SimplifyBonds & CashCore Aggregate#664 of 786 by YTD

Simplify Aggregate Bond ETFAGGH

1D 1M 3M YTD 1Y 3Y5YMAX

S&P 500 Compare

$19.35+0.2%

+$0.04 · Nov 6 close

Buy

AUM: $415M
Fee: 0.43%
Yield: 7.6%

Bumpy · 1Y: 0.4×S&P
Volume: 80K
NAV: $19.35

52-week range8% below the high

$18.73$21.00

Returns	1D	1M	3M	YTD	1Y	3Y	5Y	MAX
Total return	+0.2%	+2.8%	−0.7%	−0.7%	+0.7%	+17.8%	—	+8.8%
Peer average	−0.1%	+2.0%	0.0%	+0.1%	+0.9%	+18.2%	+3.3%	—
S&P 500 · VOO	+0.3%	−5.0%	−4.6%	+8.7%	+9.8%	+80.8%	+71.8%	—

AGGH in One Breath

AGGH Among Core Aggregate ETFs

YTD

#1AGZDWisdomTree+3.6%$184M

#2STBFPerformance Trust+2.4%$131M

#3SDCPVirtus+2.0%$13.3M

#4USTBVictoryShares+2.0%$2.8B

#5GTOSInvesco+1.9%$125M

#6STOTSPDR+1.9%$544M

#7AFIFHorizon Funds+1.6%$698M

#8OVTOverlay Shares+1.5%$62.4M

#74AGGHSimplify−0.7%$415M

End-of-day Nov 8, 2026 · 82 Core aggregate ETFs by YTD

$10,000 in AGGH

$10,000 in AGGH became

$10,877

In the S&P 500 (VOO)

$17,617

Total return, dividends in · Feb 15, 2022 – Nov 6, 2026 · S&P 500 uses VOO

AGGH Returns by Period

Today

YTD

MAX

AGGH

+0.2%

+2.8%

−0.7%

+0.7%

+17.8%

—

+8.8%

Peer average

−0.1%

+2.0%

0.0%

+0.1%

+0.9%

+18.2%

+3.3%

—

S&P 500 · VOO

+0.3%

−5.0%

−4.6%

+8.7%

+9.8%

+80.8%

+71.8%

—

End-of-day Nov 8, 2026 · total return, dividends in · peers = 90 Core aggregate ETFs

AGGH’s Bonds & Cash Rank

YTD

#664of 786
bonds & cash ETFs

Best · CMDT+22.7%

Average+0.8%

AGGH−0.7%

Worst · MVRL−28.5%

Bonds & Cash ETFs by YTD return · Nov 8, 2026

AGGH Price and 52-Week Range

From the 52-week high

−7.9%

From the 52-week low

+3.3%

Today $19.30 – $19.36

Previous close $19.31

$19.35 now

52-week low$18.7352-week high$21.00

End-of-day Nov 8, 2026 · box = today’s range, dashed = previous close

AGGH’s Share of Core Aggregate ETFs

Today

0.1%

of the $585B in 91 Core aggregate ETFs

AGGH$415M0.1%

BND$161B27.6%

AGG$139B23.8%

88 others$284B48.6%

Core aggregate ETF AUM · Nov 8, 2026

AGGH Fee per $100 vs Peers

Today

$0.43a year
per $100

$43 a year on $10,000

BND$0.03

AGG$0.03

BSV$0.03

IUSB$0.06

FBND$0.36

AGGH$0.43

Expense ratio · Core aggregate peers · Nov 8, 2026

Inside AGGH

19 holdings

AGGH

Simplify Aggregate Bond ETF

Today

AGGH reports no holdings we can show: […]

Simplify AGGH · holdings

How It Compares

AGGH

Simplify Aggregate Bond ETF’s Peers

YTD


BND	VanguardRead Desk	0.03%	0.0%	+0.6%	$161.4B
AGG	iSharesRead Desk	0.03%	0.0%	+0.7%	$139.1B
IUSB	iSharesRead Desk	0.06%	+0.1%	+0.8%	$50.4B
BSV	VanguardRead Desk	0.03%	+1.1%	+1.9%	$45.4B
FBND	FidelityRead Desk	0.36%	−0.1%	+0.5%	$28.4B
AGGH	SimplifyThis fundRead Desk	0.43%	−0.7%	+0.7%	$415M

Core aggregate peers · YTD and past-year returns · as of Nov 9, 2026 · sorted by AUM

Head to Head

Put AGGH head to head with BND →

BND vs AGGH

YTD

BNDVanguard · Core aggregateAGGHSimplify · Core aggregate

Year to date

−0.0%

−0.7%

BND wins+0.7 pts

Past year

+0.6%

+0.7%

AGGH wins+0.1 pts

Fee

0.03%

0.43%

BND winslower fee

Yield

4.1%

7.6%

AGGH wins+3.5 pts

AUM

$161B

$415M

BND389.3× more

2–2level

Vanguard BND and Simplify AGGH · year-to-date · as of Nov 9, 2026 · AUM not scored

AGGH vs VOO

YTD

AGGH · Simplify Aggregate Bond

−0.7%

VOO · S&P 500

+8.7%

Gap

9.4 pts

Simplify AGGH and Vanguard VOO · YTD total return · as of Nov 9, 2026

AGGH vs Its Peer Average

YTD

AGGHAvsBPeer average

1D+0.2%−0.1%

1M+2.8%+2.0%

3M−0.7%0.0%

YTD−0.7%+0.1%

1Y+0.7%+0.9%

3Y+17.8%+18.2%

5Y[…]+3.3%

2–4Peer average wins

90 Core aggregate peers · each row scaled to its leader

How Bumpy Is AGGH?

