FSMB vs IVV

AFSMB

BIVV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,177IVV · FSMB $10,823

Lowest cost0.03%IVV · $3 on $10k

Most income5.02%VCIT · $502 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 · $661MiShares Core S&P 500 ETF · $853B

+4.0%3 years · per year$11,234 · $18,084+21.8%

+1.6%5 years · per year$10,823 · $17,177+11.4%

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

3.20%12-mo yield$320 · $114 on $10k1.14%

−2.4%Worst dropSmaller wins−8.9%

1.8%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsFSMB · IVV

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 Four

5Y4 funds

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
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	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.02%	−0.1%	−0.8%	+0.4%	+6.9%	+1.0%	−4.9%	$66.6B
4	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	−0.1%	0.0%	+0.6%	+5.2%	−0.1%	−4.5%	$161.4B

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

All Four

5Y4 funds

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
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	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.02%	−0.1%	−0.8%	+0.4%	+6.9%	+1.0%	−4.9%	$66.6B
4	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	−0.1%	0.0%	+0.6%	+5.2%	−0.1%	−4.5%	$161.4B

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 IVV

FSMB

First Trust Short Duration Managed Municipal

$10,823

IVV

iShares Core S&P 500

$17,177

MeasureFSMBIVV

Fee0.34%0.03%

Cost on $10k a year$34$3

Yield3.20%1.14%

5 years, per year+1.6%+11.4%

3 years, per year+4.0%+21.8%

Worst drop · 1Y−2.4%−8.9%

Volatility · 1Y1.8%13.6%

3–3measures won
level

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

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 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

Overlap: FSMB, IVV, VCIT, BND

Today

[…]holdings […]

FSMBIVVVCITBND

FSMB—[…][…][…]

IVV[…]—[…][…]

VCIT[…][…]—[…]

BND[…][…][…]—

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

Income After Fees on $10,000

$499most kept, VCIT

VCIT$502 − $3 = $499

BND$412 − $3 = $409

FSMB$320 − $34 = $286

IVV$114 − $3 = $111

KeptFee

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