ZPRV.DE vs. AGGH
ZPRV.DE (SPDR MSCI USA Small Cap Value Weighted UCITS ETF) and AGGH (Simplify Aggregate Bond ETF) are both exchange-traded funds - ZPRV.DE is a Small Cap Value Equities fund tracking the MSCI USA Small Cap Value Weighted Index, while AGGH is a Intermediate Core Bond fund actively managed by Simplify. ZPRV.DE is passively managed, while AGGH is actively managed. Over the past 3 years, ZPRV.DE returned 16.90%/yr vs 3.26%/yr for AGGH. At a 0.02 correlation, their price movements are largely independent. ZPRV.DE charges 0.30%/yr vs 0.33%/yr for AGGH.
Performance
ZPRV.DE vs. AGGH - Performance Comparison
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Different Trading Currencies
ZPRV.DE is traded in EUR, while AGGH is traded in USD. To make them comparable, the AGGH values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, ZPRV.DE achieves a 17.66% return, which is significantly higher than AGGH's 3.35% return.
ZPRV.DE
- 1D
- 0.32%
- 1M
- 5.95%
- YTD
- 17.66%
- 6M
- 17.12%
- 1Y
- 37.03%
- 3Y*
- 16.90%
- 5Y*
- 11.53%
- 10Y*
- 11.95%
AGGH
- 1D
- 0.69%
- 1M
- 2.19%
- YTD
- 3.35%
- 6M
- 2.91%
- 1Y
- 8.36%
- 3Y*
- 3.26%
- 5Y*
- —
- 10Y*
- —
ZPRV.DE vs. AGGH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
ZPRV.DE SPDR MSCI USA Small Cap Value Weighted UCITS ETF | 17.66% | 2.99% | 14.07% | 19.11% | -2.56% |
AGGH Simplify Aggregate Bond ETF | 3.35% | -4.61% | 8.71% | 5.22% | -3.21% |
Correlation
The correlation between ZPRV.DE 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 | 0.13 |
Correlation (All Time) Calculated using the full available price history since Feb 15, 2022 | 0.02 |
The correlation between ZPRV.DE and AGGH shifts across timeframes, from 0.02 (all time) to 0.13 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
ZPRV.DE vs. AGGH — Risk / Return Rank
ZPRV.DE
AGGH
ZPRV.DE vs. AGGH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR MSCI USA Small Cap Value Weighted UCITS ETF (ZPRV.DE) 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.
| ZPRV.DE | AGGH | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.40 | ||
| Sortino ratioReturn per unit of downside risk | +1.82 | ||
| Omega ratioGain probability vs. loss probability | 1.44 | 1.20 | +0.24 |
| Calmar ratioReturn relative to maximum drawdown | 6.57 | 2.09 | +4.47 |
| Martin ratioReturn relative to average drawdown | 20.56 | 6.31 | +14.25 |
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Drawdowns
ZPRV.DE vs. AGGH - Drawdown Comparison
The maximum ZPRV.DE drawdown since its inception was -46.04%, which is greater than AGGH's maximum drawdown of -13.87%. Use the drawdown chart below to compare losses from any high point for ZPRV.DE and AGGH.
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Drawdown Indicators
| ZPRV.DE | AGGH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.04% | -13.87% | -32.17% |
Max Drawdown (1Y)Largest decline over 1 year | -5.87% | -3.87% | -2.00% |
Max Drawdown (3Y)Largest decline over 3 years | -31.14% | -13.87% | -17.27% |
Max Drawdown (5Y)Largest decline over 5 years | -31.14% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -46.04% | — | — |
Current DrawdownCurrent decline from peak | -0.33% | -4.78% | +4.45% |
Average DrawdownAverage peak-to-trough decline | -9.10% | -6.27% | -2.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.88% | 1.28% | +0.60% |
Volatility
ZPRV.DE vs. AGGH - Volatility Comparison
SPDR MSCI USA Small Cap Value Weighted UCITS ETF (ZPRV.DE) has a higher volatility of 2.83% compared to Simplify Aggregate Bond ETF (AGGH) at 0.92%. This indicates that ZPRV.DE'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
| ZPRV.DE | AGGH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.83% | 0.92% | +1.91% |
Volatility (6M)Calculated over the trailing 6-month period | 9.54% | 4.65% | +4.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.68% | 7.60% | +8.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.36% | 10.44% | +9.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.85% | 10.44% | +12.41% |
ZPRV.DE vs. AGGH - Expense Ratio Comparison
ZPRV.DE has a 0.30% expense ratio, which is lower than AGGH's 0.33% expense ratio.
Dividends
ZPRV.DE vs. AGGH - Dividend Comparison
ZPRV.DE has not paid dividends to shareholders, while AGGH's dividend yield for the trailing twelve months is around 7.50%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
AGGH Simplify Aggregate Bond ETF | 7.50% | 7.54% | 8.97% | 9.51% | 2.11% |
ZPRV.DE SPDR MSCI USA Small Cap Value Weighted UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
ZPRV.DE 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.
On fees, ZPRV.DE is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.
ZPRV.DE is cheaper with a 0.30% expense ratio, compared with 0.33% for AGGH.
ZPRV.DE is categorized as Small Cap Value Equities, while AGGH is Intermediate Core Bond. They also come from different issuers: State Street and Simplify. Their fees differ too: 0.30% for ZPRV.DE and 0.33% for AGGH.
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