FPAS vs VGIT

AFPAS

BVGIT

Measures won1–2VGIT wins · of 6 · 5Y

$10,000 · 5Y$10,075VGIT

Lowest cost0.03%VGIT · $3 on $10k

Most income4.67%FPAS · $467 on $10k

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

Held in common[…]FPAS and VGIT

FPAS

VGIT

FPA Short Duration Government ETF · $16MVanguard Intermediate-Term Treasury ETF · $39.7B

[…]3 years · per year[…] · $11,366+4.4%

[…]5 years · per year[…] · $10,075+0.2%

8.90%Expense ratio$890 · $3 on $10k · lower wins0.03%

4.67%12-mo yield$467 · $400 on $10k4.00%

−4.6%Worst dropSmaller wins−4.6%

3.7%VolatilityLower wins3.5%

1–2VGIT wins

$10,000 · 5 yearsOne scale

Shared top holdingsFPAS · VGIT

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

Held in common[…]

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BVGIT	Vanguard Intermediate-Term Treasury ETFRead Desk		0.03%	4.00%	−0.2%	−1.0%	−0.5%	+4.4%	+0.2%	−4.6%	$39.7B
2	AFPAS	FPA Short Duration Government ETFRead Desk		8.90%	4.67%	−0.2%	−1.3%	−0.4%	new	new	−4.6%	$16M

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

Both

5Y2 funds

#			Trend
1	BVGIT	Vanguard Intermediate-Term Treasury ETFRead Desk		0.03%	4.00%	−0.2%	−1.0%	−0.5%	+4.4%	+0.2%	−4.6%	$39.7B
2	AFPAS	FPA Short Duration Government ETFRead Desk		8.90%	4.67%	−0.2%	−1.3%	−0.4%	new	new	−4.6%	$16M

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

Cards for this view

FPAS vs VGIT

FPAS

FPA Short Duration Government

[…]

VGIT

Vanguard Intermediate-Term Treasury

$10,075

MeasureFPASVGIT

Fee8.90%0.03%

Cost on $10k a year$890$3

Yield4.67%4.00%

5 years, per year[…]+0.2%

3 years, per year[…]+4.4%

Worst drop · 1Y−4.6%−4.6%

Volatility · 1Y3.7%3.5%

2–1measures won
VGIT first

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: FPAS, VGIT

Today

[…]holdings […]

FPASVGIT

FPAS—[…]

VGIT[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$397most kept, VGIT

VGIT$400 − $3 = $397

FPAS$467 − $890 = −$423

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee