AGGH vs. USTY.L
Compare and contrast key facts about Simplify Aggregate Bond ETF (AGGH) and SPDR Bloomberg US Treasury Bond UCITS ETF (USTY.L).
AGGH and USTY.L 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. USTY.L is a passively managed fund by State Street that tracks the performance of the Bloomberg US Government TR USD. 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 USTY.L.
Correlation
The correlation between AGGH and USTY.L is -0.80. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
AGGH vs. USTY.L - Performance Comparison
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Key characteristics
AGGH:
12.19%
USTY.L:
7.83%
AGGH:
-1.18%
USTY.L:
-23.03%
AGGH:
-0.98%
USTY.L:
-22.15%
Returns By Period
AGGH
N/A
N/A
N/A
N/A
N/A
N/A
USTY.L
-5.17%
-0.68%
-2.80%
-4.06%
-3.64%
N/A
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AGGH vs. USTY.L - Expense Ratio Comparison
AGGH has a 0.33% expense ratio, which is higher than USTY.L's 0.15% expense ratio.
Risk-Adjusted Performance
AGGH vs. USTY.L — Risk-Adjusted Performance Rank
AGGH
USTY.L
AGGH vs. USTY.L - 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 (USTY.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.
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Dividends
AGGH vs. USTY.L - Dividend Comparison
AGGH's dividend yield for the trailing twelve months is around 8.06%, while USTY.L has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
AGGH Simplify Aggregate Bond ETF | 8.06% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
USTY.L SPDR Bloomberg US Treasury Bond UCITS ETF | 0.00% | 1.79% | 2.81% | 1.56% | 1.31% | 2.49% | 2.78% | 1.22% |
Drawdowns
AGGH vs. USTY.L - Drawdown Comparison
The maximum AGGH drawdown since its inception was -1.18%, smaller than the maximum USTY.L drawdown of -23.03%. Use the drawdown chart below to compare losses from any high point for AGGH and USTY.L. For additional features, visit the drawdowns tool.
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Volatility
AGGH vs. USTY.L - Volatility Comparison
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