PDT - Sharpe Ratio Comparison

The current AGGH Sharpe Ratio is 1.28, which is higher than the PDT Sharpe Ratio of 0.50. The chart below compares the historical Sharpe Ratios of AGGH and PDT, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	AGGH	PDT	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.28	0.50	+0.78
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.15	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.24	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.27	0.31	-0.04

Drawdowns

AGGH vs. PDT - Drawdown Comparison

The maximum AGGH drawdown since its inception was -13.26%, smaller than the maximum PDT drawdown of -62.39%. Use the drawdown chart below to compare losses from any high point for AGGH and PDT.

Drawdown Indicators

	AGGH	PDT	Difference
Max Drawdown Largest peak-to-trough decline	-13.26%	-62.39%	+49.13%
Max Drawdown (1Y) Largest decline over 1 year	-3.10%	-5.38%	+2.28%
Max Drawdown (3Y) Largest decline over 3 years	-8.67%	-22.06%	+13.39%
Max Drawdown (5Y) Largest decline over 5 years	—	-40.44%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-62.39%	—
Current Drawdown Current decline from peak	-1.58%	-4.11%	+2.53%
Average Drawdown Average peak-to-trough decline	-4.45%	-10.02%	+5.57%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.06%	2.33%	-1.27%

Volatility

AGGH vs. PDT - Volatility Comparison

The current volatility for Simplify Aggregate Bond ETF (AGGH) is 1.54%, while John Hancock Premium Dividend Fund (PDT) has a volatility of 3.08%. This indicates that AGGH experiences smaller price fluctuations and is considered to be less risky than PDT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AGGH	PDT	Difference
Volatility (1M) Calculated over the trailing 1-month period	1.54%	3.08%	-1.54%
Volatility (6M) Calculated over the trailing 6-month period	3.33%	6.93%	-3.60%
Volatility (1Y) Calculated over the trailing 1-year period	7.10%	8.93%	-1.83%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	8.46%	17.03%	-8.57%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	8.46%	25.16%	-16.70%

AGGH vs. PDT - Expense Ratio Comparison

AGGH has a 0.33% expense ratio, which is lower than PDT's 5.06% expense ratio.

Dividends

AGGH vs. PDT - Dividend Comparison

AGGH's dividend yield for the trailing twelve months is around 7.53%, less than PDT's 7.75% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AGGH Simplify Aggregate Bond ETF	7.53%	7.54%	8.97%	9.51%	2.11%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
PDT John Hancock Premium Dividend Fund	7.75%	7.80%	7.77%	10.14%	9.04%	6.42%	8.43%	6.70%	8.69%	9.94%	9.15%	7.88%

Frequently Asked Questions

Can I hold both AGGH and PDT in my portfolio?

AGGH and PDT have a correlation of 0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, AGGH or PDT?

PDT has higher volatility (3.08%) compared to AGGH (1.54%). In terms of maximum drawdown, AGGH dropped -13.26% vs PDT's -62.39%.

Which has better risk-adjusted returns?

AGGH currently has the higher Sharpe Ratio (1.28 vs 0.50), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.