FPAS vs IEF

AFPAS

BIEF

Measures won3–1FPAS wins · of 6 · 5Y

$10,000 · 5Y$9,334IEF

Lowest cost0.15%IEF · $15 on $10k

Most income4.66%FPAS · $466 on $10k

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

Held in common[…]FPAS and IEF

FPAS

IEF

FPA Short Duration Government ETF · $16MiShares 7-10 Year Treasury Bond ETF · $44.0B

[…]3 years · per year[…] · $11,453+4.6%

[…]5 years · per year[…] · $9,334−1.4%

8.90%Expense ratio$890 · $15 on $10k · lower wins0.15%

4.66%12-mo yield$466 · $406 on $10k4.06%

−4.6%Worst dropSmaller wins−6.8%

3.7%VolatilityLower wins5.0%

3–1FPAS wins

$10,000 · 5 yearsOne scale

Shared top holdingsFPAS · IEF

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	BIEF	iShares 7-10 Year Treasury Bond ETFRead Desk		0.15%	4.06%	+0.5%	−1.5%	−1.2%	+4.6%	−1.4%	−6.8%	$44.0B
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	BIEF	iShares 7-10 Year Treasury Bond ETFRead Desk		0.15%	4.06%	+0.5%	−1.5%	−1.2%	+4.6%	−1.4%	−6.8%	$44.0B
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 IEF

FPAS

FPA Short Duration Government

[…]

IEF

iShares 7-10 Year Treasury Bond

$9,334

MeasureFPASIEF

Fee8.90%0.15%

Cost on $10k a year$890$15

Yield4.66%4.06%

5 years, per year[…]−1.4%

3 years, per year[…]+4.6%

Worst drop · 1Y−4.6%−6.8%

Volatility · 1Y3.7%5.0%

3–1measures won
FPAS 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, IEF

Today

[…]holdings […]

FPASIEF

FPAS—[…]

IEF[…]—

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

Income After Fees on $10,000

$391most kept, IEF

IEF$406 − $15 = $391

FPAS$466 − $890 = −$424

KeptFee

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