Key stats
About Simplify Aggregate Bond ETF
Home page
Inception date
Feb 14, 2022
Structure
Open-Ended Fund
Dividend treatment
Distributes
Distribution tax treatment
Ordinary income
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
Simplify Asset Management, Inc.
AGGH seeks to invest mainly in ETFs that hold US investment-grade bonds while mitigating credit risk. As the ticker suggests, the fund utilizes the iShares Core U.S. Aggregate Bond ETF (ticker: AGG) as its primary underlying exposure. The funds adviser selects ETFs providing similar exposure based on price, liquidity, trading volume, and a minimum five-year track record. ETFs considered may target bonds of different maturities, duration, and quality requirements. Up to 20% of the funds assets are tied to derivatives to execute several credit hedge strategies. Both exchange-traded and over-the-counter (OTC) options on equity indexes, ETFs, and swaps are used. Derivatives are selected based on cost, strike price, and maturity. AGGH expects to buy and sell derivatives on a monthly, quarterly and annual basis, depending on rebalancing requirements and expiration dates. Overall, the strategy is designed to help protect the core bond exposure when credit spreads widen.
Classification
What's in the fund
Exposure type
ETF
Stock breakdown by region
Top 10 holdings
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.
Related funds
Frequently Asked Questions
An exchange-traded fund (ETF) is a collection of assets (stocks, bonds, commodities, etc.) that track an underlying index and can be bought on an exchange like individual stocks.
AGGH trades at 19.78 USD today, its price has fallen −0.35% in the past 24 hours. Track more dynamics on AGGH price chart.
AGGH net asset value is 19.90 today — it's fallen 0.83% over the past month. NAV represents the total value of the fund's assets less liabilities and serves as a gauge of the fund's performance.
AGGH assets under management is 310.53 M USD. AUM is an important metric as it reflects the fund's size and can serve as a gauge of how successful the fund is in attracting investors, which, in its turn, can influence decision-making.
AGGH price has fallen by −1.44% over the last month, and its yearly performance shows a −5.72% decrease. See more dynamics on AGGH price chart.
NAV returns, another gauge of an ETF dynamics, have fallen by −0.83% over the last month, showed a −2.23% decrease in three-month performance and has increased by 3.10% in a year.
NAV returns, another gauge of an ETF dynamics, have fallen by −0.83% over the last month, showed a −2.23% decrease in three-month performance and has increased by 3.10% in a year.
AGGH fund flows account for 126.88 M USD (1 year). Many traders use this metric to get insight into investors' sentiment and evaluate whether it's time to buy or sell the fund.
Since ETFs work like an individual stock, they can be bought and sold on exchanges (e.g. NASDAQ, NYSE, EURONEXT). As it happens with stocks, you need to select a brokerage to access trading. Explore our list of available brokers to find the one to help execute your strategies. Don't forget to do your research before getting to trading. Explore ETFs metrics in our ETF screener to find a reliable opportunity.
AGGH invests in funds. See more details in our Analysis section.
AGGH expense ratio is 0.29%. It's an important metric for helping traders understand the fund's operating costs relative to assets and how expensive it would be to hold the fund.
No, AGGH isn't leveraged, meaning it doesn't use borrowings or financial derivatives to magnify the performance of the underlying assets or index it follows.
In some ways, ETFs are safe investments, but in a broader sense, they're not safer than any other asset, so it's crucial to analyze a fund before investing. But if your research gives a vague answer, you can always refer to technical analysis.
Today, AGGH technical analysis shows the strong sell rating and its 1-week rating is strong sell. Since market conditions are prone to changes, it's worth looking a bit further into the future — according to the 1-month rating AGGH shows the sell signal. See more of AGGH technicals for a more comprehensive analysis.
Today, AGGH technical analysis shows the strong sell rating and its 1-week rating is strong sell. Since market conditions are prone to changes, it's worth looking a bit further into the future — according to the 1-month rating AGGH shows the sell signal. See more of AGGH technicals for a more comprehensive analysis.
Yes, AGGH pays dividends to its holders with the dividend yield of 8.21%.
AGGH shares are issued by Simplify Asset Management, Inc.
AGGH follows the No Underlying Index. ETFs usually track some benchmark seeking to replicate its performance and guide asset selection and objectives.
The fund started trading on Feb 14, 2022.
The fund's management style is active, aiming to outperform its benchmark index by actively selecting and adjusting assets. The goal is to achieve returns that exceed those of the index the fund tracks.