FUMB vs FUSI

AFUMB

BFUSI

Measures won1–4FUSI wins · of 6 · 5Y

$10,000 · 5Y$11,156FUMB

Lowest cost0.19%FUSI · $19 on $10k

Most income4.84%FUSI · $484 on $10k

Smallest drop−0.4%FUSI · worst fall in 1Y

Held in common[…]FUMB and FUSI

FUMB

FUSI

First Trust Ultra Short Duration Municipal ETF · $304MAmerican Century Ultrashort Income ETF · $73M

+3.1%3 years · per year$10,943 · $11,742+5.5%

+2.2%5 years · per year$11,156 · […][…]

0.29%Expense ratio$29 · $19 on $10k · lower wins0.19%

2.70%12-mo yield$270 · $484 on $10k4.84%

−0.7%Worst dropSmaller wins−0.4%

1.0%VolatilityLower wins1.1%

1–4FUSI wins

$10,000 · 5 yearsOne scale

Shared top holdingsFUMB · FUSI

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	AFUMB	First Trust Ultra Short Duration Municipal ETFRead Desk		0.29%	2.70%	0.0%	+2.3%	+2.7%	+3.1%	+2.2%	−0.7%	$304M
2	BFUSI	American Century Ultrashort Income ETFRead Desk		0.19%	4.84%	+0.1%	+4.3%	+5.2%	+5.5%	new	−0.4%	$73M

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	AFUMB	First Trust Ultra Short Duration Municipal ETFRead Desk		0.29%	2.70%	0.0%	+2.3%	+2.7%	+3.1%	+2.2%	−0.7%	$304M
2	BFUSI	American Century Ultrashort Income ETFRead Desk		0.19%	4.84%	+0.1%	+4.3%	+5.2%	+5.5%	new	−0.4%	$73M

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

FUMB vs FUSI

FUMB

First Trust Ultra Short Duration Municipal

$11,156

FUSI

American Century Ultrashort Income

[…]

MeasureFUMBFUSI

Fee0.29%0.19%

Cost on $10k a year$29$19

Yield2.70%4.84%

5 years, per year+2.2%[…]

3 years, per year+3.1%+5.5%

Worst drop · 1Y−0.7%−0.4%

Volatility · 1Y1.0%1.1%

4–1measures won
FUSI first

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: FUMB, FUSI

Today

[…]holdings […]

FUMBFUSI

FUMB—[…]

FUSI[…]—

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

Income After Fees on $10,000

$465most kept, FUSI

FUSI$484 − $19 = $465

FUMB$270 − $29 = $241

KeptFee

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