FSMB vs CGMU

AFSMB

BCGMU

Measures won2–3CGMU wins · of 6 · 5Y

$10,000 · 5Y$12,090SGOV · FSMB $10,823

Lowest cost0.09%SGOV · $9 on $10k

Most income3.63%SGOV · $363 on $10k

Smallest drop0.0%SGOV · worst fall in 1Y

Held in common[…]FSMB and CGMU

FSMB

CGMU

First Trust Short Duration Managed Municipal ETF · $661MCapital Group Municipal Income ETF · $7.6B

+4.0%3 years · per year$11,234 · $11,711+5.4%

+1.6%5 years · per year$10,823 · […][…]

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

3.20%12-mo yield$320 · $339 on $10k3.39%

−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 6, 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	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
2	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
3	BCGMU	Capital Group Municipal Income ETFRead Desk	0.27%	3.39%	+0.2%	+1.3%	+2.0%	+5.4%	new	−5.6%	$7.6B

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

All Three

5Y3 funds

#
1	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
2	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
3	BCGMU	Capital Group Municipal Income ETFRead Desk	0.27%	3.39%	+0.2%	+1.3%	+2.0%	+5.4%	new	−5.6%	$7.6B

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 CGMU

FSMB

First Trust Short Duration Managed Municipal

$10,823

CGMU

Capital Group Municipal Income

[…]

MeasureFSMBCGMU

Fee0.34%0.27%

Cost on $10k a year$34$27

Yield3.20%3.39%

5 years, per year+1.6%[…]

3 years, per year+4.0%+5.4%

Worst drop · 1Y−2.4%−5.6%

Volatility · 1Y1.8%3.0%

3–2measures won
CGMU first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–1level

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: FSMB, CGMU, SGOV

Today

[…]holdings […]

FSMBCGMUSGOV

FSMB—[…][…]

CGMU[…]—[…]

SGOV[…][…]—

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

Income After Fees on $10,000

$354most kept, SGOV

SGOV$363 − $9 = $354

CGMU$339 − $27 = $312

FSMB$320 − $34 = $286

KeptFee

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