AGG vs FSMB

AAGG

BFSMB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$10,829FSMB · VCIT $10,510

Lowest cost0.03%AGG · $3 on $10k

Most income5.02%VCIT · $502 on $10k

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

Held in common[…]AGG and FSMB

AGG

FSMB

iShares Core U.S. Aggregate Bond ETF · $139BFirst Trust Short Duration Managed Municipal ETF · $668M

+5.0%3 years · per year$11,583 · $11,208+3.9%

−0.0%5 years · per year$9,979 · $10,829+1.6%

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

4.12%12-mo yield$412 · $320 on $10k3.20%

−4.6%Worst dropSmaller wins−2.4%

4.1%VolatilityLower wins1.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAGG · FSMB

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

Held in common[…]

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	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
2	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.02%	+0.1%	−0.7%	0.0%	+6.6%	+1.0%	−4.9%	$66.6B
3	AAGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.12%	0.0%	0.0%	+0.3%	+5.0%	0.0%	−4.6%	$139.1B

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

All Three

5Y3 funds

#
1	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
2	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.02%	+0.1%	−0.7%	0.0%	+6.6%	+1.0%	−4.9%	$66.6B
3	AAGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.12%	0.0%	0.0%	+0.3%	+5.0%	0.0%	−4.6%	$139.1B

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

AGG vs FSMB

AGG

iShares Core U.S. Aggregate Bond

$9,979

FSMB

First Trust Short Duration Managed Municipal

$10,829

MeasureAGGFSMB

Fee0.03%0.34%

Cost on $10k a year$3$34

Yield4.12%3.20%

5 years, per year−0.0%+1.6%

3 years, per year+5.0%+3.9%

Worst drop · 1Y−4.6%−2.4%

Volatility · 1Y4.1%1.8%

3–3measures won
level

Nov 9, 2026 · $10,000 five years 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 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: AGG, FSMB, VCIT

Today

[…]holdings […]

AGGFSMBVCIT

AGG—[…][…]

FSMB[…]—[…]

VCIT[…][…]—

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

Income After Fees on $10,000

$499most kept, VCIT

VCIT$502 − $3 = $499

AGG$412 − $3 = $409

FSMB$320 − $34 = $286

KeptFee

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