The Simplify Aggregate Bond ETF (AGGH) seeks to maximize total return. 0.55% expense ratio, $388M AUM, 19 holdings, inception 2022.
ETF Overview
The Simplify Aggregate Bond ETF (AGGH) seeks to maximize total return. The fund is actively managed to create a core bond exposure with enhanced yield via structural income opportunities such as more efficient option writing and curve positioning. AGGH can be used by investors who not only seek higher yields than investment grade bonds normally provide, but a higher total return as well.
The Simplify Aggregate Bond ETF (AGGH) seeks to maximize total return. The fund is actively managed to create a core bond exposure with enhanced yield via structural income opportunities such as more efficient option writing and curve positioning. AGGH can be used by investors who not only seek higher yields than investment grade bonds normally provide, but a higher total return as well. Simplify Aggregate Bond ETF provides exposure to the fixed income market. The portfolio is concentrated with 19 holdings. It is heavily weighted toward Financial Services (93.0%), reflecting a sector-tilted strategy.
Risk Metrics
Simplify Aggregate Bond ETF holds only 19 positions, creating elevated concentration risk where poor performance from a few holdings can significantly impact returns. Heavy allocation to Financial Services (93.0%) means sector-specific downturns could disproportionately affect performance. The 0.55% expense ratio is above average and will reduce net returns over time.
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Risk Metrics
Beta: 1.09
Questions & Answers
What is Simplify Aggregate Bond ETF (AGGH)?
The Simplify Aggregate Bond ETF (AGGH) seeks to maximize total return. The fund is actively managed to create a core bond exposure with enhanced yield via structural income opportunities such as more efficient option writing and curve positioning. It holds 19 securities. With $388M in assets under management, it is a funds in its category.
What is the expense ratio for AGGH?
Simplify Aggregate Bond ETF has an expense ratio of 0.55%, which is considered moderate for fixed income ETFs. This means for every $10,000 invested, annual fees would be approximately $55. Lower expense ratios generally lead to better long-term returns, all else being equal.
What sectors does AGGH invest in?
Simplify Aggregate Bond ETF allocates across 2 sectors. The largest sector exposures are Financial Services (93.0%), Cash & Others (7.0%). The fund is heavily concentrated in Financial Services.
How long has AGGH been around?
Simplify Aggregate Bond ETF was launched in 2022, making it 4 years old. It is a relatively newer fund with a shorter track record. It is managed by Simplify.
What is the current NAV of AGGH?
Simplify Aggregate Bond ETF has a net asset value (NAV) of approximately $20.44 per share. The NAV represents the per-share value of the fund's underlying assets minus liabilities. Market price may differ slightly from NAV due to supply and demand dynamics during trading hours.