AGGH vs NBB
Comparison between SIMPLIFY AGGREGATE BOND ETF (AGGH, ETF) and Nuveen Taxable Municipal Income Fund (NBB, ETF).
AGGH vs NBB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AGGH
$473M
Winner
NBB
$474M
Expense Ratio
AGGH
0.30%
NBB
N/A
Max Drawdown
Winner
AGGH
22.19%
NBB
42.71%
Sharpe Ratio
Winner
AGGH
0.53
NBB
0.46
5Y Beta
Winner
AGGH
0.05
NBB
0.16
5Y Dividends CAGR
AGGH
N/A
NBB
1.84%
AGGH vs NBB - Historical Returns
Returns include dividend reinvestment.
1M
AGGH
-0.30%
Winner
NBB
-0.27%
3M
AGGH
-0.92%
Winner
NBB
-0.79%
6M
AGGH
+0.32%
Winner
NBB
+0.53%
1Y
AGGH
+7.50%
Winner
NBB
+7.82%
5Y(CAGR)
Winner
AGGH
+2.17%
NBB
-0.34%
10Y(CAGR)
AGGH
N/A
NBB
+2.86%
Max(CAGR)
AGGH
+2.17%
Winner
NBB
+5.16%
AGGH vs NBB - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | AGGH | NBB |
|---|---|---|
| 2026 | +0.04% | +2.37% |
| 2025 | +8.67% | +12.97% |
| 2024 | +2.11% | +1.78% |
| 2023 | +7.95% | +7.51% |
| 2022 | -8.46% | -24.19% |
| 2021 | N/A | +2.06% |
| 2020 | N/A | +13.82% |
| 2019 | N/A | +18.82% |
| 2018 | N/A | -6.08% |
| 2017 | N/A | +12.97% |
| 2016 | N/A | +8.81% |
| 2015 | N/A | +1.49% |
| 2014 | N/A | +22.93% |
| 2013 | N/A | -6.71% |
| 2012 | N/A | +7.88% |
| 2011 | N/A | +18.84% |
| 2010 | N/A | -4.27% |
AGGH vs NBB Drawdown Comparison
The maximum drawdown for AGGH was -13.26%, occurring on Oct 20, 2022. Recovery took 609 trading sessions.
The maximum drawdown for NBB was -33.51%, occurring on Oct 19, 2023. This drawdown has not yet recovered.
The current AGGH drawdown is -1.96%. The current NBB drawdown is -6.58%.
| Rank | AGGH | NBB |
|---|---|---|
| #1 | -13.26% Mar 1, 2022 - Aug 2, 2024 | -33.51% Sep 15, 2021 - Oct 19, 2023 |
| #2 | -6.68% Sep 4, 2024 - Apr 1, 2025 | -27.83% Feb 21, 2020 - Aug 6, 2020 |
| #3 | -6.50% Apr 3, 2025 - Aug 22, 2025 | -16.99% May 1, 2013 - May 29, 2014 |
| #4 | -3.07% Aug 23, 2024 - Sep 4, 2024 | -12.58% Oct 13, 2010 - Aug 3, 2011 |
| #5 | -2.83% Feb 27, 2026 - Mar 26, 2026 | -12.45% Sep 6, 2016 - Aug 31, 2017 |
| #6 | -1.39% Sep 10, 2025 - Oct 2, 2025 | -10.51% Jan 4, 2018 - Mar 25, 2019 |
| #7 | -1.38% Aug 14, 2024 - Aug 20, 2024 | -9.87% Feb 2, 2015 - Jan 15, 2016 |
| #8 | -1.29% Oct 28, 2025 - Nov 24, 2025 | -8.79% Jan 27, 2021 - Jul 8, 2021 |
| #9 | -1.25% Aug 2, 2024 - Aug 14, 2024 | -7.38% Feb 8, 2012 - May 30, 2012 |
| #10 | -0.77% Oct 2, 2025 - Oct 14, 2025 | -5.80% Sep 3, 2019 - Jan 15, 2020 |
| #11 | -0.74% Aug 20, 2024 - Aug 23, 2024 | -5.77% Aug 1, 2012 - Nov 8, 2012 |
| #12 | -0.72% Dec 29, 2025 - Jan 13, 2026 | -5.39% Aug 7, 2020 - Dec 2, 2020 |
| #13 | -0.72% Jan 14, 2026 - Jan 28, 2026 | -3.81% Nov 12, 2012 - Jan 11, 2013 |
| #14 | -0.63% Aug 28, 2025 - Sep 3, 2025 | -3.74% Oct 16, 2017 - Dec 6, 2017 |
| #15 | -0.62% Nov 28, 2025 - Dec 18, 2025 | -3.33% Aug 29, 2014 - Oct 15, 2014 |
Correlation
Correlation between AGGH and NBB is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2010 - 2026)
AGGH vs NBB dividend yield comparison.
| Year | AGGH | NBB |
|---|---|---|
| 2026 | 3.03% | 3.08% |
| 2025 | 7.54% | 7.33% |
| 2024 | 8.97% | 6.96% |
| 2023 | 9.51% | 8.33% |
| 2022 | 2.11% | 7.86% |
| 2021 | 0.00% | 5.50% |
| 2020 | 0.00% | 4.67% |
| 2019 | 0.00% | 5.54% |
| 2018 | 0.00% | 6.38% |
| 2017 | 0.00% | 5.62% |
| 2016 | 0.00% | 6.35% |
| 2015 | 0.00% | 6.79% |
| 2014 | 0.00% | 6.57% |
| 2013 | 0.00% | 7.53% |
| 2012 | 0.00% | 6.24% |
| 2011 | 0.00% | 6.84% |
| 2010 | 0.00% | 4.46% |
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