Simplify Asset ManagementIntermediate Core BondAGGH · NYSE Arca

Simplify Aggregate Bond ETF (AGGH)

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Price: $19.27; —30 Oct 2026
Assets: $483.6M; Total net assets
Expense ratio: 0.30%; Category 0.54%
Yield: 7.83%; Trailing distributions

1Y return: 0.0%+0.1%; Category -0.0%
3Y CAGR: 5.6%+0.1%; Category 5.5%
5Y CAGR: —; Category -0.1%

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Simplify Aggregate Bond ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation: —
Maximum drawdown: —
Sharpe ratio: —
Sortino ratio: —
Beta: —
Alpha: —
R²: —
Information ratio: —
Upside capture: —
Downside capture: —
Tracking error: —

Trailing returns compared with benchmark
Period	1M	3M	6M	YTD	1Y	3YCAGR	5YCAGR	10YCAGR	LaunchCAGR
ETF	+2.4%	-0.7%	-1.6%	-1.1%	0.0%	+5.6%	—	—	+1.6%
Intermediate Core Bond average	2.2%	-0.1%	-0.9%	-0.5%	-0.0%	5.5%	-0.1%	1.5%	1.8%
Difference	+0.3%	-0.6%	-0.7%	-0.6%	+0.1%	+0.1%	—	—	-0.1%

Holdings

The 1 largest positions make up 92.8% of the fund.

Top holdings

Largest holdings by weight
Ticker	Holding	Weight
AGG	iShares Core US Aggregate Bond ETF	92.80%

Credit quality

Share of the bonds by rating.

US government64.1%
AAA2.2%
AA74.3%
A11.9%
BBB11.6%
BB0.0%

Asset mix

Bonds109.2%

ETF details

Issuer: Simplify Asset Management
Category: Fixed Income · Intermediate Core Bond
Ticker: AGGH
Exchange: NYSE Arca
Inception: 14 Feb 2022 (4.7 years)
Structure: Exchange Traded Fund
Expense ratio: 0.30% (category 0.54%)
Holdings turnover: 31% (category 124%)
Distribution yield: 7.83%
Beta, 3 years: 1.12
Total net assets: $483.6M
Average duration: 3.80 years
Average maturity: 9.05 years

Prices and returns as of 30 Oct 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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