FPAS vs GOVT

AFPAS

BGOVT

Measures won1–2GOVT wins · of 6 · 5Y

$10,000 · 5Y$9,699GOVT

Lowest cost0.05%GOVT · $5 on $10k

Most income4.66%FPAS · $466 on $10k

Smallest drop−4.4%GOVT · worst fall in 1Y

Held in common[…]FPAS and GOVT

FPAS

GOVT

FPA Short Duration Government ETF · $16MiShares U.S. Treasury Bond ETF · $43.2B

[…]3 years · per year[…] · $11,368+4.4%

[…]5 years · per year[…] · $9,699−0.6%

8.90%Expense ratio$890 · $5 on $10k · lower wins0.05%

4.66%12-mo yield$466 · $378 on $10k3.78%

−4.6%Worst dropSmaller wins−4.4%

3.7%VolatilityLower wins3.7%

1–2GOVT wins

$10,000 · 5 yearsOne scale

Shared top holdingsFPAS · GOVT

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

Held in common[…]

End-of-day Nov 4, 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	BGOVT	iShares U.S. Treasury Bond ETFRead Desk		0.05%	3.78%	+0.3%	−0.3%	0.0%	+4.4%	−0.6%	−4.4%	$43.2B
2	AFPAS	FPA Short Duration Government ETFRead Desk		8.90%	4.66%	+0.1%	−1.2%	−0.4%	new	new	−4.6%	$16M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BGOVT	iShares U.S. Treasury Bond ETFRead Desk		0.05%	3.78%	+0.3%	−0.3%	0.0%	+4.4%	−0.6%	−4.4%	$43.2B
2	AFPAS	FPA Short Duration Government ETFRead Desk		8.90%	4.66%	+0.1%	−1.2%	−0.4%	new	new	−4.6%	$16M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FPAS vs GOVT

FPAS

FPA Short Duration Government

[…]

GOVT

iShares U.S. Treasury Bond

$9,699

MeasureFPASGOVT

Fee8.90%0.05%

Cost on $10k a year$890$5

Yield4.66%3.78%

5 years, per year[…]−0.6%

3 years, per year[…]+4.4%

Worst drop · 1Y−4.6%−4.4%

Volatility · 1Y3.7%3.7%

2–1measures won
GOVT first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FPAS, GOVT

Today

[…]holdings […]

FPASGOVT

FPAS—[…]

GOVT[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$373most kept, GOVT

GOVT$378 − $5 = $373

FPAS$466 − $890 = −$424

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee