BNDI vs. AGGH ETF Comparison

Comparison of NEOS Enhanced Income Aggregate Bond ETF (BNDI) to Simplify Aggregate Bond PLUS Credit Hedge ETF (AGGH)

BNDI

NEOS Enhanced Income Aggregate Bond ETF

BNDI Description

SHP ETF Trust - NEOS Enhanced Income Aggregate Bond ETF is an exchange traded fund launched by Faith Investor Services LLC. The fund is managed by Neos Investment Management LLC. The fund invests in public equity and fixed income markets of the United States. For its equity portion, the fund invests through derivatives in stocks of companies operating across diversified sectors. It uses derivatives such as options to create its portfolio. The fund invests in growth and value stocks of large-cap companies. For its fixed income portion, the fund invests directly and through other funds in U.S. Treasury bonds, government-related bonds, corporate bonds, mortgage-backed pass-through securities ("mbs"), commercial mortgage-backed securities and asset-backed securities. It invests in securities with varying maturities. SHP ETF Trust - NEOS Enhanced Income Aggregate Bond ETF was formed on August 30, 2022 is domiciled in the United States.

Grade (RS Rating)

Last Trade

$48.78

Average Daily Volume

4,883

Number of Holdings ^*

* 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

$21.63

Average Daily Volume

83,010

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	BNDI	AGGH
30 Days	2.54%	1.77%
60 Days	3.70%	3.71%
90 Days	5.01%	5.16%
12 Months	9.01%	6.91%

1 Overlapping Holdings

	Symbol	Grade	Weight in BNDI	Weight in AGGH	Overlap
	AGG	A	49.82%	80.68%	49.82%

BNDI Overweight 1 Positions Relative to AGGH

	Symbol	Grade	Weight
	BND	A	49.83%

BNDI Underweight 1 Positions Relative to AGGH

	Symbol	Grade	Weight
	SCHP	A	-6.71%

BNDI: Top Represented Industries & Keywords

Industries:

Keywords: Bloomberg Barclays Us Aggregate Bond Index Bond Bond Market ETF Exchange Traded Fund Bond Market Indices Fixed Income

AGGH: Top Represented Industries & Keywords

Industries:

Keywords: Bond ETF Exchange Traded Fund Bloomberg Barclays Us Aggregate Bond Index Bond Market Bond Market Indices Fixed Income Fixed Income Analysis Inflation Merrill Lynch U.S. Treasury Yield