Compare · 2 funds side by side · dividends reinvested

SPY and FSMB

SPYSPDR×FSMBFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,099SPY · best of the two

02 / 04

SPY and FSMB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$819B1.4

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 5, 2026 · returns include dividends · since: SPY 1993 · FSMB 2018

Head to Head

Swap sides Versus in desk

Head to Head

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

FSMB

SPY

State Street SPDR S&P 500 ETF · $819B$17,099

$10,000 five years ago, dividends reinvested

FSMBMeasureSPY

+1.5%Year to dateJan 1 → Nov 5+8.3%

+2.1%1 yearTotal return+9.7%

+3.9%3 years · per year$10,000 became $11,229 · $18,174+22.0%

+1.6%5 years · per year$10,000 became $10,807 · $17,099+11.3%

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

3.21%Trailing 12-mo yield$321 · $103 a year on $10k1.03%

−2.4%Worst dropSmaller is better−8.9%

1.8%VolatilityLower is calmer13.6%

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

3–5SPY 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 SPY: Top 5 Holdings

Today

FSMB

[…]in top 5

SPY

in top 527.7%

FSMBStockSPY

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common[…]

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

FSMB vs SPY Returns, Every Period

First TrustFSMB

+1.6%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

FSMBSPYFaded: behind in that period

0–4SPY wins

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

Bonds vs Core: FSMB vs SPY

YTD

First TrustFSMB

+1.5%

SPYSPDR

+8.3%

+1.5%Year to date+8.3%

−2.4%Worst drop · 1Y−8.9%

1.8%Volatility · 1Y13.6%

3.2%Yield1.0%

$661MAssets$819B

3–1FSMB wins

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

Cost, Income and Risk

Fees: SPY, FSMB

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

FSMB0.34%$34

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

Yields: SPY, FSMB

3.21%highest, FSMB

FundTrailing yieldYield$10k

FSMB3.21%$321

SPY1.03%$103

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

Income After Fees on $10,000

$287most kept, FSMB

FSMB$321 − $34 = $287

SPY$103 − $9 = $94

KeptFee

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

Overlap: SPY, FSMB

Today

[…]holdings […]

SPYFSMB

SPY—[…]

FSMB[…]—

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

Return vs Bumpiness: 2 ETFs

+9.7%SPY, at 13.6% volatility

FSMBWorst drop−2.4%1.8% vol

SPYWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

FSMBSPY

+1.5%Year to date+8.3%

3.2%Yield1.0%

+2.1%Past year+9.7%

0.34%Fee0.09%

3–1SPY wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM 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