IWDA.L vs. AGGH
IWDA.L (iShares Core MSCI World UCITS ETF USD (Acc)) and AGGH (Simplify Aggregate Bond ETF) are both exchange-traded funds - IWDA.L is a Global Equities fund tracking the MSCI World Index (Net), while AGGH is a Intermediate Core Bond fund actively managed by Simplify. IWDA.L is passively managed, while AGGH is actively managed. Over the past 3 years, IWDA.L returned 19.77%/yr vs 4.89%/yr for AGGH. At a 0.06 correlation, their price movements are largely independent. IWDA.L charges 0.20%/yr vs 0.33%/yr for AGGH.
Performance
IWDA.L vs. AGGH - Performance Comparison
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Returns By Period
In the year-to-date period, IWDA.L achieves a 9.14% return, which is significantly higher than AGGH's 0.85% return.
IWDA.L
- 1D
- 0.03%
- 1M
- 1.64%
- YTD
- 9.14%
- 6M
- 10.06%
- 1Y
- 25.67%
- 3Y*
- 19.77%
- 5Y*
- 11.98%
- 10Y*
- 13.13%
AGGH
- 1D
- 0.35%
- 1M
- 0.80%
- YTD
- 0.85%
- 6M
- 0.75%
- 1Y
- 7.79%
- 3Y*
- 4.89%
- 5Y*
- —
- 10Y*
- —
IWDA.L vs. AGGH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
IWDA.L iShares Core MSCI World UCITS ETF USD (Acc) | 9.14% | 21.03% | 19.11% | 24.27% | -12.41% |
AGGH Simplify Aggregate Bond ETF | 0.85% | 8.23% | 1.97% | 8.47% | -8.77% |
Correlation
The correlation between IWDA.L and AGGH is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.16 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.13 |
Correlation (All Time) Calculated using the full available price history since Feb 15, 2022 | 0.06 |
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Return for Risk
IWDA.L vs. AGGH — Risk / Return Rank
IWDA.L
AGGH
IWDA.L vs. AGGH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core MSCI World UCITS ETF USD (Acc) (IWDA.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.
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.
| IWDA.L | AGGH | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.00 | ||
| Sortino ratioReturn per unit of downside risk | +1.54 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.23 | +0.17 |
| Calmar ratioReturn relative to maximum drawdown | 3.20 | 2.56 | +0.64 |
| Martin ratioReturn relative to average drawdown | 13.24 | 7.22 | +6.02 |
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Drawdowns
IWDA.L vs. AGGH - Drawdown Comparison
The maximum IWDA.L drawdown since its inception was -34.11%, which is greater than AGGH's maximum drawdown of -13.26%. Use the drawdown chart below to compare losses from any high point for IWDA.L and AGGH.
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Drawdown Indicators
| IWDA.L | AGGH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.11% | -13.26% | -20.85% |
Max Drawdown (1Y)Largest decline over 1 year | -8.31% | -3.10% | -5.21% |
Max Drawdown (3Y)Largest decline over 3 years | -16.94% | -8.67% | -8.27% |
Max Drawdown (5Y)Largest decline over 5 years | -25.88% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -34.11% | — | — |
Current DrawdownCurrent decline from peak | -1.05% | -1.21% | +0.16% |
Average DrawdownAverage peak-to-trough decline | -4.40% | -4.42% | +0.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.01% | 1.10% | +0.91% |
Volatility
IWDA.L vs. AGGH - Volatility Comparison
iShares Core MSCI World UCITS ETF USD (Acc) (IWDA.L) has a higher volatility of 3.66% compared to Simplify Aggregate Bond ETF (AGGH) at 1.50%. This indicates that IWDA.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.
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Volatility by Period
| IWDA.L | AGGH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.66% | 1.50% | +2.16% |
Volatility (6M)Calculated over the trailing 6-month period | 9.66% | 3.43% | +6.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.30% | 6.78% | +5.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.72% | 8.43% | +7.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.89% | 8.43% | +7.46% |
IWDA.L vs. AGGH - Expense Ratio Comparison
IWDA.L has a 0.20% expense ratio, which is lower than AGGH's 0.33% expense ratio.
Dividends
IWDA.L vs. AGGH - Dividend Comparison
IWDA.L has not paid dividends to shareholders, while AGGH's dividend yield for the trailing twelve months is around 7.50%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
AGGH Simplify Aggregate Bond ETF | 7.50% | 7.54% | 8.97% | 9.51% | 2.11% |
IWDA.L iShares Core MSCI World UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
IWDA.L and AGGH have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IWDA.L is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IWDA.L is cheaper with a 0.20% expense ratio, compared with 0.33% for AGGH.
IWDA.L is categorized as Global Equities, while AGGH is Intermediate Core Bond. They also come from different issuers: iShares and Simplify. Their fees differ too: 0.20% for IWDA.L and 0.33% for AGGH.
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