AGGH vs TAOZ
Comparison between SIMPLIFY AGGREGATE BOND ETF (AGGH, ETF) and THORNBURG AMERICAN OPPORTUNITIES FUND ETF CLASS (TAOZ, ETF).
AGGH vs TAOZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AGGH
$494M
Winner
TAOZ
$494M
Expense Ratio
Winner
AGGH
0.30%
TAOZ
0.79%
Max Drawdown
AGGH
22.19%
Winner
TAOZ
3.85%
Sharpe Ratio
AGGH
0.68
Winner
TAOZ
2.18
5Y Beta
Winner
AGGH
0.05
TAOZ
0.73
P/E Ratio
AGGH
N/A
TAOZ
23.73
Forward P/E
AGGH
N/A
TAOZ
16.76
PEG Ratio
AGGH
N/A
TAOZ
0.47
5Y EPS CAGR
AGGH
N/A
TAOZ
19.32%
Debt to Equity
AGGH
N/A
TAOZ
77.09%
P/S Ratio
AGGH
N/A
TAOZ
2.89
P/B Ratio
AGGH
N/A
TAOZ
4.03
AGGH vs TAOZ - Historical Returns
Returns include dividend reinvestment.
1M
AGGH
+0.35%
Winner
TAOZ
+1.56%
3M
AGGH
+0.57%
TAOZ
N/A
6M
AGGH
+1.19%
TAOZ
N/A
1Y
AGGH
+7.90%
TAOZ
N/A
5Y(CAGR)
AGGH
+2.30%
TAOZ
N/A
Max(CAGR)
AGGH
+2.30%
Winner
TAOZ
+35.58%
AGGH vs TAOZ - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | AGGH | TAOZ |
|---|---|---|
| 2026 | +0.66% | +6.18% |
| 2025 | +8.67% | N/A |
| 2024 | +2.11% | N/A |
| 2023 | +7.95% | N/A |
| 2022 | -8.46% | N/A |
AGGH vs TAOZ Drawdown Comparison
The maximum drawdown for AGGH was -13.26%, occurring on Oct 20, 2022. Recovery took 609 trading sessions.
The maximum drawdown for TAOZ was -3.85%, occurring on Apr 29, 2026. Recovery took 33 trading sessions.
The current AGGH drawdown is -1.35%. The current TAOZ drawdown is -1.35%.
| Rank | AGGH | TAOZ |
|---|---|---|
| #1 | -13.26% Mar 1, 2022 - Aug 2, 2024 | -3.85% Apr 17, 2026 - Jun 4, 2026 |
| #2 | -6.68% Sep 4, 2024 - Apr 1, 2025 | -2.29% Jun 4, 2026 - Jun 10, 2026 |
| #3 | -6.50% Apr 3, 2025 - Aug 22, 2025 | -0.62% Apr 9, 2026 - Apr 13, 2026 |
| #4 | -3.07% Aug 23, 2024 - Sep 4, 2024 | -0.50% Apr 15, 2026 - Apr 17, 2026 |
| #5 | -2.83% Feb 27, 2026 - Mar 26, 2026 | -0.14% Apr 6, 2026 - Apr 8, 2026 |
| #6 | -1.39% Sep 10, 2025 - Oct 2, 2025 | N/A |
| #7 | -1.38% Aug 14, 2024 - Aug 20, 2024 | N/A |
| #8 | -1.29% Oct 28, 2025 - Nov 24, 2025 | N/A |
| #9 | -1.25% Aug 2, 2024 - Aug 14, 2024 | N/A |
| #10 | -0.77% Oct 2, 2025 - Oct 14, 2025 | N/A |
| #11 | -0.74% Aug 20, 2024 - Aug 23, 2024 | N/A |
| #12 | -0.72% Dec 29, 2025 - Jan 13, 2026 | N/A |
| #13 | -0.72% Jan 14, 2026 - Jan 28, 2026 | N/A |
| #14 | -0.63% Aug 28, 2025 - Sep 3, 2025 | N/A |
| #15 | -0.62% Nov 28, 2025 - Dec 18, 2025 | N/A |
Correlation
Correlation between AGGH and TAOZ is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
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