PDT vs. AGGH
PDT (John Hancock Premium Dividend Fund) and AGGH (Simplify Aggregate Bond ETF) are both funds - PDT is a Dividend fund managed by John Hancock, while AGGH is a Intermediate Core Bond fund actively managed by Simplify. Over the past 3 years, PDT returned 12.76%/yr vs 4.62%/yr for AGGH. At a 0.17 correlation, their price movements are largely independent. PDT charges 5.06%/yr vs 0.33%/yr for AGGH.
Performance
PDT vs. AGGH - Performance Comparison
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Returns By Period
In the year-to-date period, PDT achieves a 3.12% return, which is significantly higher than AGGH's 0.48% return.
PDT
- 1D
- -0.86%
- 1M
- -1.92%
- YTD
- 3.12%
- 6M
- 3.61%
- 1Y
- 4.76%
- 3Y*
- 12.76%
- 5Y*
- 2.27%
- 10Y*
- 5.94%
AGGH
- 1D
- -0.37%
- 1M
- 0.35%
- YTD
- 0.48%
- 6M
- 0.43%
- 1Y
- 7.39%
- 3Y*
- 4.62%
- 5Y*
- —
- 10Y*
- —
PDT vs. AGGH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
PDT John Hancock Premium Dividend Fund | 3.12% | 7.64% | 29.92% | -9.55% | -12.55% |
AGGH Simplify Aggregate Bond ETF | 0.48% | 8.23% | 1.97% | 8.47% | -8.77% |
Correlation
The correlation between PDT and AGGH is 0.10, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.10 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.20 |
Correlation (All Time) Calculated using the full available price history since Feb 15, 2022 | 0.17 |
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Return for Risk
PDT vs. AGGH — Risk / Return Rank
PDT
AGGH
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.
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.
| PDT | AGGH | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.56 | ||
| Sortino ratioReturn per unit of downside risk | -0.85 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.21 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 0.89 | 2.39 | -1.51 |
| Martin ratioReturn relative to average drawdown | 1.94 | 6.73 | -4.79 |
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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.
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Drawdown Indicators
| PDT | AGGH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.39% | -13.26% | -49.13% |
Max Drawdown (1Y)Largest decline over 1 year | -5.38% | -3.10% | -2.28% |
Max Drawdown (3Y)Largest decline over 3 years | -22.06% | -8.67% | -13.39% |
Max Drawdown (5Y)Largest decline over 5 years | -40.44% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -62.39% | — | — |
Current DrawdownCurrent decline from peak | -4.78% | -1.58% | -3.20% |
Average DrawdownAverage peak-to-trough decline | -10.01% | -4.41% | -5.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.46% | 1.10% | +1.36% |
Volatility
PDT vs. AGGH - Volatility Comparison
John Hancock Premium Dividend Fund (PDT) has a higher volatility of 2.72% compared to Simplify Aggregate Bond ETF (AGGH) at 1.43%. 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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Volatility by Period
| PDT | AGGH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.72% | 1.43% | +1.29% |
Volatility (6M)Calculated over the trailing 6-month period | 7.14% | 3.45% | +3.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.98% | 6.80% | +2.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.00% | 8.43% | +8.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.16% | 8.43% | +16.73% |
PDT vs. AGGH - Expense Ratio Comparison
PDT has a 5.06% expense ratio, which is higher than AGGH's 0.33% expense ratio.
Dividends
PDT vs. AGGH - Dividend Comparison
PDT's dividend yield for the trailing twelve months is around 7.85%, more than AGGH's 7.53% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGGH Simplify Aggregate Bond ETF | 7.53% | 7.54% | 8.97% | 9.51% | 2.11% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PDT John Hancock Premium Dividend Fund | 7.85% | 7.80% | 7.77% | 10.14% | 9.04% | 6.42% | 8.43% | 6.70% | 8.69% | 9.94% | 9.15% | 7.88% |
Frequently Asked Questions
PDT and AGGH have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PDT has higher volatility (2.72%) compared to AGGH (1.43%). In terms of maximum drawdown, PDT dropped -62.39% vs AGGH's -13.26%.
AGGH currently has the higher Sharpe Ratio (1.09 vs 0.53), 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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