IWDP.L vs. AGGH
IWDP.L (iShares Developed Markets Property Yield UCITS ETF USD (Dist) GBP) and AGGH (Simplify Aggregate Bond ETF) are both exchange-traded funds - IWDP.L is a REIT fund tracking the FTSE EPRA Nareit Global TR USD, while AGGH is a Intermediate Core Bond fund actively managed by Simplify. IWDP.L is passively managed, while AGGH is actively managed. Over the past 3 years, IWDP.L returned 7.08%/yr vs 2.87%/yr for AGGH. At a 0.15 correlation, their price movements are largely independent. IWDP.L charges 0.59%/yr vs 0.33%/yr for AGGH.
Performance
IWDP.L vs. AGGH - Performance Comparison
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Different Trading Currencies
IWDP.L is traded in GBp, while AGGH is traded in USD. To make them comparable, the AGGH values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, IWDP.L achieves a 10.36% return, which is significantly higher than AGGH's 1.22% return.
IWDP.L
- 1D
- 0.87%
- 1M
- 2.03%
- YTD
- 10.36%
- 6M
- 11.23%
- 1Y
- 14.79%
- 3Y*
- 7.08%
- 5Y*
- 1.91%
- 10Y*
- 4.14%
AGGH
- 1D
- -0.09%
- 1M
- 0.20%
- YTD
- 1.22%
- 6M
- 0.94%
- 1Y
- 10.12%
- 3Y*
- 2.87%
- 5Y*
- —
- 10Y*
- —
IWDP.L vs. AGGH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
IWDP.L iShares Developed Markets Property Yield UCITS ETF USD (Dist) GBP | 10.36% | 1.72% | 1.23% | 3.99% | -8.03% |
AGGH Simplify Aggregate Bond ETF | 1.22% | 0.52% | 3.76% | 3.05% | 2.11% |
Correlation
The correlation between IWDP.L and AGGH is 0.18, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.18 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.23 |
Correlation (All Time) Calculated using the full available price history since Feb 15, 2022 | 0.15 |
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Return for Risk
IWDP.L vs. AGGH — Risk / Return Rank
IWDP.L
AGGH
IWDP.L vs. AGGH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Developed Markets Property Yield UCITS ETF USD (Dist) GBP (IWDP.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.
| IWDP.L | AGGH | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.11 | ||
| Sortino ratioReturn per unit of downside risk | +0.03 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.21 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 1.63 | 1.96 | -0.33 |
| Martin ratioReturn relative to average drawdown | 5.06 | 5.34 | -0.28 |
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Drawdowns
IWDP.L vs. AGGH - Drawdown Comparison
The maximum IWDP.L drawdown since its inception was -59.16%, which is greater than AGGH's maximum drawdown of -14.96%. Use the drawdown chart below to compare losses from any high point for IWDP.L and AGGH.
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Drawdown Indicators
| IWDP.L | AGGH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.16% | -14.96% | -44.20% |
Max Drawdown (1Y)Largest decline over 1 year | -8.61% | -4.93% | -3.68% |
Max Drawdown (3Y)Largest decline over 3 years | -16.50% | -11.61% | -4.89% |
Max Drawdown (5Y)Largest decline over 5 years | -26.31% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -35.61% | — | — |
Current DrawdownCurrent decline from peak | -0.24% | -4.66% | +4.42% |
Average DrawdownAverage peak-to-trough decline | -11.12% | -8.13% | -2.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.78% | 1.81% | +0.97% |
Volatility
IWDP.L vs. AGGH - Volatility Comparison
iShares Developed Markets Property Yield UCITS ETF USD (Dist) GBP (IWDP.L) has a higher volatility of 3.06% compared to Simplify Aggregate Bond ETF (AGGH) at 1.53%. This indicates that IWDP.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
| IWDP.L | AGGH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.06% | 1.53% | +1.53% |
Volatility (6M)Calculated over the trailing 6-month period | 8.53% | 5.10% | +3.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.01% | 8.25% | +2.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.77% | 10.90% | +2.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.56% | 10.90% | +4.66% |
IWDP.L vs. AGGH - Expense Ratio Comparison
IWDP.L has a 0.59% expense ratio, which is higher than AGGH's 0.33% expense ratio.
Dividends
IWDP.L vs. AGGH - Dividend Comparison
IWDP.L's dividend yield for the trailing twelve months is around 2.93%, less than AGGH's 7.51% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGGH Simplify Aggregate Bond ETF | 7.51% | 7.54% | 8.97% | 9.51% | 2.11% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IWDP.L iShares Developed Markets Property Yield UCITS ETF USD (Dist) GBP | 2.93% | 3.14% | 3.18% | 3.14% | 3.56% | 2.17% | 3.11% | 3.03% | 3.82% | 3.05% | 2.96% | 2.93% |
Frequently Asked Questions
IWDP.L and AGGH have a correlation of 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, AGGH is cheaper at 0.33% per year. The better choice depends on whether you care most about return, fees, risk, or income.
AGGH is cheaper with a 0.33% expense ratio, compared with 0.59% for IWDP.L.
IWDP.L is categorized as REIT, while AGGH is Intermediate Core Bond. They also come from different issuers: iShares and Simplify. Their fees differ too: 0.59% for IWDP.L and 0.33% for AGGH.
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