Compare · 3 funds side by side · dividends reinvested

VYM, FSMB and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,941VYM · best of the three

02 / 04

VYM, FSMB and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.31%+12.8%+16.5%+19.6%+11.1%−6.7%10.6%$78.9B1.9

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.9

First Trust Short Duration Managed Municipal ETFBonds & Cash · Municipal0.34%3.20%+1.7%+2.4%+4.0%+1.6%−2.4%1.8%$661M2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: VYM 2006 · FSMB 2018 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard High Dividend Yield ETF · $78.9B$16,941

VYM

FSMB

First Trust Short Duration Managed Municipal ETF · $661M$10,823

$10,000 five years ago, dividends reinvested

VYMMeasureFSMB

+12.8%Year to dateJan 1 → Nov 6+1.7%

+16.5%1 yearTotal return+2.4%

+19.6%3 years · per year$10,000 became $17,107 · $11,234+4.0%

+11.1%5 years · per year$10,000 became $16,941 · $10,823+1.6%

0.04%Expense ratio$4 · $34 a year on $10k · lower is better0.34%

2.31%Trailing 12-mo yield$231 · $320 a year on $10k3.20%

−6.7%Worst dropSmaller is better−2.4%

10.6%VolatilityLower is calmer1.8%

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

5–3VYM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VYM vs FSMB: Top 5 Holdings

Today

VYM

18.2%in top 5

FSMB

in top 5[…]

VYMStockFSMB

6.9%AVGOnot top 5

3.8%JPMnot top 5

2.8%XOMnot top 5

2.7%JNJnot top 5

2.0%ABBVnot top 5

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

VYM vs FSMB Returns, Every Period

VanguardVYM

+11.1%

5 years, per year

FSMBFirst Trust

+1.6%

5 years, per year

VYMFSMBFaded: behind in that period

4–0VYM wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs Bonds: VYM vs FSMB

YTD

VanguardVYM

+12.8%

FSMBFirst Trust

+1.7%

+12.8%Year to date+1.7%

−6.7%Worst drop · 1Y−2.4%

10.6%Volatility · 1Y1.8%

2.3%Yield3.2%

$78.9BAssets$661M

3–1FSMB wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VYM, FSMB, SCHD

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

SCHD0.06%$6

FSMB0.34%$34

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: VYM, FSMB, SCHD

3.20%highest, FSMB

FundTrailing yieldYield$10k

FSMB3.20%$320

SCHD3.00%$300

VYM2.31%$231

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

FSMB$320 − $34 = $286

VYM$231 − $4 = $227

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: VYM, FSMB, SCHD

Today

21.9%most shared, VYM and SCHD

VYMFSMBSCHD

VYM—[…]21.9%

FSMB[…]—[…]

SCHD21.9%[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

FSMBWorst drop−2.4%1.8% vol

VYMWorst drop−6.7%10.6% vol

SCHDWorst drop−6.9%11.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

FSMBSCHD

+1.7%Year to date+31.4%

3.2%Yield3.0%

+2.4%Past year+37.0%

0.34%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026