AGGH vs. XEON.DE
AGGH (Simplify Aggregate Bond ETF) and XEON.DE (Xtrackers II EUR Overnight Rate Swap UCITS ETF 1C) are both exchange-traded funds - AGGH is a Intermediate Core Bond fund actively managed by Simplify, while XEON.DE is a Bank Loan fund tracking the Solactive €STR +8.5 Daily Index. AGGH is actively managed, while XEON.DE is passively managed. Over the past 3 years, AGGH returned 4.99%/yr vs 5.79%/yr for XEON.DE. At a 0.20 correlation, their price movements are largely independent. AGGH charges 0.33%/yr vs 0.10%/yr for XEON.DE.
Performance
AGGH vs. XEON.DE - Performance Comparison
Loading charts...
Different Trading Currencies
AGGH is traded in USD, while XEON.DE is traded in EUR. To make them comparable, the XEON.DE values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, AGGH achieves a 0.70% return, which is significantly higher than XEON.DE's -0.38% return.
AGGH
- 1D
- -0.17%
- 1M
- 0.32%
- YTD
- 0.70%
- 6M
- 1.19%
- 1Y
- 7.90%
- 3Y*
- 4.99%
- 5Y*
- —
- 10Y*
- —
XEON.DE
- 1D
- 0.10%
- 1M
- -0.78%
- YTD
- -0.38%
- 6M
- -0.20%
- 1Y
- 2.17%
- 3Y*
- 5.79%
- 5Y*
- 0.99%
- 10Y*
- 0.93%
AGGH vs. XEON.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
AGGH Simplify Aggregate Bond ETF | 0.70% | 8.23% | 1.97% | 8.47% | -8.77% |
XEON.DE Xtrackers II EUR Overnight Rate Swap UCITS ETF 1C | -0.38% | 15.43% | -2.15% | 6.56% | -5.33% |
Correlation
The correlation between AGGH and XEON.DE is 0.24, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.24 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.22 |
Correlation (All Time) Calculated using the full available price history since Feb 15, 2022 | 0.20 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
AGGH vs. XEON.DE — Risk / Return Rank
AGGH
XEON.DE
AGGH vs. XEON.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Simplify Aggregate Bond ETF (AGGH) and Xtrackers II EUR Overnight Rate Swap UCITS ETF 1C (XEON.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.
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 | XEON.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.56 | ||
| Sortino ratioReturn per unit of downside risk | +0.83 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.11 | +0.12 |
| Calmar ratioReturn relative to maximum drawdown | 2.56 | 0.75 | +1.81 |
| Martin ratioReturn relative to average drawdown | 7.30 | 1.90 | +5.41 |
Loading charts...
Drawdowns
AGGH vs. XEON.DE - Drawdown Comparison
The maximum AGGH drawdown since its inception was -13.26%, smaller than the maximum XEON.DE drawdown of -40.00%. Use the drawdown chart below to compare losses from any high point for AGGH and XEON.DE.
Loading charts...
Drawdown Indicators
| AGGH | XEON.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.26% | -40.00% | +26.74% |
Max Drawdown (1Y)Largest decline over 1 year | -3.10% | -4.95% | +1.85% |
Max Drawdown (3Y)Largest decline over 3 years | -8.67% | -7.52% | -1.15% |
Max Drawdown (5Y)Largest decline over 5 years | — | -21.42% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -25.15% | — |
Current DrawdownCurrent decline from peak | -1.36% | -19.51% | +18.15% |
Average DrawdownAverage peak-to-trough decline | -4.43% | -21.19% | +16.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.09% | 1.95% | -0.86% |
Volatility
AGGH vs. XEON.DE - Volatility Comparison
Simplify Aggregate Bond ETF (AGGH) has a higher volatility of 1.67% compared to Xtrackers II EUR Overnight Rate Swap UCITS ETF 1C (XEON.DE) at 1.21%. This indicates that AGGH's price experiences larger fluctuations and is considered to be riskier than XEON.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| AGGH | XEON.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.67% | 1.21% | +0.46% |
Volatility (6M)Calculated over the trailing 6-month period | 3.40% | 4.37% | -0.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.93% | 6.33% | +0.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.44% | 7.62% | +0.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.44% | 7.32% | +1.12% |
AGGH vs. XEON.DE - Expense Ratio Comparison
AGGH has a 0.33% expense ratio, which is higher than XEON.DE's 0.10% expense ratio.
Dividends
AGGH vs. XEON.DE - Dividend Comparison
AGGH's dividend yield for the trailing twelve months is around 7.51%, while XEON.DE 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% |
XEON.DE Xtrackers II EUR Overnight Rate Swap UCITS ETF 1C | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
AGGH and XEON.DE have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XEON.DE is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XEON.DE is cheaper with a 0.10% expense ratio, compared with 0.33% for AGGH.
AGGH is categorized as Intermediate Core Bond, while XEON.DE is Bank Loan. They also come from different issuers: Simplify and Xtrackers. Their fees differ too: 0.33% for AGGH and 0.10% for XEON.DE.
Find the right allocation for AGGH and XEON.DE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer