FSMB vs SCHD

AFSMB

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · FSMB $10,807

Lowest cost0.03%AGG · $3 on $10k

Most income4.12%AGG · $412 on $10k

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

Held in common[…]FSMB and SCHD

FSMB

SCHD

First Trust Short Duration Managed Municipal ETF · $661MSchwab U.S. Dividend Equity ETF · $120B

+3.9%3 years · per year$11,229 · $17,414+20.3%

+1.6%5 years · per year$10,807 · $16,375+10.4%

0.34%Expense ratio$34 · $6 on $10k · lower wins0.06%

3.21%12-mo yield$321 · $298 on $10k2.98%

−2.4%Worst dropSmaller wins−6.9%

1.8%VolatilityLower wins11.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFSMB · SCHD

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

Held in common[…]

End-of-day Nov 5, 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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
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%	$661M
3	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.12%	+0.2%	+0.1%	+0.5%	+5.6%	0.0%	−4.6%	$139.2B

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

All Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
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%	$661M
3	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.12%	+0.2%	+0.1%	+0.5%	+5.6%	0.0%	−4.6%	$139.2B

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

Cards for this view

FSMB vs SCHD

FSMB

First Trust Short Duration Managed Municipal

$10,807

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureFSMBSCHD

Fee0.34%0.06%

Cost on $10k a year$34$6

Yield3.21%2.98%

5 years, per year+1.6%+10.4%

3 years, per year+3.9%+20.3%

Worst drop · 1Y−2.4%−6.9%

Volatility · 1Y1.8%11.7%

3–3measures won
level

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

BND vs AGG

YTD

VanguardBND

+0.1%

AGGiShares

+0.1%

+0.1%Year to date+0.1%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: FSMB, SCHD, AGG

Today

[…]holdings […]

FSMBSCHDAGG

FSMB—[…][…]

SCHD[…]—[…]

AGG[…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$409most kept, AGG

AGG$412 − $3 = $409

SCHD$298 − $6 = $292

FSMB$321 − $34 = $287

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee