AGGH vs. XLK
AGGH (Simplify Aggregate Bond ETF) and XLK (State Street Technology Select Sector SPDR ETF) are both exchange-traded funds - AGGH is a Intermediate Core Bond fund actively managed by Simplify, while XLK is a Technology Equities fund tracking the S&P Technology Select Sector Daily Capped 35/20 Index. AGGH is actively managed, while XLK is passively managed. Over the past 3 years, AGGH returned 4.99%/yr vs 30.28%/yr for XLK. At a 0.07 correlation, their price movements are largely independent. AGGH charges 0.33%/yr vs 0.08%/yr for XLK.
Performance
AGGH vs. XLK - 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 XLK's 28.52% return.
AGGH
- 1D
- -0.17%
- 1M
- 0.23%
- YTD
- 0.70%
- 6M
- 1.19%
- 1Y
- 8.76%
- 3Y*
- 4.99%
- 5Y*
- —
- 10Y*
- —
XLK
- 1D
- 0.87%
- 1M
- 2.95%
- YTD
- 28.52%
- 6M
- 28.96%
- 1Y
- 55.42%
- 3Y*
- 30.28%
- 5Y*
- 22.02%
- 10Y*
- 25.19%
AGGH vs. XLK - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
AGGH Simplify Aggregate Bond ETF | 0.70% | 8.23% | 1.97% | 8.47% | -8.77% |
XLK State Street Technology Select Sector SPDR ETF | 28.52% | 24.61% | 21.63% | 56.02% | -18.84% |
Correlation
The correlation between AGGH and XLK is 0.17, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.17 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.08 |
Correlation (All Time) Calculated using the full available price history since Feb 15, 2022 | 0.07 |
The correlation between AGGH and XLK shifts across timeframes, from 0.07 (all time) to 0.17 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
AGGH vs. XLK — Risk / Return Rank
AGGH
XLK
AGGH vs. XLK - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Simplify Aggregate Bond ETF (AGGH) and State Street Technology Select Sector SPDR ETF (XLK). 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 | XLK | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.23 | ||
| Sortino ratioReturn per unit of downside risk | -1.18 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.39 | -0.17 |
| Calmar ratioReturn relative to maximum drawdown | 2.56 | 3.36 | -0.80 |
| Martin ratioReturn relative to average drawdown | 7.30 | 10.85 | -3.55 |
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Drawdowns
AGGH vs. XLK - Drawdown Comparison
The maximum AGGH drawdown since its inception was -13.26%, smaller than the maximum XLK drawdown of -82.05%. Use the drawdown chart below to compare losses from any high point for AGGH and XLK.
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Drawdown Indicators
| AGGH | XLK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.26% | -82.05% | +68.79% |
Max Drawdown (1Y)Largest decline over 1 year | -3.10% | -15.92% | +12.82% |
Max Drawdown (3Y)Largest decline over 3 years | -8.67% | -25.66% | +16.99% |
Max Drawdown (5Y)Largest decline over 5 years | — | -33.56% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.56% | — |
Current DrawdownCurrent decline from peak | -1.36% | -6.77% | +5.41% |
Average DrawdownAverage peak-to-trough decline | -4.43% | -34.93% | +30.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.09% | 4.92% | -3.83% |
Volatility
AGGH vs. XLK - Volatility Comparison
The current volatility for Simplify Aggregate Bond ETF (AGGH) is 1.67%, while State Street Technology Select Sector SPDR ETF (XLK) has a volatility of 10.86%. This indicates that AGGH experiences smaller price fluctuations and is considered to be less risky than XLK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AGGH | XLK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.67% | 10.86% | -9.19% |
Volatility (6M)Calculated over the trailing 6-month period | 3.40% | 18.92% | -15.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.93% | 22.55% | -15.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.44% | 25.18% | -16.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.44% | 24.64% | -16.20% |
AGGH vs. XLK - Expense Ratio Comparison
AGGH has a 0.33% expense ratio, which is higher than XLK's 0.08% expense ratio.
Dividends
AGGH vs. XLK - Dividend Comparison
AGGH's dividend yield for the trailing twelve months is around 7.51%, more than XLK's 0.41% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGGH Simplify Aggregate Bond ETF | 7.51% | 7.54% | 8.97% | 9.51% | 2.11% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XLK State Street Technology Select Sector SPDR ETF | 0.41% | 0.54% | 0.66% | 0.76% | 1.04% | 0.65% | 0.92% | 1.16% | 1.60% | 1.37% | 1.74% | 1.79% |
Frequently Asked Questions
AGGH and XLK have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
XLK has higher volatility (10.86%) compared to AGGH (1.67%). In terms of maximum drawdown, AGGH dropped -13.26% vs XLK's -82.05%.
On 3-year performance, XLK leads with 30.28% vs 4.99% for AGGH. On fees, XLK is cheaper at 0.08% per year. On volatility, AGGH has been the lower-risk option at 1.67%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, XLK has performed better with a 30.28% return vs 4.99%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
XLK is cheaper with a 0.08% expense ratio, compared with 0.33% for AGGH.
AGGH has the higher dividend yield at 7.51%, compared with 0.41% for XLK.
AGGH is categorized as Intermediate Core Bond, while XLK is Technology Equities. They also come from different issuers: Simplify and State Street. Their fees differ too: 0.33% for AGGH and 0.08% for XLK.
XLK currently has the higher Sharpe Ratio (2.37 vs 1.15), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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