Compare · 4 funds side by side · dividends reinvested

FSMB, SCHD, VIG and SGOV

FSMBFirst Trust×SCHDSchwab×VIGVanguard×SGOViShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,375SCHD · best of the four

02 / 04

FSMB, SCHD, VIG and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B2.0

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.1%+3.7%+4.5%+3.9%0.0%0.2%$117B2.3

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B2.5

First Trust Short Duration Managed Municipal ETFBonds & Cash · Municipal0.34%3.21%+1.5%+2.1%+3.9%+1.6%−2.4%1.8%$661M3.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: FSMB 2018 · SCHD 2011 · VIG 2006 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Short Duration Managed Municipal ETF · $661M$10,807

FSMB

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

$10,000 five years ago, dividends reinvested

FSMBMeasureSCHD

+1.5%Year to dateJan 1 → Nov 5+32.3%

+2.1%1 yearTotal return+38.7%

+3.9%3 years · per year$10,000 became $11,229 · $17,414+20.3%

+1.6%5 years · per year$10,000 became $10,807 · $16,375+10.4%

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

3.21%Trailing 12-mo yield$321 · $298 a year on $10k2.98%

−2.4%Worst dropSmaller is better−6.9%

1.8%VolatilityLower is calmer11.7%

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

3–5SCHD wins

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

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 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

FSMB vs SCHD Returns, Every Period

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 5, 2026 · dividends in · faded = behind in that period

FSMB vs SGOV

YTD

First TrustFSMB

+1.5%

SGOViShares

+3.1%

+1.5%Year to date+3.1%

−2.4%Worst drop · 1Y+0.0%

1.8%Volatility · 1Y0.2%

3.2%Yield3.6%

$661MAssets$117B

4–0SGOV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FSMB, SCHD, VIG, SGOV

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

SGOV0.09%$9

FSMB0.34%$34

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: FSMB, SCHD, VIG, SGOV

3.63%highest, SGOV

FundTrailing yieldYield$10k

SGOV3.63%$363

FSMB3.21%$321

SCHD2.98%$298

VIG1.49%$149

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$354most kept, SGOV

SGOV$363 − $9 = $354

SCHD$298 − $6 = $292

FSMB$321 − $34 = $287

VIG$149 − $4 = $145

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: FSMB, SCHD, VIG, SGOV

Today

14.5%most shared, SCHD and VIG

FSMBSCHDVIGSGOV

FSMB—[…][…][…]

SCHD[…]—14.5%[…]

VIG[…]14.5%—[…]

SGOV[…][…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+38.7%SCHD, at 11.7% volatility

SGOVWorst drop0.0%0.2% vol

FSMBWorst drop−2.4%1.8% vol

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SGOVSCHD

+3.1%Year to date+32.3%

3.6%Yield3.0%

+3.7%Past year+38.7%

0.09%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–0BIL wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026