Simplify Aggregate Bond ETF

Frequently Asked Questions About AGGH

What does AGGH invest in?

The Simplify Aggregate Bond ETF (AGGH) is designed with the primary objective of maximizing its total return. This actively managed fund establishes a foundational bond portfolio, aiming to boost its income potential through specialized structural opportunities, including sophisticated option-writing techniques and strategic positioning along the yield curve. AGGH is particularly well-suited for investors who desire both enhanced income generation and greater overall returns than are typically provided by conventional investment-grade bond offerings.

What is the expense ratio of AGGH?

Simplify Aggregate Bond ETF (AGGH) charges an expense ratio of 0.55%. This is the annual fee deducted from fund assets to cover management and operations.

What is AGGH's dividend yield?

AGGH's trailing-twelve-month yield is 7.72%, calculated from the sum of dividends over the past year divided by the current price.

What is the duration of AGGH?

Effective duration measures AGGH's sensitivity to interest-rate changes: a duration of 6 means a 1% rate move shifts NAV by roughly 6% in the opposite direction. AGGH's current duration is published on the fund's factsheet on the issuer's website.

What is the credit quality of AGGH?

AGGH's credit quality breakdown (the share of holdings rated AAA through CCC and below) is published on the fund's factsheet. Higher-quality (investment-grade) funds yield less but carry less default risk than high-yield / junk bond funds.

What is the yield to maturity of AGGH?

Yield to maturity (YTM) is the total return you'd earn from AGGH if every bond in the portfolio is held to maturity at the current price. AGGH's YTM is published on the fund's factsheet on the issuer's website. It differs from the trailing-12-month yield because YTM reflects current bond prices rather than historical income paid.