LMBS vs VUSB

ALMBS

BVUSB

Measures won1–5VUSB wins · of 6 · 5Y

$10,000 · 5Y$12,019VUSB · LMBS $11,706

Lowest cost0.03%BND · $3 on $10k

Most income4.27%VUSB · $427 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$11,913 · $11,641+5.2%

+3.2%5 years · per year$11,706 · $12,019+3.7%

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

4.15%12-mo yield$415 · $427 on $10k4.27%

−2.0%Worst dropSmaller wins−0.4%

2.1%VolatilityLower wins0.7%

1–5VUSB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsLMBS · VUSB

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

All Three

5Y3 funds

#
1	BVUSB	Vanguard Ultra-Short Bond ETFRead Desk	0.10%	4.27%	0.0%	+2.9%	+3.8%	+5.2%	+3.7%	−0.4%	$9.9B
2	ALMBS	First Trust Low Duration Opportunities ETFRead Desk	0.66%	4.15%	+0.1%	+1.7%	+2.7%	+6.0%	+3.2%	−2.0%	$6.6B
3	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	−0.1%	0.0%	+0.6%	+5.2%	−0.1%	−4.5%	$161.4B

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

All Three

5Y3 funds

#
1	BVUSB	Vanguard Ultra-Short Bond ETFRead Desk	0.10%	4.27%	0.0%	+2.9%	+3.8%	+5.2%	+3.7%	−0.4%	$9.9B
2	ALMBS	First Trust Low Duration Opportunities ETFRead Desk	0.66%	4.15%	+0.1%	+1.7%	+2.7%	+6.0%	+3.2%	−2.0%	$6.6B
3	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	−0.1%	0.0%	+0.6%	+5.2%	−0.1%	−4.5%	$161.4B

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

LMBS vs VUSB

LMBS

First Trust Low Duration Opportunities

$11,706

VUSB

Vanguard Ultra-Short Bond

$12,019

MeasureLMBSVUSB

Fee0.66%0.10%

Cost on $10k a year$66$10

Yield4.15%4.27%

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

BND vs AGG

YTD

VanguardBND

−0.0%

AGGiShares

−0.0%

−0.0%Year to date−0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 6, 2026

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

Overlap: LMBS, VUSB, BND

Today

[…]holdings […]

LMBSVUSBBND

LMBS—[…][…]

VUSB[…]—[…]

BND[…][…]—

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

Income After Fees on $10,000

$417most kept, VUSB

VUSB$427 − $10 = $417

BND$412 − $3 = $409

LMBS$415 − $66 = $349

KeptFee

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