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WMSB vs AGGH

Weitz Multisector Bond ETF vs Simplify Aggregate Bond ETF

WMSB

Weitz Multisector Bond ETF

Weitz

Annual cost

0.65%

Fund size

$8M

AGGH

Simplify Aggregate Bond ETF

Simplify Asset Management

Annual cost

0.30%

Fund size

$473M

Key differences

  • AGGH costs 0.35% less per year.
  • AGGH is significantly larger than WMSB — larger funds tend to be more liquid and less likely to close.
  • WMSB is classified as fixed income, while AGGH is alternative — different risk/return profiles.
  • WMSB follows a index tracking strategy; AGGH uses multi strategy.

Side-by-side comparison

WMSBAGGH
Annual cost (TER)0.65%0.30%
Fund size (AUM)$8M$473M
Since20252022
Dividend yield7.54%
Asset classfixed incomealternative
Regionnorth americanorth america
Strategyindex trackingmulti strategy
CAGR 1YN/A+10.1%
CAGR 3YN/A+4.9%
CAGR 5YN/AN/A
Sharpe 3YN/A0.18
Volatility 1Y7.16%
Max drawdown-1.89%-13.26%

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

Similar to WMSB and AGGH