RFIX vs AGG

ARFIX

BAGG

Measures won1–3AGG wins · of 6 · 5Y

$10,000 · 5Y$10,493VCIT · AGG $9,970

Lowest cost0.03%AGG · $3 on $10k

Most income5.02%VCIT · $502 on $10k

Smallest drop−4.6%AGG · worst fall in 1Y

Held in common[…]RFIX and AGG

RFIX

AGG

Simplify Bond Bull ETF · $41MiShares Core U.S. Aggregate Bond ETF · $139B

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

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

0.50%Expense ratio$50 · $3 on $10k · lower wins0.03%

4.72%12-mo yield$472 · $412 on $10k4.12%

−18.9%Worst dropSmaller wins−4.6%

27.6%VolatilityLower wins4.1%

1–3AGG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRFIX · AGG

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.02%	−0.1%	−0.8%	+0.4%	+6.9%	+1.0%	−4.9%	$66.6B
2	BAGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.12%	−0.1%	0.0%	+0.7%	+5.2%	−0.1%	−4.6%	$139.2B
3	ARFIX	Simplify Bond Bull ETFRead Desk	0.50%	4.72%	+1.1%	+4.2%	−4.0%	new	new	−18.9%	$41M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.02%	−0.1%	−0.8%	+0.4%	+6.9%	+1.0%	−4.9%	$66.6B
2	BAGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.12%	−0.1%	0.0%	+0.7%	+5.2%	−0.1%	−4.6%	$139.2B
3	ARFIX	Simplify Bond Bull ETFRead Desk	0.50%	4.72%	+1.1%	+4.2%	−4.0%	new	new	−18.9%	$41M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

RFIX vs AGG

RFIX

Simplify Bond Bull

[…]

AGG

iShares Core U.S. Aggregate Bond

$9,970

MeasureRFIXAGG

Fee0.50%0.03%

Cost on $10k a year$50$3

Yield4.72%4.12%

5 years, per year[…]−0.1%

3 years, per year[…]+5.2%

Worst drop · 1Y−18.9%−4.6%

Volatility · 1Y27.6%4.1%

3–1measures won
AGG first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: RFIX, AGG, VCIT

Today

[…]holdings […]

RFIXAGGVCIT

RFIX—[…][…]

AGG[…]—[…]

VCIT[…][…]—

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

Income After Fees on $10,000

$499most kept, VCIT

VCIT$502 − $3 = $499

RFIX$472 − $50 = $422

AGG$412 − $3 = $409

KeptFee

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