HTAB vs. AGGH

Last updated Jun 26, 2026

HTAB (Hartford Schroders Tax-Aware Bond ETF) and AGGH (Simplify Aggregate Bond ETF) are both Intermediate Core Bond funds. Both are actively managed. Over the past 3 years, HTAB returned 3.24%/yr vs 4.72%/yr for AGGH. A 0.57 correlation means they provide meaningful diversification when combined. HTAB charges 0.39%/yr vs 0.33%/yr for AGGH.

Performance

HTAB vs. AGGH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Hartford Schroders Tax-Aware Bond ETF (HTAB) and Simplify Aggregate Bond ETF (AGGH). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, HTAB achieves a 1.88% return, which is significantly higher than AGGH's 1.30% return.

HTAB

• 1D: -0.08%
• 1M: 1.16%
• YTD: 1.88%
• 6M: 1.57%
• 1Y: 6.56%
• 3Y*: 3.24%
• 5Y*: 0.81%
• 10Y*: —

AGGH

• 1D: 0.07%
• 1M: 0.82%
• YTD: 1.30%
• 6M: 0.81%
• 1Y: 7.37%
• 3Y*: 4.72%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

HTAB vs. AGGH - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
HTAB Hartford Schroders Tax-Aware Bond ETF	1.88%	2.86%	1.52%	7.16%	-5.90%
AGGH Simplify Aggregate Bond ETF	1.30%	8.23%	1.97%	8.47%	-8.77%

Correlation

The correlation between HTAB and AGGH is 0.52, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.52
Correlation (3Y) Calculated over the trailing 3-year period	0.59
Correlation (All Time) Calculated using the full available price history since Feb 15, 2022	0.57

The correlation between HTAB and AGGH has been stable across timeframes, ranging from 0.52 to 0.59 - a consistent structural relationship.

Return for Risk

HTAB vs. AGGH — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

HTAB

HTAB Risk / Return Rank: 56
HTAB Sharpe Ratio Rank: 56
HTAB Sortino Ratio Rank: 62
HTAB Omega Ratio Rank: 59
HTAB Calmar Ratio Rank: 53
HTAB Martin Ratio Rank: 48

AGGH

AGGH Risk / Return Rank: 41
AGGH Sharpe Ratio Rank: 33
AGGH Sortino Ratio Rank: 34
AGGH Omega Ratio Rank: 34
AGGH Calmar Ratio Rank: 56
AGGH Martin Ratio Rank: 46

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

HTAB vs. AGGH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Hartford Schroders Tax-Aware Bond ETF (HTAB) 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.

	HTAB	AGGH	Difference
Sharpe ratio: Return per unit of total volatility	1.68	1.09	+0.59
Sortino ratio: Return per unit of downside risk	2.53	1.64	+0.89
Omega ratio: Gain probability vs. loss probability	1.32	1.21	+0.11
Calmar ratio: Return relative to maximum drawdown	2.31	2.39	-0.07
Martin ratio: Return relative to average drawdown	7.18	6.68	+0.50

HTAB vs. AGGH - Sharpe Ratio Comparison

The current HTAB Sharpe Ratio is 1.68, which is higher than the AGGH Sharpe Ratio of 1.09. The chart below compares the historical Sharpe Ratios of HTAB and AGGH, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

HTAB vs. AGGH - Drawdown Comparison

The maximum HTAB drawdown since its inception was -14.76%, which is greater than AGGH's maximum drawdown of -13.26%. Use the drawdown chart below to compare losses from any high point for HTAB and AGGH.

Drawdown Indicators

	HTAB	AGGH	Difference
Max Drawdown Largest peak-to-trough decline	-14.76%	-13.26%	-1.50%
Max Drawdown (1Y) Largest decline over 1 year	-2.85%	-3.10%	+0.25%
Max Drawdown (3Y) Largest decline over 3 years	-8.42%	-8.67%	+0.25%
Max Drawdown (5Y) Largest decline over 5 years	-14.76%	—	—
Current Drawdown Current decline from peak	-0.47%	-0.77%	+0.30%
Average Drawdown Average peak-to-trough decline	-2.88%	-4.40%	+1.52%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.92%	1.11%	-0.19%

Volatility

HTAB vs. AGGH - Volatility Comparison

The current volatility for Hartford Schroders Tax-Aware Bond ETF (HTAB) is 0.82%, while Simplify Aggregate Bond ETF (AGGH) has a volatility of 1.49%. This indicates that HTAB experiences smaller price fluctuations and is considered to be less risky than AGGH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	HTAB	AGGH	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.82%	1.49%	-0.67%
Volatility (6M) Calculated over the trailing 6-month period	2.83%	3.49%	-0.66%
Volatility (1Y) Calculated over the trailing 1-year period	3.93%	6.79%	-2.86%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	5.74%	8.42%	-2.68%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	5.15%	8.42%	-3.27%

HTAB vs. AGGH - Expense Ratio Comparison

HTAB has a 0.39% expense ratio, which is higher than AGGH's 0.33% expense ratio.

Dividends

HTAB vs. AGGH - Dividend Comparison

HTAB's dividend yield for the trailing twelve months is around 3.82%, less than AGGH's 7.46% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018
AGGH Simplify Aggregate Bond ETF	7.46%	7.54%	8.97%	9.51%	2.11%	0.00%	0.00%	0.00%	0.00%
HTAB Hartford Schroders Tax-Aware Bond ETF	3.82%	3.88%	3.57%	3.21%	2.26%	2.18%	1.64%	2.77%	1.61%

Frequently Asked Questions

Can I hold both HTAB and AGGH in my portfolio?

HTAB and AGGH have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, HTAB or AGGH?

AGGH has higher volatility (1.49%) compared to HTAB (0.82%). In terms of maximum drawdown, HTAB dropped -14.76% vs AGGH's -13.26%.

Which ETF is better, HTAB or AGGH?

On 3-year performance, AGGH leads with 4.72% vs 3.24% for HTAB. On fees, AGGH is cheaper at 0.33% per year. On volatility, HTAB has been the lower-risk option at 0.82%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, HTAB or AGGH?

Over the 3-year period, AGGH has performed better with a 4.72% return vs 3.24%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, HTAB or AGGH?

AGGH is cheaper with a 0.33% expense ratio, compared with 0.39% for HTAB.

Which ETF pays a higher dividend yield, HTAB or AGGH?

AGGH has the higher dividend yield at 7.46%, compared with 3.82% for HTAB.

What is the main difference between HTAB and AGGH?

They also come from different issuers: Hartford and Simplify. Their fees differ too: 0.39% for HTAB and 0.33% for AGGH.

Which has better risk-adjusted returns?

HTAB currently has the higher Sharpe Ratio (1.68 vs 1.09), 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.