FPAS vs QQQ

AFPAS

BQQQ

Measures won3–1FPAS wins · of 6 · 5Y

$10,000 · 5Y$17,871QQQ · SPY $17,358

Lowest cost0.09%SPY · $9 on $10k

Most income4.63%FPAS · $463 on $10k

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

Held in common[…]FPAS and QQQ

FPA Short Duration Government ETF · $16MInvesco QQQ Trust, Series 1 · $464B

[…]3 years · per year[…] · $18,664+23.1%

[…]5 years · per year[…] · $17,871+12.3%

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

4.63%12-mo yield$463 · $46 on $10k0.46%

Cards for this view

FPAS

FPA Short Duration Government

[…]

QQQ

Invesco QQQ Trust

$17,871

MeasureFPASQQQ

Fee8.90%0.18%

Cost on $10k a year$890$18

Yield4.63%0.46%

5 years, per year[…]+12.3%

3 years, per year[…]+23.1%

Worst drop · 1Y−4.6%−14.8%

Volatility · 1Y3.7%21.6%

#
1	BQQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.46%	−0.7%	+10.2%	+11.2%	+23.1%	+12.3%	−14.8%	$463.7B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	−0.4%	+10.8%	+13.0%	+21.4%	+11.7%	−8.9%	$791.9B
3	AFPAS	FPA Short Duration Government ETFRead Desk	8.90%	4.63%	0.0%	−0.6%	+0.1%	new	new	−4.6%	$16M

#
1	BQQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.46%	−0.7%	+10.2%	+11.2%	+23.1%	+12.3%	−14.8%	$463.7B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	−0.4%	+10.8%	+13.0%	+21.4%	+11.7%	−8.9%	$791.9B
3	AFPAS	FPA Short Duration Government ETFRead Desk	8.90%	4.63%	0.0%	−0.6%	+0.1%	new	new	−4.6%	$16M

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