AGGH vs. WSML.L
AGGH (Simplify Aggregate Bond ETF) and WSML.L (iShares MSCI World Small Cap UCITS ETF USD (Acc)) are both exchange-traded funds - AGGH is a Intermediate Core Bond fund actively managed by Simplify, while WSML.L is a Global Equities fund tracking the MSCI World Small Cap Index. AGGH is actively managed, while WSML.L is passively managed. Over the past 3 years, AGGH returned 4.99%/yr vs 16.81%/yr for WSML.L. At a 0.08 correlation, their price movements are largely independent. AGGH charges 0.33%/yr vs 0.35%/yr for WSML.L.
Performance
AGGH vs. WSML.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 WSML.L's 14.98% return.
AGGH
- 1D
- -0.17%
- 1M
- 0.23%
- YTD
- 0.70%
- 6M
- 1.19%
- 1Y
- 8.76%
- 3Y*
- 4.99%
- 5Y*
- —
- 10Y*
- —
WSML.L
- 1D
- 2.86%
- 1M
- 2.45%
- YTD
- 14.98%
- 6M
- 14.98%
- 1Y
- 32.15%
- 3Y*
- 16.81%
- 5Y*
- 7.00%
- 10Y*
- —
AGGH vs. WSML.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% |
WSML.L iShares MSCI World Small Cap UCITS ETF USD (Acc) | 14.98% | 19.95% | 7.38% | 17.11% | -12.97% |
Correlation
The correlation between AGGH and WSML.L is 0.15, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.15 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.16 |
Correlation (All Time) Calculated using the full available price history since Feb 15, 2022 | 0.08 |
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Return for Risk
AGGH vs. WSML.L — Risk / Return Rank
AGGH
WSML.L
AGGH vs. WSML.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Simplify Aggregate Bond ETF (AGGH) and iShares MSCI World Small Cap UCITS ETF USD (Acc) (WSML.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 | WSML.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.93 | ||
| Sortino ratioReturn per unit of downside risk | -1.43 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.37 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | 2.56 | 3.46 | -0.90 |
| Martin ratioReturn relative to average drawdown | 7.30 | 12.61 | -5.31 |
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Drawdowns
AGGH vs. WSML.L - Drawdown Comparison
The maximum AGGH drawdown since its inception was -13.26%, smaller than the maximum WSML.L drawdown of -41.14%. Use the drawdown chart below to compare losses from any high point for AGGH and WSML.L.
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Drawdown Indicators
| AGGH | WSML.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.26% | -41.14% | +27.88% |
Max Drawdown (1Y)Largest decline over 1 year | -3.10% | -9.05% | +5.95% |
Max Drawdown (3Y)Largest decline over 3 years | -8.67% | -20.10% | +11.43% |
Max Drawdown (5Y)Largest decline over 5 years | — | -30.50% | — |
Current DrawdownCurrent decline from peak | -1.36% | 0.00% | -1.36% |
Average DrawdownAverage peak-to-trough decline | -4.43% | -8.76% | +4.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.09% | 2.49% | -1.40% |
Volatility
AGGH vs. WSML.L - Volatility Comparison
The current volatility for Simplify Aggregate Bond ETF (AGGH) is 1.67%, while iShares MSCI World Small Cap UCITS ETF USD (Acc) (WSML.L) has a volatility of 4.87%. This indicates that AGGH experiences smaller price fluctuations and is considered to be less risky than WSML.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 | WSML.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.67% | 4.87% | -3.20% |
Volatility (6M)Calculated over the trailing 6-month period | 3.40% | 11.71% | -8.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.93% | 15.07% | -8.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.44% | 18.55% | -10.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.44% | 19.58% | -11.14% |
AGGH vs. WSML.L - Expense Ratio Comparison
AGGH has a 0.33% expense ratio, which is lower than WSML.L's 0.35% expense ratio.
Dividends
AGGH vs. WSML.L - Dividend Comparison
AGGH's dividend yield for the trailing twelve months is around 7.51%, while WSML.L has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
AGGH Simplify Aggregate Bond ETF | 7.51% | 7.54% | 8.97% | 9.51% | 2.11% |
WSML.L iShares MSCI World Small Cap UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
AGGH and WSML.L have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, AGGH is cheaper at 0.33% per year. The better choice depends on whether you care most about return, fees, risk, or income.
AGGH is cheaper with a 0.33% expense ratio, compared with 0.35% for WSML.L.
AGGH is categorized as Intermediate Core Bond, while WSML.L is Global Equities. They also come from different issuers: Simplify and iShares. Their fees differ too: 0.33% for AGGH and 0.35% for WSML.L.
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