LMBS vs FUSI

ALMBS

BFUSI

Measures won1–4FUSI wins · of 6 · 5Y

$10,000 · 5Y$11,703LMBS

Lowest cost0.19%FUSI · $19 on $10k

Most income4.44%FUSI · $444 on $10k

Smallest drop−0.5%FUSI · worst fall in 1Y

Held in common[…]LMBS and FUSI

LMBS

FUSI

First Trust Low Duration Opportunities ETF · $6.6BAmerican Century Ultrashort Income ETF · $73M

+6.0%3 years · per year$11,905 · $11,748+5.5%

+3.2%5 years · per year$11,703 · […][…]

0.66%Expense ratio$66 · $19 on $10k · lower wins0.19%

4.16%12-mo yield$416 · $444 on $10k4.44%

−2.0%Worst dropSmaller wins−0.5%

2.1%VolatilityLower wins1.2%

1–4FUSI wins

$10,000 · 5 yearsOne scale

Shared top holdingsLMBS · FUSI

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

Both

5Y2 funds

#			Trend
1	ALMBS	First Trust Low Duration Opportunities ETFRead Desk		0.66%	4.16%	+0.1%	+1.6%	+2.4%	+6.0%	+3.2%	−2.0%	$6.6B
2	BFUSI	American Century Ultrashort Income ETFRead Desk		0.19%	4.44%	+0.1%	+4.2%	+4.7%	+5.5%	new	−0.5%	$73M

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

Both

5Y2 funds

#			Trend
1	ALMBS	First Trust Low Duration Opportunities ETFRead Desk		0.66%	4.16%	+0.1%	+1.6%	+2.4%	+6.0%	+3.2%	−2.0%	$6.6B
2	BFUSI	American Century Ultrashort Income ETFRead Desk		0.19%	4.44%	+0.1%	+4.2%	+4.7%	+5.5%	new	−0.5%	$73M

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

LMBS vs FUSI

LMBS

First Trust Low Duration Opportunities

$11,703

FUSI

American Century Ultrashort Income

[…]

MeasureLMBSFUSI

Fee0.66%0.19%

Cost on $10k a year$66$19

Yield4.16%4.44%

5 years, per year+3.2%[…]

3 years, per year+6.0%+5.5%

Worst drop · 1Y−2.0%−0.5%

Volatility · 1Y2.1%1.2%

4–1measures won
FUSI first

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: LMBS, FUSI

Today

[…]holdings […]

LMBSFUSI

LMBS—[…]

FUSI[…]—

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

Income After Fees on $10,000

$425most kept, FUSI

FUSI$444 − $19 = $425

LMBS$416 − $66 = $350

KeptFee

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