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AGGH vs RFIX

Simplify Aggregate Bond ETF vs Simplify Bond Bull ETF

AGGH

Simplify Aggregate Bond ETF

Simplify Asset Management

Annual cost

0.30%

Fund size

$473M

RFIX

Simplify Bond Bull ETF

Simplify Asset Management

Annual cost

0.50%

Fund size

$56M

Key differences

  • AGGH costs 0.20% less per year.
  • AGGH is significantly larger than RFIX — larger funds tend to be more liquid and less likely to close.
  • AGGH is classified as alternative, while RFIX is fixed income — different risk/return profiles.
  • AGGH follows a multi strategy strategy; RFIX uses active selection.

Side-by-side comparison

AGGHRFIX
Annual cost (TER)0.30%0.50%
Fund size (AUM)$473M$56M
Since20222024
Dividend yield7.54%4.61%
Asset classalternativefixed income
Regionnorth americanorth america
Strategymulti strategyactive selection
CAGR 1Y+9.8%-12.8%
CAGR 3Y+4.5%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.14N/A
Volatility 1Y7.18%30.02%
Max drawdown-13.26%-38.79%

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

Similar to AGGH and RFIX