View

AGGH

How Bumpy

0.4×the S&P 500’s swings

CalmerBumpierS&P 1×AGGH

Bumpiest of 7 core aggregate fundsAGGH

Other core aggregate funds0.1× to 0.3×

Simplify AGGH · daily swings over the past year vs the S&P 500

AGGH

Worst Drop

−6.3%from its Feb 27 high

Still below the high−2.8%

$10,000 at the high is now$9,720

Simplify AGGH · fall from the highest close, past year

AGGH

On a Bad Day

0.2×the S&P 500’s fall

AGGH’s worst day: Wednesday, Sep 23

AGGH

−1.0%

S&P 500

−0.7%

Up days50 of every 100

S&P 500 up days52 of every 100

Simplify AGGH · average move on days the S&P 500 fell

AGGH

Return for the Bumps

1Y#1 of 7 core aggregate funds

#1AGGHSimplify

closest to cash

#2AGGiShares

#3IUSBiShares

#4BNDVanguard

#5FBNDFidelity

#6BIVVanguard

lost money

#7BSVVanguard

Every fund here earned less than cash (3.8%) over the past year; the bars still rank them by return for the bumps.

Ranked by return above cash for each unit of bumpiness (Sharpe ratio) · cash = 3.8%

AGGH

Cost

Today

$43a year per $10,000

BND

AGG

BSV

BIV

IUSB

FBND

$36

AGGH

$43

Expense ratio 0.43%, taken from the fund’s value

AGGH

Volatility & Beta

5.4%annual volatility

S&P 500 volatility13.6%

Downside volatility4.0%

Beta vs SPY0.11

Correlation vs SPY0.27

Beta rank, lowest first, of 7#7

Daily total returns × √252 · past 254 trading days

AGGH

Max Drawdown

−6.3%peak to trough

Peak closeFeb 27, 2026

Current drawdown−2.8%

Worst day−1.04% · Sep 23

Closing prices, dividends in

AGGH

Up / Down Capture

15%down capture vs SPY

Down days

15%

Up days

14%

S&P 500

100%

Up ÷ down capture0.94

Up days50.0% (S&P 52.0%)

Average daily move on SPY up days and down days

AGGH

Sharpe & Sortino vs Peers

Fund	Sharpe	Sortino	Volatility	Max DD	Beta	Fee / $10k
AGGH	−0.61	−0.83	5.4%	−6.3%	0.11	$43
AGG	−0.82	−1.14	4.1%	−4.6%	0.11	$3
IUSB	−0.83	−1.15	3.9%	−4.3%	0.11	$6
BND	−0.86	−1.19	4.0%	−4.5%	0.10	$3
FBND	−0.86	−1.20	4.1%	−4.7%	0.10	$36
BIV	−0.93	−1.29	4.3%	−5.4%	0.10	$3
BSV	−1.03	−1.49	1.9%	−1.4%	0.03	$3

Sharpe = (return − 3.8% cash) ÷ volatility · Sortino uses downside volatility only

AGGH

Trading

Today

0.00%at its holdings’ value

Close$19.35

NAV$19.35

Fee per $10,000$43 a year

Avg. volume 30D413K shares

Premium / discount history starts once daily NAV is saved

Close vs net asset value, Nov 6

The Details

AGGH

Fund Facts

Today

2022launched Feb 14

Tracks[…]

Exchange · CUSIPAMEX · 82889N723

StructureETF

Leverage1x

Cost on $10,000$43 a year

Go deeper

Prospectus & documents Trading & liquidity Fees & costs Distributions

Simplify AGGH · fund facts · as of Nov 9, 2026

AGGH

Payouts by Year

$0.12per share, Oct 2026

Distribution yield7.6%

PaidEvery month

Latest ex-date · paidOct 27 · Oct 30, 2026

12 payouts added up$1.47 a share

Simplify AGGH · distributions by ex-date · 2022–2026

All Fund FactsDocuments · trading · fees · every payout

Prospectus & Documents

Trading & Liquidity

Net asset value$19.35

Premium / discount[…]

Median spread · 30D[…]

Volume today80K

Average volume · 30D413K

Shares outstanding[…]

Options[…]

Fees & Costs

Net expense ratio0.43%

Gross expense ratio[…]

Management fee[…]

Cost on $10,000 a year$43.00

Our risk indicator2/5

Estimated yearly cost excludes trading costs and assumes constant assets.

Distributions

Ex-date	Paid	Per share
Oct 27, 2026	Oct 30, 2026	$0.12
Sep 25, 2026	Sep 30, 2026	$0.12
Aug 26, 2026	Aug 31, 2026	$0.12
Jul 28, 2026	Jul 31, 2026	$0.12
Jun 25, 2026	Jun 30, 2026	$0.12
May 26, 2026	May 29, 2026	$0.12
Apr 27, 2026	Apr 30, 2026	$0.12
Mar 26, 2026	Mar 31, 2026	$0.12
Feb 24, 2026	Feb 27, 2026	$0.12
Jan 27, 2026	Jan 30, 2026	$0.13
Dec 23, 2025	Dec 31, 2025	$0.13
Nov 21, 2025	Nov 28, 2025	$0.13

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