Compare · 2 funds side by side · dividends reinvested

SGOV and FSMB

SGOViShares×FSMBFirst Trust×

Versus in desk

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

02 / 04

SGOV and FSMB, 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%$117B1.0

First Trust Short Duration Managed Municipal ETFBonds & Cash · Municipal0.34%3.21%+1.5%+2.1%+3.9%+1.6%−2.4%1.8%$661M2.0

Rank among the two1st → 2ndFee, 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: SGOV 2020 · FSMB 2018

Head to Head

Swap sides Versus in desk

Head to Head

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

SGOV

FSMB

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

$10,000 five years ago, dividends reinvested

SGOVMeasureFSMB

+3.1%Year to dateJan 1 → Nov 5+1.5%

+3.7%1 yearTotal return+2.1%

+4.5%3 years · per year$10,000 became $11,417 · $11,229+3.9%

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

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

3.63%Trailing 12-mo yield$363 · $321 a year on $10k3.21%

0.0%Worst dropSmaller is better−2.4%

0.2%VolatilityLower is calmer1.8%

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

8–0SGOV wins

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

More Ways to See the Pairs

SGOV vs FSMB: Top 5 Holdings

Today

SGOV

[…]in top 5

FSMB

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

SGOV vs FSMB Returns, Every Period

iSharesSGOV

+3.9%

5 years, per year

FSMBFirst Trust

+1.6%

5 years, per year

SGOVFSMBFaded: behind in that period

4–0SGOV wins

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

SGOV vs FSMB

YTD

iSharesSGOV

+3.1%

FSMBFirst Trust

+1.5%

+3.1%Year to date+1.5%

+0.0%Worst drop · 1Y−2.4%

0.2%Volatility · 1Y1.8%

3.6%Yield3.2%

$117BAssets$661M

4–0SGOV wins

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

Cost, Income and Risk

Fees: SGOV, FSMB

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

FSMB0.34%$34

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

Yields: SGOV, FSMB

3.63%highest, SGOV

FundTrailing yieldYield$10k

SGOV3.63%$363

FSMB3.21%$321

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

Income After Fees on $10,000

$354most kept, SGOV

SGOV$363 − $9 = $354

FSMB$321 − $34 = $287

KeptFee

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

Overlap: SGOV, FSMB

Today

[…]holdings […]

SGOVFSMB

SGOV—[…]

FSMB[…]—

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

Return vs Bumpiness: 2 ETFs

+3.7%SGOV, at 0.2% volatility

SGOVWorst drop0.0%0.2% vol

FSMBWorst drop−2.4%1.8% vol

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

Paid More vs Made More

YTD

SGOVFSMB

+3.1%Year to date+1.5%

3.6%Yield3.2%

+3.7%Past year+2.1%

0.09%Fee0.34%

4–0SGOV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026