XXSC.L vs. AGGH

Last updated Jun 13, 2026

XXSC.L (Xtrackers MSCI Europe Small Cap UCITS ETF 1C) and AGGH (Simplify Aggregate Bond ETF) are both exchange-traded funds - XXSC.L is a Europe Equities fund tracking the MSCI Europe Small Cap NR EUR, while AGGH is a Intermediate Core Bond fund actively managed by Simplify. XXSC.L is passively managed, while AGGH is actively managed. Over the past 3 years, XXSC.L returned 11.34%/yr vs 2.87%/yr for AGGH. At a correlation of -0.10, they often move in opposite directions. XXSC.L charges 0.30%/yr vs 0.33%/yr for AGGH.

Performance

XXSC.L vs. AGGH - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in Xtrackers MSCI Europe Small Cap UCITS ETF 1C (XXSC.L) and Simplify Aggregate Bond ETF (AGGH). The values are adjusted to include any dividend payments, if applicable.

Different Trading Currencies

XXSC.L is traded in GBp, while AGGH is traded in USD. To make them comparable, the AGGH values have been converted to GBp using the latest available exchange rates.

Returns By Period

In the year-to-date period, XXSC.L achieves a 6.17% return, which is significantly higher than AGGH's 1.22% return.

XXSC.L

• 1D: 1.71%
• 1M: 1.58%
• YTD: 6.17%
• 6M: 8.47%
• 1Y: 13.53%
• 3Y*: 11.34%
• 5Y*: 4.15%
• 10Y*: 8.98%

AGGH

• 1D: -0.09%
• 1M: 1.21%
• YTD: 1.22%
• 6M: 0.94%
• 1Y: 9.61%
• 3Y*: 2.87%
• 5Y*: —
• 10Y*: —

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

XXSC.L vs. AGGH - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
XXSC.L Xtrackers MSCI Europe Small Cap UCITS ETF 1C	6.17%	22.28%	0.76%	10.44%	-8.99%
AGGH Simplify Aggregate Bond ETF	1.22%	0.52%	3.76%	3.05%	2.11%

Correlation

The correlation between XXSC.L and AGGH is 0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.06
Correlation (3Y) Calculated over the trailing 3-year period	0.02
Correlation (All Time) Calculated using the full available price history since Feb 15, 2022	-0.10

The correlation between XXSC.L and AGGH shifts across timeframes, from -0.10 (all time) to 0.06 (1 year), reflecting how their relationship changes across market environments.

XXSC.L vs. AGGH - Sectors Allocation Comparison

Sectors	XXSC.L	AGGH
Industrials	26.6%	-
Financial Services	15.3%	79.5%
Consumer Cyclical	11.4%	-
Real Estate	8.3%	-
Basic Materials	7.5%	-
Technology	7.4%	-
Healthcare	7.3%	-
Energy	5.1%	-
Communication Services	5.0%	-
Consumer Defensive	3.5%	-
Utilities	2.5%	-

Return for Risk

XXSC.L vs. AGGH — Risk / Return Rank

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

XXSC.L

XXSC.L Risk / Return Rank: 32
XXSC.L Sharpe Ratio Rank: 33
XXSC.L Sortino Ratio Rank: 32
XXSC.L Omega Ratio Rank: 33
XXSC.L Calmar Ratio Rank: 29
XXSC.L Martin Ratio Rank: 32

AGGH

AGGH Risk / Return Rank: 44
AGGH Sharpe Ratio Rank: 36
AGGH Sortino Ratio Rank: 37
AGGH Omega Ratio Rank: 38
AGGH Calmar Ratio Rank: 58
AGGH Martin Ratio Rank: 49

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.

XXSC.L vs. AGGH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI Europe Small Cap UCITS ETF 1C (XXSC.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.

	XXSC.L	AGGH	Difference
Sharpe ratio: Return per unit of total volatility	1.06	1.17	-0.11
Sortino ratio: Return per unit of downside risk	1.57	1.84	-0.27
Omega ratio: Gain probability vs. loss probability	1.20	1.21	-0.02
Calmar ratio: Return relative to maximum drawdown	1.25	1.96	-0.71
Martin ratio: Return relative to average drawdown	4.44	5.34	-0.90

XXSC.L vs. AGGH - Sharpe Ratio Comparison

The current XXSC.L Sharpe Ratio is 1.06, which is comparable to the AGGH Sharpe Ratio of 1.17. The chart below compares the historical Sharpe Ratios of XXSC.L and AGGH, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

XXSC.L vs. AGGH - Drawdown Comparison

The maximum XXSC.L drawdown since its inception was -74.17%, which is greater than AGGH's maximum drawdown of -14.96%. Use the drawdown chart below to compare losses from any high point for XXSC.L and AGGH.

Drawdown Indicators

	XXSC.L	AGGH	Difference
Max Drawdown Largest peak-to-trough decline	-74.17%	-14.96%	-59.21%
Max Drawdown (1Y) Largest decline over 1 year	-10.79%	-4.93%	-5.86%
Max Drawdown (3Y) Largest decline over 3 years	-19.10%	-11.61%	-7.49%
Max Drawdown (5Y) Largest decline over 5 years	-30.74%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-35.75%	—	—
Current Drawdown Current decline from peak	-1.69%	-4.66%	+2.97%
Average Drawdown Average peak-to-trough decline	-20.66%	-8.13%	-12.53%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.04%	1.81%	+1.23%

Volatility

XXSC.L vs. AGGH - Volatility Comparison

Xtrackers MSCI Europe Small Cap UCITS ETF 1C (XXSC.L) has a higher volatility of 3.81% compared to Simplify Aggregate Bond ETF (AGGH) at 1.53%. This indicates that XXSC.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.

Volatility by Period

	XXSC.L	AGGH	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.81%	1.53%	+2.28%
Volatility (6M) Calculated over the trailing 6-month period	10.66%	5.10%	+5.56%
Volatility (1Y) Calculated over the trailing 1-year period	12.66%	8.25%	+4.41%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	20.53%	10.90%	+9.63%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.31%	10.90%	+7.41%

XXSC.L vs. AGGH - Expense Ratio Comparison

XXSC.L has a 0.30% expense ratio, which is lower than AGGH's 0.33% expense ratio.

Dividends

XXSC.L vs. AGGH - Dividend Comparison

XXSC.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
AGGH Simplify Aggregate Bond ETF	7.51%	7.54%	8.97%	9.51%	2.11%
XXSC.L Xtrackers MSCI Europe Small Cap UCITS ETF 1C	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both XXSC.L and AGGH in my portfolio?

XXSC.L and AGGH have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, XXSC.L or AGGH?

On fees, XXSC.L is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, XXSC.L or AGGH?

XXSC.L is cheaper with a 0.30% expense ratio, compared with 0.33% for AGGH.

What is the main difference between XXSC.L and AGGH?

XXSC.L is categorized as Europe Equities, while AGGH is Intermediate Core Bond. They also come from different issuers: DWS and Simplify. Their fees differ too: 0.30% for XXSC.L and 0.33% for AGGH.