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

$60.13

Average Daily Volume

3,711

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

$20.82

Average Daily Volume

83,198

Number of Holdings *

3

* may have additional holdings in another (foreign) market
Performance
Period AVMA AGGH
30 Days 1.10% -0.23%
60 Days 1.44% -3.36%
90 Days 2.34% -4.41%
12 Months 19.31% 6.10%
0 Overlapping Holdings
Symbol Grade Weight in AVMA Weight in AGGH Overlap
AVMA Overweight 13 Positions Relative to AGGH
Symbol Grade Weight
AVUS A 30.41%
AVIG D 20.9%
AVSF C 10.58%
AVLV A 10.5%
AVDE D 6.68%
AVEM D 4.05%
AVIV D 3.43%
AVSC B 2.66%
AVUV B 2.65%
AVES D 2.17%
AVRE C 1.89%
AVDV C 0.79%
AVDS D 0.53%
AVMA Underweight 3 Positions Relative to AGGH
Symbol Grade Weight
SCHP D -9.97%
MINT A -6.63%
JPST A -6.55%
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