Compare · 4 funds side by side · dividends reinvested

FSMB, SCHD, MUB and VIG

FSMBFirst Trust×SCHDSchwab×MUBiShares×VIGVanguard×

02 / 04

Search ETFs and stocks

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,653VIG · best of the four

Story of the four · IncomeMost incomeMUB · 3.27% · $327 a year on $10k

Story of the four · RiskSmallest drop

FSMB, SCHD, MUB and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B2.3

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+17.8%+18.9%+10.7%−7.9%11.0%$109B2.4

First Trust Short Duration Managed Municipal ETFBonds & Cash · Municipal0.34%3.21%+1.5%+2.0%+3.7%+1.6%−2.4%1.8%$672M2.6

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.27%+0.5%+0.9%+3.9%+0.8%−6.3%3.8%$54.9B2.8

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: FSMB 2018 · SCHD 2011 · MUB 2007 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Short Duration Managed Municipal ETF · $672M$10,807

FSMB

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 5TXN4.6%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: FSMB, SCHD, MUB, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

MUB0.05%$5

SCHD0.06%$6

FSMB0.34%$34

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

DGRO vs VIG

YTD

iSharesDGRO

+19.8%

VIGVanguard

+16.0%

+19.8%Year to date+16.0%

1.8%Yield1.4%

$45.9BAssets$109B

2–0DGRO wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,418

$10,000 five years ago, dividends reinvested

FSMBMeasureSCHD

+1.5%Year to dateJan 1 → Nov 11+34.6%

+2.0%1 yearTotal return+39.3%

+3.7%3 years · per year$10,000 became $11,160 · $17,234+19.9%

+1.6%5 years · per year$10,000 became $10,807 · $16,418+10.4%

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

3.21%Trailing 12-mo yield$321 · $293 a year on $10k2.93%

−2.4%Worst dropSmaller is better−6.9%

1.8%VolatilityLower is calmer11.8%

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

3–5SCHD wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 11, 2026 · share of each fund

FSMB vs SCHD Returns, Every Period

5Y

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 11, 2026 · dividends in · faded = behind in that period

FSMB vs MUB

YTD

First TrustFSMB

+1.5%

MUBiShares

+0.5%

+1.5%Year to date+0.5%

−2.4%Worst drop · 1Y−6.3%

1.8%Volatility · 1Y3.8%

3.2%Yield3.3%

$672MAssets$54.9B

3–1FSMB wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: FSMB, SCHD, MUB, VIG

1Y

3.27%highest, MUB

FundTrailing yieldYield$10k

MUB3.27%$327

FSMB3.21%$321

SCHD2.93%$293

VIG1.45%$145

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$322most kept, MUB

MUB$327 − $5 = $322

FSMB$321 − $34 = $287

SCHD$293 − $6 = $287

VIG$145 − $4 = $141

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: FSMB, SCHD, MUB, VIG

Today

14.5%most shared, SCHD and VIG

FSMBSCHDMUBVIG

FSMB—[…][…][…]

SCHD[…]—[…]14.5%

MUB[…][…]—[…]

VIG[…]14.5%[…]—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

FSMBWorst drop−2.4%1.8% vol

MUBWorst drop−6.3%3.8% vol

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

MUBSCHD

+0.5%Year to date+34.6%

3.3%Yield2.9%

+0.9%Past year+39.3%

0.05%Fee0.06%

2–2level

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

Loading…

FSMB, SCHD, MUB and VIG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four