RISR vs. AGGH
Compare and contrast key facts about FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) and Simplify Aggregate Bond ETF (AGGH).
RISR and AGGH are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. RISR is an actively managed fund by FolioBeyond. It was launched on Sep 30, 2021. 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: RISR or AGGH.
Correlation
The correlation between RISR and AGGH is 0.10, 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
RISR vs. AGGH - Performance Comparison
Key characteristics
RISR:
1.66
AGGH:
0.76
RISR:
2.52
AGGH:
1.14
RISR:
1.31
AGGH:
1.14
RISR:
3.46
AGGH:
1.07
RISR:
10.06
AGGH:
2.54
RISR:
1.43%
AGGH:
2.82%
RISR:
8.65%
AGGH:
9.43%
RISR:
-14.31%
AGGH:
-13.26%
RISR:
-1.26%
AGGH:
-3.47%
Returns By Period
In the year-to-date period, RISR achieves a 2.76% return, which is significantly higher than AGGH's 1.49% return.
RISR
2.76%
1.53%
7.27%
13.34%
N/A
N/A
AGGH
1.49%
-2.46%
2.38%
7.65%
N/A
N/A
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RISR vs. AGGH - Expense Ratio Comparison
RISR has a 1.13% expense ratio, which is higher than AGGH's 0.33% expense ratio.
Risk-Adjusted Performance
RISR vs. AGGH — Risk-Adjusted Performance Rank
RISR
AGGH
RISR vs. AGGH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) 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.
Dividends
RISR vs. AGGH - Dividend Comparison
RISR's dividend yield for the trailing twelve months is around 5.59%, less than AGGH's 7.98% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
RISR FolioBeyond Alternative Income and Interest Rate Hedge ETF | 5.59% | 5.67% | 7.96% | 4.26% | 0.30% |
AGGH Simplify Aggregate Bond ETF | 7.98% | 8.97% | 9.51% | 2.11% | 0.00% |
Drawdowns
RISR vs. AGGH - Drawdown Comparison
The maximum RISR drawdown since its inception was -14.31%, which is greater than AGGH's maximum drawdown of -13.26%. Use the drawdown chart below to compare losses from any high point for RISR and AGGH. For additional features, visit the drawdowns tool.
Volatility
RISR vs. AGGH - Volatility Comparison
The current volatility for FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) is 3.48%, while Simplify Aggregate Bond ETF (AGGH) has a volatility of 4.34%. This indicates that RISR 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.