AGGH vs FLUD
Comparison between SIMPLIFY AGGREGATE BOND ETF (AGGH, ETF) and FRANKLIN ULTRA SHORT BOND ETF (FLUD, ETF).
AGGH vs FLUD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AGGH
$527M
Winner
FLUD
$532M
Expense Ratio
AGGH
0.30%
Winner
FLUD
0.15%
Max Drawdown
AGGH
22.19%
Winner
FLUD
2.89%
Sharpe Ratio
Winner
AGGH
0.41
FLUD
0.32
5Y Beta
AGGH
0.05
Winner
FLUD
-0.00
5Y Dividends CAGR
AGGH
N/A
FLUD
23.82%
AGGH vs FLUD - Historical Returns
Returns include dividend reinvestment.
1M
AGGH
-0.43%
Winner
FLUD
+0.33%
3M
AGGH
-0.70%
Winner
FLUD
+0.87%
6M
AGGH
-0.26%
Winner
FLUD
+1.66%
1Y
Winner
AGGH
+4.90%
FLUD
+4.21%
5Y(CAGR)
AGGH
+2.10%
Winner
FLUD
+3.71%
Max(CAGR)
AGGH
+2.10%
Winner
FLUD
+3.25%
AGGH vs FLUD - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | AGGH | FLUD |
|---|---|---|
| 2026 | +0.00% | +1.83% |
| 2025 | +8.67% | +5.04% |
| 2024 | +2.11% | +5.42% |
| 2023 | +7.95% | +5.96% |
| 2022 | -8.46% | +0.18% |
| 2021 | N/A | +0.07% |
| 2020 | N/A | +0.77% |
AGGH vs FLUD Drawdown Comparison
The maximum drawdown for AGGH was -13.26%, occurring on Oct 20, 2022. Recovery took 609 trading sessions.
The maximum drawdown for FLUD was -1.66%, occurring on Jun 14, 2022. Recovery took 349 trading sessions.
The current AGGH drawdown is -2.00%. The current FLUD drawdown is -0.02%.
| Rank | AGGH | FLUD |
|---|---|---|
| #1 | -13.26% Mar 1, 2022 - Aug 2, 2024 | -1.66% Aug 24, 2021 - Jan 12, 2023 |
| #2 | -6.68% Sep 4, 2024 - Apr 1, 2025 | -0.65% Mar 13, 2023 - Apr 11, 2023 |
| #3 | -6.50% Apr 3, 2025 - Aug 22, 2025 | -0.59% Nov 25, 2024 - Jan 15, 2025 |
| #4 | -3.07% Aug 23, 2024 - Sep 4, 2024 | -0.44% Oct 17, 2025 - Nov 18, 2025 |
| #5 | -2.83% Feb 27, 2026 - Mar 26, 2026 | -0.40% Oct 7, 2024 - Oct 15, 2024 |
| #6 | -1.39% Sep 10, 2025 - Oct 2, 2025 | -0.36% Feb 5, 2021 - Jun 24, 2021 |
| #7 | -1.38% Aug 14, 2024 - Aug 20, 2024 | -0.31% Aug 8, 2025 - Aug 19, 2025 |
| #8 | -1.29% Oct 28, 2025 - Nov 24, 2025 | -0.30% Sep 25, 2024 - Oct 1, 2024 |
| #9 | -1.25% Aug 2, 2024 - Aug 14, 2024 | -0.30% Sep 19, 2024 - Sep 23, 2024 |
| #10 | -0.77% Oct 2, 2025 - Oct 14, 2025 | -0.30% Mar 25, 2026 - Apr 1, 2026 |
| #11 | -0.74% Aug 20, 2024 - Aug 23, 2024 | -0.29% Sep 5, 2025 - Sep 11, 2025 |
| #12 | -0.72% Dec 29, 2025 - Jan 13, 2026 | -0.28% Jun 6, 2024 - Jun 25, 2024 |
| #13 | -0.72% Jan 14, 2026 - Jan 28, 2026 | -0.28% Apr 4, 2025 - Apr 22, 2025 |
| #14 | -0.63% Aug 28, 2025 - Sep 3, 2025 | -0.27% Aug 7, 2024 - Aug 26, 2024 |
| #15 | -0.62% Nov 28, 2025 - Dec 18, 2025 | -0.26% Sep 22, 2025 - Oct 7, 2025 |
Correlation
Correlation between AGGH and FLUD is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2020 - 2026)
AGGH vs FLUD dividend yield comparison.
| Year | AGGH | FLUD |
|---|---|---|
| 2026 | 3.65% | 1.83% |
| 2025 | 7.54% | 4.51% |
| 2024 | 8.97% | 4.97% |
| 2023 | 9.51% | 4.72% |
| 2022 | 2.11% | 1.39% |
| 2021 | 0.00% | 0.92% |
| 2020 | 0.00% | 0.93% |
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