FSMB vs IVV

AFSMB

BIVV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,118IVV · FSMB $10,807

Lowest cost0.03%IVV · $3 on $10k

Most income3.21%FSMB · $321 on $10k

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

Held in common[…]FSMB and IVV

FSMB

IVV

First Trust Short Duration Managed Municipal ETF · $660MiShares Core S&P 500 ETF · $872B

+3.9%3 years · per year$11,229 · $19,178+24.2%

+1.6%5 years · per year$10,807 · $18,118+12.6%

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

3.21%12-mo yield$321 · $109 on $10k1.09%

−2.4%Worst dropSmaller wins−8.9%

1.8%VolatilityLower wins12.9%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFSMB · IVV

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

Held in common[…]

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$872.0B
2	AFSMB	First Trust Short Duration Managed Municipal ETFRead Desk		0.34%	3.21%	+0.1%	+1.5%	+2.1%	+3.9%	+1.6%	−2.4%	$660M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$872.0B
2	AFSMB	First Trust Short Duration Managed Municipal ETFRead Desk		0.34%	3.21%	+0.1%	+1.5%	+2.1%	+3.9%	+1.6%	−2.4%	$660M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FSMB vs IVV

FSMB

First Trust Short Duration Managed Municipal

$10,807

IVV

iShares Core S&P 500

$18,118

MeasureFSMBIVV

Fee0.34%0.03%

Cost on $10k a year$34$3

Yield3.21%1.09%

5 years, per year+1.6%+12.6%

3 years, per year+3.9%+24.2%

Worst drop · 1Y−2.4%−8.9%

Volatility · 1Y1.8%12.9%

3–3measures won
level

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: FSMB, IVV

Today

[…]holdings […]

FSMBIVV

FSMB—[…]

IVV[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$287most kept, FSMB

FSMB$321 − $34 = $287

IVV$109 − $3 = $106

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee