FPAS vs SCHD

AFPAS

BSCHD

Measures won3–1FPAS wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income4.64%FPAS · $464 on $10k

Smallest drop0.0%SGOV · worst fall in 1Y

Held in common[…]FPAS and SCHD

FPAS

SCHD

FPA Short Duration Government ETF · $16MSchwab U.S. Dividend Equity ETF · $120B

[…]3 years · per year[…] · $17,266+20.0%

[…]5 years · per year[…] · $16,267+10.2%

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

4.64%12-mo yield$464 · $300 on $10k3.00%

−4.6%Worst dropSmaller wins−6.9%

3.7%VolatilityLower wins11.7%

3–1FPAS wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsFPAS · SCHD

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

Held in common[…]

End-of-day Nov 6, 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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
4	AFPAS	FPA Short Duration Government ETFRead Desk	8.90%	4.64%	−0.1%	−0.9%	+0.1%	new	new	−4.6%	$16M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
4	AFPAS	FPA Short Duration Government ETFRead Desk	8.90%	4.64%	−0.1%	−0.9%	+0.1%	new	new	−4.6%	$16M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FPAS vs SCHD

FPAS

FPA Short Duration Government

[…]

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureFPASSCHD

Fee8.90%0.06%

Cost on $10k a year$890$6

Yield4.64%3.00%

5 years, per year[…]+10.2%

3 years, per year[…]+20.0%

Worst drop · 1Y−4.6%−6.9%

Volatility · 1Y3.7%11.7%

3–1measures won
FPAS first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–1level

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: FPAS, SCHD, SGOV, VIG

Today

14.5%most shared, SCHD and VIG

FPASSCHDSGOVVIG

FPAS—[…][…][…]

SCHD[…]—[…]14.5%

SGOV[…][…]—[…]

VIG[…]14.5%[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$354most kept, SGOV

SGOV$363 − $9 = $354

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

FPAS$464 − $890 = −$426

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee