Simplify Aggregate Bond ETF (AGGH)
20.73
-0.05
(-0.24%)
USD |
NYSEARCA |
Dec 08, 16:00
20.61
-0.12
(-0.58%)
After-Hours: 20:00
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 0.25% | 0.10% | 332.62M | 143814.2 |
| Weighted Average Dividend Yield | Turnover Ratio (Generic) | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| -- | 299.0% | 58.01M | Upgrade |
Basic Info
| Investment Strategy | |
| The Fund seeks to maximize total return by investing primarily in investment grade bonds while mitigating credit risk. The adviser seeks to achieve the Fund's investment objective by investing in investment grade bonds primarily by purchasing ETFs and applying a credit hedge overlay to the Fund's investments. |
| General | |
| Security Type | Exchange-Traded Fund |
| Broad Asset Class | Taxable Bond |
| Broad Category | Fixed Income |
| Global Peer Group | Bond USD Corporates |
| Peer Group | Corporate Debt Funds BBB-Rated |
| Global Macro | Bond Corporates |
| US Macro | General Domestic Taxable Fixed Income Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Corporate Debt Funds BBB-Rated |
| Fund Owner Firm Name | Simplify |
| Broad Asset Class Benchmark Index | |
| ^BBUSATR | 100.0% |
Performance Versus Peer Group
Annual Total Returns Versus Peers
As of December 08, 2025.
Asset Allocation
As of October 31, 2025.
| Type | % Net |
|---|---|
| Cash | 2.74% |
| Stock | 0.00% |
| Bond | 96.25% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 1.00% |
Basic Info
| Investment Strategy | |
| The Fund seeks to maximize total return by investing primarily in investment grade bonds while mitigating credit risk. The adviser seeks to achieve the Fund's investment objective by investing in investment grade bonds primarily by purchasing ETFs and applying a credit hedge overlay to the Fund's investments. |
| General | |
| Security Type | Exchange-Traded Fund |
| Broad Asset Class | Taxable Bond |
| Broad Category | Fixed Income |
| Global Peer Group | Bond USD Corporates |
| Peer Group | Corporate Debt Funds BBB-Rated |
| Global Macro | Bond Corporates |
| US Macro | General Domestic Taxable Fixed Income Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Corporate Debt Funds BBB-Rated |
| Fund Owner Firm Name | Simplify |
| Broad Asset Class Benchmark Index | |
| ^BBUSATR | 100.0% |