VUAA.L vs. AGGH
VUAA.L (Vanguard S&P 500 UCITS ETF USD Accumulation) and AGGH (Simplify Aggregate Bond ETF) are both exchange-traded funds - VUAA.L is a S&P 500 fund tracking the S&P 500 Net Total Return, while AGGH is a Intermediate Core Bond fund actively managed by Simplify. VUAA.L is passively managed, while AGGH is actively managed. Over the past 3 years, VUAA.L returned 20.75%/yr vs 4.99%/yr for AGGH. At a 0.05 correlation, their price movements are largely independent. VUAA.L charges 0.07%/yr vs 0.33%/yr for AGGH.
Performance
VUAA.L vs. AGGH - Performance Comparison
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Returns By Period
In the year-to-date period, VUAA.L achieves a 8.41% return, which is significantly higher than AGGH's 0.70% return.
VUAA.L
- 1D
- 2.02%
- 1M
- -0.83%
- YTD
- 8.41%
- 6M
- 9.69%
- 1Y
- 24.92%
- 3Y*
- 20.75%
- 5Y*
- 13.22%
- 10Y*
- —
AGGH
- 1D
- -0.17%
- 1M
- 0.23%
- YTD
- 0.70%
- 6M
- 1.19%
- 1Y
- 8.76%
- 3Y*
- 4.99%
- 5Y*
- —
- 10Y*
- —
VUAA.L vs. AGGH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
VUAA.L Vanguard S&P 500 UCITS ETF USD Accumulation | 8.41% | 17.37% | 25.27% | 26.68% | -12.08% |
AGGH Simplify Aggregate Bond ETF | 0.70% | 8.23% | 1.97% | 8.47% | -8.77% |
Correlation
The correlation between VUAA.L and AGGH is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.13 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.11 |
Correlation (All Time) Calculated using the full available price history since Feb 15, 2022 | 0.05 |
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Return for Risk
VUAA.L vs. AGGH — Risk / Return Rank
VUAA.L
AGGH
VUAA.L vs. AGGH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard S&P 500 UCITS ETF USD Accumulation (VUAA.L) 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.
| VUAA.L | AGGH | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.89 | ||
| Sortino ratioReturn per unit of downside risk | +1.27 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.22 | +0.14 |
| Calmar ratioReturn relative to maximum drawdown | 2.99 | 2.56 | +0.43 |
| Martin ratioReturn relative to average drawdown | 12.46 | 7.30 | +5.15 |
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Drawdowns
VUAA.L vs. AGGH - Drawdown Comparison
The maximum VUAA.L drawdown since its inception was -34.05%, which is greater than AGGH's maximum drawdown of -13.26%. Use the drawdown chart below to compare losses from any high point for VUAA.L and AGGH.
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Drawdown Indicators
| VUAA.L | AGGH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.05% | -13.26% | -20.79% |
Max Drawdown (1Y)Largest decline over 1 year | -8.18% | -3.10% | -5.08% |
Max Drawdown (3Y)Largest decline over 3 years | -18.39% | -8.67% | -9.72% |
Max Drawdown (5Y)Largest decline over 5 years | -24.36% | — | — |
Current DrawdownCurrent decline from peak | -2.26% | -1.36% | -0.90% |
Average DrawdownAverage peak-to-trough decline | -4.99% | -4.43% | -0.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.97% | 1.09% | +0.88% |
Volatility
VUAA.L vs. AGGH - Volatility Comparison
Vanguard S&P 500 UCITS ETF USD Accumulation (VUAA.L) has a higher volatility of 3.99% compared to Simplify Aggregate Bond ETF (AGGH) at 1.67%. This indicates that VUAA.L'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
| VUAA.L | AGGH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.99% | 1.67% | +2.32% |
Volatility (6M)Calculated over the trailing 6-month period | 9.03% | 3.40% | +5.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.03% | 6.93% | +5.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.05% | 8.44% | +7.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.81% | 8.44% | +9.37% |
VUAA.L vs. AGGH - Expense Ratio Comparison
VUAA.L has a 0.07% expense ratio, which is lower than AGGH's 0.33% expense ratio.
Dividends
VUAA.L vs. AGGH - Dividend Comparison
VUAA.L has not paid dividends to shareholders, while AGGH's dividend yield for the trailing twelve months is around 7.51%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
AGGH Simplify Aggregate Bond ETF | 7.51% | 7.54% | 8.97% | 9.51% | 2.11% | 0.00% | 0.00% |
VUAA.L Vanguard S&P 500 UCITS ETF USD Accumulation | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 1.63% |
Frequently Asked Questions
VUAA.L and AGGH have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, VUAA.L is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
VUAA.L is cheaper with a 0.07% expense ratio, compared with 0.33% for AGGH.
VUAA.L is categorized as S&P 500, while AGGH is Intermediate Core Bond. They also come from different issuers: Vanguard and Simplify. Their fees differ too: 0.07% for VUAA.L and 0.33% for AGGH.
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