LMBS vs VUSB

ALMBS

BVUSB

Measures won1–5VUSB wins · of 6 · 5Y

$10,000 · 5Y$12,012VUSB · LMBS $11,703

Lowest cost0.10%VUSB · $10 on $10k

Most income4.28%VUSB · $428 on $10k

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

Held in common[…]LMBS and VUSB

LMBS

VUSB

First Trust Low Duration Opportunities ETF · $6.6BVanguard Ultra-Short Bond ETF · $9.9B

+6.0%3 years · per year$11,905 · $11,636+5.2%

+3.2%5 years · per year$11,703 · $12,012+3.7%

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

4.16%12-mo yield$416 · $428 on $10k4.28%

−2.0%Worst dropSmaller wins−0.4%

2.1%VolatilityLower wins0.7%

1–5VUSB wins

$10,000 · 5 yearsOne scale

Shared top holdingsLMBS · VUSB

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	BVUSB	Vanguard Ultra-Short Bond ETFRead Desk		0.10%	4.28%	+0.1%	+2.9%	+3.7%	+5.2%	+3.7%	−0.4%	$9.9B
2	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

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	BVUSB	Vanguard Ultra-Short Bond ETFRead Desk		0.10%	4.28%	+0.1%	+2.9%	+3.7%	+5.2%	+3.7%	−0.4%	$9.9B
2	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

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 VUSB

LMBS

First Trust Low Duration Opportunities

$11,703

VUSB

Vanguard Ultra-Short Bond

$12,012

MeasureLMBSVUSB

Fee0.66%0.10%

Cost on $10k a year$66$10

Yield4.16%4.28%

5 years, per year+3.2%+3.7%

3 years, per year+6.0%+5.2%

Worst drop · 1Y−2.0%−0.4%

Volatility · 1Y2.1%0.7%

5–1measures won
VUSB 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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: LMBS, VUSB

Today

[…]holdings […]

LMBSVUSB

LMBS—[…]

VUSB[…]—

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

Income After Fees on $10,000

$418most kept, VUSB

VUSB$428 − $10 = $418

LMBS$416 − $66 = $350

KeptFee

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