AGGH vs VYM
Simplify Aggregate Bond ETF vs Vanguard High Dividend Yield ETF
Which is better, AGGH or VYM?
Long Term High Quality against Large Cap Value.
VYM has a lower expense ratio. VYM led over 1Y, 3Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | AGGH | VYM |
|---|---|---|
| Expense Ratio | 0.30% | 0.04%Best |
| AUM | $590M | $81.6B |
| Dividend Yield | 7.56% | 2.22% |
| Holdings | 8 | 613 |
| YTD Return | -1.50% | +11.35%Best |
| 1Y Return | +0.08% | +15.34%Best |
| 3Y Return (annualized) | +4.38% | +17.22%Best |
| 5Y Return (annualized) | - | +12.30% |
| Volatility (annualized) | 7.0%Best | 13.9% |
| Max Drawdown | -13.3%Best | -15.8% |
| $10,000 over 4.6 years | $10,801 | $16,276Best |
| Fund Family | Simplify Exchange Traded Funds | Vanguard (US) |
| Category | Fixed Income | Equity |
| Style | Long Term High Quality | Large Cap Value |
| Inception | Feb 14, 2022 | Nov 10, 2006 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 4.6 years row, are measured over the window both funds cover: Feb 15, 2022 to Sep 18, 2026 (4.6 years).
AGGH vs VYM growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 4.6 years both funds cover.
AGGH vs VYM Performance
Simplify Aggregate Bond ETF (AGGH) is an ETF from Simplify Exchange Traded Funds and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year AGGH returned +0.08% while VYM returned +15.34%. Year to date, AGGH is down 1.50% versus a gain of 11.35% for VYM.
Over three years, AGGH compounded at +4.38% per year against +17.22% for VYM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 13.9% compared with 7.0% for AGGH. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -13.3% for AGGH and -15.8% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.41. They move together some of the time, and apart the rest.
Fees and Cost Over Time
AGGH charges 0.30% per year while VYM charges 0.04%. On a $10,000 position that is $30 vs $4 annually, a gap of $26 per year that compounds over a long holding period. On income, AGGH currently yields 7.56% against 2.22% for VYM.
Holdings Overlap
We hold position weights for 2 holdings in AGGH and 557 in VYM, totalling 99.9% and 99.2% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 2 positions we hold weights for in AGGH and 557 in VYM, against full books of 8 and 613.
You are not choosing between two funds in isolation.
Whichever of AGGH and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, AGGH or VYM?
AGGH has an expense ratio of 0.30% while VYM charges 0.04%. VYM is the cheaper option, by $26 a year on a $10,000 investment.
Which performed better, AGGH or VYM?
Over the past year AGGH returned +0.08% vs +15.34% for VYM, so VYM leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AGGH or VYM?
VYM has been the more volatile fund at 13.9% annualized versus 7.0% for AGGH. Worst drawdown: AGGH -13.3% vs VYM -15.8%.
Should I hold both AGGH and VYM?
AGGH and VYM have a monthly-return correlation of 0.41, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, AGGH or VYM?
AGGH yields 7.56% while VYM yields 2.22%, so AGGH currently pays the higher dividend yield.
Is VYM better than AGGH?
VYM has a lower expense ratio. VYM led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.