IVV vs FSMB

AIVV

BFSMB

Measures won3–3level · of 6 · 3Y

$10,000 · 3Y$18,159IVV · BND $11,576

Lowest cost0.03%IVV · $3 on $10k

Most income4.12%BND · $412 on $10k

Smallest drop−2.4%FSMB · worst fall in 1Y

Held in common[…]IVV and FSMB

IVV

FSMB

iShares Core S&P 500 ETF · $853BFirst Trust Short Duration Managed Municipal ETF · $668M

+22.0%3 years · per year$18,159 · $11,208+3.9%

+11.9%5 years · per year$17,545 · $10,829+1.6%

0.03%Expense ratio$3 · $34 on $10k · lower wins0.34%

1.11%12-mo yield$111 · $320 on $10k3.20%

−8.9%Worst dropSmaller wins−2.4%

13.8%VolatilityLower wins1.8%

3–3Level

$10,000 · 3 yearsAll three, one scale

Shared top holdingsIVV · FSMB

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 9, 2026 · $10,000 3 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

3Y3 funds

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	0.0%	0.0%	+0.3%	+5.0%	0.0%	−4.5%	$161.4B
3	BFSMB	First Trust Short Duration Managed Municipal ETFRead Desk	0.34%	3.20%	+0.1%	+1.7%	+2.3%	+3.9%	+1.6%	−2.4%	$668M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

3Y3 funds

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	0.0%	0.0%	+0.3%	+5.0%	0.0%	−4.5%	$161.4B
3	BFSMB	First Trust Short Duration Managed Municipal ETFRead Desk	0.34%	3.20%	+0.1%	+1.7%	+2.3%	+3.9%	+1.6%	−2.4%	$668M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs FSMB

IVV

iShares Core S&P 500

$18,159

FSMB

First Trust Short Duration Managed Municipal

$11,208

MeasureIVVFSMB

Fee0.03%0.34%

Cost on $10k a year$3$34

Yield1.11%3.20%

5 years, per year+11.9%+1.6%

3 years, per year+22.0%+3.9%

Worst drop · 1Y−8.9%−2.4%

Volatility · 1Y13.8%1.8%

3–3measures won
level

Nov 9, 2026 · $10,000 three years ago, dividends reinvested

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

BND vs AGG

YTD

VanguardBND

+0.0%

AGGiShares

+0.0%

+0.0%Year to date+0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

Overlap: FSMB, IVV, BND

Today

[…]holdings […]

FSMBIVVBND

FSMB—[…][…]

IVV[…]—[…]

BND[…][…]—

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

Income After Fees on $10,000

$409most kept, BND

BND$412 − $3 = $409

FSMB$320 − $34 = $286

IVV$111 − $3 = $108

KeptFee

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