AGGH vs. VUAA.L
AGGH (Simplify Aggregate Bond ETF) and VUAA.L (Vanguard S&P 500 UCITS ETF USD Accumulation) are both exchange-traded funds - AGGH is a Intermediate Core Bond fund actively managed by Simplify, while VUAA.L is a S&P 500 fund tracking the S&P 500 Net Total Return. AGGH is actively managed, while VUAA.L is passively managed. Over the past 3 years, AGGH returned 4.99%/yr vs 20.75%/yr for VUAA.L. At a 0.05 correlation, their price movements are largely independent. AGGH charges 0.33%/yr vs 0.07%/yr for VUAA.L.
Performance
AGGH vs. VUAA.L - Performance Comparison
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Returns By Period
In the year-to-date period, AGGH achieves a 0.70% return, which is significantly lower than VUAA.L's 8.41% return.
AGGH
- 1D
- -0.17%
- 1M
- 0.23%
- YTD
- 0.70%
- 6M
- 1.19%
- 1Y
- 8.76%
- 3Y*
- 4.99%
- 5Y*
- —
- 10Y*
- —
VUAA.L
- 1D
- 2.02%
- 1M
- -0.83%
- YTD
- 8.41%
- 6M
- 9.69%
- 1Y
- 24.92%
- 3Y*
- 20.75%
- 5Y*
- 13.22%
- 10Y*
- —
AGGH vs. VUAA.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
AGGH Simplify Aggregate Bond ETF | 0.70% | 8.23% | 1.97% | 8.47% | -8.77% |
VUAA.L Vanguard S&P 500 UCITS ETF USD Accumulation | 8.41% | 17.37% | 25.27% | 26.68% | -12.08% |
Correlation
The correlation between AGGH and VUAA.L is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.13 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.11 |
Correlation (All Time) Calculated using the full available price history since Feb 15, 2022 | 0.05 |
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Return for Risk
AGGH vs. VUAA.L — Risk / Return Rank
AGGH
VUAA.L
AGGH vs. VUAA.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Simplify Aggregate Bond ETF (AGGH) and Vanguard S&P 500 UCITS ETF USD Accumulation (VUAA.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 | VUAA.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.89 | ||
| Sortino ratioReturn per unit of downside risk | -1.27 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.37 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | 2.56 | 2.99 | -0.43 |
| Martin ratioReturn relative to average drawdown | 7.30 | 12.46 | -5.15 |
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Drawdowns
AGGH vs. VUAA.L - Drawdown Comparison
The maximum AGGH drawdown since its inception was -13.26%, smaller than the maximum VUAA.L drawdown of -34.05%. Use the drawdown chart below to compare losses from any high point for AGGH and VUAA.L.
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Drawdown Indicators
| AGGH | VUAA.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.26% | -34.05% | +20.79% |
Max Drawdown (1Y)Largest decline over 1 year | -3.10% | -8.18% | +5.08% |
Max Drawdown (3Y)Largest decline over 3 years | -8.67% | -18.39% | +9.72% |
Max Drawdown (5Y)Largest decline over 5 years | — | -24.36% | — |
Current DrawdownCurrent decline from peak | -1.36% | -2.26% | +0.90% |
Average DrawdownAverage peak-to-trough decline | -4.43% | -4.99% | +0.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.09% | 1.97% | -0.88% |
Volatility
AGGH vs. VUAA.L - Volatility Comparison
The current volatility for Simplify Aggregate Bond ETF (AGGH) is 1.67%, while Vanguard S&P 500 UCITS ETF USD Accumulation (VUAA.L) has a volatility of 3.99%. This indicates that AGGH experiences smaller price fluctuations and is considered to be less risky than VUAA.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 | VUAA.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.67% | 3.99% | -2.32% |
Volatility (6M)Calculated over the trailing 6-month period | 3.40% | 9.03% | -5.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.93% | 12.03% | -5.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.44% | 16.05% | -7.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.44% | 17.81% | -9.37% |
AGGH vs. VUAA.L - Expense Ratio Comparison
AGGH has a 0.33% expense ratio, which is higher than VUAA.L's 0.07% expense ratio.
Dividends
AGGH vs. VUAA.L - Dividend Comparison
AGGH's dividend yield for the trailing twelve months is around 7.51%, while VUAA.L has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
AGGH Simplify Aggregate Bond ETF | 7.51% | 7.54% | 8.97% | 9.51% | 2.11% | 0.00% | 0.00% |
VUAA.L Vanguard S&P 500 UCITS ETF USD Accumulation | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 1.63% |
Frequently Asked Questions
AGGH and VUAA.L have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, VUAA.L is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
VUAA.L is cheaper with a 0.07% expense ratio, compared with 0.33% for AGGH.
AGGH is categorized as Intermediate Core Bond, while VUAA.L is S&P 500. They also come from different issuers: Simplify and Vanguard. Their fees differ too: 0.33% for AGGH and 0.07% for VUAA.L.
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