PDT vs. AGGH

Last updated Apr 1, 2026

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.

Performance

PDT vs. AGGH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in John Hancock Premium Dividend Fund (PDT) and Simplify Aggregate Bond ETF (AGGH). The values are adjusted to include any dividend payments, if applicable.

PDT vs. AGGH - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
PDT John Hancock Premium Dividend Fund	5.12%	7.64%	29.92%	-9.55%	-12.61%
AGGH Simplify Aggregate Bond ETF	0.08%	8.23%	1.97%	8.47%	-8.47%

Returns By Period

In the year-to-date period, PDT achieves a 5.12% return, which is significantly higher than AGGH's 0.08% return.

PDT

• 1D: 1.87%
• 1M: -2.93%
• YTD: 5.12%
• 6M: 2.00%
• 1Y: 8.08%
• 3Y*: 10.74%
• 5Y*: 5.56%
• 10Y*: 7.10%

AGGH

• 1D: 0.17%
• 1M: -1.96%
• YTD: 0.08%
• 6M: 1.93%
• 1Y: 3.71%
• 3Y*: 5.07%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

PDT vs. AGGH - Expense Ratio Comparison

PDT has a 5.06% expense ratio, which is higher than AGGH's 0.33% expense ratio.

PDT

John Hancock Premium Dividend Fund

AGGH

Simplify Aggregate Bond ETF

Return for Risk

PDT vs. AGGH — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PDT

PDT Risk / Return Rank: 27
PDT Sharpe Ratio Rank: 26
PDT Sortino Ratio Rank: 22
PDT Omega Ratio Rank: 26
PDT Calmar Ratio Rank: 30
PDT Martin Ratio Rank: 31

AGGH

AGGH Risk / Return Rank: 26
AGGH Sharpe Ratio Rank: 26
AGGH Sortino Ratio Rank: 24
AGGH Omega Ratio Rank: 24
AGGH Calmar Ratio Rank: 28
AGGH Martin Ratio Rank: 25

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PDT vs. AGGH - Risk-Adjusted Trends 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.

	PDT	AGGH	Difference
Sharpe ratio Return per unit of total volatility	0.61	0.43	+0.18
Sortino ratio Return per unit of downside risk	0.87	0.66	+0.21
Omega ratio Gain probability vs. loss probability	1.14	1.09	+0.05
Calmar ratio Return relative to maximum drawdown	0.84	0.63	+0.21
Martin ratio Return relative to average drawdown	3.30	1.71	+1.59
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

PDT vs. AGGH - Sharpe Ratio Comparison

The current PDT Sharpe Ratio is 0.61, which is higher than the AGGH Sharpe Ratio of 0.43. The chart below compares the historical Sharpe Ratios of PDT and AGGH, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	PDT	AGGH	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.61	0.43	+0.18
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.33	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.28	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.32	0.27	+0.05

Correlation

The correlation between PDT and AGGH is 0.17, 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.

Dividends

PDT vs. AGGH - Dividend Comparison

PDT's dividend yield for the trailing twelve months is around 7.56%, which matches AGGH's 7.57% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
PDT John Hancock Premium Dividend Fund	7.56%	7.80%	7.77%	10.14%	9.04%	6.42%	8.43%	6.70%	8.69%	9.94%	9.15%	7.88%
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

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.

Drawdown Indicators

	PDT	AGGH	Difference
Max Drawdown Largest peak-to-trough decline	-62.39%	-13.26%	-49.13%
Max Drawdown (1Y) Largest decline over 1 year	-10.34%	-6.50%	-3.84%
Max Drawdown (5Y) Largest decline over 5 years	-40.44%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-62.39%	—	—
Current Drawdown Current decline from peak	-2.93%	-1.96%	-0.97%
Average Drawdown Average peak-to-trough decline	-10.06%	-4.57%	-5.49%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.67%	2.40%	+0.27%

Volatility

PDT vs. AGGH - Volatility Comparison

John Hancock Premium Dividend Fund (PDT) has a higher volatility of 4.21% compared to Simplify Aggregate Bond ETF (AGGH) at 1.87%. 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.

Volatility by Period

	PDT	AGGH	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.21%	1.87%	+2.34%
Volatility (6M) Calculated over the trailing 6-month period	7.16%	3.49%	+3.67%
Volatility (1Y) Calculated over the trailing 1-year period	13.21%	8.57%	+4.64%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.06%	8.58%	+8.48%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	25.18%	8.58%	+16.60%