JPMorgan Ultra-Short Income ETF

PIMCO Enhanced Short Maturity Active ETF

Simplify Aggregate Bond Plus Credit Hedge ETF

AGGH is a fund-of-funds that seeks total return by providing exposure to US investment-grade bonds combined with several credit hedging strategies. The fund is actively managed.

With the Fed recalibrating its monetary policy, it is time for fixed income investors to recalibrate their allocation to bonds to take advantage of this easing cycle. The Simplify Aggregate Bond ETF is a yield-enhanced version of the Bloomberg U.S. Aggregate Bond Index, which seeks a higher yield while also a higher total return with a similar risk profile. Investors looking for broad fixed income exposure in a core bond portfolio with the potential for enhanced yield and seeking higher total return with a similar risk profile to the U.S. Aggregate Bond Index should consider AGGH.

Bonds Are Back: Consider Recalibrating Your Fixed Income Allocation

AGGH aims to maximize total return through investment-grade bonds and option overlays, and has outperformed aggregate bond indices. Performances, however, can be unpredictable and positions in the fund will expose you to other markets that you may be unaware of. I rate AGGH a Hold. This should be a bond yield enhancer that you hold according to your trust in the fund managers.

AGGH: Not That Great Of A Core Bond Holding

Simplify Volatility Premium ETF

NEW YORK--(BUSINESS WIRE)--Simplify announces net asset value restatement for AGGH and SVOL ETFs.

Net Asset Value Restatement for Simplify Aggregate Bond ETF (AGGH) & Simplify Volatility Premium ETF (SVOL)

AGGH has outperformed AGG since the fund launched in 2022. The fund is actively managed and uses several strategies to boost performance. However, it dropped sharply in April. This article looks at why it may be a buying opportunity.

AGGH: Buy This Bump In The Road

Simplify Aggregate Bond ETF is an actively managed investment-grade bond ETF. AGGH uses derivatives and leverage and has a high turnover. An overview of the fund follows.

AGGH: Aggressive Actively Managed Bond ETF, Uncompelling Value Proposition

Simplify Aggregate Bond ETF offers bond exposure with reduced risk through hedging mechanisms and active management. The AGGH ETF's portfolio includes bond ETFs, hedging mechanisms such as covered calls and protective puts, and credit default swaps. AGGH has outperformed its benchmark and offers a high distribution yield, but its complexity and high portfolio turnover may not appeal to all investors.

AGGH: An Interesting Hedged Core Bond Fund

Simplify Stable Income ETF

Simplify High Yield PLUS Credit Hedge ETF

Simplify Opportunistic Income Etf

Simplify Managed Futures Strategy ETF

Simplify Tail Risk Strategy ETF

Simplify Market Neutral Equity Long/Short ETF

Simplify Macro Strategy ETF

Simplify Commodities Strategy No K-1 ETF

Simplify Hedged Equity ETF

Simplify Enhanced Income ETF

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Simplify MBS ETF

Simplify Interest Rate Hedge ETF

Simplify Health Care ETF

Simplify Multi-Qis Alternative ETF

Simplify US Equity PLUS GBTC ETF

Simplify US Equity PLUS Downside Convexity ETF

Simplify US Equity PLUS QIS ETF

Simplify US Equity Plus Upside Convexity ETF

Simplify Propel Opportunities ETF

Simplify Short Term Treasury Futures Strategy ETF

Simplify Risk Parity Treasury ETF

Simplify Volt RoboCar Disruption and Tech ETF

NEW YORK--(BUSINESS WIRE)--Simplify announced today that it expects to deliver capital gains distributions across six Simplify ETFs.

Simplify Provides Estimated Capital Gain Distribution Information for 2023

Simplify Aggregate Bond ETF aims to replace traditional core bond ETFs by using tools such as leverage, options, and futures to enhance yield. The fund's complex composition of ETFs and derivatives comes with a significant amount of leverage and risk involved. AGGH has beaten the index on several important measures, including total return and standard deviation.

AGGH: Complexity Is Paying Off For Now

Simplify Aggregate Bond PLUS Credit Hedge ETF is marketed as a core bond fund with a credit hedge overlay. However, the fund's holdings and trading suggest it is an unconstrained fixed income hedge fund that trades based on the manager's views on duration and credit. The fund's distribution yield of 10%+ may not be sustainable and does not appear to be supported by income and earnings.

AGGH: Not The Aggregate Bond Fund That Is Advertised

Simplify Aggregate Bond PLUS Credit Hedge ETF uses a complex strategy involving bonds, covered calls, protective puts, option spreads, and credit default swaps. The fund's performance has been slightly better than its benchmark during the bond bear market, but its protection measures could drag its performance down during a bull market. The fund pays monthly dividends with a current annual yield of almost 11% boosted by options selling.

AGGH: A Bond Fund That Comes With Covered Calls And Hedging

Simplify Asset Management today launched two new strategies providing exposure to diversified investment-grade bonds and high-yield corporate debt with unique credit hedge overlays. The Simplify Aggregate Bond PLUS Credit Hedge ETF (AGGH) and the Simplify High Yield PLUS Credit Hedge ETF (CDX) began trading on the NYSE on February 15.

Simplify Launches 2 Fixed Income ETFs Focused on Hedging Credit Risk

The two funds launch as spreads on corporate debt begin widening.

Simplify Debuts 2 Credit-Hedged Bond ETFs

NEW YORK--(BUSINESS WIRE)--Simplify launches AGGH and CDX ETFs, first-of-their-kind fixed income funds providing investors with unique credit hedge overlays

News for Simplify Aggregate Bond Plus Credit Hedge ETF ETF (AGGH)