Screener
AGGH vs FMCX
Simplify Aggregate Bond ETF vs FM Focus Equity ETF
Key differences
AGGH is a fixed income ETF, while FMCX is an equity ETF. AGGH charges 0.30% a year and FMCX 0.71%.
- AGGH is a fixed income fund, while FMCX is an equity fund. They carry different risk/return profiles.
- AGGH follows a multi strategy strategy; FMCX uses active selection.
- AGGH costs 0.41% less per year.
- AGGH is much larger than FMCX. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FMCX has delivered higher annualized returns.
Side-by-side comparison
| AGGH | FMCX | |
|---|---|---|
| Annual cost (TER) | 0.30% | 0.71% |
| Fund size (AUM) | $494M | $118M |
| Since | 2022 | 2022 |
| Dividend yield | 7.51% | 0.33% |
| Asset class | fixed income | equity |
| Region | north america | north america |
| Strategy | multi strategy | active selection |
| CAGR 1Y | +8.5% | +14.1% |
| CAGR 3Y | +4.9% | +15.8% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.19 | 0.86 |
| Volatility 1Y | 6.93% | 13.13% |
| Max drawdown | -13.26% | -17.70% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.