FPAS vs SGOV

AFPAS

BSGOV

Measures won1–3SGOV wins · of 6 · 5Y

$10,000 · 5Y$17,481SPY · 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 SGOV

FPA Short Duration Government ETF · $17MiShares 0-3 Month Treasury Bond ETF · $117B

[…]3 years · per year[…] · $11,415+4.5%

[…]5 years · per year[…] · $12,092+3.9%

8.90%Expense ratio$890 · $9 on $10k · lower wins0.09%

4.67%12-mo yield$467 · $363 on $10k3.63%

Cards for this view

FPAS

FPA Short Duration Government

[…]

SGOV

iShares 0-3 Month Treasury Bond

$12,092

MeasureFPASSGOV

Fee8.90%0.09%

Cost on $10k a year$890$9

Yield4.67%3.63%

5 years, per year[…]+3.9%

3 years, per year[…]+4.5%

Worst drop · 1Y−4.6%−0.0%

Volatility · 1Y3.8%0.2%

#
1	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$793.2B
2	BSGOV	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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$793.2B
2	BSGOV	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

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