FPAS vs SPYM

AFPAS

BSPYM

Measures won3–1FPAS wins · of 6 · 5Y

$10,000 · 5Y$17,537SPYM · SGOV $12,092

Lowest cost0.02%SPYM · $2 on $10k

Most income4.67%FPAS · $467 on $10k

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

Held in common[…]FPAS and SPYM

FPA Short Duration Government ETF · $17MState Street SPDR Portfolio S&P 500 ETF · $183B

[…]3 years · per year[…] · $18,134+21.9%

[…]5 years · per year[…] · $17,537+11.9%

8.90%Expense ratio$890 · $2 on $10k · lower wins0.02%

4.67%12-mo yield$467 · $102 on $10k1.02%

Cards for this view

FPAS

FPA Short Duration Government

[…]

SPYM

SPDR Portfolio S&P 500

$17,537

MeasureFPASSPYM

Fee8.90%0.02%

Cost on $10k a year$890$2

Yield4.67%1.02%

5 years, per year[…]+11.9%

3 years, per year[…]+21.9%

Worst drop · 1Y−4.6%−8.9%

Volatility · 1Y3.8%

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.02%	+1.3%	+12.4%	+12.8%	+21.9%	+11.9%	−8.9%	$183.5B
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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.02%	+1.3%	+12.4%	+12.8%	+21.9%	+11.9%	−8.9%	$183.5B
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

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