FPAS vs IVV

AFPAS

BIVV

Measures won3–1FPAS wins · of 6 · 5Y

$10,000 · 5Y$17,530IVV · BNDX $10,176

Lowest cost0.03%IVV · $3 on $10k

Most income4.67%FPAS · $467 on $10k

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

Held in common[…]FPAS and IVV

FPA Short Duration Government ETF · $17MiShares Core S&P 500 ETF · $883B

[…]3 years · per year[…] · $18,122+21.9%

[…]5 years · per year[…] · $17,530+11.9%

8.90%Expense ratio$890 · $3 on $10k · lower wins0.03%

4.67%12-mo yield$467 · $110 on $10k1.10%

Cards for this view

FPAS

FPA Short Duration Government

[…]

IVV

iShares Core S&P 500

$17,530

MeasureFPASIVV

Fee8.90%0.03%

Cost on $10k a year$890$3

Yield4.67%1.10%

5 years, per year[…]+11.9%

3 years, per year[…]+21.9%

Worst drop · 1Y−4.6%−8.9%

Volatility · 1Y3.8%

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$882.8B
2	BNDX	Vanguard Total International Bond ETFRead Desk	0.07%	4.65%	0.0%	+0.6%	+0.1%	+4.2%	+0.3%	−3.2%	$82.9B
3	AFPAS	FPA Short Duration Government ETFRead Desk	8.90%	4.67%	0.0%	−1.4%	−0.7%	new	new	−4.6%	$17M

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$882.8B
2	BNDX	Vanguard Total International Bond ETFRead Desk	0.07%	4.65%	0.0%	+0.6%	+0.1%	+4.2%	+0.3%	−3.2%	$82.9B
3	AFPAS	FPA Short Duration Government ETFRead Desk	8.90%	4.67%	0.0%	−1.4%	−0.7%	new	new	−4.6%	$17M

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