Compare · 3 funds side by side · dividends reinvested

FPAS, SCHD and BND

Story of the three · Growth3Y$10,000 three years agoDividends reinvested · all three on one scale$17,123SCHD · best of the three

02 / 04

FPAS, SCHD and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%+0.0%+0.3%+5.0%−0.0%−4.5%4.0%$161B1.8

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B1.9

FPA Short Duration Government ETFBonds & Cash · Treasuries8.90%4.63%−0.6%+0.1%[…][…]−4.6%3.7%$16M2.2

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: FPAS 2024 · SCHD 2011 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Total Bond Market ETF · $161B$9,985

BND

FPAS

FPA Short Duration Government ETF · $16M[…]

$10,000 five years ago, dividends reinvested

BNDMeasureFPAS

+0.0%Year to dateJan 1 → Nov 9−0.6%

+0.3%1 yearTotal return+0.1%

+5.0%3 years · per year$10,000 became $11,576 · […][…]

−0.0%5 years · per year$10,000 became $9,985 · […][…]

0.03%Expense ratio$3 · $890 a year on $10k · lower is better8.90%

4.12%Trailing 12-mo yield$412 · $463 a year on $10k4.63%

−4.5%Worst dropSmaller is better−4.6%

4.0%VolatilityLower is calmer3.7%

BNDFPAS Winner of the row, in its colourEach row: the bigger of the two fills its side

4–2BND wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BND vs FPAS: Top 5 Holdings

Today

BND

[…]in top 5

FPAS

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

BND vs FPAS Returns, Every Period

VanguardBND

+0.3%

past year

FPASFPA

+0.1%

past year

BNDFPASFaded: behind in that period

2–0BND wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

BND vs FPAS

YTD

VanguardBND

+0.0%

FPASFPA

−0.6%

+0.0%Year to date−0.6%

−4.5%Worst drop · 1Y−4.6%

4.0%Volatility · 1Y3.7%

4.1%Yield4.6%

$161BAssets$16.4M

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FPAS, SCHD, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

SCHD0.06%$6

FPAS8.90%$890

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: FPAS, SCHD, BND

4.63%highest, FPAS

FundTrailing yieldYield$10k

FPAS4.63%$463

BND4.12%$412

SCHD2.96%$296

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$409most kept, BND

BND$412 − $3 = $409

SCHD$296 − $6 = $290

FPAS$463 − $890 = −$427

KeptFee

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

Overlap: FPAS, SCHD, BND

Today

[…]holdings […]

FPASSCHDBND

FPAS—[…][…]

SCHD[…]—[…]

BND[…][…]—

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

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

FPASWorst drop−4.6%3.7% vol

BNDWorst drop−4.5%4.0% vol

SCHDWorst drop−6.9%11.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

FPASSCHD

−0.6%Year to date+33.2%

4.6%Yield3.0%

+0.1%Past year+39.1%

8.90%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

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 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