FSMB vs VYM

AFSMB

BVYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,254VYM · VIG $16,638

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 · $668MVanguard High Dividend Yield ETF · $78.9B

+3.9%3 years · per year$11,208 · $17,150+19.7%

+1.6%5 years · per year$10,829 · $17,254+11.5%

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

3.20%12-mo yield$320 · $226 on $10k2.26%

−2.4%Worst dropSmaller wins−6.7%

1.8%VolatilityLower wins10.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFSMB · VYM

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

Held in common[…]

End-of-day Nov 9, 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	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	AFSMB	First Trust Short Duration Managed Municipal ETFRead Desk	0.34%	3.20%	+0.1%	+1.7%	+2.3%	+3.9%	+1.6%	−2.4%	$668M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	AFSMB	First Trust Short Duration Managed Municipal ETFRead Desk	0.34%	3.20%	+0.1%	+1.7%	+2.3%	+3.9%	+1.6%	−2.4%	$668M

End-of-day Nov 9, 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

$10,829

VYM

Vanguard High Dividend Yield

$17,254

MeasureFSMBVYM

Fee0.34%0.04%

Cost on $10k a year$34$4

Yield3.20%2.26%

5 years, per year+1.6%+11.5%

3 years, per year+3.9%+19.7%

Worst drop · 1Y−2.4%−6.7%

Volatility · 1Y1.8%10.8%

3–3measures won
level

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: FSMB, VYM, VIG

Today

60.6%most shared, VYM and VIG

FSMBVYMVIG

FSMB—[…][…]

VYM[…]—60.6%

VIG[…]60.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$286most kept, FSMB

FSMB$320 − $34 = $286

VYM$226 − $4 = $222

VIG$146 − $4 = $142

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee