XXV vs. AGGH
Compare and contrast key facts about Simplify Ancorato Target 25 Distribution ETF (XXV) and Simplify Aggregate Bond ETF (AGGH).
XXV and AGGH are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XXV is an actively managed fund by Simplify. It was launched on Nov 17, 2025. AGGH is an actively managed fund by Simplify. It was launched on Feb 14, 2022.
Performance
XXV vs. AGGH - Performance Comparison
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XXV vs. AGGH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
XXV Simplify Ancorato Target 25 Distribution ETF | -4.23% | 4.10% |
AGGH Simplify Aggregate Bond ETF | 0.33% | 0.68% |
Returns By Period
In the year-to-date period, XXV achieves a -4.23% return, which is significantly lower than AGGH's 0.33% return.
XXV
- 1D
- 0.10%
- 1M
- -2.44%
- YTD
- -4.23%
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
AGGH
- 1D
- 0.29%
- 1M
- -1.08%
- YTD
- 0.33%
- 6M
- 1.39%
- 1Y
- 3.86%
- 3Y*
- 5.12%
- 5Y*
- —
- 10Y*
- —
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XXV vs. AGGH - Expense Ratio Comparison
XXV has a 0.85% expense ratio, which is higher than AGGH's 0.33% expense ratio.
Return for Risk
XXV vs. AGGH — Risk / Return Rank
XXV
AGGH
XXV vs. AGGH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Simplify Ancorato Target 25 Distribution ETF (XXV) 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Sharpe Ratios by Period
| XXV | AGGH | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 0.45 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.06 | 0.27 | -0.34 |
Correlation
The correlation between XXV and AGGH is 0.09, 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
XXV vs. AGGH - Dividend Comparison
XXV's dividend yield for the trailing twelve months is around 9.27%, more than AGGH's 7.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
XXV Simplify Ancorato Target 25 Distribution ETF | 9.27% | 2.36% | 0.00% | 0.00% | 0.00% |
AGGH Simplify Aggregate Bond ETF | 7.55% | 7.54% | 8.97% | 9.51% | 2.11% |
Drawdowns
XXV vs. AGGH - Drawdown Comparison
The maximum XXV drawdown since its inception was -8.90%, smaller than the maximum AGGH drawdown of -13.26%. Use the drawdown chart below to compare losses from any high point for XXV and AGGH.
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Drawdown Indicators
| XXV | AGGH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.90% | -13.26% | +4.36% |
Max Drawdown (1Y)Largest decline over 1 year | — | -6.50% | — |
Current DrawdownCurrent decline from peak | -6.18% | -1.72% | -4.46% |
Average DrawdownAverage peak-to-trough decline | -2.16% | -4.57% | +2.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.40% | — |
Volatility
XXV vs. AGGH - Volatility Comparison
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Volatility by Period
| XXV | AGGH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 1.90% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 3.50% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 12.84% | 8.57% | +4.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.84% | 8.57% | +4.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.84% | 8.57% | +4.27% |