AGGH vs TOTR
Comparison between SIMPLIFY AGGREGATE BOND ETF (AGGH, ETF) and T. ROWE PRICE TOTAL RETURN ETF (TOTR, ETF).
5-Year PerformanceAGGH has outperformed TOTR, delivering a return of +2.2% compared to -0.3%
AGGH vs TOTR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
AGGH vs TOTR - Historical Returns
Returns include dividend reinvestment.
AGGH vs TOTR - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | AGGH | TOTR |
|---|---|---|
| 2026 | +0.68% | +0.27% |
| 2025 | +8.67% | +7.38% |
| 2024 | +2.11% | +2.87% |
| 2023 | +7.95% | +5.73% |
| 2022 | -8.46% | -15.34% |
| 2021 | N/A | +0.14% |
AGGH vs TOTR Drawdown Comparison
The maximum drawdown for AGGH was -13.26%, occurring on Oct 20, 2022. Recovery took 609 trading sessions.
The maximum drawdown for TOTR was -19.62%, occurring on Oct 24, 2022. This drawdown has not yet recovered.
The current AGGH drawdown is -1.33%. The current TOTR drawdown is -2.02%.
| Rank | AGGH | TOTR |
|---|---|---|
| #1 | -13.26% Mar 1, 2022 - Aug 2, 2024 | -19.62% Nov 9, 2021 - Oct 24, 2022 |
| #2 | -6.68% Sep 4, 2024 - Apr 1, 2025 | -0.88% Oct 1, 2021 - Nov 5, 2021 |
| #3 | -6.50% Apr 3, 2025 - Aug 22, 2025 | -0.22% Nov 5, 2021 - Nov 9, 2021 |
| #4 | -3.07% Aug 23, 2024 - Sep 4, 2024 | N/A |
| #5 | -2.83% Feb 27, 2026 - Mar 26, 2026 | N/A |
| #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 TOTR is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2021 - 2026)
AGGH vs TOTR dividend yield comparison.
| Year | AGGH | TOTR |
|---|---|---|
| 2026 | 4.88% | 3.51% |
| 2025 | 7.54% | 5.14% |
| 2024 | 8.97% | 5.32% |
| 2023 | 9.51% | 4.71% |
| 2022 | 2.11% | 3.45% |
| 2021 | 0.00% | 0.56% |
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