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AGGH vs FMCE

Simplify Aggregate Bond ETF vs FM Compounders Equity ETF

AGGH

Simplify Aggregate Bond ETF

Annual cost

0.30%

Fund size

$494M

FMCE

FM Compounders Equity ETF

Annual cost

0.72%

Fund size

$68M

Key differences

AGGH is a fixed income ETF, while FMCE is an equity ETF. AGGH charges 0.30% a year and FMCE 0.72%.

  • AGGH is a fixed income fund, while FMCE is an equity fund. They carry different risk/return profiles.
  • AGGH follows a multi strategy strategy; FMCE uses active selection.
  • AGGH costs 0.42% less per year.
  • AGGH is much larger than FMCE. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

AGGHFMCE
Annual cost (TER)0.30%0.72%
Fund size (AUM)$494M$68M
Since20222024
Dividend yield7.51%0.77%
Asset classfixed incomeequity
Regionnorth americanorth america
Strategymulti strategyactive selection
CAGR 1Y+8.5%+10.6%
CAGR 3Y+4.9%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.19N/A
Volatility 1Y6.93%12.61%
Max drawdown-13.26%-11.69%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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