FPAS vs VTIP

AFPAS

BVTIP

Measures won0–4VTIP wins · of 6 · 5Y

$10,000 · 5Y$11,362VTIP

Lowest cost0.03%VTIP · $3 on $10k

Most income4.82%VTIP · $482 on $10k

Smallest drop−2.6%VTIP · worst fall in 1Y

Held in common[…]FPAS and VTIP

FPAS

VTIP

FPA Short Duration Government ETF · $16MVanguard Short-Term Inflation-Protected Securities ETF · $20.9B

[…]3 years · per year[…] · $11,386+4.4%

[…]5 years · per year[…] · $11,362+2.6%

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

4.66%12-mo yield$466 · $482 on $10k4.82%

−4.6%Worst dropSmaller wins−2.6%

3.7%VolatilityLower wins2.2%

0–4VTIP wins

$10,000 · 5 yearsOne scale

Shared top holdingsFPAS · VTIP

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

Held in common[…]

End-of-day Nov 4, 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	BVTIP	Vanguard Short-Term Inflation-Protected Securities ETFRead Desk		0.03%	4.82%	−0.2%	+0.4%	+0.7%	+4.4%	+2.6%	−2.6%	$20.9B
2	AFPAS	FPA Short Duration Government ETFRead Desk		8.90%	4.66%	+0.1%	−1.2%	−0.4%	new	new	−4.6%	$16M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVTIP	Vanguard Short-Term Inflation-Protected Securities ETFRead Desk		0.03%	4.82%	−0.2%	+0.4%	+0.7%	+4.4%	+2.6%	−2.6%	$20.9B
2	AFPAS	FPA Short Duration Government ETFRead Desk		8.90%	4.66%	+0.1%	−1.2%	−0.4%	new	new	−4.6%	$16M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FPAS vs VTIP

FPAS

FPA Short Duration Government

[…]

VTIP

Vanguard Short-Term Inflation-Protected Securities

$11,362

MeasureFPASVTIP

Fee8.90%0.03%

Cost on $10k a year$890$3

Yield4.66%4.82%

5 years, per year[…]+2.6%

3 years, per year[…]+4.4%

Worst drop · 1Y−4.6%−2.6%

Volatility · 1Y3.7%2.2%

4–0measures won
VTIP first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FPAS, VTIP

Today

[…]holdings […]

FPASVTIP

FPAS—[…]

VTIP[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$479most kept, VTIP

VTIP$482 − $3 = $479

FPAS$466 − $890 = −$424

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee