LAPLX vs. AGGH
LAPLX (Lord Abbett Core Plus Bond Fund) and AGGH (Simplify Aggregate Bond ETF) are both funds - LAPLX is a Intermediate Core-Plus Bond fund managed by Lord Abbett, while AGGH is a Intermediate Core Bond fund actively managed by Simplify. Over the past 3 years, LAPLX returned 4.69%/yr vs 4.68%/yr for AGGH. A 0.72 correlation means they provide meaningful diversification when combined. LAPLX charges 0.68%/yr vs 0.33%/yr for AGGH.
Performance
LAPLX vs. AGGH - Performance Comparison
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Returns By Period
In the year-to-date period, LAPLX achieves a 0.10% return, which is significantly lower than AGGH's 0.68% return.
LAPLX
- 1D
- -0.23%
- 1M
- 0.65%
- YTD
- 0.10%
- 6M
- 0.51%
- 1Y
- 4.73%
- 3Y*
- 4.69%
- 5Y*
- 0.07%
- 10Y*
- 1.83%
AGGH
- 1D
- 0.20%
- 1M
- 0.55%
- YTD
- 0.68%
- 6M
- 0.48%
- 1Y
- 7.03%
- 3Y*
- 4.68%
- 5Y*
- —
- 10Y*
- —
LAPLX vs. AGGH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
LAPLX Lord Abbett Core Plus Bond Fund | 0.10% | 7.42% | 2.49% | 6.12% | -11.44% |
AGGH Simplify Aggregate Bond ETF | 0.68% | 8.23% | 1.97% | 8.47% | -8.77% |
Correlation
The correlation between LAPLX and AGGH is 0.70, 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 | 0.70 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.71 |
Correlation (All Time) Calculated using the full available price history since Feb 15, 2022 | 0.72 |
The correlation between LAPLX and AGGH has been stable across timeframes, ranging from 0.70 to 0.72 - a consistent structural relationship.
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Return for Risk
LAPLX vs. AGGH — Risk / Return Rank
LAPLX
AGGH
LAPLX vs. AGGH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Core Plus Bond Fund (LAPLX) 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.
| LAPLX | AGGH | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.25 | ||
| Sortino ratioReturn per unit of downside risk | +0.35 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.20 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 1.56 | 2.28 | -0.71 |
| Martin ratioReturn relative to average drawdown | 4.64 | 6.38 | -1.74 |
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Drawdowns
LAPLX vs. AGGH - Drawdown Comparison
The maximum LAPLX drawdown since its inception was -19.06%, which is greater than AGGH's maximum drawdown of -13.26%. Use the drawdown chart below to compare losses from any high point for LAPLX and AGGH.
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Drawdown Indicators
| LAPLX | AGGH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.06% | -13.26% | -5.80% |
Max Drawdown (1Y)Largest decline over 1 year | -3.20% | -3.10% | -0.10% |
Max Drawdown (3Y)Largest decline over 3 years | -5.46% | -8.67% | +3.21% |
Max Drawdown (5Y)Largest decline over 5 years | -19.06% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -19.06% | — | — |
Current DrawdownCurrent decline from peak | -1.61% | -1.38% | -0.23% |
Average DrawdownAverage peak-to-trough decline | -4.45% | -4.41% | -0.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.07% | 1.10% | -0.03% |
Volatility
LAPLX vs. AGGH - Volatility Comparison
The current volatility for Lord Abbett Core Plus Bond Fund (LAPLX) is 1.08%, while Simplify Aggregate Bond ETF (AGGH) has a volatility of 1.43%. This indicates that LAPLX 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.
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Volatility by Period
| LAPLX | AGGH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.08% | 1.43% | -0.35% |
Volatility (6M)Calculated over the trailing 6-month period | 2.93% | 3.45% | -0.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.89% | 6.79% | -2.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.49% | 8.43% | -2.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.63% | 8.43% | -3.80% |
LAPLX vs. AGGH - Expense Ratio Comparison
LAPLX has a 0.68% expense ratio, which is higher than AGGH's 0.33% expense ratio.
Dividends
LAPLX vs. AGGH - Dividend Comparison
LAPLX's dividend yield for the trailing twelve months is around 5.00%, less than AGGH's 7.51% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
LAPLX Lord Abbett Core Plus Bond Fund | 5.00% | 5.01% | 4.43% | 4.15% | 2.79% | 2.26% | 4.27% | 3.79% | 3.94% | 2.41% | 0.65% |
Frequently Asked Questions
LAPLX and AGGH have a correlation of 0.70, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AGGH has higher volatility (1.43%) compared to LAPLX (1.08%). In terms of maximum drawdown, LAPLX dropped -19.06% vs AGGH's -13.26%.
LAPLX currently has the higher Sharpe Ratio (1.29 vs 1.04), 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.
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