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RFIX vs AGGH

Simplify Bond Bull ETF vs Simplify Aggregate Bond ETF

RFIX

Simplify Bond Bull ETF

Simplify Asset Management

Annual cost

0.50%

Fund size

$56M

AGGH

Simplify Aggregate Bond ETF

Simplify Asset Management

Annual cost

0.30%

Fund size

$473M

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.
  • RFIX is classified as fixed income, while AGGH is alternative — different risk/return profiles.
  • RFIX follows a active selection strategy; AGGH uses multi strategy.

Side-by-side comparison

RFIXAGGH
Annual cost (TER)0.50%0.30%
Fund size (AUM)$56M$473M
Since20242022
Dividend yield4.61%7.54%
Asset classfixed incomealternative
Regionnorth americanorth america
Strategyactive selectionmulti strategy
CAGR 1Y-12.8%+9.8%
CAGR 3YN/A+4.5%
CAGR 5YN/AN/A
Sharpe 3YN/A0.14
Volatility 1Y30.02%7.18%
Max drawdown-38.79%-13.26%

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

Similar to RFIX and AGGH