FSMB vs CGMU

AFSMB

BCGMU

Measures won2–3CGMU wins · of 6 · 5Y

$10,000 · 5Y$10,802FSMB · AGG $9,930

Lowest cost0.03%AGG · $3 on $10k

Most income4.15%AGG · $415 on $10k

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

Held in common[…]FSMB and CGMU

FSMB

CGMU

First Trust Short Duration Managed Municipal ETF · $660MCapital Group Municipal Income ETF · $7.5B

+3.9%3 years · per year$11,212 · $11,655+5.2%

+1.6%5 years · per year$10,802 · […][…]

0.34%Expense ratio$34 · $27 on $10k · lower wins0.27%

3.21%12-mo yield$321 · $342 on $10k3.42%

−2.4%Worst dropSmaller wins−5.6%

1.8%VolatilityLower wins3.0%

2–3CGMU wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFSMB · CGMU

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

Held in common[…]

End-of-day Nov 3, 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%	3.21%	0.0%	+1.4%	+2.0%	+3.9%	+1.6%	−2.4%	$660M
2	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.15%	−0.2%	−0.6%	−0.3%	+5.3%	−0.1%	−4.6%	$138.8B
3	BCGMU	Capital Group Municipal Income ETFRead Desk	0.27%	3.42%	+0.1%	+0.5%	+1.1%	+5.2%	new	−5.6%	$7.5B

End-of-day Nov 3, 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%	3.21%	0.0%	+1.4%	+2.0%	+3.9%	+1.6%	−2.4%	$660M
2	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.15%	−0.2%	−0.6%	−0.3%	+5.3%	−0.1%	−4.6%	$138.8B
3	BCGMU	Capital Group Municipal Income ETFRead Desk	0.27%	3.42%	+0.1%	+0.5%	+1.1%	+5.2%	new	−5.6%	$7.5B

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

Cards for this view

FSMB vs CGMU

FSMB

First Trust Short Duration Managed Municipal

$10,802

CGMU

Capital Group Municipal Income

[…]

MeasureFSMBCGMU

Fee0.34%0.27%

Cost on $10k a year$34$27

Yield3.21%3.42%

5 years, per year+1.6%[…]

3 years, per year+3.9%+5.2%

Worst drop · 1Y−2.4%−5.6%

Volatility · 1Y1.8%3.0%

3–2measures won
CGMU first

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

BND vs AGG

YTD

VanguardBND

−0.6%

AGGiShares

−0.6%

−0.6%Year to date−0.6%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: FSMB, CGMU, AGG

Today

[…]holdings […]

FSMBCGMUAGG

FSMB—[…][…]

CGMU[…]—[…]

AGG[…][…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$412most kept, AGG

AGG$415 − $3 = $412

CGMU$342 − $27 = $315

FSMB$321 − $34 = $287

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee