FSMB vs VIG

AFSMB

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,005VIG · FSMB $10,807

Lowest cost0.03%BND · $3 on $10k

Most income4.13%BND · $413 on $10k

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

Held in common[…]FSMB and VIG

FSMB

VIG

First Trust Short Duration Managed Municipal ETF · $661MVanguard Dividend Appreciation ETF · $109B

+3.9%3 years · per year$11,229 · $17,533+20.6%

+1.6%5 years · per year$10,807 · $17,005+11.2%

0.34%Expense ratio$34 · $4 on $10k · lower wins0.04%

3.21%12-mo yield$321 · $144 on $10k1.44%

−2.4%Worst dropSmaller wins−7.9%

1.8%VolatilityLower wins10.2%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFSMB · VIG

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

All Three

5Y3 funds

#
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
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	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.13%	+0.4%	−0.1%	+0.3%	+5.5%	−0.1%	−4.5%	$161.4B

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

All Three

5Y3 funds

#
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
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	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.13%	+0.4%	−0.1%	+0.3%	+5.5%	−0.1%	−4.5%	$161.4B

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 VIG

FSMB

First Trust Short Duration Managed Municipal

$10,807

VIG

Vanguard Dividend Appreciation

$17,005

MeasureFSMBVIG

Fee0.34%0.04%

Cost on $10k a year$34$4

Yield3.21%1.44%

5 years, per year+1.6%+11.2%

3 years, per year+3.9%+20.6%

Worst drop · 1Y−2.4%−7.9%

Volatility · 1Y1.8%10.2%

3–3measures won
level

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

BND vs AGG

YTD

VanguardBND

−0.1%

AGGiShares

−0.2%

−0.1%Year to date−0.2%

4.1%Yield4.1%

$161BAssets$139B

1–0BND wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

Overlap: FSMB, VIG, BND

Today

[…]holdings […]

FSMBVIGBND

FSMB—[…][…]

VIG[…]—[…]

BND[…][…]—

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

Income After Fees on $10,000

$410most kept, BND

BND$413 − $3 = $410

FSMB$321 − $34 = $287

VIG$144 − $4 = $140

KeptFee

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