FPAS vs AGG

AFPAS

BAGG

Measures won2–1FPAS wins · of 6 · 5Y

$10,000 · 5Y$10,302MUB · AGG $9,806

Lowest cost0.03%AGG · $3 on $10k

Most income4.70%FPAS · $470 on $10k

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

Held in common[…]FPAS and AGG

FPA Short Duration Government ETF · $17MiShares Core U.S. Aggregate Bond ETF · $138B

[…]3 years · per year[…] · $11,347+4.3%

[…]5 years · per year[…] · $9,806−0.4%

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

4.70%12-mo yield$470 · $418 on $10k4.18%

Cards for this view

FPAS

FPA Short Duration Government

[…]

AGG

iShares Core U.S. Aggregate Bond

$9,806

MeasureFPASAGG

Fee8.90%0.03%

Cost on $10k a year$890$3

Yield4.70%4.18%

5 years, per year[…]−0.4%

3 years, per year[…]+4.3%

Worst drop · 1Y−4.6%−4.6%

Volatility · 1Y3.8%4.2%

#
1	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.29%	−0.8%	−0.3%	−0.2%	+3.4%	+0.6%	−6.3%	$54.9B
2	BAGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.18%	−0.6%	−1.4%	−1.3%	+4.3%	−0.4%	−4.6%	$138.0B
3	AFPAS	FPA Short Duration Government ETFRead Desk	8.90%	4.70%	−0.5%	−2.0%	−1.5%	new	new	−4.6%	$17M

#
1	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.29%	−0.8%	−0.3%	−0.2%	+3.4%	+0.6%	−6.3%	$54.9B
2	BAGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.18%	−0.6%	−1.4%	−1.3%	+4.3%	−0.4%	−4.6%	$138.0B
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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