FPAS vs IEF

AFPAS

BIEF

Measures won3–1FPAS wins · of 6 · 5Y

$10,000 · 5Y$9,803BND · IEF $9,164

Lowest cost0.03%BND · $3 on $10k

Most income4.70%FPAS · $470 on $10k

Smallest drop−4.5%BND · worst fall in 1Y

Held in common[…]FPAS and IEF

FPA Short Duration Government ETF · $17MiShares 7-10 Year Treasury Bond ETF · $44.1B

[…]3 years · per year[…] · $11,015+3.3%

[…]5 years · per year[…] · $9,164−1.7%

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

4.70%12-mo yield$470 · $413 on $10k4.13%

Cards for this view

FPAS

FPA Short Duration Government

[…]

IEF

iShares 7-10 Year Treasury Bond

$9,164

MeasureFPASIEF

Fee8.90%0.15%

Cost on $10k a year$890$15

Yield4.70%4.13%

5 years, per year[…]−1.7%

3 years, per year[…]+3.3%

Worst drop · 1Y−4.6%−6.8%

Volatility · 1Y3.8%

#
1	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.18%	−0.6%	−1.3%	−1.3%	+4.3%	−0.4%	−4.5%	$161.4B
2	BIEF	iShares 7-10 Year Treasury Bond ETFRead Desk	0.15%	4.13%	−0.8%	−3.0%	−3.1%	+3.3%	−1.7%	−6.8%	$44.1B
3	AFPAS	FPA Short Duration Government ETFRead Desk	8.90%	4.70%	−0.5%	−2.0%	−1.5%	new	new	−4.6%	$17M

#
1	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.18%	−0.6%	−1.3%	−1.3%	+4.3%	−0.4%	−4.5%	$161.4B
2	BIEF	iShares 7-10 Year Treasury Bond ETFRead Desk	0.15%	4.13%	−0.8%	−3.0%	−3.1%	+3.3%	−1.7%	−6.8%	$44.1B
3	AFPAS	FPA Short Duration Government ETFRead Desk	8.90%	4.70%	−0.5%	−2.0%	−1.5%	new	new	−4.6%	$17M

Loading…