Compare · 2 funds side by side · dividends reinvested

SPY and FPAS

SPYSPDR×FPASFPA×

Versus in desk

02 / 04

IWD+0.4%

Search ETFs and stocks

Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,481SPY · best of the two

Story of the two · IncomeMost incomeFPAS · 4.67% · $467 a year on $10k

Story of the two · RiskSmallest drop

SPY and FPAS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.00%+12.3%+12.7%+21.8%+11.8%−8.9%13.7%$793B1.4

FPA Short Duration Government ETFBonds & Cash · Treasuries8.90%4.67%−1.4%−0.7%[…][…]−4.6%3.8%$17M1.5

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

End-of-day Nov 11, 2026 · returns include dividends · since: SPY 1993 · FPAS 2024

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

FPAS

SPY

State Street SPDR S&P 500 ETF · $793B$17,481

$10,000 five years ago, dividends reinvested

FPASMeasureSPY

−1.4%Year to date

More Ways to See the Pairs

FPAS vs SPY: Top 5 Holdings

Today

FPAS

[…]in top 5

SPY

in top 526.9%

FPASStockSPY

not top 5AAPL7.8%

not top 5NVDA6.3%

not top 5MSFT6.1%

not top 5AMZN4.1%

not top 5GOOGL2.6%

Cost, Income and Risk

Fees: SPY, FPAS

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

FPAS8.90%$890

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: SPY, FPAS

1Y

4.67%highest, FPAS

FundTrailing yieldYield

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Jan 1 → Nov 11

+12.3%

−0.7%1 yearTotal return+12.7%

[…]3 years · per year$10,000 became […] · $18,083+21.8%

[…]5 years · per year$10,000 became […] · $17,481+11.8%

8.90%Expense ratio$890 · $9 a year on $10k · lower is better0.09%

4.67%Trailing 12-mo yield$467 · $100 a year on $10k1.00%

−4.6%Worst dropSmaller is better−8.9%

3.8%VolatilityLower is calmer13.7%

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

3–3Level

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 11, 2026 · share of each fund

FPAS vs SPY Returns, Every Period

1Y

FPAFPAS

−0.7%

past year

SPYSPDR

+12.7%

past year

FPASSPYFaded: behind in that period

0–2SPY wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Bonds vs Core: FPAS vs SPY

YTD

FPAFPAS

−1.4%

SPYSPDR

+12.3%

−1.4%Year to date+12.3%

−4.6%Worst drop · 1Y−8.9%

3.8%Volatility · 1Y13.7%

4.7%Yield1.0%

$17.5MAssets$793B

3–1FPAS wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

$10k

FPAS4.67%$467

SPY1.00%$100

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$91most kept, SPY

SPY$100 − $9 = $91

FPAS$467 − $890 = −$423

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: SPY, FPAS

Today

[…]holdings […]

SPYFPAS

SPY—[…]

FPAS[…]—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+12.7%SPY, at 13.7% volatility

FPASWorst drop−4.6%3.8% vol

SPYWorst drop−8.9%13.7% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

FPASSPY

−1.4%Year to date+12.3%

4.7%Yield1.0%

−0.7%Past year+12.7%

8.90%Fee0.09%

3–1SPY wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

Loading…

SPY and FPAS

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two