CTAP vs. AGGH
CTAP (Simplify US Equity PLUS Managed Futures Strategy ETF) and AGGH (Simplify Aggregate Bond ETF) are both exchange-traded funds - CTAP is a Diversified Portfolio fund actively managed by Simplify, while AGGH is a Intermediate Core Bond fund actively managed by Simplify. Both are actively managed. At a correlation of -0.05, they often move in opposite directions. CTAP charges 0.10%/yr vs 0.33%/yr for AGGH.
Performance
CTAP vs. AGGH - Performance Comparison
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Returns By Period
In the year-to-date period, CTAP achieves a 8.42% return, which is significantly higher than AGGH's 0.48% return.
CTAP
- 1D
- -1.08%
- 1M
- -12.31%
- YTD
- 8.42%
- 6M
- 7.64%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
AGGH
- 1D
- -0.37%
- 1M
- 0.35%
- YTD
- 0.48%
- 6M
- 0.43%
- 1Y
- 7.39%
- 3Y*
- 4.62%
- 5Y*
- —
- 10Y*
- —
CTAP vs. AGGH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
CTAP Simplify US Equity PLUS Managed Futures Strategy ETF | 8.42% | 2.22% |
AGGH Simplify Aggregate Bond ETF | 0.48% | 0.34% |
Correlation
The correlation between CTAP and AGGH is -0.05, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Dec 9, 2025 | -0.05 |
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Return for Risk
CTAP vs. AGGH — Risk / Return Rank
CTAP
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
AGGH
CTAP vs. AGGH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Simplify US Equity PLUS Managed Futures Strategy ETF (CTAP) 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.
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.
| CTAP | AGGH | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.21 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.39 | — |
| Martin ratioReturn relative to average drawdown | — | 6.73 | — |
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Drawdowns
CTAP vs. AGGH - Drawdown Comparison
The maximum CTAP drawdown since its inception was -15.19%, which is greater than AGGH's maximum drawdown of -13.26%. Use the drawdown chart below to compare losses from any high point for CTAP and AGGH.
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Drawdown Indicators
| CTAP | AGGH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.19% | -13.26% | -1.93% |
Max Drawdown (1Y)Largest decline over 1 year | — | -3.10% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -8.67% | — |
Current DrawdownCurrent decline from peak | -15.07% | -1.58% | -13.49% |
Average DrawdownAverage peak-to-trough decline | -2.99% | -4.41% | +1.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.10% | — |
Volatility
CTAP vs. AGGH - Volatility Comparison
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Volatility by Period
| CTAP | AGGH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 1.43% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 3.45% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 24.37% | 6.80% | +17.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.37% | 8.43% | +15.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.37% | 8.43% | +15.94% |
CTAP vs. AGGH - Expense Ratio Comparison
CTAP has a 0.10% expense ratio, which is lower than AGGH's 0.33% expense ratio.
Dividends
CTAP vs. AGGH - Dividend Comparison
CTAP's dividend yield for the trailing twelve months is around 0.73%, less than AGGH's 7.53% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
AGGH Simplify Aggregate Bond ETF | 7.53% | 7.54% | 8.97% | 9.51% | 2.11% |
CTAP Simplify US Equity PLUS Managed Futures Strategy ETF | 0.73% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
CTAP and AGGH have a correlation of -0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, CTAP is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
CTAP is cheaper with a 0.10% expense ratio, compared with 0.33% for AGGH.
AGGH has the higher dividend yield at 7.53%, compared with 0.73% for CTAP.
CTAP is categorized as Diversified Portfolio, while AGGH is Intermediate Core Bond. Their fees differ too: 0.10% for CTAP and 0.33% for AGGH.
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