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Simplify Aggregate Bond PLUS Credit Hedge ETF

AGGH
$--
Today’s Change
-- (--)

Snapshot
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Inception Date
Feb 14 2022
Expense Ratio
0.29%
Type
US Bonds
Fund Owner
Simplify ETF
Volume (1m avg. daily)
$13,976
AUM
$1,691,272
Associated Index
None
Inverse/Leveraged
No
Passive/Active
Active
Fractionable on Composer
No
Prospectus

Top 10 Holdings

n/a
MORGAN STANLEY CUSTOM QUALITY INDEX
34.12%
n/a
MORGAN STANLEY CUSTOM JUNK INDEX
25.74%
n/a
T 4 1/4 10/15/25 Govt
13.06%
n/a
Cash
12.14%
PFIX
Simplify Exchange Traded Funds - Simplify Interest Rate Hedge ETF
8.80%
n/a
Derivatives offset
0.82%
META
Meta Platforms Inc - Ordinary Shares - Class A
0.46%
LSI
Life Storage Inc - Registered Shares
0.40%
THO
Thor Industries, Inc.
0.39%
PNR
Pentair plc
0.38%
Invest with AGGH

What is AGGH?

The Simplify Aggregate Bond PLUS Credit Hedge ETF (AGGH) seeks to maximize total return by investing primarily in investment grade (IG) bonds while mitigating credit risk. The underlying ETFs that the Fund will invest in may target bonds with different maturities, durations, and quality requirements in connection with their investment strategies. Duration is a measure of price sensitivity of a debt security or a portfolio of debt securities to relative changes in interest rates. For instance, a duration of "five years" means that a security's or portfolio's price would be expected to decrease by approximately 5% with a 1% increase in interest rates (assuming a parallel shift in yield curve). Maturity is the period during which its owner will receive interest payments on the investment. When the bond reaches maturity, the Fund is repaid its par, or face value. A bond's quality is a reference to the grade given to a bond by a rating service that indicates its credit quality. The rating takes into consideration a bond issuer's financial strength or its ability to pay a bond's principal and interest in a timely fashion. For instance, a "AAA" high-grade rated bond offers more security and lower profit potential (lower yield) than a "B-" rated speculative bond.

ETFs related toAGGH

ETFs correlated to AGGH include GOVT, IEF, PLW

AGGH
Simplify Exchange Traded Funds - Simplify Aggregate Bond PLUS Credit Hedge ETF
GOVT
BlackRock Institutional Trust Company N.A. - iShares U.S. Treasury Bond ETF
IEF
BlackRock Institutional Trust Company N.A. - iShares 7-10 Year Treasury Bond ETF
PLW
Invesco Capital Management LLC - Invesco 1-30 Laddered Treasury ETF
IBTK
iShares Trust - iShares iBonds Dec 2030 Term Treasury ETF
SCHZ
Schwab Strategic Trust - Schwab US Aggregate Bond ETF
SPTI
SPDR Series Trust - SPDR Portfolio Intermediate Term Treasury ETF
AGG
BlackRock Institutional Trust Company N.A. - iShares Core U.S. Aggregate Bond ETF
BKAG
BNY Mellon ETF Trust - BNY Mellon Core Bond ETF
FLCB
Franklin Templeton ETF Trust - Franklin U.S. Core Bond ETF
PBND
Invesco Capital Management LLC - Invesco PureBeta SM US Aggregate Bond ETF

What is ETF correlation?

Correlation is a measure of the strength of the relationship between two ETFs. It quantifies the degree to which prices of the two ETFs typically move together.

Here, correlation is measured over the past year with the Pearson correlation coefficient (Pearon’s r), which ranges from -1 to 1.

Using ETF correlations in portfolio and strategy construction

ETF correlations can help you create investing strategies and portfolios. Use them to:

  • Build a diversified portfolio from uncorrelated or inversely correlated ETFs with the aim of minimizing portfolio risk.
  • Compare correlated or related ETFs to find one with a lower expense ratio or higher trading volume.
  • Create an investing strategy that hedges an ETF with an uncorrelated or inversely correlated ETF.

Automated Strategies
Related toAGGH

#DRAGON

Dragon Portfolio

Category

Go Global

Risk Rating

Aggressive

#DALIO

The Dalio

Category

Classic

Risk Rating

Conservative

Create your own algorithmic trading strategy with AGGH using Composer

FAQ

AGGH is a US Bonds ETF. The Simplify Aggregate Bond PLUS Credit Hedge ETF (AGGH) seeks to maximize total return by investing primarily in investment grade (IG) bonds while mitigating credit risk. The underlying ETFs that the Fund will invest in may target bonds with different maturities, durations, and quality requirements in connection with their investment strategies. Duration is a measure of price sensitivity of a debt security or a portfolio of debt securities to relative changes in interest rates. For instance, a duration of "five years" means that a security's or portfolio's price would be expected to decrease by approximately 5% with a 1% increase in interest rates (assuming a parallel shift in yield curve). Maturity is the period during which its owner will receive interest payments on the investment. When the bond reaches maturity, the Fund is repaid its par, or face value. A bond's quality is a reference to the grade given to a bond by a rating service that indicates its credit quality. The rating takes into consideration a bond issuer's financial strength or its ability to pay a bond's principal and interest in a timely fashion. For instance, a "AAA" high-grade rated bond offers more security and lower profit potential (lower yield) than a "B-" rated speculative bond.

The top holdings for AGGH include MORGAN STANLEY CUSTOM QUALITY INDEX, MORGAN STANLEY CUSTOM JUNK INDEX, and T 4 1/4 10/15/25 Govt.

AGGH has 222 total holdings.

Yes, AGGH is actively managed. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.

No, AGGH is not passively managed. It is actively managed. A passively managed fund typically tries to track or follow a market index. In an actively managed fund, the fund manager makes decisions about how funds are invested.

The 1-month return on AGGH is -0.0026%. This is the percent change in the value of AGGH over the most recent 1-month period. The 3-month return on AGGH is 0.0479%. This is the percent change in the value of AGGH over the most recent 3-month period.

ETFs similar to AGGH include BSV, BND, and MINT.

ETFs correlated to AGGH include GOVT, IEF, and PLW.

ETFs that are inversely correlated to AGGH include TBX, PST, and TYO.

Disclaimers

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We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.