Screener
PFIX vs AGGH
Simplify Interest Rate Hedge ETF vs Simplify Aggregate Bond ETF
Key differences
Both PFIX and AGGH are fixed income ETFs. PFIX charges 0.50% a year and AGGH 0.30%. The main difference: PFIX follows a tactical allocation strategy; AGGH uses multi strategy.
- PFIX follows a tactical allocation strategy; AGGH uses multi strategy.
- AGGH costs 0.20% less per year.
- Over the last three years, PFIX has delivered higher annualized returns.
Side-by-side comparison
| PFIX | AGGH | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.30% |
| Fund size (AUM) | $231M | $494M |
| Since | 2021 | 2022 |
| Dividend yield | 4.55% | 7.51% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | tactical allocation | multi strategy |
| CAGR 1Y | -11.5% | +8.6% |
| CAGR 3Y | +15.9% | +4.7% |
| CAGR 5Y | +17.0% | N/A |
| Sharpe 3Y | 0.49 | 0.16 |
| Volatility 1Y | 30.34% | 6.91% |
| Max drawdown | -36.17% | -13.26% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.