BBRT.L vs. AGGH
Compare and contrast key facts about JPMorgan BetaBuilders US Treasury Bond UCITS ETF USD (Acc) (BBRT.L) and Simplify Aggregate Bond ETF (AGGH).
BBRT.L and AGGH are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BBRT.L is a passively managed fund by JPMorgan Asset Management (Europe) S.à r.l. that tracks the performance of the Bloomberg US Government TR USD. It was launched on Apr 25, 2019. AGGH is an actively managed fund by Simplify. It was launched on Feb 14, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BBRT.L or AGGH.
Correlation
The correlation between BBRT.L and AGGH is 0.53, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BBRT.L vs. AGGH - Performance Comparison
Key characteristics
BBRT.L:
0.44
AGGH:
0.74
BBRT.L:
0.68
AGGH:
1.14
BBRT.L:
1.08
AGGH:
1.14
BBRT.L:
0.13
AGGH:
0.91
BBRT.L:
1.67
AGGH:
2.32
BBRT.L:
1.87%
AGGH:
2.86%
BBRT.L:
7.12%
AGGH:
8.91%
BBRT.L:
-25.01%
AGGH:
-13.26%
BBRT.L:
-20.05%
AGGH:
-0.82%
Returns By Period
In the year-to-date period, BBRT.L achieves a -0.57% return, which is significantly lower than AGGH's 3.61% return.
BBRT.L
-0.57%
-1.85%
0.45%
2.67%
-1.80%
N/A
AGGH
3.61%
2.71%
0.37%
6.11%
N/A
N/A
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BBRT.L vs. AGGH - Expense Ratio Comparison
BBRT.L has a 0.07% expense ratio, which is lower than AGGH's 0.33% expense ratio.
Risk-Adjusted Performance
BBRT.L vs. AGGH — Risk-Adjusted Performance Rank
BBRT.L
AGGH
BBRT.L vs. AGGH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan BetaBuilders US Treasury Bond UCITS ETF USD (Acc) (BBRT.L) and Simplify Aggregate Bond ETF (AGGH). 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.
Dividends
BBRT.L vs. AGGH - Dividend Comparison
BBRT.L has not paid dividends to shareholders, while AGGH's dividend yield for the trailing twelve months is around 8.10%.
| TTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
BBRT.L JPMorgan BetaBuilders US Treasury Bond UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% |
AGGH Simplify Aggregate Bond ETF | 8.16% | 8.97% | 9.51% | 2.11% |
Drawdowns
BBRT.L vs. AGGH - Drawdown Comparison
The maximum BBRT.L drawdown since its inception was -25.01%, which is greater than AGGH's maximum drawdown of -13.26%. Use the drawdown chart below to compare losses from any high point for BBRT.L and AGGH. For additional features, visit the drawdowns tool.
Volatility
BBRT.L vs. AGGH - Volatility Comparison
JPMorgan BetaBuilders US Treasury Bond UCITS ETF USD (Acc) (BBRT.L) has a higher volatility of 2.34% compared to Simplify Aggregate Bond ETF (AGGH) at 2.08%. This indicates that BBRT.L's price experiences larger fluctuations and is considered to be riskier than AGGH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.