FPAS vs VOO

AFPAS

BVOO

Measures won3–1FPAS wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · SPY $17,099

Lowest cost0.03%VOO · $3 on $10k

Most income4.64%FPAS · $464 on $10k

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

Held in common[…]FPAS and VOO

FPAS

VOO

FPA Short Duration Government ETF · $16MVanguard S&P 500 ETF · $1.00T

[…]3 years · per year[…] · $18,224+22.1%

[…]5 years · per year[…] · $17,156+11.4%

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

4.64%12-mo yield$464 · $110 on $10k1.10%

−4.6%Worst dropSmaller wins−8.9%

3.7%VolatilityLower wins13.5%

3–1FPAS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFPAS · VOO

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

Held in common[…]

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

All Three

5Y3 funds

#
1	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
3	AFPAS	FPA Short Duration Government ETFRead Desk	8.90%	4.64%	+0.5%	−0.7%	−0.2%	new	new	−4.6%	$16M

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

All Three

5Y3 funds

#
1	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
3	AFPAS	FPA Short Duration Government ETFRead Desk	8.90%	4.64%	+0.5%	−0.7%	−0.2%	new	new	−4.6%	$16M

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

Cards for this view

FPAS vs VOO

FPAS

FPA Short Duration Government

[…]

VOO

Vanguard S&P 500

$17,156

MeasureFPASVOO

Fee8.90%0.03%

Cost on $10k a year$890$3

Yield4.64%1.10%

5 years, per year[…]+11.4%

3 years, per year[…]+22.1%

Worst drop · 1Y−4.6%−8.9%

Volatility · 1Y3.7%13.5%

3–1measures won
FPAS first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: FPAS, VOO, SPY

Today

93.5%most shared, VOO and SPY

FPASVOOSPY

FPAS—[…][…]

VOO[…]—93.5%

SPY[…]93.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

SPY$103 − $9 = $94

FPAS$464 − $890 = −$426

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee