Compare · 2 funds side by side · dividends reinvested

MTBA and AGG

MTBASimplify×AGGiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$9,970AGG · best of the two

02 / 04

MTBA and AGG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.03%4.12%−0.0%+0.7%+5.2%−0.1%−4.6%4.1%$139B1.4

Simplify MBS ETFBonds & Cash · Mortgage0.28%6.07%−0.6%+0.5%[…][…]−4.6%3.7%$900M1.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: MTBA 2023 · AGG 2003

Head to Head

Swap sides Versus in desk

Head to Head

Simplify MBS ETF · $900M[…]

MTBA

AGG

iShares Core U.S. Aggregate Bond ETF · $139B$9,970

$10,000 five years ago, dividends reinvested

MTBAMeasureAGG

−0.6%Year to dateJan 1 → Nov 6−0.0%

+0.5%1 yearTotal return+0.7%

[…]3 years · per year$10,000 became […] · $11,649+5.2%

[…]5 years · per year$10,000 became […] · $9,970−0.1%

0.28%Expense ratio$28 · $3 a year on $10k · lower is better0.03%

6.07%Trailing 12-mo yield$607 · $412 a year on $10k4.12%

−4.6%Worst dropSmaller is better−4.6%

3.7%VolatilityLower is calmer4.1%

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

2–3AGG wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MTBA vs AGG: Top 5 Holdings

Today

MTBA

46.0%in top 5

AGG

in top 5[…]

MTBAStockAGG

46.0%SBILnot top 5

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

MTBA vs AGG Returns, Every Period

SimplifyMTBA

+0.5%

past year

AGGiShares

+0.7%

past year

MTBAAGGFaded: behind in that period

0–2AGG wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

MTBA vs AGG

YTD

SimplifyMTBA

−0.6%

AGGiShares

−0.0%

−0.6%Year to date−0.0%

−4.6%Worst drop · 1Y−4.6%

3.7%Volatility · 1Y4.1%

6.1%Yield4.1%

$900MAssets$139B

2–1MTBA wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MTBA, AGG

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

MTBA0.28%$28

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: MTBA, AGG

6.07%highest, MTBA

FundTrailing yieldYield$10k

MTBA6.07%$607

AGG4.12%$412

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$579most kept, MTBA

MTBA$607 − $28 = $579

AGG$412 − $3 = $409

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: MTBA, AGG

Today

[…]holdings […]

MTBAAGG

MTBA—[…]

AGG[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+0.7%AGG, at 4.1% volatility

MTBAWorst drop−4.6%3.7% vol

AGGWorst drop−4.6%4.1% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

MTBAAGG

−0.6%Year to date−0.0%

6.1%Yield4.1%

+0.5%Past year+0.7%

0.28%Fee0.03%

3–1AGG wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

BND vs AGG

YTD

VanguardBND

−0.0%

AGGiShares

−0.0%

−0.0%Year to date−0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026