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AGGH
-0.14 · -0.66%
$20.55 · NYSE ARCA

Simplify Exchange Traded Funds (AGGH) ETF Analysis | Intermediate Core Bond

Simplify Asset Management · USA
AUM:$474.5M
#– of – in Intermediate Core Bond ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 6.7% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.33% — competitive for the exposure provided.

What is AGGH?

The adviser seeks to achieve the fund"s investment objective by investing in investment grade bonds primarily by purchasing exchange traded funds and applying derivative overlays intended to hedge risk or generate income. Under normal circumstances, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in U.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Positive 1-Year Return
AGGH returned 6.7% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.33%. Consider how fees compound over a long holding period.
Concentrated Holdings
Top 10 holdings account for 82.0% of the ETF — significant weight in a small number of names.
ETF Information
AUM$474.5M
Expense Ratio0.33%
Dividend Yield7.57%
Holdings1
Inception DateFeb 2022
Domicile–
Distribution–
Index–
ProviderSimplify Asset Management
Beta0.21
CategoryIntermediate Core Bond
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-4.8%
1Y
-0.2%
3Y
+11.3%
5Y
+6.5%
OpenBook InsightIf you had invested £10,000 in AGGH 5 years ago, it would have grown to £10,649 — a gain of £649.

Annual Returns

Calendar year performance

AGGH delivered positive returns in 3 of the last 5 calendar years.
YearAGGH
2026 YTD-2.9%
2025+8.7%
2024+2.1%
2023+7.9%
2022-8.5%
CAGR 4yr+2.3%
3/5 positive yearsAvg return: +1.5%Worst year: -8.5% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: NEGATIVE
Trend Strength
0%
Negative
Volatility
5.1%
Low
Momentum
-1.3%
30-day change
Support Level
19.76
Key floor
Key Insights
  • Price is currently below all major moving averages, indicating a weaker trend profile.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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