Compare · 2 funds side by side · dividends reinvested

NMB and AGG

NMBSimplify×AGGiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$9,979AGG · best of the two

02 / 04

NMB 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%+0.3%+5.0%−0.0%−4.6%4.1%$139B1.3

Simplify National Muni Bond ETFBonds & Cash · Municipal0.53%5.31%+1.2%−0.3%[…][…]−8.1%6.7%$48M1.7

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

End-of-day Nov 9, 2026 · returns include dividends · since: NMB 2024 · AGG 2003

Head to Head

Swap sides Versus in desk

Head to Head

Simplify National Muni Bond ETF · $48M[…]

NMB

AGG

iShares Core U.S. Aggregate Bond ETF · $139B$9,979

$10,000 five years ago, dividends reinvested

NMBMeasureAGG

+1.2%Year to dateJan 1 → Nov 9+0.0%

−0.3%1 yearTotal return+0.3%

[…]3 years · per year$10,000 became […] · $11,583+5.0%

[…]5 years · per year$10,000 became […] · $9,979−0.0%

0.53%Expense ratio$53 · $3 a year on $10k · lower is better0.03%

5.31%Trailing 12-mo yield$531 · $412 a year on $10k4.12%

−8.1%Worst dropSmaller is better−4.6%

6.7%VolatilityLower is calmer4.1%

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

2–4AGG wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

NMB vs AGG: Top 5 Holdings

Today

NMB

[…]in top 5

AGG

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

NMB vs AGG Returns, Every Period

SimplifyNMB

−0.3%

past year

AGGiShares

+0.3%

past year

NMBAGGFaded: behind in that period

1–1Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

NMB vs AGG

YTD

SimplifyNMB

+1.2%

AGGiShares

+0.0%

+1.2%Year to date+0.0%

−8.1%Worst drop · 1Y−4.6%

6.7%Volatility · 1Y4.1%

5.3%Yield4.1%

$48.0MAssets$139B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: NMB, AGG

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

NMB0.53%$53

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: NMB, AGG

5.31%highest, NMB

FundTrailing yieldYield$10k

NMB5.31%$531

AGG4.12%$412

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$478most kept, NMB

NMB$531 − $53 = $478

AGG$412 − $3 = $409

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: NMB, AGG

Today

[…]holdings […]

NMBAGG

NMB—[…]

AGG[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+0.3%AGG, at 4.1% volatility

AGGWorst drop−4.6%4.1% vol

NMBWorst drop−8.1%6.7% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

NMBAGG

+1.2%Year to date+0.0%

5.3%Yield4.1%

−0.3%Past year+0.3%

0.53%Fee0.03%

2–2level

End-of-day Nov 9, 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 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026