FPAS vs VTI

AFPAS

BVTI

Measures won3–1FPAS wins · of 6 · 5Y

$10,000 · 5Y$16,678VTI · SGOV $12,092

Lowest cost0.03%VTI · $3 on $10k

Most income4.67%FPAS · $467 on $10k

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

Held in common[…]FPAS and VTI

FPA Short Duration Government ETF · $17MVanguard Morningstar Total Stock Market ETF · $689B

[…]3 years · per year[…] · $18,043+21.7%

[…]5 years · per year[…] · $16,678+10.8%

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

4.67%12-mo yield$467 · $106 on $10k1.05%

Cards for this view

FPAS

FPA Short Duration Government

[…]

VTI

Vanguard Morningstar Total Stock Market

$16,678

MeasureFPASVTI

Fee8.90%0.03%

Cost on $10k a year$890$3

Yield4.67%1.05%

5 years, per year[…]+10.8%

3 years, per year[…]+21.7%

Worst drop · 1Y−4.6%−8.9%

Volatility · 1Y3.8%

#
1	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.05%	+1.3%	+12.6%	+13.0%	+21.7%	+10.8%	−8.9%	$689.2B
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	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.05%	+1.3%	+12.6%	+13.0%	+21.7%	+10.8%	−8.9%	$689.2B
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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