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AGG vs AGGH
iShares Core U.S. Aggregate Bond ETF vs Simplify Aggregate Bond ETF
Key differences
- AGG costs 0.27% less per year.
- AGG is significantly larger than AGGH — larger funds tend to be more liquid and less likely to close.
- AGG is classified as fixed income, while AGGH is alternative — different risk/return profiles.
- AGG follows a index tracking strategy; AGGH uses multi strategy.
- AGG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AGG | AGGH | |
|---|---|---|
| Annual cost (TER) | 0.03% | 0.30% |
| Fund size (AUM) | $135.4B | $473M |
| Since | 2003 | 2022 |
| Dividend yield | 3.95% | 7.54% |
| Asset class | fixed income | alternative |
| Region | north america | north america |
| Strategy | index tracking | multi strategy |
| CAGR 1Y | +5.8% | +9.8% |
| CAGR 3Y | +3.7% | +4.5% |
| CAGR 5Y | +0.1% | N/A |
| Sharpe 3Y | 0.04 | 0.14 |
| Volatility 1Y | 3.90% | 7.18% |
| Max drawdown | -18.43% | -13.26% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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