Compare · 4 funds side by side · dividends reinvested

FSMB, SGOV, IVV and BND

FSMBFirst Trust×SGOViShares×IVViShares×BNDVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,177IVV · best of the four

02 / 04

FSMB, SGOV, IVV and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.8%+4.5%+3.9%0.0%0.2%$117B2.0

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B2.1

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%+0.1%+0.3%+5.0%−0.0%−4.5%4.0%$161B2.8

First Trust Short Duration Managed Municipal ETFBonds & Cash · Municipal0.34%3.20%+1.7%+2.3%+3.9%+1.6%−2.4%1.8%$668M3.0

Rank among the four1st → 4thFee, 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: FSMB 2018 · SGOV 2020 · IVV 2000 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Short Duration Managed Municipal ETF · $668M$10,227

FSMB

IVV

iShares Core S&P 500 ETF · $853B$10,977

$10,000 one year ago, dividends reinvested

FSMBMeasureIVV

+1.7%Year to dateJan 1 → Nov 9+8.7%

+2.3%1 yearTotal return+9.8%

+3.9%3 years · per year$10,000 became $11,208 · $18,084+21.8%

+1.6%5 years · per year$10,000 became $10,829 · $17,177+11.4%

0.34%Expense ratio$34 · $3 a year on $10k · lower is better0.03%

3.20%Trailing 12-mo yield$320 · $114 a year on $10k1.14%

−2.4%Worst dropSmaller is better−8.9%

1.8%VolatilityLower is calmer13.6%

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

3–5IVV wins

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

More Ways to See the Pairs

FSMB vs IVV: Top 5 Holdings

Today

FSMB

[…]in top 5

IVV

in top 527.8%

FSMBStockIVV

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common[…]

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

FSMB vs IVV Returns, Every Period

First TrustFSMB

+1.6%

5 years, per year

IVViShares

+11.4%

5 years, per year

FSMBIVVFaded: behind in that period

0–4IVV wins

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

FSMB vs BND

YTD

First TrustFSMB

+1.7%

BNDVanguard

+0.1%

+1.7%Year to date+0.1%

−2.4%Worst drop · 1Y−4.5%

1.8%Volatility · 1Y4.0%

3.2%Yield4.1%

$668MAssets$161B

3–1FSMB wins

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

Cost, Income and Risk

Fees: FSMB, SGOV, IVV, BND

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

BND0.03%$3

SGOV0.09%$9

FSMB0.34%$34

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

Yields: FSMB, SGOV, IVV, BND

4.12%highest, BND

FundTrailing yieldYield$10k

BND4.12%$412

SGOV3.63%$363

FSMB3.20%$320

IVV1.14%$114

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

Income After Fees on $10,000

$409most kept, BND

BND$412 − $3 = $409

SGOV$363 − $9 = $354

FSMB$320 − $34 = $286

IVV$114 − $3 = $111

KeptFee

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

Overlap: FSMB, SGOV, IVV, BND

Today

[…]holdings […]

FSMBSGOVIVVBND

FSMB—[…][…][…]

SGOV[…]—[…][…]

IVV[…][…]—[…]

BND[…][…][…]—

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

Return vs Bumpiness: 4 ETFs

+9.8%IVV, at 13.6% volatility

SGOVWorst drop0.0%0.2% vol

FSMBWorst drop−2.4%1.8% vol

BNDWorst drop−4.5%4.0% vol

IVVWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

BNDIVV

+0.1%Year to date+8.7%

4.1%Yield1.1%

+0.3%Past year+9.8%

0.03%Fee0.03%

2–1IVV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

BND vs AGG

YTD

VanguardBND

+0.1%

AGGiShares

+0.0%

+0.1%Year to date+0.0%

4.1%Yield4.1%

$161BAssets$139B

1–0BND wins

End-of-day Nov 9, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.7B

1–1level

End-of-day Nov 9, 2026