AGGH vs SDCI

Comparison between SIMPLIFY AGGREGATE BOND ETF (AGGH, ETF) and USCF SUMMERHAVEN DYNAMIC COMMODITY STRATEGY NO K-1 FUND (SDCI, ETF).

AGGH vs SDCI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AGGH(ETF)	SDCI(ETF)
Net Assets	$527M	$526M
Expense Ratio	0.30%	0.60%
Max Drawdown	22.19%	46.62%
Sharpe Ratio	0.41	1.65
5Y Beta	0.05	0.17
5Y Dividends CAGR	N/A	98.15%

Net Assets

Winner

AGGH

$527M

SDCI

$526M

Expense Ratio

Winner

AGGH

0.30%

SDCI

0.60%

Max Drawdown

Winner

AGGH

22.19%

SDCI

46.62%

Sharpe Ratio

AGGH

0.41

Winner

SDCI

1.65

5Y Beta

Winner

AGGH

0.05

SDCI

0.17

5Y Dividends CAGR

AGGH

N/A

SDCI

98.15%

AGGH vs SDCI - Historical Returns

Returns include dividend reinvestment.

Period	AGGH	SDCI
1 month	-0.43%	+9.43%
3 months	-0.70%	+5.19%
6 months	-0.26%	+23.46%
1 year	+4.90%	+34.99%
5 years(CAGR)	+2.10%	+21.20%
10 years(CAGR)	N/A	+11.61%
Max(CAGR)	+2.10%	+11.61%

AGGH

-0.43%

Winner

SDCI

+9.43%

AGGH

-0.70%

Winner

SDCI

+5.19%

AGGH

-0.26%

Winner

SDCI

+23.46%

AGGH

+4.90%

Winner

SDCI

+34.99%

5Y(CAGR)

AGGH

+2.10%

Winner

SDCI

+21.20%

10Y(CAGR)

AGGH

N/A

SDCI

+11.61%

Max(CAGR)

AGGH

+2.10%

Winner

SDCI

+11.61%

AGGH vs SDCI - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	AGGH	SDCI
2026	+0.00%	+31.22%
2025	+8.67%	+16.34%
2024	+2.11%	+17.85%
2023	+7.95%	+2.16%
2022	-8.46%	+32.32%
2021	N/A	+35.49%
2020	N/A	-11.15%
2019	N/A	-2.06%
2018	N/A	-13.91%

AGGH vs SDCI Drawdown Comparison

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

The maximum drawdown for SDCI was -45.79%, occurring on Mar 18, 2020. Recovery took 857 trading sessions.

The current AGGH drawdown is -2.00%. The current SDCI drawdown is -0.99%.

Rank	AGGH	SDCI
#1	-13.26% Mar 1, 2022 - Aug 2, 2024	-45.79% May 22, 2018 - Oct 15, 2021
#2	-6.68% Sep 4, 2024 - Apr 1, 2025	-18.55% Jun 9, 2022 - Apr 3, 2024
#3	-6.50% Apr 3, 2025 - Aug 22, 2025	-17.79% Mar 8, 2022 - Jun 3, 2022
#4	-3.07% Aug 23, 2024 - Sep 4, 2024	-11.96% Apr 2, 2025 - Jun 13, 2025
#5	-2.83% Feb 27, 2026 - Mar 26, 2026	-11.03% May 12, 2026 - Jun 24, 2026
#6	-1.39% Sep 10, 2025 - Oct 2, 2025	-10.47% Oct 20, 2021 - Jan 11, 2022
#7	-1.38% Aug 14, 2024 - Aug 20, 2024	-9.04% Jan 29, 2026 - Mar 5, 2026
#8	-1.29% Oct 28, 2025 - Nov 24, 2025	-8.21% Apr 19, 2024 - Oct 7, 2024
#9	-1.25% Aug 2, 2024 - Aug 14, 2024	-5.11% Feb 19, 2025 - Apr 1, 2025
#10	-0.77% Oct 2, 2025 - Oct 14, 2025	-4.71% Jun 18, 2025 - Aug 25, 2025
#11	-0.74% Aug 20, 2024 - Aug 23, 2024	-3.76% Nov 11, 2025 - Jan 12, 2026
#12	-0.72% Dec 29, 2025 - Jan 13, 2026	-3.39% Sep 16, 2025 - Oct 23, 2025
#13	-0.72% Jan 14, 2026 - Jan 28, 2026	-3.39% Mar 20, 2026 - Mar 27, 2026
#14	-0.63% Aug 28, 2025 - Sep 3, 2025	-3.23% Oct 7, 2024 - Nov 7, 2024
#15	-0.62% Nov 28, 2025 - Dec 18, 2025	-2.50% Apr 6, 2026 - Apr 22, 2026