Compare · 2 funds side by side · dividends reinvested

FSMB and IUSB

FSMBFirst Trust×IUSBiShares×

Versus in desk

02 / 04

IWD+0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,807FSMB · best of the two

Story of the two · IncomeMost incomeIUSB · 4.36% · $436 a year on $10k

Story of the two · RiskSmallest drop

FSMB and IUSB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Short Duration Managed Municipal ETFBonds & Cash · Municipal0.34%3.21%+1.5%+2.0%+3.7%+1.6%−2.4%1.8%$672M1.4

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.36%−0.6%−0.2%+5.1%+0.2%−4.3%3.9%$50.3B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: FSMB 2018 · IUSB 2014

Head to Head

Swap sides Versus in desk

Head to Head

3Y

First Trust Short Duration Managed Municipal ETF · $672M$11,160

FSMB

IUSB

iShares Core Universal USD Bond ETF · $50.3B$11,609

$10,000 three years ago, dividends reinvested

FSMBMeasureIUSB

+1.5%

More Ways to See the Pairs

FSMB vs IUSB: Top 5 Holdings

Today

FSMB

[…]in top 5

IUSB

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 11, 2026 · share of each fund

FSMB vs IUSB Returns, Every Period

5Y

First TrustFSMB

Cost, Income and Risk

Fees: FSMB, IUSB

Today

0.06%lowest, IUSB

FundExpense ratioFee$10k

IUSB0.06%$6

FSMB0.34%$34

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: FSMB, IUSB

1Y

4.36%highest, IUSB

FundTrailing yield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Year to dateJan 1 → Nov 11

−0.6%

+2.0%1 yearTotal return−0.2%

+3.7%3 years · per year$10,000 became $11,160 · $11,609+5.1%

+1.6%5 years · per year$10,000 became $10,807 · $10,077+0.2%

0.34%Expense ratio$34 · $6 a year on $10k · lower is better0.06%

3.21%Trailing 12-mo yield$321 · $436 a year on $10k4.36%

−2.4%Worst dropSmaller is better−4.3%

1.8%VolatilityLower is calmer3.9%

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

5–3FSMB wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

+1.6%

5 years, per year

IUSBiShares

+0.2%

5 years, per year

FSMBIUSBFaded: behind in that period

3–1FSMB wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

FSMB vs IUSB

YTD

First TrustFSMB

+1.5%

IUSBiShares

−0.6%

+1.5%Year to date−0.6%

−2.4%Worst drop · 1Y−4.3%

1.8%Volatility · 1Y3.9%

3.2%Yield4.4%

$672MAssets$50.3B

3–1FSMB wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yield

$10k

IUSB4.36%$436

FSMB3.21%$321

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$430most kept, IUSB

IUSB$436 − $6 = $430

FSMB$321 − $34 = $287

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: FSMB, IUSB

Today

[…]holdings […]

FSMBIUSB

FSMB—[…]

IUSB[…]—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+2.0%FSMB, at 1.8% volatility

FSMBWorst drop−2.4%1.8% vol

IUSBWorst drop−4.3%3.9% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

IUSBFSMB

−0.6%Year to date+1.5%

4.4%Yield3.2%

−0.2%Past year+2.0%

0.06%Fee0.34%

2–2level

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

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FSMB and IUSB

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two