FSMB vs AGG

AFSMB

BAGG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$10,829FSMB · IUSB $10,151

Lowest cost0.03%AGG · $3 on $10k

Most income4.33%IUSB · $433 on $10k

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

Held in common[…]FSMB and AGG

FSMB

AGG

First Trust Short Duration Managed Municipal ETF · $668MiShares Core U.S. Aggregate Bond ETF · $139B

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

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

0.34%Expense ratio$34 · $3 on $10k · lower wins0.03%

3.20%12-mo yield$320 · $412 on $10k4.12%

−2.4%Worst dropSmaller wins−4.6%

1.8%VolatilityLower wins4.1%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFSMB · AGG

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	AFSMB	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	IUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.33%	+0.1%	+0.1%	+0.5%	+5.4%	+0.3%	−4.3%	$50.5B
3	BAGG	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	AFSMB	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	IUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.33%	+0.1%	+0.1%	+0.5%	+5.4%	+0.3%	−4.3%	$50.5B
3	BAGG	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

FSMB vs AGG

FSMB

First Trust Short Duration Managed Municipal

$10,829

AGG

iShares Core U.S. Aggregate Bond

$9,979

MeasureFSMBAGG

Fee0.34%0.03%

Cost on $10k a year$34$3

Yield3.20%4.12%

5 years, per year+1.6%−0.0%

3 years, per year+3.9%+5.0%

Worst drop · 1Y−2.4%−4.6%

Volatility · 1Y1.8%4.1%

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: FSMB, AGG, IUSB

Today

[…]holdings […]

FSMBAGGIUSB

FSMB—[…][…]

AGG[…]—[…]

IUSB[…][…]—

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

Income After Fees on $10,000

$427most kept, IUSB

IUSB$433 − $6 = $427

AGG$412 − $3 = $409

FSMB$320 − $34 = $286

KeptFee

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