IEF vs. AGGH
Compare and contrast key facts about iShares 7-10 Year Treasury Bond ETF (IEF) and Simplify Aggregate Bond ETF (AGGH).
IEF and AGGH are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IEF is a passively managed fund by iShares that tracks the performance of the Barclays Capital U.S. 7-10 Year Treasury Bond Index. It was launched on Jul 26, 2002. AGGH is an actively managed fund by Simplify. It was launched on Feb 14, 2022.
Performance
IEF vs. AGGH - Performance Comparison
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IEF vs. AGGH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
IEF iShares 7-10 Year Treasury Bond ETF | -0.22% | 8.03% | -0.63% | 3.64% | -11.42% |
AGGH Simplify Aggregate Bond ETF | 0.04% | 8.23% | 1.97% | 8.47% | -8.47% |
Returns By Period
In the year-to-date period, IEF achieves a -0.22% return, which is significantly lower than AGGH's 0.04% return.
IEF
- 1D
- -0.09%
- 1M
- -1.82%
- YTD
- -0.22%
- 6M
- 0.37%
- 1Y
- 3.49%
- 3Y*
- 2.22%
- 5Y*
- -0.78%
- 10Y*
- 0.78%
AGGH
- 1D
- -0.05%
- 1M
- -1.44%
- YTD
- 0.04%
- 6M
- 1.83%
- 1Y
- 3.61%
- 3Y*
- 5.05%
- 5Y*
- —
- 10Y*
- —
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IEF vs. AGGH - Expense Ratio Comparison
IEF has a 0.15% expense ratio, which is lower than AGGH's 0.33% expense ratio.
Return for Risk
IEF vs. AGGH — Risk / Return Rank
IEF
AGGH
IEF vs. AGGH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares 7-10 Year Treasury Bond ETF (IEF) 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.
| IEF | AGGH | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.66 | 0.42 | +0.23 |
Sortino ratioReturn per unit of downside risk | 0.97 | 0.64 | +0.33 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.08 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.20 | 0.56 | +0.64 |
Martin ratioReturn relative to average drawdown | 2.98 | 1.52 | +1.46 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IEF | AGGH | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.66 | 0.42 | +0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.10 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.12 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.26 | +0.24 |
Correlation
The correlation between IEF and AGGH is 0.75, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
IEF vs. AGGH - Dividend Comparison
IEF's dividend yield for the trailing twelve months is around 3.85%, less than AGGH's 7.57% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IEF iShares 7-10 Year Treasury Bond ETF | 3.85% | 3.77% | 3.62% | 2.91% | 1.96% | 0.83% | 1.08% | 2.08% | 2.24% | 1.82% | 1.81% | 1.90% |
AGGH Simplify Aggregate Bond ETF | 7.57% | 7.54% | 8.97% | 9.51% | 2.11% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
IEF vs. AGGH - Drawdown Comparison
The maximum IEF drawdown since its inception was -23.93%, which is greater than AGGH's maximum drawdown of -13.26%. Use the drawdown chart below to compare losses from any high point for IEF and AGGH.
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Drawdown Indicators
| IEF | AGGH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.93% | -13.26% | -10.67% |
Max Drawdown (1Y)Largest decline over 1 year | -3.22% | -6.50% | +3.28% |
Max Drawdown (5Y)Largest decline over 5 years | -21.40% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -23.93% | — | — |
Current DrawdownCurrent decline from peak | -10.96% | -2.01% | -8.95% |
Average DrawdownAverage peak-to-trough decline | -5.30% | -4.57% | -0.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.29% | 2.40% | -1.11% |
Volatility
IEF vs. AGGH - Volatility Comparison
iShares 7-10 Year Treasury Bond ETF (IEF) and Simplify Aggregate Bond ETF (AGGH) have volatilities of 1.91% and 1.87%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IEF | AGGH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.91% | 1.87% | +0.04% |
Volatility (6M)Calculated over the trailing 6-month period | 3.22% | 3.49% | -0.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.35% | 8.56% | -3.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.70% | 8.57% | -0.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.63% | 8.57% | -1.94% |