FPAS vs QQQ

AFPAS

BQQQ

Measures won3–1FPAS wins · of 6 · 5Y

$10,000 · 5Y$18,092QQQ · SGOV $12,092

Lowest cost0.09%SGOV · $9 on $10k

Most income4.67%FPAS · $467 on $10k

Smallest drop−0.0%SGOV · worst fall in 1Y

Held in common[…]FPAS and QQQ

FPA Short Duration Government ETF · $17MInvesco QQQ Trust, Series 1 · $464B

[…]3 years · per year[…] · $19,018+23.9%

[…]5 years · per year[…] · $18,092+12.6%

8.90%Expense ratio$890 · $18 on $10k · lower wins0.18%

4.67%12-mo yield$467 · $45 on $10k0.45%

Cards for this view

FPAS

FPA Short Duration Government

[…]

QQQ

Invesco QQQ Trust

$18,092

MeasureFPASQQQ

Fee8.90%0.18%

Cost on $10k a year$890$18

Yield4.67%0.45%

5 years, per year[…]+12.6%

3 years, per year[…]+23.9%

Worst drop · 1Y−4.6%−14.8%

Volatility · 1Y3.8%21.6%

#
1	BQQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.45%	+2.3%	+12.8%	+11.3%	+23.9%	+12.6%	−14.8%	$464.0B
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.7%	+4.5%	+3.9%	−0.0%	$116.9B
3	AFPAS	FPA Short Duration Government ETFRead Desk	8.90%	4.67%	0.0%	−1.4%	−0.7%	new	new	−4.6%	$17M

#
1	BQQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.45%	+2.3%	+12.8%	+11.3%	+23.9%	+12.6%	−14.8%	$464.0B
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.7%	+4.5%	+3.9%	−0.0%	$116.9B
3	AFPAS	FPA Short Duration Government ETFRead Desk	8.90%	4.67%	0.0%	−1.4%	−0.7%	new	new	−4.6%	$17M

Loading…