VTI vs FSMB

AVTI

BFSMB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,375VTI · FSMB $10,823

Lowest cost0.03%VTI · $3 on $10k

Most income3.20%FSMB · $320 on $10k

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

Held in common[…]VTI and FSMB

VTI

FSMB

Vanguard Morningstar Total Stock Market ETF · $689BFirst Trust Short Duration Managed Municipal ETF · $668M

+21.7%3 years · per year$18,004 · $11,234+4.0%

+10.4%5 years · per year$16,375 · $10,823+1.6%

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

1.09%12-mo yield$109 · $320 on $10k3.20%

−8.9%Worst dropSmaller wins−2.4%

13.7%VolatilityLower wins1.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsVTI · FSMB

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

Both

5Y2 funds

#			Trend
1	AVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
2	BFSMB	First Trust Short Duration Managed Municipal ETFRead Desk		0.34%	3.20%	+0.1%	+1.7%	+2.4%	+4.0%	+1.6%	−2.4%	$668M

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

Both

5Y2 funds

#			Trend
1	AVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
2	BFSMB	First Trust Short Duration Managed Municipal ETFRead Desk		0.34%	3.20%	+0.1%	+1.7%	+2.4%	+4.0%	+1.6%	−2.4%	$668M

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

VTI vs FSMB

VTI

Vanguard Morningstar Total Stock Market

$16,375

FSMB

First Trust Short Duration Managed Municipal

$10,823

MeasureVTIFSMB

Fee0.03%0.34%

Cost on $10k a year$3$34

Yield1.09%3.20%

5 years, per year+10.4%+1.6%

3 years, per year+21.7%+4.0%

Worst drop · 1Y−8.9%−2.4%

Volatility · 1Y13.7%1.8%

3–3measures won
level

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

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: VTI, FSMB

Today

[…]holdings […]

VTIFSMB

VTI—[…]

FSMB[…]—

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

Income After Fees on $10,000

$286most kept, FSMB

FSMB$320 − $34 = $286

VTI$109 − $3 = $106

KeptFee

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