H4Z7.DE vs. AGGH
H4Z7.DE (HSBC FTSE EPRA NAREIT Developed UCITS ETF USD (Acc)) and AGGH (Simplify Aggregate Bond ETF) are both exchange-traded funds - H4Z7.DE is a REIT fund tracking the FTSE EPRA/NAREIT Developed, while AGGH is a Intermediate Core Bond fund actively managed by Simplify. H4Z7.DE is passively managed, while AGGH is actively managed. Over the past 3 years, H4Z7.DE returned 8.36%/yr vs 3.90%/yr for AGGH. At a 0.16 correlation, their price movements are largely independent. H4Z7.DE charges 0.24%/yr vs 0.33%/yr for AGGH.
Performance
H4Z7.DE vs. AGGH - Performance Comparison
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Different Trading Currencies
H4Z7.DE is traded in EUR, while AGGH is traded in USD. To make them comparable, the AGGH values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, H4Z7.DE achieves a 13.69% return, which is significantly higher than AGGH's 2.93% return.
H4Z7.DE
- 1D
- 0.00%
- 1M
- 1.83%
- 6M
- 10.67%
- YTD
- 13.69%
- 1Y
- 17.29%
- 3Y*
- 8.36%
- 5Y*
- —
- 10Y*
- —
AGGH
- 1D
- -0.29%
- 1M
- 0.72%
- 6M
- 1.17%
- YTD
- 2.93%
- 1Y
- 9.25%
- 3Y*
- 3.90%
- 5Y*
- —
- 10Y*
- —
H4Z7.DE vs. AGGH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
H4Z7.DE HSBC FTSE EPRA NAREIT Developed UCITS ETF USD (Acc) | 13.69% | -1.78% | 5.80% | 7.39% | -12.91% |
AGGH Simplify Aggregate Bond ETF | 2.93% | -4.61% | 8.71% | 5.22% | -9.44% |
Correlation
The correlation between H4Z7.DE and AGGH is 0.15, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.15 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.22 |
Correlation (All Time) Calculated using the full available price history since Jul 25, 2022 | 0.16 |
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Return for Risk
H4Z7.DE vs. AGGH — Risk / Return Rank
H4Z7.DE
AGGH
H4Z7.DE vs. AGGH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for HSBC FTSE EPRA NAREIT Developed UCITS ETF USD (Acc) (H4Z7.DE) 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.
| H4Z7.DE | AGGH | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.17 | ||
| Sortino ratioReturn per unit of downside risk | +0.16 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.25 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 2.21 | 2.40 | -0.19 |
| Martin ratioReturn relative to average drawdown | 7.66 | 7.36 | +0.30 |
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Drawdowns
H4Z7.DE vs. AGGH - Drawdown Comparison
The maximum H4Z7.DE drawdown since its inception was -26.78%, which is greater than AGGH's maximum drawdown of -13.87%. Use the drawdown chart below to compare losses from any high point for H4Z7.DE and AGGH.
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Drawdown Indicators
| H4Z7.DE | AGGH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.78% | -13.87% | -12.91% |
Max Drawdown (1Y)Largest decline over 1 year | -7.86% | -3.87% | -3.99% |
Max Drawdown (3Y)Largest decline over 3 years | -20.13% | -13.87% | -6.26% |
Current DrawdownCurrent decline from peak | -1.02% | -5.17% | +4.15% |
Average DrawdownAverage peak-to-trough decline | -11.23% | -6.25% | -4.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.26% | 1.26% | +1.00% |
Volatility
H4Z7.DE vs. AGGH - Volatility Comparison
HSBC FTSE EPRA NAREIT Developed UCITS ETF USD (Acc) (H4Z7.DE) has a higher volatility of 3.15% compared to Simplify Aggregate Bond ETF (AGGH) at 1.43%. This indicates that H4Z7.DE'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.
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Volatility by Period
| H4Z7.DE | AGGH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.15% | 1.43% | +1.72% |
Volatility (6M)Calculated over the trailing 6-month period | 9.16% | 4.62% | +4.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.51% | 6.97% | +4.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.38% | 10.38% | +4.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.38% | 10.38% | +4.00% |
H4Z7.DE vs. AGGH - Expense Ratio Comparison
H4Z7.DE has a 0.24% expense ratio, which is lower than AGGH's 0.33% expense ratio.
Dividends
H4Z7.DE vs. AGGH - Dividend Comparison
H4Z7.DE has not paid dividends to shareholders, while AGGH's dividend yield for the trailing twelve months is around 7.52%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
AGGH Simplify Aggregate Bond ETF | 7.52% | 7.54% | 8.97% | 9.51% | 2.11% |
H4Z7.DE HSBC FTSE EPRA NAREIT Developed UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
H4Z7.DE and AGGH have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, H4Z7.DE is cheaper at 0.24% per year. The better choice depends on whether you care most about return, fees, risk, or income.
H4Z7.DE is cheaper with a 0.24% expense ratio, compared with 0.33% for AGGH.
H4Z7.DE is categorized as REIT, while AGGH is Intermediate Core Bond. They also come from different issuers: HSBC and Simplify. Their fees differ too: 0.24% for H4Z7.DE and 0.33% for AGGH.
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