FPAS vs IUSB

AFPAS

BIUSB

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$10,508VCIT · BNDX $10,186

Lowest cost0.03%VCIT · $3 on $10k

Most income5.02%VCIT · $502 on $10k

Smallest drop−3.2%BNDX · worst fall in 1Y

Held in common[…]FPAS and IUSB

FPAS

IUSB

FPA Short Duration Government ETF · $16MiShares Core Universal USD Bond ETF · $50.4B

[…]3 years · per year[…] · $11,909+6.0%

[…]5 years · per year[…] · $10,142+0.3%

8.90%Expense ratio$890 · $6 on $10k · lower wins0.06%

4.64%12-mo yield$464 · $433 on $10k4.33%

−4.6%Worst dropSmaller wins−4.3%

3.7%VolatilityLower wins3.9%

2–2Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsFPAS · IUSB

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

Held in common[…]

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.02%	+0.2%	−0.6%	+0.3%	+7.3%	+1.0%	−4.9%	$66.6B
2	BNDX	Vanguard Total International Bond ETFRead Desk	0.07%	4.64%	+0.1%	+0.8%	+0.2%	+4.7%	+0.4%	−3.2%	$82.9B
3	BIUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.33%	+0.2%	+0.2%	+0.6%	+6.0%	+0.3%	−4.3%	$50.4B
4	AFPAS	FPA Short Duration Government ETFRead Desk	8.90%	4.64%	+0.5%	−0.7%	−0.2%	new	new	−4.6%	$16M

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

All Four

5Y4 funds

#
1	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.02%	+0.2%	−0.6%	+0.3%	+7.3%	+1.0%	−4.9%	$66.6B
2	BNDX	Vanguard Total International Bond ETFRead Desk	0.07%	4.64%	+0.1%	+0.8%	+0.2%	+4.7%	+0.4%	−3.2%	$82.9B
3	BIUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.33%	+0.2%	+0.2%	+0.6%	+6.0%	+0.3%	−4.3%	$50.4B
4	AFPAS	FPA Short Duration Government ETFRead Desk	8.90%	4.64%	+0.5%	−0.7%	−0.2%	new	new	−4.6%	$16M

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

Cards for this view

FPAS vs IUSB

FPAS

FPA Short Duration Government

[…]

IUSB

iShares Core Universal USD Bond

$10,142

MeasureFPASIUSB

Fee8.90%0.06%

Cost on $10k a year$890$6

Yield4.64%4.33%

5 years, per year[…]+0.3%

3 years, per year[…]+6.0%

Worst drop · 1Y−4.6%−4.3%

Volatility · 1Y3.7%3.9%

2–2measures won
level

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: FPAS, IUSB, VCIT, BNDX

Today

[…]holdings […]

FPASIUSBVCITBNDX

FPAS—[…][…][…]

IUSB[…]—[…][…]

VCIT[…][…]—[…]

BNDX[…][…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$499most kept, VCIT

VCIT$502 − $3 = $499

BNDX$464 − $7 = $457

IUSB$433 − $6 = $427

FPAS$464 − $890 = −$426

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee