AVMA vs. AGGH ETF Comparison

Comparison of Avantis Moderate Allocation ETF (AVMA) to Simplify Aggregate Bond PLUS Credit Hedge ETF (AGGH)

AVMA

Avantis Moderate Allocation ETF

AVMA Description

The fund is a "fund of funds," meaning that it seeks to achieve its objective by investing in other Avantis ETFs (collectively, the underlying funds). The underlying funds represent a broadly diversified basket of equity and fixed income securities that seek to select or overweight securities that are expected to have higher returns or better risk characteristics than a passive, market-cap weighted index. The managers will allocate to the underlying funds across geographies and investment styles to achieve the desired allocation.

Grade (RS Rating)

Last Trade

$60.45

Average Daily Volume

3,628

Number of Holdings ^*

13

* may have additional holdings in another (foreign) market

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

$20.76

Average Daily Volume

82,555

Number of Holdings ^*

3

* may have additional holdings in another (foreign) market

Performance

Period	AVMA	AGGH
30 Days	2.27%	0.05%
60 Days	1.73%	-3.82%
90 Days	2.89%	-4.68%
12 Months	19.95%	5.79%

0 Overlapping Holdings

	Symbol	Grade	Weight in AVMA	Weight in AGGH	Overlap

AVMA Overweight 13 Positions Relative to AGGH

	Symbol	Grade	Weight
	AVUS	A	30.29%
	AVIG	D	20.94%
	AVSF	C	10.6%
	AVLV	A	10.45%
	AVDE	D	6.7%
	AVEM	D	4.1%
	AVIV	C	3.45%
	AVUV	A	2.63%
	AVSC	B	2.63%
	AVES	D	2.2%
	AVRE	C	1.91%
	AVDV	C	0.79%
	AVDS	D	0.53%

AVMA Underweight 3 Positions Relative to AGGH

	Symbol	Grade	Weight
	SCHP	C	-9.97%
	MINT	A	-6.63%
	JPST	A	-6.55%

AVMA: Top Represented Industries & Keywords

Industries:

Keywords: Exchange Traded Fund Stock Fund Currency Exchange Traded Funds Financial Instrument SPDR Swaps Synthetic Replication Wagering Financial Market American Depositary Receipt Banking Bloomberg Barclays Us Aggregate Bond Index Bond Collateralized Debt Obligation Credit Rating Agency Frontier Markets Global Depository Receipt Investment Trust Money Market Fund

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