Compare · 2 funds side by side · dividends reinvested

FSMB and SPY

FSMBFirst Trust×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two

02 / 04

FSMB and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B1.4

First Trust Short Duration Managed Municipal ETFBonds & Cash · Municipal0.34%3.21%+1.5%+2.1%+3.9%+1.6%−2.4%1.8%$661M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: FSMB 2018 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 500 ETF · $805B$18,060

SPY

FSMB

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

$10,000 five years ago, dividends reinvested

SPYMeasureFSMB

+13.3%Year to dateJan 1 → Nov 4+1.5%

+13.4%1 yearTotal return+2.1%

+24.1%3 years · per year$10,000 became $19,132 · $11,229+3.9%

+12.6%5 years · per year$10,000 became $18,060 · $10,807+1.6%

0.09%Expense ratio$9 · $34 a year on $10k · lower is better0.34%

0.99%Trailing 12-mo yield$99 · $321 a year on $10k3.21%

−8.9%Worst dropSmaller is better−2.4%

12.9%VolatilityLower is calmer1.8%

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

5–3SPY wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SPY vs FSMB: Top 5 Holdings

Today

SPY

27.3%in top 5

FSMB

in top 5[…]

SPYStockFSMB

7.7%NVDAnot top 5

7.4%AAPLnot top 5

5.9%MSFTnot top 5

3.8%AMZNnot top 5

2.5%GOOGLnot top 5

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

SPY vs FSMB Returns, Every Period

SPDRSPY

+12.6%

5 years, per year

FSMBFirst Trust

+1.6%

5 years, per year

SPYFSMBFaded: behind in that period

4–0SPY wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Core vs Bonds: SPY vs FSMB

YTD

SPDRSPY

+13.3%

FSMBFirst Trust

+1.5%

+13.3%Year to date+1.5%

−8.9%Worst drop · 1Y−2.4%

12.9%Volatility · 1Y1.8%

1.0%Yield3.2%

$805BAssets$661M

3–1FSMB wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FSMB, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

FSMB0.34%$34

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: FSMB, SPY

3.21%highest, FSMB

FundTrailing yieldYield$10k

FSMB3.21%$321

SPY0.99%$99

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$287most kept, FSMB

FSMB$321 − $34 = $287

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: FSMB, SPY

Today

[…]holdings […]

FSMBSPY

FSMB—[…]

SPY[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.4%SPY, at 12.9% volatility

FSMBWorst drop−2.4%1.8% vol

SPYWorst drop−8.9%12.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

FSMBSPY

+1.5%Year to date+13.3%

3.2%Yield1.0%

+2.1%Past year+13.4%

0.34%Fee0.09%

3–1SPY wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026