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