FSMB vs VYM

AFSMB

BVYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,941VYM · FSMB $10,823

Lowest cost0.04%VYM · $4 on $10k

Most income3.20%FSMB · $320 on $10k

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

Held in common[…]FSMB and VYM

FSMB

VYM

First Trust Short Duration Managed Municipal ETF · $661MVanguard High Dividend Yield ETF · $78.9B

+4.0%3 years · per year$11,234 · $17,107+19.6%

+1.6%5 years · per year$10,823 · $16,941+11.1%

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

3.20%12-mo yield$320 · $231 on $10k2.31%

−2.4%Worst dropSmaller wins−6.7%

1.8%VolatilityLower wins10.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFSMB · VYM

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

Held in common[…]

End-of-day Nov 6, 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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	AFSMB	First Trust Short Duration Managed Municipal ETFRead Desk		0.34%	3.20%	+0.1%	+1.7%	+2.4%	+4.0%	+1.6%	−2.4%	$661M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	AFSMB	First Trust Short Duration Managed Municipal ETFRead Desk		0.34%	3.20%	+0.1%	+1.7%	+2.4%	+4.0%	+1.6%	−2.4%	$661M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FSMB vs VYM

FSMB

First Trust Short Duration Managed Municipal

$10,823

VYM

Vanguard High Dividend Yield

$16,941

MeasureFSMBVYM

Fee0.34%0.04%

Cost on $10k a year$34$4

Yield3.20%2.31%

5 years, per year+1.6%+11.1%

3 years, per year+4.0%+19.6%

Worst drop · 1Y−2.4%−6.7%

Volatility · 1Y1.8%10.6%

3–3measures won
level

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FSMB, VYM

Today

[…]holdings […]

FSMBVYM

FSMB—[…]

VYM[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$286most kept, FSMB

FSMB$320 − $34 = $286

VYM$231 − $4 = $227

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee