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BFIX vs AGGH

Build Bond Innovation ETF vs Simplify Aggregate Bond ETF

BFIX

Build Bond Innovation ETF

Build Asset Management, LLC

Annual cost

0.45%

Fund size

$13M

AGGH

Simplify Aggregate Bond ETF

Simplify Asset Management

Annual cost

0.30%

Fund size

$473M

Key differences

  • AGGH costs 0.15% less per year.
  • AGGH is significantly larger than BFIX — larger funds tend to be more liquid and less likely to close.
  • BFIX follows a option income strategy; AGGH uses multi strategy.
  • Over the last 3 years, BFIX has delivered higher annualized returns.

Side-by-side comparison

BFIXAGGH
Annual cost (TER)0.45%0.30%
Fund size (AUM)$13M$473M
Since20222022
Dividend yield3.60%7.54%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomemulti strategy
CAGR 1Y+4.7%+9.8%
CAGR 3Y+7.7%+4.5%
CAGR 5YN/AN/A
Sharpe 3Y0.810.14
Volatility 1Y2.90%7.18%
Max drawdown-8.03%-13.26%

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

Similar to BFIX and AGGH