FSMB vs IUSB

AFSMB

BIUSB

Measures won4–2FSMB wins · of 6 · YTD

$10,000 · YTD$10,169FSMB · IUSB $10,007

Lowest cost0.03%BND · $3 on $10k

Most income4.34%IUSB · $434 on $10k

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

Held in common[…]FSMB and IUSB

YTD

FSMB

IUSB

First Trust Short Duration Managed Municipal ETF · $661MiShares Core Universal USD Bond ETF · $50.4B

+1.7%Year to dateJan 1 → Nov 6+0.1%

+2.4%1 yearTotal return+0.8%

0.34%Expense ratio$34 · $6 on $10k · lower wins0.06%

3.20%12-mo yield$320 · $434 on $10k4.34%

−2.4%Worst dropSmaller wins−4.3%

1.8%VolatilityLower wins3.9%

4–2FSMB wins

$10,000 · since Jan 1All three, one scale

Shared top holdingsFSMB · IUSB

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

Held in common[…]

End-of-day Nov 6, 2026 · $10,000 since Jan 1, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

YTD3 funds

#
1	AFSMB	First Trust Short Duration Managed Municipal ETFRead Desk	0.34%	3.20%	+0.1%	+1.7%	+2.4%	+4.0%	+1.6%	−2.4%	$661M
2	BIUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.34%	−0.1%	+0.1%	+0.8%	+5.6%	+0.3%	−4.3%	$50.4B
3	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	−0.1%	0.0%	+0.6%	+5.2%	−0.1%	−4.5%	$161.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

YTD3 funds

#
1	AFSMB	First Trust Short Duration Managed Municipal ETFRead Desk	0.34%	3.20%	+0.1%	+1.7%	+2.4%	+4.0%	+1.6%	−2.4%	$661M
2	BIUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.34%	−0.1%	+0.1%	+0.8%	+5.6%	+0.3%	−4.3%	$50.4B
3	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	−0.1%	0.0%	+0.6%	+5.2%	−0.1%	−4.5%	$161.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FSMB vs IUSB

FSMB

First Trust Short Duration Managed Municipal

$10,237

IUSB

iShares Core Universal USD Bond

$10,076

MeasureFSMBIUSB

Fee0.34%0.06%

Cost on $10k a year$34$6

Yield3.20%4.34%

5 years, per year+1.6%+0.3%

3 years, per year+4.0%+5.6%

Worst drop · 1Y−2.4%−4.3%

Volatility · 1Y1.8%3.9%

3–3measures won
level

Nov 6, 2026 · $10,000 one year ago, dividends reinvested

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 6, 2026

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

Overlap: IUSB, FSMB, BND

Today

[…]holdings […]

IUSBFSMBBND

IUSB—[…][…]

FSMB[…]—[…]

BND[…][…]—

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

Income After Fees on $10,000

$428most kept, IUSB

IUSB$434 − $6 = $428

BND$412 − $3 = $409

FSMB$320 − $34 = $286

KeptFee

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