Compare · 3 funds side by side · dividends reinvested

FMB, SCHD and MUB

FMBFirst Trust×SCHDSchwab×MUBiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,459SCHD · best of the three

02 / 04

FMB, SCHD and MUB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.9

First Trust Managed Municipal ETFBonds & Cash · Municipal0.39%3.72%+0.8%+1.2%+4.4%+0.7%−6.8%3.6%$1.9B2.0

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.26%+0.7%+1.1%+4.1%+0.8%−6.3%3.7%$55.0B2.1

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

End-of-day Nov 9, 2026 · returns include dividends · since: FMB 2014 · SCHD 2011 · MUB 2007

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Managed Municipal ETF · $1.9B$10,331

FMB

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,459

$10,000 five years ago, dividends reinvested

FMBMeasureSCHD

+0.8%Year to dateJan 1 → Nov 9+33.2%

+1.2%1 yearTotal return+39.1%

+4.4%3 years · per year$10,000 became $11,377 · $17,123+19.6%

+0.7%5 years · per year$10,000 became $10,331 · $16,459+10.5%

0.39%Expense ratio$39 · $6 a year on $10k · lower is better0.06%

3.72%Trailing 12-mo yield$372 · $296 a year on $10k2.96%

−6.8%Worst dropSmaller is better−6.9%

3.6%VolatilityLower is calmer11.8%

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

3–5SCHD wins

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

More Ways to See the Pairs

FMB vs SCHD: Top 5 Holdings

Today

FMB

[…]in top 5

SCHD

in top 521.4%

FMBStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Held in common[…]

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

FMB vs SCHD Returns, Every Period

First TrustFMB

+0.7%

5 years, per year

SCHDSchwab

+10.5%

5 years, per year

FMBSCHDFaded: behind in that period

0–4SCHD wins

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

FMB vs MUB

YTD

First TrustFMB

+0.8%

MUBiShares

+0.7%

+0.8%Year to date+0.7%

−6.8%Worst drop · 1Y−6.3%

3.6%Volatility · 1Y3.7%

3.7%Yield3.3%

$1.9BAssets$55.0B

3–1FMB wins

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

Cost, Income and Risk

Fees: FMB, SCHD, MUB

Today

0.05%lowest, MUB

FundExpense ratioFee$10k

MUB0.05%$5

SCHD0.06%$6

FMB0.39%$39

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

Yields: FMB, SCHD, MUB

3.72%highest, FMB

FundTrailing yieldYield$10k

FMB3.72%$372

MUB3.26%$326

SCHD2.96%$296

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

Income After Fees on $10,000

$333most kept, FMB

FMB$372 − $39 = $333

MUB$326 − $5 = $321

SCHD$296 − $6 = $290

KeptFee

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

Overlap: FMB, SCHD, MUB

Today

[…]holdings […]

FMBSCHDMUB

FMB—[…][…]

SCHD[…]—[…]

MUB[…][…]—

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

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

FMBWorst drop−6.8%3.6% vol

MUBWorst drop−6.3%3.7% vol

SCHDWorst drop−6.9%11.8% vol

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

Paid More vs Made More

YTD

FMBSCHD

+0.8%Year to date+33.2%

3.7%Yield3.0%

+1.2%Past year+39.1%

0.39%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

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