FPAS vs IBID

AFPAS

BIBID

Measures won1–3IBID wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.10%IBID · $10 on $10k

Most income4.66%FPAS · $466 on $10k

Smallest drop−0.6%IBID · worst fall in 1Y

Held in common[…]FPAS and IBID

FPAS

IBID

FPA Short Duration Government ETF · $16MiShares iBonds Oct 2027 Term TIPS ETF · $157M

[…]3 years · per year[…] · $11,760+5.6%

[…]5 years · per year[…]

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

4.66%12-mo yield$466 · $431 on $10k4.31%

−4.6%Worst dropSmaller wins−0.6%

3.7%VolatilityLower wins1.1%

1–3IBID wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsFPAS · IBID

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							5Y/yr
1	AFPAS	FPA Short Duration Government ETFRead Desk		8.90%	4.66%	+0.1%	−1.2%	−0.4%	new	new	−4.6%	$16M
2	BIBID	iShares iBonds Oct 2027 Term TIPS ETFRead Desk		0.10%	4.31%	−0.1%	+3.5%	+3.8%	+5.6%	new	−0.6%	$157M

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							5Y/yr
1	AFPAS	FPA Short Duration Government ETFRead Desk		8.90%	4.66%	+0.1%	−1.2%	−0.4%	new	new	−4.6%	$16M
2	BIBID	iShares iBonds Oct 2027 Term TIPS ETFRead Desk		0.10%	4.31%	−0.1%	+3.5%	+3.8%	+5.6%	new	−0.6%	$157M

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 IBID

FPAS

FPA Short Duration Government

[…]

IBID

iShares iBonds Oct 2027 Term TIPS

[…]

MeasureFPASIBID

Fee8.90%0.10%

Cost on $10k a year$890$10

Yield4.66%4.31%

5 years, per year[…][…]

3 years, per year[…]+5.6%

Worst drop · 1Y−4.6%−0.6%

Volatility · 1Y3.7%1.1%

3–1measures won
IBID 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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FPAS, IBID

Today

[…]holdings […]

FPASIBID

FPAS—[…]

IBID[…]—

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

Income After Fees on $10,000

$421most kept, IBID

IBID$431 − $10 = $421

FPAS$466 − $890 = −$424

KeptFee

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