PDT vs. AGGH
Compare and contrast key facts about John Hancock Premium Dividend Fund (PDT) and Simplify Aggregate Bond ETF (AGGH).
PDT is managed by John Hancock. It was launched on Dec 14, 1989. AGGH is an actively managed fund by Simplify. It was launched on Feb 14, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PDT or AGGH.
Correlation
The correlation between PDT and AGGH is 0.09, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
PDT vs. AGGH - Performance Comparison
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Key characteristics
PDT:
1.08
AGGH:
0.36
PDT:
1.61
AGGH:
0.65
PDT:
1.22
AGGH:
1.08
PDT:
0.91
AGGH:
0.60
PDT:
5.85
AGGH:
1.33
PDT:
3.20%
AGGH:
3.00%
PDT:
16.07%
AGGH:
9.72%
PDT:
-62.39%
AGGH:
-13.26%
PDT:
-2.29%
AGGH:
-4.84%
Returns By Period
In the year-to-date period, PDT achieves a 3.61% return, which is significantly higher than AGGH's 0.05% return.
PDT
3.61%
3.91%
4.86%
17.68%
9.50%
7.80%
AGGH
0.05%
0.39%
0.88%
3.51%
N/A
N/A
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PDT vs. AGGH - Expense Ratio Comparison
PDT has a 5.06% expense ratio, which is higher than AGGH's 0.33% expense ratio.
Risk-Adjusted Performance
PDT vs. AGGH — Risk-Adjusted Performance Rank
PDT
AGGH
PDT vs. AGGH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Premium Dividend Fund (PDT) 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.
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Dividends
PDT vs. AGGH - Dividend Comparison
PDT's dividend yield for the trailing twelve months is around 7.80%, less than AGGH's 8.10% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PDT John Hancock Premium Dividend Fund | 7.80% | 7.82% | 10.20% | 9.09% | 6.45% | 8.47% | 6.73% | 8.73% | 9.98% | 9.17% | 7.88% | 7.32% |
AGGH Simplify Aggregate Bond ETF | 8.10% | 8.97% | 9.51% | 2.11% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PDT vs. AGGH - Drawdown Comparison
The maximum PDT drawdown since its inception was -62.39%, which is greater than AGGH's maximum drawdown of -13.26%. Use the drawdown chart below to compare losses from any high point for PDT and AGGH. For additional features, visit the drawdowns tool.
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Volatility
PDT vs. AGGH - Volatility Comparison
John Hancock Premium Dividend Fund (PDT) has a higher volatility of 4.57% compared to Simplify Aggregate Bond ETF (AGGH) at 3.32%. This indicates that PDT'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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