Screener
MTBA vs AGGH
Simplify MBS ETF vs Simplify Aggregate Bond ETF
Key differences
- MTBA costs 0.15% less per year.
- MTBA is significantly larger than AGGH — larger funds tend to be more liquid and less likely to close.
Side-by-side comparison
| MTBA | AGGH | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.30% |
| Fund size (AUM) | $1.7B | $473M |
| Since | 2023 | 2022 |
| Dividend yield | 5.53% | 7.54% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | multi strategy | multi strategy |
| CAGR 1Y | +5.5% | +9.8% |
| CAGR 3Y | N/A | +4.5% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.14 |
| Volatility 1Y | 3.11% | 7.18% |
| Max drawdown | -3.48% | -13.26% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to MTBA and AGGH
Explore further