FSMB vs SCHD

AFSMB

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,459SCHD · FSMB $10,829

Lowest cost0.03%VCIT · $3 on $10k

Most income5.02%VCIT · $502 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 · $668MSchwab U.S. Dividend Equity ETF · $120B

+3.9%3 years · per year$11,208 · $17,123+19.6%

+1.6%5 years · per year$10,829 · $16,459+10.5%

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

3.20%12-mo yield$320 · $296 on $10k2.96%

−2.4%Worst dropSmaller wins−6.9%

1.8%VolatilityLower wins11.8%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsFSMB · SCHD

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	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
3	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.02%	+0.1%	−0.7%	0.0%	+6.6%	+1.0%	−4.9%	$66.6B
4	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.12%	0.0%	0.0%	+0.3%	+5.0%	0.0%	−4.6%	$139.1B

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	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
3	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.02%	+0.1%	−0.7%	0.0%	+6.6%	+1.0%	−4.9%	$66.6B
4	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.12%	0.0%	0.0%	+0.3%	+5.0%	0.0%	−4.6%	$139.1B

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 SCHD

FSMB

First Trust Short Duration Managed Municipal

$10,829

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureFSMBSCHD

Fee0.34%0.06%

Cost on $10k a year$34$6

Yield3.20%2.96%

5 years, per year+1.6%+10.5%

3 years, per year+3.9%+19.6%

Worst drop · 1Y−2.4%−6.9%

Volatility · 1Y1.8%11.8%

3–3measures won
level

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 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 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: FSMB, SCHD, VCIT, AGG

Today

[…]holdings […]

FSMBSCHDVCITAGG

FSMB—[…][…][…]

SCHD[…]—[…][…]

VCIT[…][…]—[…]

AGG[…][…][…]—

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

Income After Fees on $10,000

$499most kept, VCIT

VCIT$502 − $3 = $499

AGG$412 − $3 = $409

SCHD$296 − $6 = $290

FSMB$320 − $34 = $286

KeptFee

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