AGGH vs FPAG

Comparison between SIMPLIFY AGGREGATE BOND ETF (AGGH, ETF) and FPA GLOBAL EQUITY ETF (FPAG, ETF).

AGGH vs FPAG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AGGH(ETF)	FPAG(ETF)
Net Assets	$473M	$473M
Expense Ratio	0.30%	0.49%
Max Drawdown	22.19%	29.10%
Sharpe Ratio	0.53	1.21
5Y Beta	0.05	0.93
P/E Ratio	N/A	21.16
Forward P/E	N/A	15.95
PEG Ratio	N/A	0.50
5Y EPS CAGR	N/A	12.84%
Debt to Equity	N/A	84.85%
P/S Ratio	N/A	1.86
P/B Ratio	N/A	2.39

Net Assets

Winner

AGGH

$473M

FPAG

$473M

Expense Ratio

Winner

AGGH

0.30%

FPAG

0.49%

Max Drawdown

Winner

AGGH

22.19%

FPAG

29.10%

Sharpe Ratio

AGGH

0.53

Winner

FPAG

1.21

5Y Beta

Winner

AGGH

0.05

FPAG

0.93

P/E Ratio

AGGH

N/A

FPAG

21.16

Forward P/E

AGGH

N/A

FPAG

15.95

PEG Ratio

AGGH

N/A

FPAG

0.50

5Y EPS CAGR

AGGH

N/A

FPAG

12.84%

Debt to Equity

AGGH

N/A

FPAG

84.85%

P/S Ratio

AGGH

N/A

FPAG

1.86

P/B Ratio

AGGH

N/A

FPAG

2.39

AGGH vs FPAG - Historical Returns

Returns include dividend reinvestment.

Period	AGGH	FPAG
1 month	-0.30%	+2.09%
3 months	-0.92%	+4.47%
6 months	+0.32%	+6.66%
1 year	+7.50%	+22.95%
5 years(CAGR)	+2.17%	+12.45%
Max(CAGR)	+2.17%	+12.45%

AGGH

-0.30%

Winner

FPAG

+2.09%

AGGH

-0.92%

Winner

FPAG

+4.47%

AGGH

+0.32%

Winner

FPAG

+6.66%

AGGH

+7.50%

Winner

FPAG

+22.95%

5Y(CAGR)

AGGH

+2.17%

Winner

FPAG

+12.45%

Max(CAGR)

AGGH

+2.17%

Winner

FPAG

+12.45%

AGGH vs FPAG - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	AGGH	FPAG
2026	+0.04%	+5.50%
2025	+8.67%	+25.54%
2024	+2.11%	+17.02%
2023	+7.95%	+28.81%
2022	-8.46%	-18.45%
2021	N/A	+2.93%

AGGH vs FPAG Drawdown Comparison

The maximum drawdown for AGGH was -13.26%, occurring on Oct 20, 2022. Recovery took 609 trading sessions.

The maximum drawdown for FPAG was -28.44%, occurring on Oct 11, 2022. Recovery took 386 trading sessions.

The current AGGH drawdown is -1.96%. The current FPAG drawdown is -2.35%.

Rank	AGGH	FPAG
#1	-13.26% Mar 1, 2022 - Aug 2, 2024	-28.44% Jan 12, 2022 - Jul 28, 2023
#2	-6.68% Sep 4, 2024 - Apr 1, 2025	-18.05% Feb 18, 2025 - Jun 4, 2025
#3	-6.50% Apr 3, 2025 - Aug 22, 2025	-12.14% Feb 20, 2026 - May 28, 2026
#4	-3.07% Aug 23, 2024 - Sep 4, 2024	-11.85% Jul 28, 2023 - Dec 11, 2023
#5	-2.83% Feb 27, 2026 - Mar 26, 2026	-8.24% Jul 16, 2024 - Sep 26, 2024
#6	-1.39% Sep 10, 2025 - Oct 2, 2025	-5.36% Oct 27, 2025 - Nov 28, 2025
#7	-1.38% Aug 14, 2024 - Aug 20, 2024	-4.85% Jul 23, 2025 - Aug 22, 2025
#8	-1.29% Oct 28, 2025 - Nov 24, 2025	-4.73% Mar 28, 2024 - May 8, 2024
#9	-1.25% Aug 2, 2024 - Aug 14, 2024	-4.48% Dec 6, 2024 - Jan 21, 2025
#10	-0.77% Oct 2, 2025 - Oct 14, 2025	-4.38% Feb 7, 2024 - Mar 7, 2024
#11	-0.74% Aug 20, 2024 - Aug 23, 2024	-3.91% Dec 28, 2023 - Jan 25, 2024
#12	-0.72% Dec 29, 2025 - Jan 13, 2026	-3.84% Sep 18, 2025 - Oct 20, 2025
#13	-0.72% Jan 14, 2026 - Jan 28, 2026	-3.63% Nov 7, 2024 - Dec 6, 2024
#14	-0.63% Aug 28, 2025 - Sep 3, 2025	-2.35% Jun 4, 2026 - Jun 5, 2026
#15	-0.62% Nov 28, 2025 - Dec 18, 2025	-2.08% Jan 4, 2022 - Jan 12, 2022