Compare · 4 funds side by side · dividends reinvested

FSMB, SGOV, VIG and VCIT

FSMBFirst Trust×SGOViShares×VIGVanguard×VCITVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,638VIG · best of the four

02 / 04

FSMB, SGOV, VIG and VCIT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.8%+4.5%+3.9%0.0%0.2%$117B2.0

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B2.3

Vanguard Intermediate-Term Corporate Bond ETFBonds & Cash · Corporate0.03%5.02%−0.7%+0.0%+6.6%+1.0%−4.9%4.5%$66.6B2.8

First Trust Short Duration Managed Municipal ETFBonds & Cash · Municipal0.34%3.20%+1.7%+2.3%+3.9%+1.6%−2.4%1.8%$668M3.0

Rank among the four1st → 4thFee, 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: FSMB 2018 · SGOV 2020 · VIG 2006 · VCIT 2009

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Short Duration Managed Municipal ETF · $668M$10,829

FSMB

VIG

Vanguard Dividend Appreciation ETF · $109B$16,638

$10,000 five years ago, dividends reinvested

FSMBMeasureVIG

+1.7%Year to dateJan 1 → Nov 9+14.8%

+2.3%1 yearTotal return+17.6%

+3.9%3 years · per year$10,000 became $11,208 · $16,775+18.8%

+1.6%5 years · per year$10,000 became $10,829 · $16,638+10.7%

0.34%Expense ratio$34 · $4 a year on $10k · lower is better0.04%

3.20%Trailing 12-mo yield$320 · $146 a year on $10k1.46%

−2.4%Worst dropSmaller is better−7.9%

1.8%VolatilityLower is calmer11.0%

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

3–5VIG wins

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

More Ways to See the Pairs

FSMB vs VIG: Top 5 Holdings

Today

FSMB

[…]in top 5

VIG

in top 522.1%

FSMBStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common[…]

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

FSMB vs VIG Returns, Every Period

First TrustFSMB

+1.6%

5 years, per year

VIGVanguard

+10.7%

5 years, per year

FSMBVIGFaded: behind in that period

0–4VIG wins

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

FSMB vs VCIT

YTD

First TrustFSMB

+1.7%

VCITVanguard

−0.7%

+1.7%Year to date−0.7%

−2.4%Worst drop · 1Y−4.9%

1.8%Volatility · 1Y4.5%

3.2%Yield5.0%

$668MAssets$66.6B

3–1FSMB wins

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

Cost, Income and Risk

Fees: FSMB, SGOV, VIG, VCIT

Today

0.03%lowest, VCIT

FundExpense ratioFee$10k

VCIT0.03%$3

VIG0.04%$4

SGOV0.09%$9

FSMB0.34%$34

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

Yields: FSMB, SGOV, VIG, VCIT

5.02%highest, VCIT

FundTrailing yieldYield$10k

VCIT5.02%$502

SGOV3.63%$363

FSMB3.20%$320

VIG1.46%$146

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

Income After Fees on $10,000

$499most kept, VCIT

VCIT$502 − $3 = $499

SGOV$363 − $9 = $354

FSMB$320 − $34 = $286

VIG$146 − $4 = $142

KeptFee

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

Overlap: FSMB, SGOV, VIG, VCIT

Today

[…]holdings […]

FSMBSGOVVIGVCIT

FSMB—[…][…][…]

SGOV[…]—[…][…]

VIG[…][…]—[…]

VCIT[…][…][…]—

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

Return vs Bumpiness: 4 ETFs

+17.6%VIG, at 11.0% volatility

SGOVWorst drop0.0%0.2% vol

FSMBWorst drop−2.4%1.8% vol

VCITWorst drop−4.9%4.5% vol

VIGWorst drop−7.9%11.0% vol

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

Paid More vs Made More

YTD

VCITVIG

−0.7%Year to date+14.8%

5.0%Yield1.5%

+0.0%Past year+17.6%

0.03%Fee0.04%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.7B

1–1level

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026