IEO vs AGGH

Comparison between ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETF (IEO, ETF) and SIMPLIFY AGGREGATE BOND ETF (AGGH, ETF).

5-Year PerformanceIEO has outperformed AGGH, delivering a return of +25.6% compared to +2.2%

IEO vs AGGH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IEO(ETF)	AGGH(ETF)
Net Assets	$574M	$574M
Expense Ratio	0.37%	0.30%
Max Drawdown	80.76%	22.23%
Sharpe Ratio	1.51	-0.01
5Y Beta	0.60	0.06
P/E Ratio	14.06	N/A
Forward P/E	10.76	N/A
5Y Dividends CAGR	16.90%	N/A
5Y EPS CAGR	27.75%	N/A
Debt to Equity	27.27%	N/A
P/S Ratio	1.18	N/A
P/B Ratio	2.01	N/A

Net Assets

IEO

$574M

Winner

AGGH

$574M

Expense Ratio

IEO

0.37%

Winner

AGGH

0.30%

Max Drawdown

IEO

80.76%

Winner

AGGH

22.23%

Sharpe Ratio

Winner

IEO

1.51

AGGH

-0.01

5Y Beta

IEO

0.60

Winner

AGGH

0.06

P/E Ratio

IEO

14.06

AGGH

N/A

Forward P/E

IEO

10.76

AGGH

N/A

5Y Dividends CAGR

IEO

16.90%

AGGH

N/A

5Y EPS CAGR

IEO

27.75%

AGGH

N/A

Debt to Equity

IEO

27.27%

AGGH

N/A

P/S Ratio

IEO

1.18

AGGH

N/A

P/B Ratio

IEO

2.01

AGGH

N/A

IEO vs AGGH - Historical Returns

Returns include dividend reinvestment.

Period	IEO	AGGH
1 month	+10.44%	+0.88%
3 months	+16.63%	+0.25%
6 months	+27.36%	-1.09%
1 year	+49.95%	+3.53%
5 years(CAGR)	+25.59%	+2.20%
10 years(CAGR)	+11.14%	N/A
Max(CAGR)	+6.53%	+2.20%

Winner

IEO

+10.44%

AGGH

+0.88%

Winner

IEO

+16.63%

AGGH

+0.25%

Winner

IEO

+27.36%

AGGH

-1.09%

Winner

IEO

+49.95%

AGGH

+3.53%

5Y(CAGR)

Winner

IEO

+25.59%

AGGH

+2.20%

10Y(CAGR)

IEO

+11.14%

AGGH

N/A

Max(CAGR)

Winner

IEO

+6.53%

AGGH

+2.20%

IEO vs AGGH - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	IEO	AGGH
2026	+48.55%	+0.68%
2025	+0.46%	+8.67%
2024	-2.43%	+2.11%
2023	+8.96%	+7.95%
2022	+53.26%	-8.46%
2021	+75.45%	N/A
2020	-32.94%	N/A
2019	+6.86%	N/A
2018	-20.73%	N/A
2017	-1.32%	N/A
2016	+25.14%	N/A
2015	-25.07%	N/A
2014	-10.77%	N/A
2013	+28.27%	N/A
2012	+0.81%	N/A
2011	-4.14%	N/A
2010	+14.30%	N/A
2009	+33.23%	N/A
2008	-42.93%	N/A
2007	+44.84%	N/A
2006	-6.54%	N/A

IEO vs AGGH Drawdown Comparison

The maximum drawdown for IEO was -79.16%, occurring on Mar 18, 2020. Recovery took 1954 trading sessions.

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

The current IEO drawdown is -2.17%. The current AGGH drawdown is -1.33%.

Rank	IEO	AGGH
#1	-79.16% Jun 23, 2014 - Mar 25, 2022	-13.26% Mar 1, 2022 - Aug 2, 2024
#2	-66.42% Jun 23, 2008 - Mar 28, 2014	-6.68% Sep 4, 2024 - Apr 1, 2025
#3	-31.45% Apr 5, 2024 - Feb 20, 2026	-6.50% Apr 3, 2025 - Aug 22, 2025
#4	-30.63% Jun 7, 2022 - Nov 7, 2022	-3.07% Aug 23, 2024 - Sep 4, 2024
#5	-24.27% Nov 15, 2022 - Mar 14, 2024	-2.83% Feb 27, 2026 - Mar 26, 2026
#6	-18.95% May 10, 2006 - Dec 1, 2006	-1.39% Sep 10, 2025 - Oct 2, 2025
#7	-16.30% Mar 27, 2026 - Aug 11, 2026	-1.38% Aug 14, 2024 - Aug 20, 2024
#8	-15.55% Jan 3, 2008 - Feb 20, 2008	-1.29% Oct 28, 2025 - Nov 24, 2025
#9	-15.50% Jun 18, 2007 - Oct 9, 2007	-1.25% Aug 2, 2024 - Aug 14, 2024
#10	-13.97% Dec 1, 2006 - Mar 28, 2007	-0.77% Oct 2, 2025 - Oct 14, 2025
#11	-10.39% Feb 28, 2008 - Apr 7, 2008	-0.74% Aug 20, 2024 - Aug 23, 2024
#12	-10.25% Nov 6, 2007 - Dec 26, 2007	-0.72% Dec 29, 2025 - Jan 13, 2026
#13	-9.78% May 6, 2022 - May 25, 2022	-0.72% Jan 14, 2026 - Jan 28, 2026
#14	-9.76% Apr 18, 2022 - May 4, 2022	-0.63% Aug 28, 2025 - Sep 3, 2025
#15	-6.93% May 20, 2008 - Jun 9, 2008	-0.62% Nov 28, 2025 - Dec 18, 2025

Correlation

Correlation between IEO and AGGH is 0.59 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.59

-101

Dividend Comparison (2006 - 2026)

IEO vs AGGH dividend yield comparison.

Year	IEO	AGGH
2026	0.79%	4.88%
2025	2.61%	7.54%
2024	2.63%	8.97%
2023	3.00%	9.51%
2022	3.77%	2.11%
2021	2.62%	0.00%
2020	3.17%	0.00%
2019	1.85%	0.00%
2018	1.67%	0.00%
2017	0.94%	0.00%
2016	0.98%	0.00%
2015	2.03%	0.00%
2014	1.30%	0.00%
2013	0.88%	0.00%
2012	0.78%	0.00%
2011	0.62%	0.00%
2010	0.28%	0.00%
2009	0.44%	0.00%
2008	0.58%	0.00%
2007	0.23%	0.00%
2006	0.19%	0.00%