AGGH vs BGR
Comparison between SIMPLIFY AGGREGATE BOND ETF (AGGH, ETF) and Blackrock Energy & Resources Trust (BGR, ETF).
AGGH vs BGR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AGGH
$473M
BGR
$473M
Expense Ratio
AGGH
0.30%
BGR
N/A
Max Drawdown
Winner
AGGH
22.19%
BGR
87.71%
Sharpe Ratio
AGGH
0.53
Winner
BGR
1.45
5Y Beta
Winner
AGGH
0.05
BGR
0.45
5Y Dividends CAGR
AGGH
N/A
BGR
20.06%
AGGH vs BGR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AGGH
-0.30%
BGR
-6.20%
3M
AGGH
-0.92%
Winner
BGR
+2.27%
6M
AGGH
+0.32%
Winner
BGR
+16.64%
1Y
AGGH
+7.50%
Winner
BGR
+34.80%
5Y(CAGR)
AGGH
+2.17%
Winner
BGR
+17.01%
10Y(CAGR)
AGGH
N/A
BGR
+8.22%
Max(CAGR)
AGGH
+2.17%
Winner
BGR
+6.08%
AGGH vs BGR - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | AGGH | BGR |
|---|---|---|
| 2026 | +0.04% | +17.05% |
| 2025 | +8.67% | +15.82% |
| 2024 | +2.11% | +6.81% |
| 2023 | +7.95% | +8.65% |
| 2022 | -8.46% | +35.34% |
| 2021 | N/A | +40.63% |
| 2020 | N/A | -36.99% |
| 2019 | N/A | +19.20% |
| 2018 | N/A | -22.52% |
| 2017 | N/A | +3.74% |
| 2016 | N/A | +22.24% |
| 2015 | N/A | -33.12% |
| 2014 | N/A | -7.63% |
| 2013 | N/A | +18.24% |
| 2012 | N/A | +0.04% |
| 2011 | N/A | -9.68% |
| 2010 | N/A | +16.48% |
| 2009 | N/A | +67.69% |
| 2008 | N/A | -48.37% |
| 2007 | N/A | +30.98% |
| 2006 | N/A | +15.81% |
| 2005 | N/A | +11.02% |
| 2004 | N/A | +0.12% |
AGGH vs BGR Drawdown Comparison
The maximum drawdown for AGGH was -13.26%, occurring on Oct 20, 2022. Recovery took 609 trading sessions.
The maximum drawdown for BGR was -72.81%, occurring on Mar 18, 2020. Recovery took 2437 trading sessions.
The current AGGH drawdown is -1.96%. The current BGR drawdown is -8.34%.
| Rank | AGGH | BGR |
|---|---|---|
| #1 | -13.26% Mar 1, 2022 - Aug 2, 2024 | -72.81% Jul 24, 2014 - Apr 1, 2024 |
| #2 | -6.68% Sep 4, 2024 - Apr 1, 2025 | -69.70% Jul 1, 2008 - Feb 25, 2011 |
| #3 | -6.50% Apr 3, 2025 - Aug 22, 2025 | -31.48% Apr 5, 2011 - Dec 26, 2013 |
| #4 | -3.07% Aug 23, 2024 - Sep 4, 2024 | -20.56% Jul 17, 2007 - Dec 26, 2007 |
| #5 | -2.83% Feb 27, 2026 - Mar 26, 2026 | -18.26% Feb 19, 2025 - Jun 20, 2025 |
| #6 | -1.39% Sep 10, 2025 - Oct 2, 2025 | -14.27% Jan 3, 2008 - Feb 26, 2008 |
| #7 | -1.38% Aug 14, 2024 - Aug 20, 2024 | -12.37% Oct 3, 2005 - Jan 10, 2006 |
| #8 | -1.29% Oct 28, 2025 - Nov 24, 2025 | -12.12% Mar 4, 2005 - Jul 5, 2005 |
| #9 | -1.25% Aug 2, 2024 - Aug 14, 2024 | -11.34% Feb 28, 2008 - Apr 8, 2008 |
| #10 | -0.77% Oct 2, 2025 - Oct 14, 2025 | -9.79% Mar 27, 2026 - May 29, 2026 |
| #11 | -0.74% Aug 20, 2024 - Aug 23, 2024 | -9.69% Jan 7, 2014 - Apr 9, 2014 |
| #12 | -0.72% Dec 29, 2025 - Jan 13, 2026 | -9.38% May 10, 2006 - Oct 19, 2006 |
| #13 | -0.72% Jan 14, 2026 - Jan 28, 2026 | -8.60% Nov 26, 2024 - Feb 11, 2025 |
| #14 | -0.63% Aug 28, 2025 - Sep 3, 2025 | -7.67% Aug 26, 2024 - Oct 3, 2024 |
| #15 | -0.62% Nov 28, 2025 - Dec 18, 2025 | -7.45% Jan 30, 2006 - Apr 19, 2006 |
Correlation
Correlation between AGGH and BGR is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
Dividend Comparison (2005 - 2026)
AGGH vs BGR dividend yield comparison.
| Year | AGGH | BGR |
|---|---|---|
| 2026 | 3.03% | 3.09% |
| 2025 | 7.54% | 8.62% |
| 2024 | 8.97% | 6.66% |
| 2023 | 9.51% | 6.22% |
| 2022 | 2.11% | 4.62% |
| 2021 | 0.00% | 4.75% |
| 2020 | 0.00% | 9.26% |
| 2019 | 0.00% | 7.84% |
| 2018 | 0.00% | 8.91% |
| 2017 | 0.00% | 6.57% |
| 2016 | 0.00% | 6.90% |
| 2015 | 0.00% | 11.93% |
| 2014 | 0.00% | 13.16% |
| 2013 | 0.00% | 16.95% |
| 2012 | 0.00% | 6.88% |
| 2011 | 0.00% | 7.23% |
| 2010 | 0.00% | 5.64% |
| 2009 | 0.00% | 6.32% |
| 2008 | 0.00% | 10.25% |
| 2007 | 0.00% | 10.87% |
| 2006 | 0.00% | 9.15% |
| 2005 | 0.00% | 8.43% |
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