FSMB vs IVV

AFSMB

BIVV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VOO $17,543

Lowest cost0.03%IVV · $3 on $10k

Most income3.20%FSMB · $320 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 · $668MiShares Core S&P 500 ETF · $875B

+3.9%3 years · per year$11,208 · $18,159+22.0%

+1.6%5 years · per year$10,829 · $17,545+11.9%

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

3.20%12-mo yield$320 · $111 on $10k1.11%

−2.4%Worst dropSmaller wins−8.9%

1.8%VolatilityLower wins13.8%

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 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	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
4	AFSMB	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

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	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
4	AFSMB	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

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

FSMB vs IVV

FSMB

First Trust Short Duration Managed Municipal

$10,829

IVV

iShares Core S&P 500

$17,545

MeasureFSMBIVV

Fee0.34%0.03%

Cost on $10k a year$34$3

Yield3.20%1.11%

5 years, per year+1.6%+11.9%

3 years, per year+3.9%+22.0%

Worst drop · 1Y−2.4%−8.9%

Volatility · 1Y1.8%13.8%

3–3measures won
level

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

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

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$95.6B

2–0VTI wins

End-of-day Nov 9, 2026

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

Overlap: FSMB, IVV, VTI, VOO

Today

92.7%most shared, IVV and VOO

FSMBIVVVTIVOO

FSMB—[…][…][…]

IVV[…]—86.0%92.7%

VTI[…]86.0%—89.0%

VOO[…]92.7%89.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$286most kept, FSMB

FSMB$320 − $34 = $286

IVV$111 − $3 = $108

VOO$107 − $3 = $104

VTI$106 − $3 = $103

KeptFee

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