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AGGH vs MAGG

Simplify Aggregate Bond ETF vs Madison Aggregate Bond ETF

AGGH

Simplify Aggregate Bond ETF

Simplify Asset Management

Annual cost

0.30%

Fund size

$473M

MAGG

Madison Aggregate Bond ETF

Madison Asset Management, LLC

Annual cost

0.36%

Fund size

$71M

Key differences

  • AGGH costs 0.06% less per year.
  • AGGH is significantly larger than MAGG — larger funds tend to be more liquid and less likely to close.
  • AGGH is classified as alternative, while MAGG is fixed income — different risk/return profiles.
  • AGGH follows a multi strategy strategy; MAGG uses index tracking.

Side-by-side comparison

AGGHMAGG
Annual cost (TER)0.30%0.36%
Fund size (AUM)$473M$71M
Since20222023
Dividend yield7.54%4.77%
Asset classalternativefixed income
Regionnorth americanorth america
Strategymulti strategyindex tracking
CAGR 1Y+9.8%+5.7%
CAGR 3Y+4.5%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.14N/A
Volatility 1Y7.18%4.04%
Max drawdown-13.26%-4.55%

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

Similar to AGGH and MAGG