Compare · 2 funds side by side · dividends reinvested

FSMB and AGG

FSMBFirst Trust×AGGiShares×

Versus in desk

02 / 04

−0.1%

IWD+0.2%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,757FSMB · best of the two

Story of the two · IncomeMost incomeAGG · 4.19% · $419 a year on $10k

Story of the two · RiskSmallest drop

FSMB and AGG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Short Duration Managed Municipal ETFBonds & Cash · Municipal0.34%3.22%+1.2%+1.8%+3.5%+1.5%−2.4%1.8%$671M1.4

iShares Core U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.03%4.19%−1.5%−1.4%+4.1%−0.5%−4.6%4.2%$137B1.6

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

End-of-day Nov 13, 2026 · returns include dividends · since: FSMB 2018 · AGG 2003

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Short Duration Managed Municipal ETF · $671M$10,757

FSMB

AGG

iShares Core U.S. Aggregate Bond ETF · $137B$9,755

$10,000 five years ago, dividends reinvested

FSMBMeasureAGG

+1.2%

More Ways to See the Pairs

FSMB vs AGG: Top 5 Holdings

Today

FSMB

[…]in top 5

AGG

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 13, 2026 · share of each fund

FSMB vs AGG Returns, Every Period

5Y

First TrustFSMB

Cost, Income and Risk

Fees: FSMB, AGG

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

FSMB0.34%$34

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: FSMB, AGG

1Y

4.19%highest, AGG

FundTrailing yieldYield

Popular Pairs Near These Two

BND vs AGG

YTD

VanguardBND

−1.5%

AGGiShares

−1.5%

−1.5%Year to date−1.5%

4.2%Yield4.2%

$161BAssets$137B

0–0level

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

Year to dateJan 1 → Nov 13

−1.5%

+1.8%1 yearTotal return−1.4%

+3.5%3 years · per year$10,000 became $11,076 · $11,293+4.1%

+1.5%5 years · per year$10,000 became $10,757 · $9,755−0.5%

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

3.22%Trailing 12-mo yield$322 · $419 a year on $10k4.19%

−2.4%Worst dropSmaller is better−4.6%

1.8%VolatilityLower is calmer4.2%

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

5–3FSMB wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

+1.5%

5 years, per year

AGGiShares

−0.5%

5 years, per year

FSMBAGGFaded: behind in that period

3–1FSMB wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

FSMB vs AGG

YTD

First TrustFSMB

+1.2%

AGGiShares

−1.5%

+1.2%Year to date−1.5%

−2.4%Worst drop · 1Y−4.6%

1.8%Volatility · 1Y4.2%

3.2%Yield4.2%

$671MAssets$137B

3–1FSMB wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

$10k

AGG4.19%$419

FSMB3.22%$322

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$416most kept, AGG

AGG$419 − $3 = $416

FSMB$322 − $34 = $288

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: FSMB, AGG

Today

[…]holdings […]

FSMBAGG

FSMB—[…]

AGG[…]—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+1.8%FSMB, at 1.8% volatility

FSMBWorst drop−2.4%1.8% vol

AGGWorst drop−4.6%4.2% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

AGGFSMB

−1.5%Year to date+1.2%

4.2%Yield3.2%

−1.4%Past year+1.8%

0.03%Fee0.34%

2–2level

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

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FSMB and AGG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two