FPAS vs IVV

AFPAS

BIVV

Measures won3–1FPAS wins · of 6 · 3Y

$10,000 · 3Y$18,019IVV · BND $11,344

Lowest cost0.03%IVV · $3 on $10k

Most income4.70%FPAS · $470 on $10k

Smallest drop−4.5%BND · worst fall in 1Y

Held in common[…]FPAS and IVV

FPA Short Duration Government ETF · $17MiShares Core S&P 500 ETF · $879B

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

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

8.90%Expense ratio$890 · $3 on $10k · lower wins0.03%

4.70%12-mo yield$470 · $110 on $10k1.10%

Cards for this view

FPAS

FPA Short Duration Government

[…]

IVV

iShares Core S&P 500

$18,019

MeasureFPASIVV

Fee8.90%0.03%

Cost on $10k a year$890$3

Yield4.70%1.10%

5 years, per year[…]+11.7%

3 years, per year[…]+21.7%

Worst drop · 1Y−4.6%−8.9%

Volatility · 1Y3.8%

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$879.1B
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.18%	−0.6%	−1.3%	−1.3%	+4.3%	−0.4%	−4.5%	$161.4B
3	AFPAS	FPA Short Duration Government ETFRead Desk	8.90%	4.70%	−0.5%	−2.0%	−1.5%	new	new	−4.6%	$17M

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$879.1B
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.18%	−0.6%	−1.3%	−1.3%	+4.3%	−0.4%	−4.5%	$161.4B
3	AFPAS	FPA Short Duration Government ETFRead Desk	8.90%	4.70%	−0.5%	−2.0%	−1.5%	new	new	−4.6%	$17M

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