Compare · 3 funds side by side · dividends reinvested

FSMB, CGMU and AGG

FSMBFirst Trust×CGMUCapital Group×AGGiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$10,823FSMB · best of the three

02 / 04

FSMB, CGMU and AGG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Short Duration Managed Municipal ETFBonds & Cash · Municipal0.34%3.20%+1.7%+2.4%+4.0%+1.6%−2.4%1.8%$661M1.8

Capital Group Municipal Income ETFBonds & Cash · Municipal0.27%3.39%+1.3%+2.0%+5.4%[…]−5.6%3.0%$7.6B2.0

iShares Core U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.03%4.12%−0.0%+0.7%+5.2%−0.1%−4.6%4.1%$139B2.1

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 · CGMU 2022 · AGG 2003

Head to Head

Swap sides Versus in desk

Head to Head

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

FSMB

CGMU

Capital Group Municipal Income ETF · $7.6B[…]

$10,000 five years ago, dividends reinvested

FSMBMeasureCGMU

+1.7%Year to dateJan 1 → Nov 6+1.3%

+2.4%1 yearTotal return+2.0%

+4.0%3 years · per year$10,000 became $11,234 · $11,711+5.4%

+1.6%5 years · per year$10,000 became $10,823 · […][…]

0.34%Expense ratio$34 · $27 a year on $10k · lower is better0.27%

3.20%Trailing 12-mo yield$320 · $339 a year on $10k3.39%

−2.4%Worst dropSmaller is better−5.6%

1.8%VolatilityLower is calmer3.0%

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

4–3FSMB 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 CGMU: Top 5 Holdings

Today

FSMB

[…]in top 5

CGMU

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

FSMB vs CGMU Returns, Every Period

First TrustFSMB

+2.4%

past year

CGMUCapital Group

+2.0%

past year

FSMBCGMUFaded: behind in that period

2–1FSMB wins

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

FSMB vs AGG

YTD

First TrustFSMB

+1.7%

AGGiShares

−0.0%

+1.7%Year to date−0.0%

−2.4%Worst drop · 1Y−4.6%

1.8%Volatility · 1Y4.1%

3.2%Yield4.1%

$661MAssets$139B

3–1FSMB wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FSMB, CGMU, AGG

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

CGMU0.27%$27

FSMB0.34%$34

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

Yields: FSMB, CGMU, AGG

4.12%highest, AGG

FundTrailing yieldYield$10k

AGG4.12%$412

CGMU3.39%$339

FSMB3.20%$320

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

Income After Fees on $10,000

$409most kept, AGG

AGG$412 − $3 = $409

CGMU$339 − $27 = $312

FSMB$320 − $34 = $286

KeptFee

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

Overlap: FSMB, CGMU, AGG

Today

[…]holdings […]

FSMBCGMUAGG

FSMB—[…][…]

CGMU[…]—[…]

AGG[…][…]—

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

Return vs Bumpiness: 3 ETFs

+2.4%FSMB, at 1.8% volatility

FSMBWorst drop−2.4%1.8% vol

CGMUWorst drop−5.6%3.0% vol

AGGWorst drop−4.6%4.1% vol

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

Paid More vs Made More

YTD

AGGFSMB

−0.0%Year to date+1.7%

4.1%Yield3.2%

+0.7%Past year+2.4%

0.03%Fee0.34%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026