VYM vs FSMB

AVYM

BFSMB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,941VYM · SGOV $12,090

Lowest cost0.04%VYM · $4 on $10k

Most income3.63%SGOV · $363 on $10k

Smallest drop0.0%SGOV · worst fall in 1Y

Held in common[…]VYM and FSMB

VYM

FSMB

Vanguard High Dividend Yield ETF · $78.9BFirst Trust Short Duration Managed Municipal ETF · $661M

+19.6%3 years · per year$17,107 · $11,234+4.0%

+11.1%5 years · per year$16,941 · $10,823+1.6%

0.04%Expense ratio$4 · $34 on $10k · lower wins0.34%

2.31%12-mo yield$231 · $320 on $10k3.20%

−6.7%Worst dropSmaller wins−2.4%

10.6%VolatilityLower wins1.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVYM · 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

All Three

5Y3 funds

#
1	AVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
3	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%	$661M

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	AVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
3	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%	$661M

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

VYM vs FSMB

VYM

Vanguard High Dividend Yield

$16,941

FSMB

First Trust Short Duration Managed Municipal

$10,823

MeasureVYMFSMB

Fee0.04%0.34%

Cost on $10k a year$4$34

Yield2.31%3.20%

5 years, per year+11.1%+1.6%

3 years, per year+19.6%+4.0%

Worst drop · 1Y−6.7%−2.4%

Volatility · 1Y10.6%1.8%

3–3measures won
level

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

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

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–1level

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: VYM, FSMB, SGOV

Today

[…]holdings […]

VYMFSMBSGOV

VYM—[…][…]

FSMB[…]—[…]

SGOV[…][…]—

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

Income After Fees on $10,000

$354most kept, SGOV

SGOV$363 − $9 = $354

FSMB$320 − $34 = $286

VYM$231 − $4 = $227

KeptFee

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