TAOZ vs AGGH

Comparison between THORNBURG AMERICAN OPPORTUNITIES FUND ETF CLASS (TAOZ, ETF) and SIMPLIFY AGGREGATE BOND ETF (AGGH, ETF).

TAOZ vs AGGH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TAOZ(ETF)	AGGH(ETF)
Net Assets	$494M	$494M
Expense Ratio	0.79%	0.30%
Max Drawdown	3.85%	22.19%
Sharpe Ratio	2.18	0.68
5Y Beta	0.73	0.05
P/E Ratio	23.73	N/A
Forward P/E	16.76	N/A
PEG Ratio	0.47	N/A
5Y EPS CAGR	19.32%	N/A
Debt to Equity	77.09%	N/A
P/S Ratio	2.89	N/A
P/B Ratio	4.03	N/A

Net Assets

Winner

TAOZ

$494M

AGGH

$494M

Expense Ratio

TAOZ

0.79%

Winner

AGGH

0.30%

Max Drawdown

Winner

TAOZ

3.85%

AGGH

22.19%

Sharpe Ratio

Winner

TAOZ

2.18

AGGH

0.68

5Y Beta

TAOZ

0.73

Winner

AGGH

0.05

P/E Ratio

TAOZ

23.73

AGGH

N/A

Forward P/E

TAOZ

16.76

AGGH

N/A

PEG Ratio

TAOZ

0.47

AGGH

N/A

5Y EPS CAGR

TAOZ

19.32%

AGGH

N/A

Debt to Equity

TAOZ

77.09%

AGGH

N/A

P/S Ratio

TAOZ

2.89

AGGH

N/A

P/B Ratio

TAOZ

4.03

AGGH

N/A

TAOZ vs AGGH - Historical Returns

Returns include dividend reinvestment.

Period	TAOZ	AGGH
1 month	+1.56%	+0.35%
3 months	N/A	+0.57%
6 months	N/A	+1.19%
1 year	N/A	+7.90%
5 years(CAGR)	N/A	+2.30%
Max(CAGR)	+35.58%	+2.30%

Winner

TAOZ

+1.56%

AGGH

+0.35%

TAOZ

N/A

AGGH

+0.57%

TAOZ

N/A

AGGH

+1.19%

TAOZ

N/A

AGGH

+7.90%

5Y(CAGR)

TAOZ

N/A

AGGH

+2.30%

Max(CAGR)

Winner

TAOZ

+35.58%

AGGH

+2.30%

TAOZ vs AGGH - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

Year	TAOZ	AGGH
2026	+6.18%	+0.66%
2025	N/A	+8.67%
2024	N/A	+2.11%
2023	N/A	+7.95%
2022	N/A	-8.46%

TAOZ vs AGGH Drawdown Comparison

The maximum drawdown for TAOZ was -3.85%, occurring on Apr 29, 2026. Recovery took 33 trading sessions.

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

The current TAOZ drawdown is -1.35%. The current AGGH drawdown is -1.35%.

Rank	TAOZ	AGGH
#1	-3.85% Apr 17, 2026 - Jun 4, 2026	-13.26% Mar 1, 2022 - Aug 2, 2024
#2	-2.29% Jun 4, 2026 - Jun 10, 2026	-6.68% Sep 4, 2024 - Apr 1, 2025
#3	-0.62% Apr 9, 2026 - Apr 13, 2026	-6.50% Apr 3, 2025 - Aug 22, 2025
#4	-0.50% Apr 15, 2026 - Apr 17, 2026	-3.07% Aug 23, 2024 - Sep 4, 2024
#5	-0.14% Apr 6, 2026 - Apr 8, 2026	-2.83% Feb 27, 2026 - Mar 26, 2026
#6	N/A	-1.39% Sep 10, 2025 - Oct 2, 2025
#7	N/A	-1.38% Aug 14, 2024 - Aug 20, 2024
#8	N/A	-1.29% Oct 28, 2025 - Nov 24, 2025
#9	N/A	-1.25% Aug 2, 2024 - Aug 14, 2024
#10	N/A	-0.77% Oct 2, 2025 - Oct 14, 2025
#11	N/A	-0.74% Aug 20, 2024 - Aug 23, 2024
#12	N/A	-0.72% Dec 29, 2025 - Jan 13, 2026
#13	N/A	-0.72% Jan 14, 2026 - Jan 28, 2026
#14	N/A	-0.63% Aug 28, 2025 - Sep 3, 2025
#15	N/A	-0.62% Nov 28, 2025 - Dec 18, 2025