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AGGH vs IUSB

Simplify Aggregate Bond ETF vs iShares Core Universal USD Bond ETF

AGGH

Simplify Aggregate Bond ETF

Simplify Asset Management

Annual cost

0.30%

Fund size

$473M

IUSB

iShares Core Universal USD Bond ETF

iShares

Annual cost

0.06%

Fund size

$36.5B

Key differences

  • IUSB costs 0.24% less per year.
  • IUSB is significantly larger than AGGH — larger funds tend to be more liquid and less likely to close.
  • AGGH is classified as alternative, while IUSB is fixed income — different risk/return profiles.
  • AGGH follows a multi strategy strategy; IUSB uses index tracking.
  • IUSB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AGGHIUSB
Annual cost (TER)0.30%0.06%
Fund size (AUM)$473M$36.5B
Since20222014
Dividend yield7.54%4.24%
Asset classalternativefixed income
Regionnorth americanorth america
Strategymulti strategyindex tracking
CAGR 1Y+10.1%+6.0%
CAGR 3Y+4.9%+4.6%
CAGR 5YN/A+0.6%
Sharpe 3Y0.180.21
Volatility 1Y7.16%3.66%
Max drawdown-13.26%-17.90%

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

Similar to AGGH and IUSB