Compare · 2 funds side by side · dividends reinvested

FPAS and IUSB

FPASFPA×IUSBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,142IUSB · best of the two

02 / 04

FPAS and IUSB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.33%+0.2%+0.6%+6.0%+0.3%−4.3%3.9%$50.3B1.3

FPA Short Duration Government ETFBonds & Cash · Treasuries8.90%4.64%−0.7%−0.2%[…][…]−4.6%3.7%$16M1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: FPAS 2024 · IUSB 2014

Head to Head

Swap sides Versus in desk

Head to Head

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

FPAS

IUSB

iShares Core Universal USD Bond ETF · $50.3B$10,142

$10,000 five years ago, dividends reinvested

FPASMeasureIUSB

−0.7%Year to dateJan 1 → Nov 5+0.2%

−0.2%1 yearTotal return+0.6%

[…]3 years · per year$10,000 became […] · $11,909+6.0%

[…]5 years · per year$10,000 became […] · $10,142+0.3%

8.90%Expense ratio$890 · $6 a year on $10k · lower is better0.06%

4.64%Trailing 12-mo yield$464 · $433 a year on $10k4.33%

−4.6%Worst dropSmaller is better−4.3%

3.7%VolatilityLower is calmer3.9%

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

2–4IUSB wins

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

More Ways to See the Pairs

FPAS vs IUSB: Top 5 Holdings

Today

FPAS

[…]in top 5

IUSB

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

FPAS vs IUSB Returns, Every Period

FPAFPAS

−0.2%

past year

IUSBiShares

+0.6%

past year

FPASIUSBFaded: behind in that period

0–2IUSB wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

FPAS vs IUSB

YTD

FPAFPAS

−0.7%

IUSBiShares

+0.2%

−0.7%Year to date+0.2%

−4.6%Worst drop · 1Y−4.3%

3.7%Volatility · 1Y3.9%

4.6%Yield4.3%

$16.4MAssets$50.3B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FPAS, IUSB

Today

0.06%lowest, IUSB

FundExpense ratioFee$10k

IUSB0.06%$6

FPAS8.90%$890

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: FPAS, IUSB

4.64%highest, FPAS

FundTrailing yieldYield$10k

FPAS4.64%$464

IUSB4.33%$433

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$427most kept, IUSB

IUSB$433 − $6 = $427

FPAS$464 − $890 = −$426

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: FPAS, IUSB

Today

[…]holdings […]

FPASIUSB

FPAS—[…]

IUSB[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+0.6%IUSB, at 3.9% volatility

FPASWorst drop−4.6%3.7% vol

IUSBWorst drop−4.3%3.9% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

FPASIUSB

−0.7%Year to date+0.2%

4.6%Yield4.3%

−0.2%Past year+0.6%

8.90%Fee0.06%

3–1IUSB wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026