AGGH vs. LEXI ETF Comparison

Comparison of Simplify Aggregate Bond PLUS Credit Hedge ETF (AGGH) to Alexis Practical Tactical ETF (LEXI)

AGGH

Simplify Aggregate Bond PLUS Credit Hedge ETF

AGGH Description

Simplify Aggregate Bond PLUS Credit Hedge ETF is an exchange traded fund launched and managed by Simplify Asset Management Inc. The fund invests in the fixed income markets of the United States. The fund invests through other funds and through derivatives such as swaps and options in the securities. It primarily invests in investment grade bonds. Simplify Aggregate Bond PLUS Credit Hedge ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$20.77

Average Daily Volume

84,108

Number of Holdings ^*

3

* may have additional holdings in another (foreign) market

LEXI

Alexis Practical Tactical ETF

LEXI Description

The investment seeks total return primarily through long-term capital appreciation, with income and capital preservation as secondary objectives. In seeking to achieve its investment objective, the fund has the flexibility to allocate its assets in markets around the world and among various asset classes and strategies, including equity, fixed-income, commodities (including precious metals), real estate investment trusts (“REITs”), alternative strategies (including merger arbitrage, convertible bond and options-based) and cash and cash equivalents.

Grade (RS Rating)

Last Trade

$31.05

Average Daily Volume

2,917

Number of Holdings ^*

21

* may have additional holdings in another (foreign) market

Performance

Period	AGGH	LEXI
30 Days	-0.47%	0.54%
60 Days	-3.36%	2.29%
90 Days	-1.84%	4.59%
12 Months	6.25%	24.66%

1 Overlapping Holdings

	Symbol	Grade	Weight in AGGH	Weight in LEXI	Overlap
	MINT	A	6.63%	2.13%	2.13%

AGGH Overweight 2 Positions Relative to LEXI

	Symbol	Grade	Weight
	SCHP	C	9.97%
	JPST	A	6.55%

AGGH Underweight 20 Positions Relative to LEXI

	Symbol	Grade	Weight
	MDY	B	-6.06%
	IOO	B	-5.83%
	RSP	B	-5.82%
	QQQ	B	-5.79%
	MTUM	A	-5.75%
	VIG	B	-5.54%
	SHV	A	-3.39%
	SMH	C	-1.88%
	AAPL	C	-1.41%
	TSLA	B	-1.4%
	NVDA	A	-1.19%
	CAT	C	-1.02%
	TJX	A	-1.0%
	AMAT	F	-0.98%
	V	A	-0.87%
	HD	C	-0.85%
	MAR	B	-0.8%
	MSFT	D	-0.72%
	GOOGL	B	-0.55%
	AMD	F	-0.45%

AGGH: Top Represented Industries & Keywords

Industries:

Keywords: Bond ETF Exchange Traded Fund Fixed Income Accredited Investor Asset And Liability Management Bond Fund Bond Market Bond Market Indices Currency Debt Securities Financial Market Financial Regulation Fixed Income Analysis Inflation Interest Rate Investment Strategy Leveraged ETF Merrill Lynch PIMCO

LEXI: Top Represented Industries & Keywords

Industries: Semiconductors Apparel Stores Auto Manufacturers Consumer Electronics Credit Services Farm & Construction Equipment Home Improvement Stores Internet Content & Information Lodging Semiconductor Equipment & Materials Software - Infrastructure

Keywords: S&P 500 ETF Exchange Traded Fund Nasdaq 100 Dow Jones Component Stock Market Index Computing Smartphones Mobile Devices Operating System Semiconductor Artificial Intelligence Bond Bond Fund Bond Market Capitalization Weighted Index Computer Architecture Deep Learning Design Manufacturers Hyperscale