AGGH vs LGH

Comparison between SIMPLIFY AGGREGATE BOND ETF (AGGH, ETF) and HCM DEFENDER 500 INDEX ETF (LGH, ETF).

5-Year PerformanceLGH has outperformed AGGH, delivering a return of +9.7% compared to +2.2%

AGGH vs LGH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AGGH(ETF)	LGH(ETF)
Net Assets	$574M	$574M
Expense Ratio	0.30%	1.00%
Max Drawdown	22.23%	29.60%
Sharpe Ratio	-0.07	0.73
5Y Beta	0.06	0.97
P/E Ratio	N/A	25.76
Forward P/E	N/A	20.70
PEG Ratio	N/A	0.34
5Y Dividends CAGR	N/A	42.11%
5Y EPS CAGR	N/A	31.52%
Debt to Equity	N/A	51.14%
P/S Ratio	N/A	4.07
P/B Ratio	N/A	6.06

Net Assets

Winner

AGGH

$574M

LGH

$574M

Expense Ratio

Winner

AGGH

0.30%

LGH

1.00%

Max Drawdown

Winner

AGGH

22.23%

LGH

29.60%

Sharpe Ratio

AGGH

-0.07

Winner

LGH

0.73

5Y Beta

Winner

AGGH

0.06

LGH

0.97

P/E Ratio

AGGH

N/A

LGH

25.76

Forward P/E

AGGH

N/A

LGH

20.70

PEG Ratio

AGGH

N/A

LGH

0.34

5Y Dividends CAGR

AGGH

N/A

LGH

42.11%

5Y EPS CAGR

AGGH

N/A

LGH

31.52%

Debt to Equity

AGGH

N/A

LGH

51.14%

P/S Ratio

AGGH

N/A

LGH

4.07

P/B Ratio

AGGH

N/A

LGH

6.06

AGGH vs LGH - Historical Returns

Returns include dividend reinvestment.

Period	AGGH	LGH
1 month	+0.88%	+4.95%
3 months	+0.25%	+2.31%
6 months	-1.09%	+5.32%
1 year	+3.53%	+14.78%
5 years(CAGR)	+2.20%	+9.75%
Max(CAGR)	+2.20%	+15.41%

AGGH

+0.88%

Winner

LGH

+4.95%

AGGH

+0.25%

Winner

LGH

+2.31%

AGGH

-1.09%

Winner

LGH

+5.32%

AGGH

+3.53%

Winner

LGH

+14.78%

5Y(CAGR)

AGGH

+2.20%

Winner

LGH

+9.75%

Max(CAGR)

AGGH

+2.20%

Winner

LGH

+15.41%

AGGH vs LGH - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	AGGH	LGH
2026	+0.68%	+6.29%
2025	+8.67%	+19.91%
2024	+2.11%	+28.12%
2023	+7.95%	+24.28%
2022	-8.46%	-28.20%
2021	N/A	+43.19%
2020	N/A	+17.20%
2019	N/A	+11.06%

AGGH vs LGH Drawdown Comparison

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

The maximum drawdown for LGH was -29.60%, occurring on Mar 16, 2020. Recovery took 132 trading sessions.

The current AGGH drawdown is -1.33%. The current LGH drawdown is -2.23%.

Rank	AGGH	LGH
#1	-13.26% Mar 1, 2022 - Aug 2, 2024	-29.60% Feb 19, 2020 - Aug 26, 2020
#2	-6.68% Sep 4, 2024 - Apr 1, 2025	-29.38% Dec 29, 2021 - Mar 21, 2024
#3	-6.50% Apr 3, 2025 - Aug 22, 2025	-18.42% Dec 6, 2024 - Jul 3, 2025
#4	-3.07% Aug 23, 2024 - Sep 4, 2024	-13.53% Sep 2, 2020 - Nov 16, 2020
#5	-2.83% Feb 27, 2026 - Mar 26, 2026	-12.50% Jul 16, 2024 - Nov 6, 2024
#6	-1.39% Sep 10, 2025 - Oct 2, 2025	-11.29% Jan 12, 2026 - May 13, 2026
#7	-1.38% Aug 14, 2024 - Aug 20, 2024	-8.69% Sep 3, 2021 - Oct 28, 2021
#8	-1.29% Oct 28, 2025 - Nov 24, 2025	-7.29% Oct 29, 2025 - Dec 24, 2025
#9	-1.25% Aug 2, 2024 - Aug 14, 2024	-7.20% Nov 23, 2021 - Dec 27, 2021
#10	-0.77% Oct 2, 2025 - Oct 14, 2025	-6.95% Feb 12, 2021 - Mar 15, 2021
#11	-0.74% Aug 20, 2024 - Aug 23, 2024	-6.48% Jun 2, 2026 - Aug 4, 2026
#12	-0.72% Dec 29, 2025 - Jan 13, 2026	-6.09% Mar 28, 2024 - May 14, 2024
#13	-0.72% Jan 14, 2026 - Jan 28, 2026	-5.28% Apr 29, 2021 - Jun 4, 2021
#14	-0.63% Aug 28, 2025 - Sep 3, 2025	-4.55% Jan 21, 2021 - Feb 4, 2021
#15	-0.62% Nov 28, 2025 - Dec 18, 2025	-4.37% Jul 12, 2021 - Jul 23, 2021