STPZ vs AGGH
Comparison between PIMCO 1-5 YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUND (STPZ, ETF) and SIMPLIFY AGGREGATE BOND ETF (AGGH, ETF).
STPZ vs AGGH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
STPZ
$527M
Winner
AGGH
$527M
Expense Ratio
Winner
STPZ
0.20%
AGGH
0.30%
Max Drawdown
Winner
STPZ
11.29%
AGGH
22.19%
Sharpe Ratio
STPZ
-0.61
Winner
AGGH
0.22
5Y Beta
Winner
STPZ
-0.01
AGGH
0.05
5Y Dividends CAGR
STPZ
10.09%
AGGH
N/A
STPZ vs AGGH - Historical Returns
Returns include dividend reinvestment.
1M
Winner
STPZ
+0.28%
AGGH
-1.05%
3M
Winner
STPZ
-0.20%
AGGH
-1.14%
6M
Winner
STPZ
+1.21%
AGGH
-0.95%
1Y
STPZ
+2.91%
Winner
AGGH
+5.10%
5Y(CAGR)
Winner
STPZ
+2.61%
AGGH
+2.00%
10Y(CAGR)
STPZ
+2.80%
AGGH
N/A
Max(CAGR)
Winner
STPZ
+2.41%
AGGH
+2.00%
STPZ vs AGGH - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | STPZ | AGGH |
|---|---|---|
| 2026 | +1.38% | -0.42% |
| 2025 | +6.31% | +8.67% |
| 2024 | +4.32% | +2.11% |
| 2023 | +4.29% | +7.95% |
| 2022 | -4.34% | -8.46% |
| 2021 | +5.44% | N/A |
| 2020 | +5.16% | N/A |
| 2019 | +4.77% | N/A |
| 2018 | +0.03% | N/A |
| 2017 | +0.53% | N/A |
| 2016 | +2.87% | N/A |
| 2015 | -0.45% | N/A |
| 2014 | -1.43% | N/A |
| 2013 | -2.04% | N/A |
| 2012 | +2.35% | N/A |
| 2011 | +4.67% | N/A |
| 2010 | +3.43% | N/A |
| 2009 | +3.53% | N/A |
STPZ vs AGGH Drawdown Comparison
The maximum drawdown for STPZ was -6.77%, occurring on Mar 18, 2020. Recovery took 66 trading sessions.
The maximum drawdown for AGGH was -13.26%, occurring on Oct 20, 2022. Recovery took 609 trading sessions.
The current STPZ drawdown is -0.59%. The current AGGH drawdown is -2.41%.
| Rank | STPZ | AGGH |
|---|---|---|
| #1 | -6.77% Mar 4, 2020 - Jun 8, 2020 | -13.26% Mar 1, 2022 - Aug 2, 2024 |
| #2 | -6.69% Mar 11, 2022 - Jun 4, 2024 | -6.68% Sep 4, 2024 - Apr 1, 2025 |
| #3 | -4.65% Sep 14, 2012 - Feb 19, 2019 | -6.50% Apr 3, 2025 - Aug 22, 2025 |
| #4 | -2.55% Nov 17, 2021 - Mar 1, 2022 | -3.07% Aug 23, 2024 - Sep 4, 2024 |
| #5 | -2.00% Aug 10, 2011 - Nov 7, 2011 | -2.83% Feb 27, 2026 - Mar 26, 2026 |
| #6 | -1.89% Oct 14, 2010 - Jan 13, 2011 | -1.39% Sep 10, 2025 - Oct 2, 2025 |
| #7 | -1.35% Apr 30, 2025 - Jul 11, 2025 | -1.38% Aug 14, 2024 - Aug 20, 2024 |
| #8 | -1.19% May 6, 2010 - Jul 30, 2010 | -1.29% Oct 28, 2025 - Nov 24, 2025 |
| #9 | -1.15% Nov 7, 2011 - Jan 26, 2012 | -1.25% Aug 2, 2024 - Aug 14, 2024 |
| #10 | -1.12% Sep 24, 2024 - Jan 27, 2025 | -0.77% Oct 2, 2025 - Oct 14, 2025 |
| #11 | -1.11% Apr 3, 2025 - Apr 28, 2025 | -0.74% Aug 20, 2024 - Aug 23, 2024 |
| #12 | -1.11% Feb 27, 2012 - Aug 7, 2012 | -0.72% Dec 29, 2025 - Jan 13, 2026 |
| #13 | -1.09% Jan 31, 2011 - Feb 22, 2011 | -0.72% Jan 14, 2026 - Jan 28, 2026 |
| #14 | -1.09% Aug 2, 2011 - Aug 10, 2011 | -0.63% Aug 28, 2025 - Sep 3, 2025 |
| #15 | -0.93% Mar 17, 2026 - Apr 13, 2026 | -0.62% Nov 28, 2025 - Dec 18, 2025 |
Correlation
Correlation between STPZ and AGGH is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2009 - 2026)
STPZ vs AGGH dividend yield comparison.
| Year | STPZ | AGGH |
|---|---|---|
| 2026 | 2.88% | 3.67% |
| 2025 | 3.65% | 7.54% |
| 2024 | 1.97% | 8.97% |
| 2023 | 1.63% | 9.51% |
| 2022 | 5.88% | 2.11% |
| 2021 | 3.65% | 0.00% |
| 2020 | 1.86% | 0.00% |
| 2019 | 1.76% | 0.00% |
| 2018 | 2.23% | 0.00% |
| 2017 | 1.51% | 0.00% |
| 2016 | 0.65% | 0.00% |
| 2015 | 0.49% | 0.00% |
| 2014 | 0.86% | 0.00% |
| 2013 | 0.09% | 0.00% |
| 2012 | 1.00% | 0.00% |
| 2011 | 3.09% | 0.00% |
| 2010 | 1.11% | 0.00% |
| 2009 | 0.69% | 0.00% |
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