Compare · 3 funds side by side · dividends reinvested

FPAS, IVV and BNDX

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,398IVV · best of the three

Story of the three · IncomeMost incomeFPAS · 4.70% · $470 a year on $10k

Story of the three · RiskSmallest drop

FPAS, IVV and BNDX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+12.0%+12.2%+21.7%+11.7%−8.9%13.7%$883B1.8

Vanguard Total International Bond ETFBonds & Cash · International0.07%4.67%+0.3%−0.4%+3.9%+0.2%−3.2%3.8%$82.9B1.8

FPA Short Duration Government ETFBonds & Cash · Treasuries8.90%4.70%−2.0%−1.5%[…][…]−4.6%3.8%$17M2.3

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

End-of-day Nov 12, 2026 · returns include dividends · since: FPAS 2024 · IVV 2000 · BNDX 2013

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Core S&P 500 ETF · $883B$17,398

IVV

FPAS

FPA Short Duration Government ETF · $17M[…]

$10,000 five years ago, dividends reinvested

IVVMeasure

More Ways to See the Pairs

IVV vs FPAS: Top 5 Holdings

Today

IVV

26.8%in top 5

FPAS

in top 5[…]

IVVStockFPAS

7.9%AAPLnot top 5

6.4%NVDAnot top 5

5.9%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Cost, Income and Risk

Fees: FPAS, IVV, BNDX

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

BNDX0.07%$7

FPAS8.90%$890

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: FPAS, IVV, BNDX

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

VOO vs IVV

YTD

VanguardVOO

+11.9%

IVViShares

+12.0%

+11.9%

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

FPAS

+12.0%Year to dateJan 1 → Nov 12−2.0%

+12.2%1 yearTotal return−1.5%

+21.7%3 years · per year$10,000 became $18,019 · […][…]

+11.7%5 years · per year$10,000 became $17,398 · […][…]

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

1.10%Trailing 12-mo yield$110 · $470 a year on $10k4.70%

−8.9%Worst dropSmaller is better−4.6%

13.7%VolatilityLower is calmer3.8%

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

3–3Level

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 12, 2026 · share of each fund

IVV vs FPAS Returns, Every Period

1Y

iSharesIVV

+12.2%

past year

FPASFPA

−1.5%

past year

IVVFPASFaded: behind in that period

2–0IVV wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Core vs Bonds: IVV vs FPAS

YTD

iSharesIVV

+12.0%

FPASFPA

−2.0%

+12.0%Year to date−2.0%

−8.9%Worst drop · 1Y−4.6%

13.7%Volatility · 1Y3.8%

1.1%Yield4.7%

$883BAssets$17.5M

3–1FPAS wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

4.70%highest, FPAS

FundTrailing yieldYield$10k

FPAS4.70%$470

BNDX4.67%$467

IVV1.10%$110

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

Income After Fees on $10,000

1Y

$460most kept, BNDX

BNDX$467 − $7 = $460

IVV$110 − $3 = $107

FPAS$470 − $890 = −$420

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: FPAS, IVV, BNDX

Today

[…]holdings […]

FPASIVVBNDX

FPAS—[…][…]

IVV[…]—[…]

BNDX[…][…]—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+12.2%IVV, at 13.7% volatility

BNDXWorst drop−3.2%3.8% vol

FPASWorst drop−4.6%3.8% vol

IVVWorst drop−8.9%13.7% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

FPASIVV

−2.0%Year to date+12.0%

4.7%Yield1.1%

−1.5%Past year+12.2%

8.90%Fee0.03%

3–1IVV wins

End-of-day Nov 12, 2026

Year to date

+12.0%

1.1%Yield1.1%

$1.00TAssets$883B

1–0IVV wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

Loading…

FPAS, IVV and BNDX

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three