Compare · 3 funds side by side · dividends reinvested

FSMB, VIG and BND

FSMBFirst Trust×VIGVanguard×BNDVanguard×

Story of the three · Growth3Y$10,000 three years agoDividends reinvested · all three on one scale$16,669VIG · best of the three

02 / 04

FSMB, VIG and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.9

First Trust Short Duration Managed Municipal ETFBonds & Cash · Municipal0.34%3.20%+1.7%+2.4%+4.0%+1.6%−2.4%1.8%$661M2.0

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%−0.0%+0.6%+5.2%−0.1%−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 6, 2026 · returns include dividends · since: FSMB 2018 · VIG 2006 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Short Duration Managed Municipal ETF · $661M$10,823

FSMB

VIG

Vanguard Dividend Appreciation ETF · $109B$16,243

$10,000 five years ago, dividends reinvested

FSMBMeasureVIG

+1.7%Year to dateJan 1 → Nov 6+12.1%

+2.4%1 yearTotal return+14.3%

+4.0%3 years · per year$10,000 became $11,234 · $16,669+18.6%

+1.6%5 years · per year$10,000 became $10,823 · $16,243+10.2%

0.34%Expense ratio$34 · $4 a year on $10k · lower is better0.04%

3.20%Trailing 12-mo yield$320 · $150 a year on $10k1.50%

−2.4%Worst dropSmaller is better−7.9%

1.8%VolatilityLower is calmer10.8%

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

3–5VIG wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FSMB vs VIG: Top 5 Holdings

Today

FSMB

[…]in top 5

VIG

in top 522.1%

FSMBStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

FSMB vs VIG Returns, Every Period

First TrustFSMB

+1.6%

5 years, per year

VIGVanguard

+10.2%

5 years, per year

FSMBVIGFaded: behind in that period

0–4VIG wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

FSMB vs BND

YTD

First TrustFSMB

+1.7%

BNDVanguard

−0.0%

+1.7%Year to date−0.0%

−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 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FSMB, VIG, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

VIG0.04%$4

FSMB0.34%$34

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: FSMB, VIG, BND

4.12%highest, BND

FundTrailing yieldYield$10k

BND4.12%$412

FSMB3.20%$320

VIG1.50%$150

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$409most kept, BND

BND$412 − $3 = $409

FSMB$320 − $34 = $286

VIG$150 − $4 = $146

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: FSMB, VIG, BND

Today

[…]holdings […]

FSMBVIGBND

FSMB—[…][…]

VIG[…]—[…]

BND[…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+14.3%VIG, at 10.8% volatility

FSMBWorst drop−2.4%1.8% vol

BNDWorst drop−4.5%4.0% vol

VIGWorst drop−7.9%10.8% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

BNDVIG

−0.0%Year to date+12.1%

4.1%Yield1.5%

+0.6%Past year+14.3%

0.03%Fee0.04%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

BND vs AGG

YTD

VanguardBND

−0.0%

AGGiShares

−0.0%

−0.0%Year to date−0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026