AGGH vs. SYBT.DE
Compare and contrast key facts about Simplify Aggregate Bond ETF (AGGH) and SPDR Bloomberg US Treasury Bond UCITS ETF (SYBT.DE).
AGGH and SYBT.DE 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. SYBT.DE is a passively managed fund by State Street that tracks the performance of the Bloomberg US Treasury. It was launched on Jun 3, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AGGH or SYBT.DE.
Correlation
The correlation between AGGH and SYBT.DE 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.
Performance
AGGH vs. SYBT.DE - Performance Comparison
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Key characteristics
AGGH:
0.46
SYBT.DE:
0.09
AGGH:
0.79
SYBT.DE:
0.18
AGGH:
1.10
SYBT.DE:
1.03
AGGH:
0.73
SYBT.DE:
0.05
AGGH:
1.67
SYBT.DE:
0.25
AGGH:
2.92%
SYBT.DE:
2.99%
AGGH:
9.55%
SYBT.DE:
8.63%
AGGH:
-13.26%
SYBT.DE:
-17.66%
AGGH:
-4.42%
SYBT.DE:
-13.42%
Returns By Period
In the year-to-date period, AGGH achieves a 0.50% return, which is significantly higher than SYBT.DE's -4.82% return.
AGGH
0.50%
0.25%
0.65%
4.57%
N/A
N/A
SYBT.DE
-4.82%
-0.63%
-3.08%
0.76%
-2.96%
1.21%
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AGGH vs. SYBT.DE - Expense Ratio Comparison
AGGH has a 0.33% expense ratio, which is higher than SYBT.DE's 0.15% expense ratio.
Risk-Adjusted Performance
AGGH vs. SYBT.DE — Risk-Adjusted Performance Rank
AGGH
SYBT.DE
AGGH vs. SYBT.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Simplify Aggregate Bond ETF (AGGH) and SPDR Bloomberg US Treasury Bond UCITS ETF (SYBT.DE). 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.
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Dividends
AGGH vs. SYBT.DE - Dividend Comparison
AGGH's dividend yield for the trailing twelve months is around 8.06%, more than SYBT.DE's 3.53% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGGH Simplify Aggregate Bond ETF | 8.06% | 8.97% | 9.51% | 2.11% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SYBT.DE SPDR Bloomberg US Treasury Bond UCITS ETF | 3.53% | 2.94% | 2.22% | 1.31% | 0.92% | 1.98% | 3.24% | 1.58% | 1.66% | 1.29% | 1.25% | 1.13% |
Drawdowns
AGGH vs. SYBT.DE - Drawdown Comparison
The maximum AGGH drawdown since its inception was -13.26%, smaller than the maximum SYBT.DE drawdown of -17.66%. Use the drawdown chart below to compare losses from any high point for AGGH and SYBT.DE. For additional features, visit the drawdowns tool.
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Volatility
AGGH vs. SYBT.DE - Volatility Comparison
The current volatility for Simplify Aggregate Bond ETF (AGGH) is 3.73%, while SPDR Bloomberg US Treasury Bond UCITS ETF (SYBT.DE) has a volatility of 4.36%. This indicates that AGGH experiences smaller price fluctuations and is considered to be less risky than SYBT.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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