LMBS vs VUSB

ALMBS

BVUSB

Measures won1–5VUSB wins · of 6 · 5Y

$10,000 · 5Y$12,028VUSB · LMBS $11,713

Lowest cost0.03%VCIT · $3 on $10k

Most income5.02%VCIT · $502 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

+5.8%3 years · per year$11,857 · $11,635+5.2%

+3.2%5 years · per year$11,713 · $12,028+3.8%

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 four, one scale

Shared top holdingsLMBS · VUSB

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 Four

5Y4 funds

#
1	BVUSB	Vanguard Ultra-Short Bond ETFRead Desk	0.10%	4.27%	0.0%	+3.0%	+3.7%	+5.2%	+3.8%	−0.4%	$9.9B
2	ALMBS	First Trust Low Duration Opportunities ETFRead Desk	0.66%	4.15%	0.0%	+1.8%	+2.6%	+5.8%	+3.2%	−2.0%	$6.6B
3	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.02%	+0.1%	−0.7%	0.0%	+6.6%	+1.0%	−4.9%	$66.6B
4	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.26%	+0.1%	+0.7%	+1.1%	+4.1%	+0.8%	−6.3%	$55.1B

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

All Four

5Y4 funds

#
1	BVUSB	Vanguard Ultra-Short Bond ETFRead Desk	0.10%	4.27%	0.0%	+3.0%	+3.7%	+5.2%	+3.8%	−0.4%	$9.9B
2	ALMBS	First Trust Low Duration Opportunities ETFRead Desk	0.66%	4.15%	0.0%	+1.8%	+2.6%	+5.8%	+3.2%	−2.0%	$6.6B
3	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.02%	+0.1%	−0.7%	0.0%	+6.6%	+1.0%	−4.9%	$66.6B
4	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.26%	+0.1%	+0.7%	+1.1%	+4.1%	+0.8%	−6.3%	$55.1B

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

LMBS vs VUSB

LMBS

First Trust Low Duration Opportunities

$11,713

VUSB

Vanguard Ultra-Short Bond

$12,028

MeasureLMBSVUSB

Fee0.66%0.10%

Cost on $10k a year$66$10

Yield4.15%4.27%

5 years, per year+3.2%+3.8%

3 years, per year+5.8%+5.2%

Worst drop · 1Y−2.0%−0.4%

Volatility · 1Y2.1%0.7%

5–1measures won
VUSB first

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%

$122BAssets$109B

2–0SCHD 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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: LMBS, VUSB, VCIT, MUB

Today

[…]holdings […]

LMBSVUSBVCITMUB

LMBS—[…][…][…]

VUSB[…]—[…][…]

VCIT[…][…]—[…]

MUB[…][…][…]—

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

Income After Fees on $10,000

$499most kept, VCIT

VCIT$502 − $3 = $499

VUSB$427 − $10 = $417

LMBS$415 − $66 = $349

MUB$326 − $5 = $321

KeptFee

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