Compare · 4 funds side by side · dividends reinvested

FSMB, SPY, MUB and VOO

FSMBFirst Trust×SPYSPDR×MUBiShares×VOOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,543VOO · best of the four

02 / 04

FSMB, SPY, MUB and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T1.9

First Trust Short Duration Managed Municipal ETFBonds & Cash · Municipal0.34%3.20%+1.7%+2.3%+3.9%+1.6%−2.4%1.8%$668M2.6

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B2.8

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.26%+0.7%+1.1%+4.1%+0.8%−6.3%3.7%$55.0B2.8

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

End-of-day Nov 9, 2026 · returns include dividends · since: FSMB 2018 · SPY 1993 · MUB 2007 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

FSMB

SPY

State Street SPDR S&P 500 ETF · $778B$17,493

$10,000 five years ago, dividends reinvested

FSMBMeasureSPY

+1.7%Year to dateJan 1 → Nov 9+11.2%

+2.3%1 yearTotal return+13.5%

+3.9%3 years · per year$10,000 became $11,208 · $18,118+21.9%

+1.6%5 years · per year$10,000 became $10,829 · $17,493+11.8%

0.34%Expense ratio$34 · $9 a year on $10k · lower is better0.09%

3.20%Trailing 12-mo yield$320 · $101 a year on $10k1.01%

−2.4%Worst dropSmaller is better−8.9%

1.8%VolatilityLower is calmer13.7%

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

3–5SPY 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 SPY: Top 5 Holdings

Today

FSMB

[…]in top 5

SPY

in top 527.8%

FSMBStockSPY

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common[…]

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

FSMB vs SPY Returns, Every Period

First TrustFSMB

+1.6%

5 years, per year

SPYSPDR

+11.8%

5 years, per year

FSMBSPYFaded: behind in that period

0–4SPY wins

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

FSMB vs MUB

YTD

First TrustFSMB

+1.7%

MUBiShares

+0.7%

+1.7%Year to date+0.7%

−2.4%Worst drop · 1Y−6.3%

1.8%Volatility · 1Y3.7%

3.2%Yield3.3%

$668MAssets$55.0B

3–1FSMB wins

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

Cost, Income and Risk

Fees: FSMB, SPY, MUB, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

MUB0.05%$5

SPY0.09%$9

FSMB0.34%$34

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

Yields: FSMB, SPY, MUB, VOO

3.26%highest, MUB

FundTrailing yieldYield$10k

MUB3.26%$326

FSMB3.20%$320

VOO1.07%$107

SPY1.01%$101

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

Income After Fees on $10,000

$321most kept, MUB

MUB$326 − $5 = $321

FSMB$320 − $34 = $286

VOO$107 − $3 = $104

SPY$101 − $9 = $92

KeptFee

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

Overlap: FSMB, SPY, MUB, VOO

Today

92.7%most shared, SPY and VOO

FSMBSPYMUBVOO

FSMB—[…][…][…]

SPY[…]—[…]92.7%

MUB[…][…]—[…]

VOO[…]92.7%[…]—

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

Return vs Bumpiness: 4 ETFs

+13.6%VOO, at 13.7% volatility

FSMBWorst drop−2.4%1.8% vol

MUBWorst drop−6.3%3.7% vol

VOOWorst drop−8.9%13.7% vol

SPYWorst drop−8.9%13.7% vol

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

Paid More vs Made More

YTD

MUBVOO

+0.7%Year to date+11.3%

3.3%Yield1.1%

+1.1%Past year+13.6%

0.05%Fee0.03%

3–1VOO wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

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