FSMB vs VTI

AFSMB

BVTI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,332VTI · FSMB $10,807

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 VTI

FSMB

VTI

First Trust Short Duration Managed Municipal ETF · $661MVanguard Morningstar Total Stock Market ETF · $689B

+3.9%3 years · per year$11,229 · $18,113+21.9%

+1.6%5 years · per year$10,807 · $16,332+10.3%

0.34%Expense ratio$34 · $3 on $10k · lower wins0.03%

3.21%12-mo yield$321 · $110 on $10k1.10%

−2.4%Worst dropSmaller wins−8.9%

1.8%VolatilityLower wins13.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFSMB · VTI

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

Both

5Y2 funds

#			Trend
1	BVTI	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
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

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

Both

5Y2 funds

#			Trend
1	BVTI	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
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

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 VTI

FSMB

First Trust Short Duration Managed Municipal

$10,807

VTI

Vanguard Morningstar Total Stock Market

$16,332

MeasureFSMBVTI

Fee0.34%0.03%

Cost on $10k a year$34$3

Yield3.21%1.10%

5 years, per year+1.6%+10.3%

3 years, per year+3.9%+21.9%

Worst drop · 1Y−2.4%−8.9%

Volatility · 1Y1.8%13.7%

3–3measures won
level

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

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$97.0B

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: FSMB, VTI

Today

[…]holdings […]

FSMBVTI

FSMB—[…]

VTI[…]—

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

KeptFee

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