Compare · 4 funds side by side · dividends reinvested

FSMB, VTI, VOO and IVV

FSMBFirst Trust×VTIVanguard×VOOVanguard×IVViShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,545IVV · best of the four

02 / 04

FSMB, VTI, VOO and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B1.8

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%$1.00T2.4

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.06%+11.6%+13.9%+21.8%+10.8%−8.9%13.9%$689B2.6

First Trust Short Duration Managed Municipal ETFBonds & Cash · Municipal0.34%3.20%+1.7%+2.3%+3.9%+1.6%−2.4%1.8%$668M2.9

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 · VTI 2001 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

FSMB

VTI

Vanguard Morningstar Total Stock Market ETF · $689B$16,697

$10,000 five years ago, dividends reinvested

FSMBMeasureVTI

+1.7%Year to dateJan 1 → Nov 9+11.6%

+2.3%1 yearTotal return+13.9%

+3.9%3 years · per year$10,000 became $11,208 · $18,090+21.8%

+1.6%5 years · per year$10,000 became $10,829 · $16,697+10.8%

0.34%Expense ratio$34 · $3 a year on $10k · lower is better0.03%

3.20%Trailing 12-mo yield$320 · $106 a year on $10k1.06%

−2.4%Worst dropSmaller is better−8.9%

1.8%VolatilityLower is calmer13.9%

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

3–5VTI 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 VTI: Top 5 Holdings

Today

FSMB

[…]in top 5

VTI

in top 525.0%

FSMBStockVTI

not top 5NVDA7.1%

not top 5AAPL6.6%

not top 5MSFT5.2%

not top 5AMZN3.3%

not top 5GOOGL2.8%

Held in common[…]

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

FSMB vs VTI Returns, Every Period

First TrustFSMB

+1.6%

5 years, per year

VTIVanguard

+10.8%

5 years, per year

FSMBVTIFaded: behind in that period

0–4VTI wins

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

Bonds vs Core: FSMB vs IVV

YTD

First TrustFSMB

+1.7%

IVViShares

+11.3%

+1.7%Year to date+11.3%

−2.4%Worst drop · 1Y−8.9%

1.8%Volatility · 1Y13.8%

3.2%Yield1.1%

$668MAssets$875B

3–1FSMB wins

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

Cost, Income and Risk

Fees: FSMB, VTI, VOO, IVV

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

VOO0.03%$3

IVV0.03%$3

FSMB0.34%$34

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

Yields: FSMB, VTI, VOO, IVV

3.20%highest, FSMB

FundTrailing yieldYield$10k

FSMB3.20%$320

IVV1.11%$111

VOO1.07%$107

VTI1.06%$106

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

Income After Fees on $10,000

$286most kept, FSMB

FSMB$320 − $34 = $286

IVV$111 − $3 = $108

VOO$107 − $3 = $104

VTI$106 − $3 = $103

KeptFee

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

Overlap: FSMB, VTI, VOO, IVV

Today

92.7%most shared, VOO and IVV

FSMBVTIVOOIVV

FSMB—[…][…][…]

VTI[…]—89.0%86.0%

VOO[…]89.0%—92.7%

IVV[…]86.0%92.7%—

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

Return vs Bumpiness: 4 ETFs

+13.9%VTI, at 13.9% volatility

FSMBWorst drop−2.4%1.8% vol

VOOWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

VTIWorst drop−8.9%13.9% vol

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

Paid More vs Made More

YTD

FSMBVTI

+1.7%Year to date+11.6%

3.2%Yield1.1%

+2.3%Past year+13.9%

0.34%Fee0.03%

3–1VTI 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

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$95.6B

2–0VTI wins

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%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026