MFSV vs AGGH

Comparison between MFS ACTIVE VALUE ETF (MFSV, ETF) and SIMPLIFY AGGREGATE BOND ETF (AGGH, ETF).

MFSV vs AGGH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MFSV(ETF)	AGGH(ETF)
Net Assets	$526M	$527M
Expense Ratio	0.44%	0.30%
Max Drawdown	13.09%	22.19%
Sharpe Ratio	1.20	0.41
5Y Beta	0.60	0.05
P/E Ratio	22.03	N/A
Forward P/E	18.25	N/A
PEG Ratio	0.59	N/A
5Y EPS CAGR	13.68%	N/A
Debt to Equity	74.49%	N/A
P/S Ratio	1.86	N/A
P/B Ratio	3.53	N/A

Net Assets

MFSV

$526M

Winner

AGGH

$527M

Expense Ratio

MFSV

0.44%

Winner

AGGH

0.30%

Max Drawdown

Winner

MFSV

13.09%

AGGH

22.19%

Sharpe Ratio

Winner

MFSV

1.20

AGGH

0.41

5Y Beta

MFSV

0.60

Winner

AGGH

0.05

P/E Ratio

MFSV

22.03

AGGH

N/A

Forward P/E

MFSV

18.25

AGGH

N/A

PEG Ratio

MFSV

0.59

AGGH

N/A

5Y EPS CAGR

MFSV

13.68%

AGGH

N/A

Debt to Equity

MFSV

74.49%

AGGH

N/A

P/S Ratio

MFSV

1.86

AGGH

N/A

P/B Ratio

MFSV

3.53

AGGH

N/A

MFSV vs AGGH - Historical Returns

Returns include dividend reinvestment.

Period	MFSV	AGGH
1 month	+2.76%	-0.43%
3 months	+6.19%	-0.70%
6 months	+7.52%	-0.26%
1 year	+17.15%	+4.90%
5 years(CAGR)	N/A	+2.10%
Max(CAGR)	+11.84%	+2.10%

Winner

MFSV

+2.76%

AGGH

-0.43%

Winner

MFSV

+6.19%

AGGH

-0.70%

Winner

MFSV

+7.52%

AGGH

-0.26%

Winner

MFSV

+17.15%

AGGH

+4.90%

5Y(CAGR)

MFSV

N/A

AGGH

+2.10%

Max(CAGR)

Winner

MFSV

+11.84%

AGGH

+2.10%

MFSV vs AGGH - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

Year	MFSV	AGGH
2026	+9.77%	+0.00%
2025	+13.80%	+8.67%
2024	-4.64%	+2.11%
2023	N/A	+7.95%
2022	N/A	-8.46%

MFSV vs AGGH Drawdown Comparison

The maximum drawdown for MFSV was -12.74%, occurring on Apr 8, 2025. Recovery took 82 trading sessions.

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

The current MFSV drawdown is -0.31%. The current AGGH drawdown is -2.00%.

Rank	MFSV	AGGH
#1	-12.74% Feb 28, 2025 - Jun 27, 2025	-13.26% Mar 1, 2022 - Aug 2, 2024
#2	-6.34% Mar 2, 2026 - Jun 4, 2026	-6.68% Sep 4, 2024 - Apr 1, 2025
#3	-5.49% Dec 5, 2024 - Jan 27, 2025	-6.50% Apr 3, 2025 - Aug 22, 2025
#4	-3.45% Oct 27, 2025 - Nov 28, 2025	-3.07% Aug 23, 2024 - Sep 4, 2024
#5	-2.97% Jul 25, 2025 - Aug 20, 2025	-2.83% Feb 27, 2026 - Mar 26, 2026
#6	-2.48% Oct 3, 2025 - Oct 27, 2025	-1.39% Sep 10, 2025 - Oct 2, 2025
#7	-1.78% Jan 16, 2026 - Feb 4, 2026	-1.38% Aug 14, 2024 - Aug 20, 2024
#8	-1.66% Jul 3, 2025 - Jul 23, 2025	-1.29% Oct 28, 2025 - Nov 24, 2025
#9	-1.50% Jan 6, 2026 - Jan 9, 2026	-1.25% Aug 2, 2024 - Aug 14, 2024
#10	-1.40% Aug 22, 2025 - Sep 11, 2025	-0.77% Oct 2, 2025 - Oct 14, 2025
#11	-1.31% Dec 15, 2025 - Dec 24, 2025	-0.74% Aug 20, 2024 - Aug 23, 2024
#12	-1.22% Jun 16, 2026 - Jul 1, 2026	-0.72% Dec 29, 2025 - Jan 13, 2026
#13	-1.21% Feb 11, 2026 - Feb 26, 2026	-0.72% Jan 14, 2026 - Jan 28, 2026
#14	-1.15% Dec 24, 2025 - Jan 5, 2026	-0.63% Aug 28, 2025 - Sep 3, 2025
#15	-1.13% Jan 27, 2025 - Feb 19, 2025	-0.62% Nov 28, 2025 - Dec 18, 2025