Simplify Aggregate Bond ETF

AGGH

Market cap $308M

Overview Fund Activity

20.94 USD

+0.01

0.05%

At close Updated Sep 17, 4:00 PM EDT

1 day

0.05%

5 days

-0.24%

1 month

2.25%

3 months

3.66%

6 months

-0.57%

Year to date

1.95%

1 year

-4.82%

5 years

-16.11%

10 years

-16.11%

0

Funds holding %

of 7,463 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

50% more funds holding in top 10

Funds holding in top 10: 2 [Q1] → 3 (+1) [Q2]

47% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 15

12% more funds holding

Funds holding: 49 [Q1] → 55 (+6) [Q2]

5% less capital invested

Capital invested by funds: $211M [Q1] → $200M (-$10.5M) [Q2]

5.9% less ownership

Funds ownership: 66.96% [Q1] → 61.06% (-5.9%) [Q2]

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Financial journalist opinion

AGGH: Bonds, Hedges, And Capturing The Slope

AGGH offers active management over a core bond index, enhancing yield via options and curve positioning while maintaining benchmark-like risk. Current yield curve normalization and bull steepening regime favor AGGH's 7–10 year duration, supporting carry and roll-down benefits. Options overlays provide extra income but do not eliminate duration risk. Curve shifts or rate spikes remain key risks to monitor.

AGGH: Bonds, Hedges, And Capturing The Slope

AGGH: Investment Grade Exposure With Credit Hedging

AGGH offers a unique blend of passive aggregate bond exposure and active credit hedging, aiming to reduce drawdowns during credit stress. The ETF closely tracks the Bloomberg US Aggregate Bond Index, with slight outperformance at credit market peaks due to its hedging overlay. Current stable investment grade spreads and a neutral Fed outlook favor AGGH's ability to capture appreciation with minimal hedging costs.

AGGH: Investment Grade Exposure With Credit Hedging

3 Years On, I'm Upgrading AGGH To Buy

Simplify Aggregate Bond ETF has evolved significantly, now offering high yields and outperforming its index, making it a strong complement to core bond holdings. AGGH's strategy includes a core bond allocation, bond futures, and interest rate swaps, providing unique access to CTA-level derivatives for retail investors. The fund's dynamic management and high payout have addressed previous concerns, earning it an upgrade to a "buy" rating for aggressive and moderate investors.

3 Years On, I'm Upgrading AGGH To Buy

Simplify Provides Estimated Capital Gain Distribution Information for 2024

NEW YORK--(BUSINESS WIRE)--Simplify announced today that it expects to deliver capital gains distributions across six Simplify ETFs.

Simplify Provides Estimated Capital Gain Distribution Information for 2024

Bonds Are Back: Consider Recalibrating Your Fixed Income Allocation

With the Fed recalibrating its monetary policy, it is time for fixed income investors to recalibrate their allocation to bonds to take advantage of this easing cycle. The Simplify Aggregate Bond ETF is a yield-enhanced version of the Bloomberg U.S. Aggregate Bond Index, which seeks a higher yield while also a higher total return with a similar risk profile. Investors looking for broad fixed income exposure in a core bond portfolio with the potential for enhanced yield and seeking higher total return with a similar risk profile to the U.S. Aggregate Bond Index should consider AGGH.

Bonds Are Back: Consider Recalibrating Your Fixed Income Allocation

AGGH: Not That Great Of A Core Bond Holding

AGGH aims to maximize total return through investment-grade bonds and option overlays, and has outperformed aggregate bond indices. Performances, however, can be unpredictable and positions in the fund will expose you to other markets that you may be unaware of. I rate AGGH a Hold. This should be a bond yield enhancer that you hold according to your trust in the fund managers.

AGGH: Not That Great Of A Core Bond Holding

Net Asset Value Restatement for Simplify Aggregate Bond ETF (AGGH) & Simplify Volatility Premium ETF (SVOL)

NEW YORK--(BUSINESS WIRE)--Simplify announces net asset value restatement for AGGH and SVOL ETFs.

Net Asset Value Restatement for Simplify Aggregate Bond ETF (AGGH) & Simplify Volatility Premium ETF (SVOL)

AGGH: Buy This Bump In The Road

AGGH has outperformed AGG since the fund launched in 2022. The fund is actively managed and uses several strategies to boost performance. However, it dropped sharply in April. This article looks at why it may be a buying opportunity.

AGGH: Aggressive Actively Managed Bond ETF, Uncompelling Value Proposition

Simplify Aggregate Bond ETF is an actively managed investment-grade bond ETF. AGGH uses derivatives and leverage and has a high turnover. An overview of the fund follows.

AGGH: An Interesting Hedged Core Bond Fund

Simplify Aggregate Bond ETF offers bond exposure with reduced risk through hedging mechanisms and active management. The AGGH ETF's portfolio includes bond ETFs, hedging mechanisms such as covered calls and protective puts, and credit default swaps. AGGH has outperformed its benchmark and offers a high distribution yield, but its complexity and high portfolio turnover may not appeal to all investors.

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