LGH vs AGGH

Comparison between HCM DEFENDER 500 INDEX ETF (LGH, ETF) and SIMPLIFY AGGREGATE BOND ETF (AGGH, ETF).

5-Year PerformanceLGH has outperformed AGGH, delivering a return of +9.7% compared to +2.2%

LGH vs AGGH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LGH(ETF)	AGGH(ETF)
Net Assets	$574M	$574M
Expense Ratio	1.00%	0.30%
Max Drawdown	29.60%	22.23%
Sharpe Ratio	0.71	-0.01
5Y Beta	0.97	0.06
P/E Ratio	25.76	N/A
Forward P/E	20.62	N/A
PEG Ratio	0.34	N/A
5Y Dividends CAGR	42.11%	N/A
5Y EPS CAGR	31.52%	N/A
Debt to Equity	51.14%	N/A
P/S Ratio	4.07	N/A
P/B Ratio	6.06	N/A

Net Assets

LGH

$574M

Winner

AGGH

$574M

Expense Ratio

LGH

1.00%

Winner

AGGH

0.30%

Max Drawdown

LGH

29.60%

Winner

AGGH

22.23%

Sharpe Ratio

Winner

LGH

0.71

AGGH

-0.01

5Y Beta

LGH

0.97

Winner

AGGH

0.06

P/E Ratio

LGH

25.76

AGGH

N/A

Forward P/E

LGH

20.62

AGGH

N/A

PEG Ratio

LGH

0.34

AGGH

N/A

5Y Dividends CAGR

LGH

42.11%

AGGH

N/A

5Y EPS CAGR

LGH

31.52%

AGGH

N/A

Debt to Equity

LGH

51.14%

AGGH

N/A

P/S Ratio

LGH

4.07

AGGH

N/A

P/B Ratio

LGH

6.06

AGGH

N/A

LGH vs AGGH - Historical Returns

Returns include dividend reinvestment.

Period	LGH	AGGH
1 month	+4.95%	+0.88%
3 months	+2.31%	+0.25%
6 months	+5.32%	-1.09%
1 year	+14.78%	+3.53%
5 years(CAGR)	+9.75%	+2.20%
Max(CAGR)	+15.41%	+2.20%

Winner

LGH

+4.95%

AGGH

+0.88%

Winner

LGH

+2.31%

AGGH

+0.25%

Winner

LGH

+5.32%

AGGH

-1.09%

Winner

LGH

+14.78%

AGGH

+3.53%

5Y(CAGR)

Winner

LGH

+9.75%

AGGH

+2.20%

Max(CAGR)

Winner

LGH

+15.41%

AGGH

+2.20%

LGH vs AGGH - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	LGH	AGGH
2026	+6.29%	+0.68%
2025	+19.91%	+8.67%
2024	+28.12%	+2.11%
2023	+24.28%	+7.95%
2022	-28.20%	-8.46%
2021	+43.19%	N/A
2020	+17.20%	N/A
2019	+11.06%	N/A

LGH vs AGGH Drawdown Comparison

The maximum drawdown for LGH was -29.60%, occurring on Mar 16, 2020. Recovery took 132 trading sessions.

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

The current LGH drawdown is -2.23%. The current AGGH drawdown is -1.33%.

Rank	LGH	AGGH
#1	-29.60% Feb 19, 2020 - Aug 26, 2020	-13.26% Mar 1, 2022 - Aug 2, 2024
#2	-29.38% Dec 29, 2021 - Mar 21, 2024	-6.68% Sep 4, 2024 - Apr 1, 2025
#3	-18.42% Dec 6, 2024 - Jul 3, 2025	-6.50% Apr 3, 2025 - Aug 22, 2025
#4	-13.53% Sep 2, 2020 - Nov 16, 2020	-3.07% Aug 23, 2024 - Sep 4, 2024
#5	-12.50% Jul 16, 2024 - Nov 6, 2024	-2.83% Feb 27, 2026 - Mar 26, 2026
#6	-11.29% Jan 12, 2026 - May 13, 2026	-1.39% Sep 10, 2025 - Oct 2, 2025
#7	-8.69% Sep 3, 2021 - Oct 28, 2021	-1.38% Aug 14, 2024 - Aug 20, 2024
#8	-7.29% Oct 29, 2025 - Dec 24, 2025	-1.29% Oct 28, 2025 - Nov 24, 2025
#9	-7.20% Nov 23, 2021 - Dec 27, 2021	-1.25% Aug 2, 2024 - Aug 14, 2024
#10	-6.95% Feb 12, 2021 - Mar 15, 2021	-0.77% Oct 2, 2025 - Oct 14, 2025
#11	-6.48% Jun 2, 2026 - Aug 4, 2026	-0.74% Aug 20, 2024 - Aug 23, 2024
#12	-6.09% Mar 28, 2024 - May 14, 2024	-0.72% Dec 29, 2025 - Jan 13, 2026
#13	-5.28% Apr 29, 2021 - Jun 4, 2021	-0.72% Jan 14, 2026 - Jan 28, 2026
#14	-4.55% Jan 21, 2021 - Feb 4, 2021	-0.63% Aug 28, 2025 - Sep 3, 2025
#15	-4.37% Jul 12, 2021 - Jul 23, 2021	-0.62% Nov 28, 2025 - Dec 18, 2025