AGGH vs. ZPRS.DE
AGGH (Simplify Aggregate Bond ETF) and ZPRS.DE (SPDR MSCI World Small Cap UCITS ETF) are both exchange-traded funds - AGGH is a Intermediate Core Bond fund actively managed by Simplify, while ZPRS.DE is a Global Equities fund tracking the MSCI World Small Cap. AGGH is actively managed, while ZPRS.DE is passively managed. Over the past 3 years, AGGH returned 4.96%/yr vs 16.96%/yr for ZPRS.DE. At a 0.11 correlation, their price movements are largely independent. AGGH charges 0.33%/yr vs 0.45%/yr for ZPRS.DE.
Performance
AGGH vs. ZPRS.DE - Performance Comparison
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Different Trading Currencies
AGGH is traded in USD, while ZPRS.DE is traded in EUR. To make them comparable, the ZPRS.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 1.04% return, which is significantly lower than ZPRS.DE's 14.67% return.
AGGH
- 1D
- 0.20%
- 1M
- 1.36%
- YTD
- 1.04%
- 6M
- 1.14%
- 1Y
- 9.51%
- 3Y*
- 4.96%
- 5Y*
- —
- 10Y*
- —
ZPRS.DE
- 1D
- -0.27%
- 1M
- 4.81%
- YTD
- 14.67%
- 6M
- 16.23%
- 1Y
- 32.50%
- 3Y*
- 16.96%
- 5Y*
- 7.34%
- 10Y*
- 10.54%
AGGH vs. ZPRS.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
AGGH Simplify Aggregate Bond ETF | 1.04% | 8.23% | 1.97% | 8.47% | -8.77% |
ZPRS.DE SPDR MSCI World Small Cap UCITS ETF | 14.67% | 21.21% | 7.28% | 16.12% | -12.71% |
Correlation
The correlation between AGGH and ZPRS.DE is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.16 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.18 |
Correlation (All Time) Calculated using the full available price history since Feb 15, 2022 | 0.11 |
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Return for Risk
AGGH vs. ZPRS.DE — Risk / Return Rank
AGGH
ZPRS.DE
AGGH vs. ZPRS.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Simplify Aggregate Bond ETF (AGGH) and SPDR MSCI World Small Cap UCITS ETF (ZPRS.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 | ZPRS.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.76 | ||
| Sortino ratioReturn per unit of downside risk | -1.05 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.37 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | 3.08 | 3.55 | -0.47 |
| Martin ratioReturn relative to average drawdown | 8.75 | 12.83 | -4.08 |
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Drawdowns
AGGH vs. ZPRS.DE - Drawdown Comparison
The maximum AGGH drawdown since its inception was -13.26%, smaller than the maximum ZPRS.DE drawdown of -40.97%. Use the drawdown chart below to compare losses from any high point for AGGH and ZPRS.DE.
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Drawdown Indicators
| AGGH | ZPRS.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.26% | -40.97% | +27.71% |
Max Drawdown (1Y)Largest decline over 1 year | -3.10% | -9.12% | +6.02% |
Max Drawdown (3Y)Largest decline over 3 years | -8.67% | -21.32% | +12.65% |
Max Drawdown (5Y)Largest decline over 5 years | — | -30.69% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -40.97% | — |
Current DrawdownCurrent decline from peak | -1.03% | -0.27% | -0.76% |
Average DrawdownAverage peak-to-trough decline | -4.42% | -12.96% | +8.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.09% | 2.53% | -1.44% |
Volatility
AGGH vs. ZPRS.DE - Volatility Comparison
The current volatility for Simplify Aggregate Bond ETF (AGGH) is 1.45%, while SPDR MSCI World Small Cap UCITS ETF (ZPRS.DE) has a volatility of 4.28%. This indicates that AGGH experiences smaller price fluctuations and is considered to be less risky than ZPRS.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AGGH | ZPRS.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.45% | 4.28% | -2.83% |
Volatility (6M)Calculated over the trailing 6-month period | 3.38% | 11.13% | -7.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.86% | 15.03% | -8.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.43% | 18.33% | -9.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.43% | 19.00% | -10.57% |
AGGH vs. ZPRS.DE - Expense Ratio Comparison
AGGH has a 0.33% expense ratio, which is lower than ZPRS.DE's 0.45% expense ratio.
Dividends
AGGH vs. ZPRS.DE - Dividend Comparison
AGGH's dividend yield for the trailing twelve months is around 7.49%, while ZPRS.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
AGGH Simplify Aggregate Bond ETF | 7.49% | 7.54% | 8.97% | 9.51% | 2.11% |
ZPRS.DE SPDR MSCI World Small Cap UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
AGGH and ZPRS.DE have a correlation of 0.16, 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 0.45% for ZPRS.DE.
AGGH is categorized as Intermediate Core Bond, while ZPRS.DE is Global Equities. They also come from different issuers: Simplify and State Street. Their fees differ too: 0.33% for AGGH and 0.45% for ZPRS.DE.
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