Compare · 4 funds side by side · dividends reinvested

FSMB, SPY, SGOV and VOO

FSMBFirst Trust×SPYSPDR×SGOViShares×VOOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,177VOO · best of the four

02 / 04

FSMB, SPY, SGOV and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.9

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%$117B2.1

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B2.6

First Trust Short Duration Managed Municipal ETFBonds & Cash · Municipal0.34%3.20%+1.7%+2.4%+4.0%+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 6, 2026 · returns include dividends · since: FSMB 2018 · SPY 1993 · SGOV 2020 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

FSMB

SPY

State Street SPDR S&P 500 ETF · $819B$17,118

$10,000 five years ago, dividends reinvested

FSMBMeasureSPY

+1.7%Year to dateJan 1 → Nov 6+8.7%

+2.4%1 yearTotal return+9.7%

+4.0%3 years · per year$10,000 became $11,234 · $18,039+21.7%

+1.6%5 years · per year$10,000 became $10,823 · $17,118+11.3%

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

3.20%Trailing 12-mo yield$320 · $103 a year on $10k1.03%

−2.4%Worst dropSmaller is better−8.9%

1.8%VolatilityLower is calmer13.6%

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

3–5SPY 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 SPY: Top 5 Holdings

Today

FSMB

[…]in top 5

SPY

in top 527.8%

FSMBStockSPY

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common[…]

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

FSMB vs SPY Returns, Every Period

First TrustFSMB

+1.6%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

FSMBSPYFaded: behind in that period

0–4SPY wins

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

FSMB vs SGOV

YTD

First TrustFSMB

+1.7%

SGOViShares

+3.2%

+1.7%Year to date+3.2%

−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 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FSMB, SPY, SGOV, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SPY0.09%$9

SGOV0.09%$9

FSMB0.34%$34

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

Yields: FSMB, SPY, SGOV, VOO

3.63%highest, SGOV

FundTrailing yieldYield$10k

SGOV3.63%$363

FSMB3.20%$320

VOO1.10%$110

SPY1.03%$103

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

Income After Fees on $10,000

$354most kept, SGOV

SGOV$363 − $9 = $354

FSMB$320 − $34 = $286

VOO$110 − $3 = $107

SPY$103 − $9 = $94

KeptFee

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

Overlap: FSMB, SPY, SGOV, VOO

Today

92.2%most shared, SPY and VOO

FSMBSPYSGOVVOO

FSMB—[…][…][…]

SPY[…]—[…]92.2%

SGOV[…][…]—[…]

VOO[…]92.2%[…]—

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

Return vs Bumpiness: 4 ETFs

+9.8%VOO, at 13.5% volatility

SGOVWorst drop0.0%0.2% vol

FSMBWorst drop−2.4%1.8% vol

VOOWorst drop−8.9%13.5% vol

SPYWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

SGOVVOO

+3.2%Year to date+8.7%

3.6%Yield1.1%

+3.8%Past year+9.8%

0.09%Fee0.03%

3–1VOO wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–1level

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026