IVOL vs. AGGH ETF Comparison

Comparison of Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) to Simplify Aggregate Bond PLUS Credit Hedge ETF (AGGH)

IVOL

Quadratic Interest Rate Volatility and Inflation Hedge ETF

IVOL Description

The investment seeks to hedge the risk of increased fixed income volatility and rising inflation and to profit from rising long-term interest rates or falling short-term interest rates, often referred to as a steepening of the U.S. interest rate curve, while providing inflation-protected income. The fund is actively managed and seeks to achieve its investment objective primarily by investing, directly or indirectly, in a mix of U.S. Treasury Inflation-Protected Securities ("TIPS") and long options tied to the shape of the U.S. interest rate curve. It is non-diversified.

Grade (RS Rating)

Last Trade

$18.03

Average Daily Volume

398,257

Number of Holdings ^*

1

* 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

$20.69

Average Daily Volume

77,450

Number of Holdings ^*

3

* may have additional holdings in another (foreign) market

Performance

Period	IVOL	AGGH
30 Days	-4.21%	-2.25%
60 Days	-7.12%	-4.36%
90 Days	-4.65%	-1.59%
12 Months	-10.97%	5.34%

1 Overlapping Holdings

	Symbol	Grade	Weight in IVOL	Weight in AGGH	Overlap
	SCHP	D	82.62%	9.97%	9.97%

IVOL Overweight 0 Positions Relative to AGGH

	Symbol	Grade	Weight

IVOL Underweight 2 Positions Relative to AGGH

	Symbol	Grade	Weight
	MINT	A	-6.63%
	JPST	A	-6.55%

IVOL: Top Represented Industries & Keywords

Industries:

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

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