Compare · 3 funds side by side · dividends reinvested

FSMB, VIG and SGOV

FSMBFirst Trust×VIGVanguard×SGOViShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,005VIG · best of the three

02 / 04

FSMB, VIG 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%$117B1.6

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.8

First Trust Short Duration Managed Municipal ETFBonds & Cash · Municipal0.34%3.21%+1.5%+2.1%+3.9%+1.6%−2.4%1.8%$661M2.6

Rank among the three1st → 3rdFee, 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 · VIG 2006 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

FSMB

SGOV

iShares 0-3 Month Treasury Bond ETF · $117B$12,086

$10,000 five years ago, dividends reinvested

FSMBMeasureSGOV

+1.5%Year to dateJan 1 → Nov 4+3.1%

+2.1%1 yearTotal return+3.7%

+3.9%3 years · per year$10,000 became $11,229 · $11,419+4.5%

+1.6%5 years · per year$10,000 became $10,807 · $12,086+3.9%

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

3.21%Trailing 12-mo yield$321 · $363 a year on $10k3.63%

−2.4%Worst dropSmaller is better0.0%

1.8%VolatilityLower is calmer0.2%

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

0–8SGOV wins

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

More Ways to See the Pairs

FSMB vs SGOV: Top 5 Holdings

Today

FSMB

[…]in top 5

SGOV

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

FSMB vs SGOV Returns, Every Period

First TrustFSMB

+1.6%

5 years, per year

SGOViShares

+3.9%

5 years, per year

FSMBSGOVFaded: behind in that period

0–4SGOV wins

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

FSMB vs SGOV

YTD

First TrustFSMB

+1.5%

SGOViShares

+3.1%

+1.5%Year to date+3.1%

−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 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FSMB, VIG, SGOV

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SGOV0.09%$9

FSMB0.34%$34

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

Yields: FSMB, VIG, SGOV

3.63%highest, SGOV

FundTrailing yieldYield$10k

SGOV3.63%$363

FSMB3.21%$321

VIG1.44%$144

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

Income After Fees on $10,000

$354most kept, SGOV

SGOV$363 − $9 = $354

FSMB$321 − $34 = $287

VIG$144 − $4 = $140

KeptFee

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

Overlap: FSMB, VIG, SGOV

Today

[…]holdings […]

FSMBVIGSGOV

FSMB—[…][…]

VIG[…]—[…]

SGOV[…][…]—

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

Return vs Bumpiness: 3 ETFs

+18.9%VIG, at 10.2% volatility

SGOVWorst drop0.0%0.2% vol

FSMBWorst drop−2.4%1.8% vol

VIGWorst drop−7.9%10.2% vol

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

Paid More vs Made More

YTD

SGOVVIG

+3.1%Year to date+16.4%

3.6%Yield1.4%

+3.7%Past year+18.9%

0.09%Fee0.04%

3–1VIG wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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

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 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026