Simplify Aggregate Bond ETF
$19.23−0.04 (−0.18%)
- 0.43%
- $416M
- −0.2%
- 7.63%
- 337K sh
- low $18.73high $21.00
The ETF.net AGGH Grade
C
Score 42 out of 100
- 94 of 116
Score 42 of 100 falls in the C band. A is 70 or higher, B 55 to under 70, C 40 to under 55, D 25 to under 40, F under 25.
Cost
The fund’s net expense ratio, ranked against its category.D28 out of 100Rank 83 of 115Mission
Whether the fund did what it promised, tested against its stated mandate.A71 out of 100Rank 90 of 100Risk
How the fund held up when markets fell: downside volatility, drawdowns and tail loss.D35 out of 100Rank 96 of 116Tradability
How easy the fund is to trade: daily volume, and how far its price strays from net asset value.C48 out of 100Rank 60 of 116Holdings
How concentrated the fund is, and how complete and current its disclosed holdings are.F16 out of 100Rank 115 of 115Durability
Whether the fund is likely to stay open, judged by its age, its assets and its issuer’s assets.B55 out of 100Rank 60 of 116
Our read on AGGH
In short
CCore bonds with a twist: an investment-grade bond core built mostly from other ETFs, then options layered on top to hedge risk or generate income. The active take on the Agg, for people who find the index version too plain.
Stated mandate
The Fund seeks to maximize total return. It invests primarily in investment-grade bonds, chiefly through exchange-traded funds, and uses derivative overlays to hedge risk or generate income.
Why people hold it
Worth knowing
AGGH Performance
Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.
Not enough history yet.Not enough history yet.
AGGH$9,982
Returns run to the Oct 30, 2026 close, with cash distributions reinvested. Each period starts on the same date that many months or years earlier. Periods over one year show the average yearly return.
| Period | AGGH |
|---|---|
| Year to date | −1.1% |
| 1 month | +2.4% |
| 3 months | −0.7% |
| 1 year | −0.2% |
| 3 years | +5.6% |
| 5 years | |
| 10 years |
Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.
| Year | Return bar | AGGH |
|---|---|---|
| 2026 YTD | −1.1% | |
| 2025 | +8.2% | |
| 2024 | +2.0% | |
| 2023 | +8.5% | |
| 2022 | −8.5% |
AGGH in the news
AGGH Dividends
- 7.63%
- $1.47
- $0.12 per share
- Monthly
AGGH Risk
- 7.2%
How it’s calculated: standard deviation
The sample standard deviation of monthly total returns, multiplied by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Total returns include reinvested distributions.
- 0.17
How it’s calculated: Sharpe ratio
Subtract each month’s Treasury-bill return from the fund’s monthly total return.
Divide the average of those excess returns by their sample standard deviation, then multiply by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Each month uses the Treasury yield quoted at the end of the previous month.
- −13.2%
How it’s calculated: maximum drawdown
The largest percentage decline from an earlier peak, using total returns with reinvested distributions.
Uses up to five years through the last close, with at least 12 months required.
- 1.12
How it’s calculated: beta
The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.
FMP measures it over up to five years of monthly returns.
AGGH Cost
Overpaying vs BKAG, cheapest in US Aggregate Bond
$8,662
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
AGGH 0.43%
$8,662
BKAG 0.00% Cheapest
$0
Cost over time
Year by year
| Year | AGGH | BKAG | Overpaying |
|---|---|---|---|
| 10 | $776 | $0 | $776 |
| 20 | $2,994 | $0 | $2,994 |
| 30 | $8,662 | $0 | $8,662 |
Other funds in US Aggregate Bond
- CDYNBHartford Dynamic Bond ETFExpense ratio 0.60%1 year return −0.5%
- CPIFIClearShares Piton Intermediate Fixed Income ETFExpense ratio 0.45%1 year return +0.5%
- CDMXDoubleLine Multi-Sector Income ETFExpense ratio 0.50%1 year return +3.2%
- CFCBDFrontier Asset Core Bond ETFExpense ratio 0.84%1 year return +0.8%
- CLDSFFirst Trust Low Duration Strategic Focus ETFExpense ratio 0.87%1 year return +1.8%
