VOO vs FSMB

AVOO

BFSMB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,115VOO · FSMB $10,807

Lowest cost0.03%VOO · $3 on $10k

Most income3.21%FSMB · $321 on $10k

Smallest drop−2.4%FSMB · worst fall in 1Y

Held in common[…]VOO and FSMB

VOO

FSMB

Vanguard S&P 500 ETF · $1.00TFirst Trust Short Duration Managed Municipal ETF · $661M

+24.2%3 years · per year$19,172 · $11,229+3.9%

+12.6%5 years · per year$18,115 · $10,807+1.6%

0.03%Expense ratio$3 · $34 on $10k · lower wins0.34%

1.05%12-mo yield$105 · $321 on $10k3.21%

−8.9%Worst dropSmaller wins−2.4%

12.8%VolatilityLower wins1.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsVOO · FSMB

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	AVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	BFSMB	First Trust Short Duration Managed Municipal ETFRead Desk		0.34%	3.21%	+0.1%	+1.5%	+2.1%	+3.9%	+1.6%	−2.4%	$661M

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	AVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	BFSMB	First Trust Short Duration Managed Municipal ETFRead Desk		0.34%	3.21%	+0.1%	+1.5%	+2.1%	+3.9%	+1.6%	−2.4%	$661M

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

VOO vs FSMB

VOO

Vanguard S&P 500

$18,115

FSMB

First Trust Short Duration Managed Municipal

$10,807

MeasureVOOFSMB

Fee0.03%0.34%

Cost on $10k a year$3$34

Yield1.05%3.21%

5 years, per year+12.6%+1.6%

3 years, per year+24.2%+3.9%

Worst drop · 1Y−8.9%−2.4%

Volatility · 1Y12.8%1.8%

3–3measures won
level

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026

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

Overlap: VOO, FSMB

Today

[…]holdings […]

VOOFSMB

VOO—[…]

FSMB[…]—

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

Income After Fees on $10,000

$287most kept, FSMB

FSMB$321 − $34 = $287

VOO$105 − $3 = $102

KeptFee

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