FSMB vs SPY

AFSMB

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,060SPY · FSMB $10,807

Lowest cost0.09%SPY · $9 on $10k

Most income3.21%FSMB · $321 on $10k

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

Held in common[…]FSMB and SPY

FSMB

SPY

First Trust Short Duration Managed Municipal ETF · $660MState Street SPDR S&P 500 ETF · $798B

+3.9%3 years · per year$11,229 · $19,132+24.1%

+1.6%5 years · per year$10,807 · $18,060+12.6%

0.34%Expense ratio$34 · $9 on $10k · lower wins0.09%

3.21%12-mo yield$321 · $99 on $10k0.99%

−2.4%Worst dropSmaller wins−8.9%

1.8%VolatilityLower wins12.9%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFSMB · SPY

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

Held in common[…]

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$798.0B
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%	$660M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$798.0B
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%	$660M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FSMB vs SPY

FSMB

First Trust Short Duration Managed Municipal

$10,807

SPY

SPDR S&P 500

$18,060

MeasureFSMBSPY

Fee0.34%0.09%

Cost on $10k a year$34$9

Yield3.21%0.99%

5 years, per year+1.6%+12.6%

3 years, per year+3.9%+24.1%

Worst drop · 1Y−2.4%−8.9%

Volatility · 1Y1.8%12.9%

3–3measures won
level

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: FSMB, SPY

Today

[…]holdings […]

FSMBSPY

FSMB—[…]

SPY[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$287most kept, FSMB

FSMB$321 − $34 = $287

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee