Compare · 3 funds side by side · dividends reinvested

FSMB, SCHD and BND

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

FSMB, SCHD and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.9

First Trust Short Duration Managed Municipal ETFBonds & Cash · Municipal0.34%3.21%+1.5%+2.1%+3.9%+1.6%−2.4%1.8%$661M2.0

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%+0.1%+0.4%+5.6%−0.0%−4.5%4.0%$161B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: FSMB 2018 · SCHD 2011 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Short Duration Managed Municipal ETF · $661M$11,229

FSMB

SCHD

Schwab U.S. Dividend Equity ETF · $123B$17,414

$10,000 three years ago, dividends reinvested

FSMBMeasureSCHD

+1.5%Year to dateJan 1 → Nov 5+32.3%

+2.1%1 yearTotal return+38.7%

+3.9%3 years · per year$10,000 became $11,229 · $17,414+20.3%

+1.6%5 years · per year$10,000 became $10,807 · $16,375+10.4%

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

3.21%Trailing 12-mo yield$321 · $298 a year on $10k2.98%

−2.4%Worst dropSmaller is better−6.9%

1.8%VolatilityLower is calmer11.7%

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

3–5SCHD wins

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

More Ways to See the Pairs

FSMB vs SCHD: Top 5 Holdings

Today

FSMB

[…]in top 5

SCHD

in top 521.7%

FSMBStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

FSMB vs SCHD Returns, Every Period

First TrustFSMB

+1.6%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

FSMBSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

FSMB vs BND

YTD

First TrustFSMB

+1.5%

BNDVanguard

+0.1%

+1.5%Year to date+0.1%

−2.4%Worst drop · 1Y−4.5%

1.8%Volatility · 1Y4.0%

3.2%Yield4.1%

$661MAssets$161B

3–1FSMB wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FSMB, SCHD, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

SCHD0.06%$6

FSMB0.34%$34

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: FSMB, SCHD, BND

4.12%highest, BND

FundTrailing yieldYield$10k

BND4.12%$412

FSMB3.21%$321

SCHD2.98%$298

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$409most kept, BND

BND$412 − $3 = $409

SCHD$298 − $6 = $292

FSMB$321 − $34 = $287

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: FSMB, SCHD, BND

Today

[…]holdings […]

FSMBSCHDBND

FSMB—[…][…]

SCHD[…]—[…]

BND[…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

FSMBWorst drop−2.4%1.8% vol

BNDWorst drop−4.5%4.0% vol

SCHDWorst drop−6.9%11.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

BNDSCHD

+0.1%Year to date+32.3%

4.1%Yield3.0%

+0.4%Past year+38.7%

0.03%Fee0.06%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

BND vs AGG

YTD

VanguardBND

+0.1%

AGGiShares

+0.1%

+0.1%Year to date+0.1%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026