BND vs FSMB

ABND

BFSMB

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[…]BND and FSMB

BND

FSMB

Vanguard Total Bond Market ETF · $161BFirst Trust Short Duration Managed Municipal ETF · $668M

+5.0%3 years · per year$11,576 · $11,208+3.9%

−0.0%5 years · per year$9,985 · $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%

−4.5%Worst dropSmaller wins−2.4%

4.0%VolatilityLower wins1.8%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsBND · 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 Four

5Y4 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	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	ABND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	0.0%	0.0%	+0.3%	+5.0%	0.0%	−4.5%	$161.4B
4	AGG	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 Four

5Y4 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	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	ABND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	0.0%	0.0%	+0.3%	+5.0%	0.0%	−4.5%	$161.4B
4	AGG	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

BND vs FSMB

BND

Vanguard Total Bond Market

$9,985

FSMB

First Trust Short Duration Managed Municipal

$10,829

MeasureBNDFSMB

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−4.5%−2.4%

Volatility · 1Y4.0%1.8%

3–3measures won
level

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

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

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

Overlap: FSMB, AGG, IUSB, BND

Today

[…]holdings […]

FSMBAGGIUSBBND

FSMB—[…][…][…]

AGG[…]—[…][…]

IUSB[…][…]—[…]

BND[…][…][…]—

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

BND$412 − $3 = $409

FSMB$320 − $34 = $286

KeptFee

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