AGGH vs MFSV

Comparison between SIMPLIFY AGGREGATE BOND ETF (AGGH, ETF) and MFS ACTIVE VALUE ETF (MFSV, ETF).

AGGH vs MFSV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AGGH(ETF)	MFSV(ETF)
Net Assets	$527M	$526M
Expense Ratio	0.30%	0.44%
Max Drawdown	22.19%	13.09%
Sharpe Ratio	0.41	1.20
5Y Beta	0.05	0.60
P/E Ratio	N/A	22.03
Forward P/E	N/A	18.25
PEG Ratio	N/A	0.59
5Y EPS CAGR	N/A	13.68%
Debt to Equity	N/A	74.49%
P/S Ratio	N/A	1.86
P/B Ratio	N/A	3.53

Net Assets

Winner

AGGH

$527M

MFSV

$526M

Expense Ratio

Winner

AGGH

0.30%

MFSV

0.44%

Max Drawdown

AGGH

22.19%

Winner

MFSV

13.09%

Sharpe Ratio

AGGH

0.41

Winner

MFSV

1.20

5Y Beta

Winner

AGGH

0.05

MFSV

0.60

P/E Ratio

AGGH

N/A

MFSV

22.03

Forward P/E

AGGH

N/A

MFSV

18.25

PEG Ratio

AGGH

N/A

MFSV

0.59

5Y EPS CAGR

AGGH

N/A

MFSV

13.68%

Debt to Equity

AGGH

N/A

MFSV

74.49%

P/S Ratio

AGGH

N/A

MFSV

1.86

P/B Ratio

AGGH

N/A

MFSV

3.53

AGGH vs MFSV - Historical Returns

Returns include dividend reinvestment.

Period	AGGH	MFSV
1 month	-0.43%	+2.76%
3 months	-0.70%	+6.19%
6 months	-0.26%	+7.52%
1 year	+4.90%	+17.15%
5 years(CAGR)	+2.10%	N/A
Max(CAGR)	+2.10%	+11.84%

AGGH

-0.43%

Winner

MFSV

+2.76%

AGGH

-0.70%

Winner

MFSV

+6.19%

AGGH

-0.26%

Winner

MFSV

+7.52%

AGGH

+4.90%

Winner

MFSV

+17.15%

5Y(CAGR)

AGGH

+2.10%

MFSV

N/A

Max(CAGR)

AGGH

+2.10%

Winner

MFSV

+11.84%

AGGH vs MFSV - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

Year	AGGH	MFSV
2026	+0.00%	+9.77%
2025	+8.67%	+13.80%
2024	+2.11%	-4.64%
2023	+7.95%	N/A
2022	-8.46%	N/A

AGGH vs MFSV Drawdown Comparison

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

The maximum drawdown for MFSV was -12.74%, occurring on Apr 8, 2025. Recovery took 82 trading sessions.

The current AGGH drawdown is -2.00%. The current MFSV drawdown is -0.31%.

Rank	AGGH	MFSV
#1	-13.26% Mar 1, 2022 - Aug 2, 2024	-12.74% Feb 28, 2025 - Jun 27, 2025
#2	-6.68% Sep 4, 2024 - Apr 1, 2025	-6.34% Mar 2, 2026 - Jun 4, 2026
#3	-6.50% Apr 3, 2025 - Aug 22, 2025	-5.49% Dec 5, 2024 - Jan 27, 2025
#4	-3.07% Aug 23, 2024 - Sep 4, 2024	-3.45% Oct 27, 2025 - Nov 28, 2025
#5	-2.83% Feb 27, 2026 - Mar 26, 2026	-2.97% Jul 25, 2025 - Aug 20, 2025
#6	-1.39% Sep 10, 2025 - Oct 2, 2025	-2.48% Oct 3, 2025 - Oct 27, 2025
#7	-1.38% Aug 14, 2024 - Aug 20, 2024	-1.78% Jan 16, 2026 - Feb 4, 2026
#8	-1.29% Oct 28, 2025 - Nov 24, 2025	-1.66% Jul 3, 2025 - Jul 23, 2025
#9	-1.25% Aug 2, 2024 - Aug 14, 2024	-1.50% Jan 6, 2026 - Jan 9, 2026
#10	-0.77% Oct 2, 2025 - Oct 14, 2025	-1.40% Aug 22, 2025 - Sep 11, 2025
#11	-0.74% Aug 20, 2024 - Aug 23, 2024	-1.31% Dec 15, 2025 - Dec 24, 2025
#12	-0.72% Dec 29, 2025 - Jan 13, 2026	-1.22% Jun 16, 2026 - Jul 1, 2026
#13	-0.72% Jan 14, 2026 - Jan 28, 2026	-1.21% Feb 11, 2026 - Feb 26, 2026
#14	-0.63% Aug 28, 2025 - Sep 3, 2025	-1.15% Dec 24, 2025 - Jan 5, 2026
#15	-0.62% Nov 28, 2025 - Dec 18, 2025	-1.13% Jan 27, 2025 - Feb 19, 2025