Compare · 4 funds side by side · dividends reinvested

FSMB, SUB, BNDX and SGOV

FSMBFirst Trust×SUBiShares×BNDXVanguard×SGOViShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$12,086SGOV · best of the four

02 / 04

FSMB, SUB, BNDX and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.1%+3.7%+4.5%+3.9%0.0%0.2%$117B1.5

iShares Short-Term National Muni Bond ETFBonds & Cash · Municipal0.07%2.57%+1.6%+2.4%+3.4%+1.7%−1.9%1.4%$13.4B2.4

Vanguard Total International Bond ETFBonds & Cash · International0.07%4.64%+0.8%+0.2%+4.7%+0.4%−3.2%3.8%$82.9B2.9

First Trust Short Duration Managed Municipal ETFBonds & Cash · Municipal0.34%3.21%+1.5%+2.1%+3.9%+1.6%−2.4%1.8%$661M3.1

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 · SUB 2008 · BNDX 2013 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

FSMB

SUB

iShares Short-Term National Muni Bond ETF · $13.4B$10,853

$10,000 five years ago, dividends reinvested

FSMBMeasureSUB

+1.5%Year to dateJan 1 → Nov 5+1.6%

+2.1%1 yearTotal return+2.4%

+3.9%3 years · per year$10,000 became $11,229 · $11,053+3.4%

+1.6%5 years · per year$10,000 became $10,807 · $10,853+1.7%

0.34%Expense ratio$34 · $7 a year on $10k · lower is better0.07%

3.21%Trailing 12-mo yield$321 · $257 a year on $10k2.57%

−2.4%Worst dropSmaller is better−1.9%

1.8%VolatilityLower is calmer1.4%

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

2–6SUB 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 SUB: Top 5 Holdings

Today

FSMB

[…]in top 5

SUB

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

FSMB vs SUB Returns, Every Period

First TrustFSMB

+1.6%

5 years, per year

SUBiShares

+1.7%

5 years, per year

FSMBSUBFaded: behind in that period

1–3SUB wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

FSMB vs BNDX

YTD

First TrustFSMB

+1.5%

BNDXVanguard

+0.8%

+1.5%Year to date+0.8%

−2.4%Worst drop · 1Y−3.2%

1.8%Volatility · 1Y3.8%

3.2%Yield4.6%

$661MAssets$82.9B

3–1FSMB wins

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

Cost, Income and Risk

Fees: FSMB, SUB, BNDX, SGOV

Today

0.07%lowest, SUB

FundExpense ratioFee$10k

SUB0.07%$7

BNDX0.07%$7

SGOV0.09%$9

FSMB0.34%$34

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

Yields: FSMB, SUB, BNDX, SGOV

4.64%highest, BNDX

FundTrailing yieldYield$10k

BNDX4.64%$464

SGOV3.63%$363

FSMB3.21%$321

SUB2.57%$257

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

Income After Fees on $10,000

$457most kept, BNDX

BNDX$464 − $7 = $457

SGOV$363 − $9 = $354

FSMB$321 − $34 = $287

SUB$257 − $7 = $250

KeptFee

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

Overlap: FSMB, SUB, BNDX, SGOV

Today

[…]holdings […]

FSMBSUBBNDXSGOV

FSMB—[…][…][…]

SUB[…]—[…][…]

BNDX[…][…]—[…]

SGOV[…][…][…]—

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

Return vs Bumpiness: 4 ETFs

+3.7%SGOV, at 0.2% volatility

SGOVWorst drop0.0%0.2% vol

SUBWorst drop−1.9%1.4% vol

FSMBWorst drop−2.4%1.8% vol

BNDXWorst drop−3.2%3.8% vol

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

Paid More vs Made More

YTD

BNDXSGOV

+0.8%Year to date+3.1%

4.6%Yield3.6%

+0.2%Past year+3.7%

0.07%Fee0.09%

2–2level

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD 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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026