FSMB vs SCHD

AFSMB

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · FSMB $10,823

Lowest cost0.05%MUB · $5 on $10k

Most income3.27%MUB · $327 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

+4.0%3 years · per year$11,234 · $17,266+20.0%

+1.6%5 years · per year$10,823 · $16,267+10.2%

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

3.20%12-mo yield$320 · $300 on $10k3.00%

−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 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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
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	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.27%	+0.4%	+0.5%	+0.9%	+4.5%	+0.8%	−6.3%	$54.9B

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
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	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.27%	+0.4%	+0.5%	+0.9%	+4.5%	+0.8%	−6.3%	$54.9B

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 SCHD

FSMB

First Trust Short Duration Managed Municipal

$10,823

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureFSMBSCHD

Fee0.34%0.06%

Cost on $10k a year$34$6

Yield3.20%3.00%

5 years, per year+1.6%+10.2%

3 years, per year+4.0%+20.0%

Worst drop · 1Y−2.4%−6.9%

Volatility · 1Y1.8%11.7%

3–3measures won
level

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

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

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

Overlap: FSMB, SCHD, MUB

Today

[…]holdings […]

FSMBSCHDMUB

FSMB—[…][…]

SCHD[…]—[…]

MUB[…][…]—

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

Income After Fees on $10,000

$322most kept, MUB

MUB$327 − $5 = $322

SCHD$300 − $6 = $294

FSMB$320 − $34 = $286

KeptFee

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