FLUD vs AGGH
Comparison between FRANKLIN ULTRA SHORT BOND ETF (FLUD, ETF) and SIMPLIFY AGGREGATE BOND ETF (AGGH, ETF).
FLUD vs AGGH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
FLUD
$532M
AGGH
$527M
Expense Ratio
Winner
FLUD
0.15%
AGGH
0.30%
Max Drawdown
Winner
FLUD
2.89%
AGGH
22.19%
Sharpe Ratio
FLUD
0.32
Winner
AGGH
0.41
5Y Beta
Winner
FLUD
-0.00
AGGH
0.05
5Y Dividends CAGR
FLUD
23.82%
AGGH
N/A
FLUD vs AGGH - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FLUD
+0.33%
AGGH
-0.43%
3M
Winner
FLUD
+0.87%
AGGH
-0.70%
6M
Winner
FLUD
+1.66%
AGGH
-0.26%
1Y
FLUD
+4.21%
Winner
AGGH
+4.90%
5Y(CAGR)
Winner
FLUD
+3.71%
AGGH
+2.10%
Max(CAGR)
Winner
FLUD
+3.25%
AGGH
+2.10%
FLUD vs AGGH - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | FLUD | AGGH |
|---|---|---|
| 2026 | +1.83% | +0.00% |
| 2025 | +5.04% | +8.67% |
| 2024 | +5.42% | +2.11% |
| 2023 | +5.96% | +7.95% |
| 2022 | +0.18% | -8.46% |
| 2021 | +0.07% | N/A |
| 2020 | +0.77% | N/A |
FLUD vs AGGH Drawdown Comparison
The maximum drawdown for FLUD was -1.66%, occurring on Jun 14, 2022. Recovery took 349 trading sessions.
The maximum drawdown for AGGH was -13.26%, occurring on Oct 20, 2022. Recovery took 609 trading sessions.
The current FLUD drawdown is -0.02%. The current AGGH drawdown is -2.00%.
| Rank | FLUD | AGGH |
|---|---|---|
| #1 | -1.66% Aug 24, 2021 - Jan 12, 2023 | -13.26% Mar 1, 2022 - Aug 2, 2024 |
| #2 | -0.65% Mar 13, 2023 - Apr 11, 2023 | -6.68% Sep 4, 2024 - Apr 1, 2025 |
| #3 | -0.59% Nov 25, 2024 - Jan 15, 2025 | -6.50% Apr 3, 2025 - Aug 22, 2025 |
| #4 | -0.44% Oct 17, 2025 - Nov 18, 2025 | -3.07% Aug 23, 2024 - Sep 4, 2024 |
| #5 | -0.40% Oct 7, 2024 - Oct 15, 2024 | -2.83% Feb 27, 2026 - Mar 26, 2026 |
| #6 | -0.36% Feb 5, 2021 - Jun 24, 2021 | -1.39% Sep 10, 2025 - Oct 2, 2025 |
| #7 | -0.31% Aug 8, 2025 - Aug 19, 2025 | -1.38% Aug 14, 2024 - Aug 20, 2024 |
| #8 | -0.30% Sep 25, 2024 - Oct 1, 2024 | -1.29% Oct 28, 2025 - Nov 24, 2025 |
| #9 | -0.30% Sep 19, 2024 - Sep 23, 2024 | -1.25% Aug 2, 2024 - Aug 14, 2024 |
| #10 | -0.30% Mar 25, 2026 - Apr 1, 2026 | -0.77% Oct 2, 2025 - Oct 14, 2025 |
| #11 | -0.29% Sep 5, 2025 - Sep 11, 2025 | -0.74% Aug 20, 2024 - Aug 23, 2024 |
| #12 | -0.28% Jun 6, 2024 - Jun 25, 2024 | -0.72% Dec 29, 2025 - Jan 13, 2026 |
| #13 | -0.28% Apr 4, 2025 - Apr 22, 2025 | -0.72% Jan 14, 2026 - Jan 28, 2026 |
| #14 | -0.27% Aug 7, 2024 - Aug 26, 2024 | -0.63% Aug 28, 2025 - Sep 3, 2025 |
| #15 | -0.26% Sep 22, 2025 - Oct 7, 2025 | -0.62% Nov 28, 2025 - Dec 18, 2025 |
Correlation
Correlation between FLUD and AGGH is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2020 - 2026)
FLUD vs AGGH dividend yield comparison.
| Year | FLUD | AGGH |
|---|---|---|
| 2026 | 1.83% | 3.65% |
| 2025 | 4.51% | 7.54% |
| 2024 | 4.97% | 8.97% |
| 2023 | 4.72% | 9.51% |
| 2022 | 1.39% | 2.11% |
| 2021 | 0.92% | 0.00% |
| 2020 | 0.93% | 0.00% |
Select Stocks to Compare
Popular: FLUD vs SPYAGGH vs SPY
More Comparisons
Compare with similar stocks