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AGGH vs IMTB

Simplify Aggregate Bond ETF vs iShares Core 5-10 Year USD Bond ETF

AGGH

Simplify Aggregate Bond ETF

Simplify Asset Management

Annual cost

0.30%

Fund size

$473M

IMTB

iShares Core 5-10 Year USD Bond ETF

iShares

Annual cost

0.06%

Fund size

$280M

Key differences

  • IMTB costs 0.24% less per year.
  • AGGH is classified as alternative, while IMTB is fixed income — different risk/return profiles.
  • AGGH follows a multi strategy strategy; IMTB uses index tracking.
  • IMTB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AGGHIMTB
Annual cost (TER)0.30%0.06%
Fund size (AUM)$473M$280M
Since20222016
Dividend yield7.54%4.46%
Asset classalternativefixed income
Regionnorth americanorth america
Strategymulti strategyindex tracking
CAGR 1Y+10.1%+6.7%
CAGR 3Y+4.9%+4.8%
CAGR 5YN/A+0.7%
Sharpe 3Y0.180.24
Volatility 1Y7.16%4.07%
Max drawdown-13.26%-18.15%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to AGGH and IMTB