FPAS vs AGG

AFPAS

BAGG

Measures won2–1FPAS wins · of 6 · 5Y

$10,000 · 5Y$9,975AGG

Lowest cost0.03%AGG · $3 on $10k

Most income4.64%FPAS · $464 on $10k

Smallest drop−4.6%FPAS · worst fall in 1Y

Held in common[…]FPAS and AGG

FPAS

AGG

FPA Short Duration Government ETF · $16MiShares Core U.S. Aggregate Bond ETF · $139B

[…]3 years · per year[…] · $11,786+5.6%

[…]5 years · per year[…] · $9,975−0.0%

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

4.64%12-mo yield$464 · $412 on $10k4.12%

−4.6%Worst dropSmaller wins−4.6%

3.7%VolatilityLower wins4.1%

2–1FPAS wins

$10,000 · 5 yearsOne scale

Shared top holdingsFPAS · AGG

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BAGG	iShares Core U.S. Aggregate Bond ETFRead Desk		0.03%	4.12%	+0.2%	+0.1%	+0.5%	+5.6%	0.0%	−4.6%	$139.1B
2	AFPAS	FPA Short Duration Government ETFRead Desk		8.90%	4.64%	+0.5%	−0.7%	−0.2%	new	new	−4.6%	$16M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BAGG	iShares Core U.S. Aggregate Bond ETFRead Desk		0.03%	4.12%	+0.2%	+0.1%	+0.5%	+5.6%	0.0%	−4.6%	$139.1B
2	AFPAS	FPA Short Duration Government ETFRead Desk		8.90%	4.64%	+0.5%	−0.7%	−0.2%	new	new	−4.6%	$16M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FPAS vs AGG

FPAS

FPA Short Duration Government

[…]

AGG

iShares Core U.S. Aggregate Bond

$9,975

MeasureFPASAGG

Fee8.90%0.03%

Cost on $10k a year$890$3

Yield4.64%4.12%

5 years, per year[…]−0.0%

3 years, per year[…]+5.6%

Worst drop · 1Y−4.6%−4.6%

Volatility · 1Y3.7%4.1%

2–1measures won
FPAS first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

BND vs AGG

YTD

VanguardBND

+0.1%

AGGiShares

+0.1%

+0.1%Year to date+0.1%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 5, 2026

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

Overlap: FPAS, AGG

Today

[…]holdings […]

FPASAGG

FPAS—[…]

AGG[…]—

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

Income After Fees on $10,000

$409most kept, AGG

AGG$412 − $3 = $409

FPAS$464 − $890 = −$426

KeptFee

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