FSMB vs SPY

AFSMB

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,099SPY · VTI $16,332

Lowest cost0.03%VTI · $3 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 · $661MState Street SPDR S&P 500 ETF · $819B

+3.9%3 years · per year$11,229 · $18,174+22.0%

+1.6%5 years · per year$10,807 · $17,099+11.3%

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

3.21%12-mo yield$321 · $103 on $10k1.03%

−2.4%Worst dropSmaller wins−8.9%

1.8%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFSMB · SPY

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	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.9%	+21.9%	+10.3%	−8.9%	$689.2B
3	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

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	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.9%	+21.9%	+10.3%	−8.9%	$689.2B
3	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

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 SPY

FSMB

First Trust Short Duration Managed Municipal

$10,807

SPY

SPDR S&P 500

$17,099

MeasureFSMBSPY

Fee0.34%0.09%

Cost on $10k a year$34$9

Yield3.21%1.03%

5 years, per year+1.6%+11.3%

3 years, per year+3.9%+22.0%

Worst drop · 1Y−2.4%−8.9%

Volatility · 1Y1.8%13.6%

3–3measures won
level

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$92.8B

0–0level

End-of-day Nov 5, 2026

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

Overlap: FSMB, SPY, VTI

Today

86.5%most shared, SPY and VTI

FSMBSPYVTI

FSMB—[…][…]

SPY[…]—86.5%

VTI[…]86.5%—

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

Income After Fees on $10,000

$287most kept, FSMB

FSMB$321 − $34 = $287

VTI$110 − $3 = $107

SPY$103 − $9 = $94

KeptFee

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