Compare · 2 funds side by side · dividends reinvested

AGGH and BSV

AGGHSimplify×BSVVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,977BSV · best of the two

02 / 04

AGGH and BSV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Short-Term Bond ETFBonds & Cash · Core aggregate0.03%4.10%+0.9%+1.7%+4.7%+1.9%−1.4%1.9%$45.4B1.3

Simplify Aggregate Bond ETFBonds & Cash · Core aggregate0.43%7.62%−1.0%+0.2%+5.6%[…]−6.3%5.4%$412M1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: AGGH 2022 · BSV 2007

Head to Head

Swap sides Versus in desk

Head to Head

Simplify Aggregate Bond ETF · $412M[…]

AGGH

BSV

Vanguard Short-Term Bond ETF · $45.4B$10,977

$10,000 five years ago, dividends reinvested

AGGHMeasureBSV

−1.0%Year to dateJan 1 → Nov 4+0.9%

+0.2%1 yearTotal return+1.7%

+5.6%3 years · per year$10,000 became $11,791 · $11,478+4.7%

[…]5 years · per year$10,000 became […] · $10,977+1.9%

0.43%Expense ratio$43 · $3 a year on $10k · lower is better0.03%

7.62%Trailing 12-mo yield$762 · $410 a year on $10k4.10%

−6.3%Worst dropSmaller is better−1.4%

5.4%VolatilityLower is calmer1.9%

AGGHBSV Winner of the row, in its colourEach row: the bigger of the two fills its side

2–5BSV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AGGH vs BSV: Top 5 Holdings

Today

AGGH

77.4%in top 5

BSV

in top 5[…]

AGGHStockBSV

77.4%AGGnot top 5

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

AGGH vs BSV Returns, Every Period

SimplifyAGGH

+0.2%

past year

BSVVanguard

+1.7%

past year

AGGHBSVFaded: behind in that period

1–2BSV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

AGGH vs BSV

YTD

SimplifyAGGH

−1.0%

BSVVanguard

+0.9%

−1.0%Year to date+0.9%

−6.3%Worst drop · 1Y−1.4%

5.4%Volatility · 1Y1.9%

7.6%Yield4.1%

$412MAssets$45.4B

3–1BSV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AGGH, BSV

Today

0.03%lowest, BSV

FundExpense ratioFee$10k

BSV0.03%$3

AGGH0.43%$43

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: AGGH, BSV

7.62%highest, AGGH

FundTrailing yieldYield$10k

AGGH7.62%$762

BSV4.10%$410

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$719most kept, AGGH

AGGH$762 − $43 = $719

BSV$410 − $3 = $407

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: AGGH, BSV

Today

[…]holdings […]

AGGHBSV

AGGH—[…]

BSV[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+1.7%BSV, at 1.9% volatility

BSVWorst drop−1.4%1.9% vol

AGGHWorst drop−6.3%5.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

AGGHBSV

−1.0%Year to date+0.9%

7.6%Yield4.1%

+0.2%Past year+1.7%

0.43%Fee0.03%

3–1BSV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026