AGGH vs IEO

Comparison between SIMPLIFY AGGREGATE BOND ETF (AGGH, ETF) and ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETF (IEO, ETF).

5-Year PerformanceIEO has outperformed AGGH, delivering a return of +24.7% compared to +2.2%

AGGH vs IEO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AGGH(ETF)	IEO(ETF)
Net Assets	$574M	$574M
Expense Ratio	0.30%	0.37%
Max Drawdown	22.23%	80.76%
Sharpe Ratio	-0.07	1.52
5Y Beta	0.06	0.60
P/E Ratio	N/A	14.06
Forward P/E	N/A	10.68
5Y Dividends CAGR	N/A	16.90%
5Y EPS CAGR	N/A	27.75%
Debt to Equity	N/A	27.27%
P/S Ratio	N/A	1.18
P/B Ratio	N/A	2.01

Net Assets

Winner

AGGH

$574M

IEO

$574M

Expense Ratio

Winner

AGGH

0.30%

IEO

0.37%

Max Drawdown

Winner

AGGH

22.23%

IEO

80.76%

Sharpe Ratio

AGGH

-0.07

Winner

IEO

1.52

5Y Beta

Winner

AGGH

0.06

IEO

0.60

P/E Ratio

AGGH

N/A

IEO

14.06

Forward P/E

AGGH

N/A

IEO

10.68

5Y Dividends CAGR

AGGH

N/A

IEO

16.90%

5Y EPS CAGR

AGGH

N/A

IEO

27.75%

Debt to Equity

AGGH

N/A

IEO

27.27%

P/S Ratio

AGGH

N/A

IEO

1.18

P/B Ratio

AGGH

N/A

IEO

2.01

AGGH vs IEO - Historical Returns

Returns include dividend reinvestment.

Period	AGGH	IEO
1 month	+0.70%	+10.59%
3 months	+0.02%	+18.28%
6 months	-1.50%	+24.93%
1 year	+3.60%	+48.40%
5 years(CAGR)	+2.16%	+24.68%
10 years(CAGR)	N/A	+11.16%
Max(CAGR)	+2.16%	+6.54%

AGGH

+0.70%

Winner

IEO

+10.59%

AGGH

+0.02%

Winner

IEO

+18.28%

AGGH

-1.50%

Winner

IEO

+24.93%

AGGH

+3.60%

Winner

IEO

+48.40%

5Y(CAGR)

AGGH

+2.16%

Winner

IEO

+24.68%

10Y(CAGR)

AGGH

N/A

IEO

+11.16%

Max(CAGR)

AGGH

+2.16%

Winner

IEO

+6.54%

AGGH vs IEO - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	AGGH	IEO
2026	+0.51%	+48.75%
2025	+8.67%	+0.46%
2024	+2.11%	-2.43%
2023	+7.95%	+8.96%
2022	-8.46%	+53.26%
2021	N/A	+75.45%
2020	N/A	-32.94%
2019	N/A	+6.86%
2018	N/A	-20.73%
2017	N/A	-1.32%
2016	N/A	+25.14%
2015	N/A	-25.07%
2014	N/A	-10.77%
2013	N/A	+28.27%
2012	N/A	+0.81%
2011	N/A	-4.14%
2010	N/A	+14.30%
2009	N/A	+33.23%
2008	N/A	-42.93%
2007	N/A	+44.84%
2006	N/A	-6.54%

AGGH vs IEO Drawdown Comparison

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

The maximum drawdown for IEO was -79.16%, occurring on Mar 18, 2020. Recovery took 1954 trading sessions.

The current AGGH drawdown is -1.50%. The current IEO drawdown is -2.04%.

Rank	AGGH	IEO
#1	-13.26% Mar 1, 2022 - Aug 2, 2024	-79.16% Jun 23, 2014 - Mar 25, 2022
#2	-6.68% Sep 4, 2024 - Apr 1, 2025	-66.42% Jun 23, 2008 - Mar 28, 2014
#3	-6.50% Apr 3, 2025 - Aug 22, 2025	-31.45% Apr 5, 2024 - Feb 20, 2026
#4	-3.07% Aug 23, 2024 - Sep 4, 2024	-30.63% Jun 7, 2022 - Nov 7, 2022
#5	-2.83% Feb 27, 2026 - Mar 26, 2026	-24.27% Nov 15, 2022 - Mar 14, 2024
#6	-1.39% Sep 10, 2025 - Oct 2, 2025	-18.95% May 10, 2006 - Dec 1, 2006
#7	-1.38% Aug 14, 2024 - Aug 20, 2024	-16.30% Mar 27, 2026 - Aug 11, 2026
#8	-1.29% Oct 28, 2025 - Nov 24, 2025	-15.55% Jan 3, 2008 - Feb 20, 2008
#9	-1.25% Aug 2, 2024 - Aug 14, 2024	-15.50% Jun 18, 2007 - Oct 9, 2007
#10	-0.77% Oct 2, 2025 - Oct 14, 2025	-13.97% Dec 1, 2006 - Mar 28, 2007
#11	-0.74% Aug 20, 2024 - Aug 23, 2024	-10.39% Feb 28, 2008 - Apr 7, 2008
#12	-0.72% Dec 29, 2025 - Jan 13, 2026	-10.25% Nov 6, 2007 - Dec 26, 2007
#13	-0.72% Jan 14, 2026 - Jan 28, 2026	-9.78% May 6, 2022 - May 25, 2022
#14	-0.63% Aug 28, 2025 - Sep 3, 2025	-9.76% Apr 18, 2022 - May 4, 2022
#15	-0.62% Nov 28, 2025 - Dec 18, 2025	-6.93% May 20, 2008 - Jun 9, 2008

Correlation

Correlation between AGGH and IEO is 0.59 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.59

-101

Dividend Comparison (2006 - 2026)

AGGH vs IEO dividend yield comparison.

Year	AGGH	IEO
2026	4.89%	0.79%
2025	7.54%	2.61%
2024	8.97%	2.63%
2023	9.51%	3.00%
2022	2.11%	3.77%
2021	0.00%	2.62%
2020	0.00%	3.17%
2019	0.00%	1.85%
2018	0.00%	1.67%
2017	0.00%	0.94%
2016	0.00%	0.98%
2015	0.00%	2.03%
2014	0.00%	1.30%
2013	0.00%	0.88%
2012	0.00%	0.78%
2011	0.00%	0.62%
2010	0.00%	0.28%
2009	0.00%	0.44%
2008	0.00%	0.58%
2007	0.00%	0.23%
2006	0.00%	0.19%