Simplify Provides Estimated Capital Gain Distribution Information for 2025

NEW YORK--(BUSINESS WIRE)--Simplify Asset Management announces that it expects to deliver capital gains distributions across ten ETFs.

Business Wire • Dec 12, 2025

AGGH: Liquidity Tensions And Low Probability Of Tightening

The Simplify Aggregate Bond ETF offers US investment-grade bond exposure with a derivatives overlay for extra return and downside protection. AGGH's active strategy and hedging justify its higher 0.30% expense ratio but also result in higher volatility than traditional bond index funds. Current market conditions—compressed investment-grade spreads, widening high-yield spreads, and money market liquidity tensions—suggest caution for new investments in AGGH.

Seeking Alpha • Nov 18, 2025

AGGH: Bonds, Hedges, And Capturing The Slope

AGGH offers active management over a core bond index, enhancing yield via options and curve positioning while maintaining benchmark-like risk. Current yield curve normalization and bull steepening regime favor AGGH's 7–10 year duration, supporting carry and roll-down benefits. Options overlays provide extra income but do not eliminate duration risk. Curve shifts or rate spikes remain key risks to monitor.

Seeking Alpha • Aug 28, 2025

AGGH: Investment Grade Exposure With Credit Hedging

AGGH offers a unique blend of passive aggregate bond exposure and active credit hedging, aiming to reduce drawdowns during credit stress. The ETF closely tracks the Bloomberg US Aggregate Bond Index, with slight outperformance at credit market peaks due to its hedging overlay. Current stable investment grade spreads and a neutral Fed outlook favor AGGH's ability to capture appreciation with minimal hedging costs.

Seeking Alpha • Jun 4, 2025

3 Years On, I'm Upgrading AGGH To Buy

Simplify Aggregate Bond ETF has evolved significantly, now offering high yields and outperforming its index, making it a strong complement to core bond holdings. AGGH's strategy includes a core bond allocation, bond futures, and interest rate swaps, providing unique access to CTA-level derivatives for retail investors. The fund's dynamic management and high payout have addressed previous concerns, earning it an upgrade to a "buy" rating for aggressive and moderate investors.

Seeking Alpha • Feb 20, 2025

Simplify Provides Estimated Capital Gain Distribution Information for 2024

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

Business Wire • Nov 27, 2024

Bonds Are Back: Consider Recalibrating Your Fixed Income Allocation

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.

Seeking Alpha • Oct 15, 2024

AGGH: Not That Great Of A Core Bond Holding

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.

Seeking Alpha • Oct 7, 2024

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

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

Business Wire • Sep 11, 2024

AGGH: Buy This Bump In The Road

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.

Seeking Alpha • May 1, 2024