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AGGH vs SPAB

Simplify Aggregate Bond ETF vs State Street SPDR Portfolio Aggregate Bond ETF

AGGH

Simplify Aggregate Bond ETF

Simplify Asset Management

Annual cost

0.30%

Fund size

$473M

SPAB

State Street SPDR Portfolio Aggregate Bond ETF

State Street Investment Management

Annual cost

0.03%

Fund size

$9.7B

Key differences

  • SPAB costs 0.27% less per year.
  • SPAB is significantly larger than AGGH — larger funds tend to be more liquid and less likely to close.
  • AGGH is classified as alternative, while SPAB is fixed income — different risk/return profiles.
  • AGGH follows a multi strategy strategy; SPAB uses index tracking.
  • SPAB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AGGHSPAB
Annual cost (TER)0.30%0.03%
Fund size (AUM)$473M$9.7B
Since20222007
Dividend yield7.54%4.01%
Asset classalternativefixed income
Regionnorth americanorth america
Strategymulti strategyindex tracking
CAGR 1Y+9.8%+5.7%
CAGR 3Y+4.5%+3.9%
CAGR 5YN/A+0.2%
Sharpe 3Y0.140.08
Volatility 1Y7.18%3.81%
Max drawdown-13.26%-18.56%

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

Similar to AGGH and SPAB