IBID vs FPAS

AIBID

BFPAS

Measures won3–1IBID wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.10%IBID · $10 on $10k

Most income4.64%FPAS · $464 on $10k

Smallest drop−0.6%IBID · worst fall in 1Y

Held in common[…]IBID and FPAS

IBID

FPAS

iShares iBonds Oct 2027 Term TIPS ETF · $159MFPA Short Duration Government ETF · $16M

+5.6%3 years · per year$11,771 · […][…]

[…]5 years · per year[…]

0.10%Expense ratio$10 · $890 on $10k · lower wins8.90%

4.31%12-mo yield$431 · $464 on $10k4.64%

−0.6%Worst dropSmaller wins−4.6%

1.1%VolatilityLower wins3.7%

3–1IBID wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsIBID · FPAS

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

Both

5Y2 funds

#			Trend							5Y/yr
1	AIBID	iShares iBonds Oct 2027 Term TIPS ETFRead Desk		0.10%	4.31%	0.0%	+3.4%	+3.7%	+5.6%	new	−0.6%	$159M
2	BFPAS	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

Both

5Y2 funds

#			Trend							5Y/yr
1	AIBID	iShares iBonds Oct 2027 Term TIPS ETFRead Desk		0.10%	4.31%	0.0%	+3.4%	+3.7%	+5.6%	new	−0.6%	$159M
2	BFPAS	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

IBID vs FPAS

IBID

iShares iBonds Oct 2027 Term TIPS

[…]

FPAS

FPA Short Duration Government

[…]

MeasureIBIDFPAS

Fee0.10%8.90%

Cost on $10k a year$10$890

Yield4.31%4.64%

5 years, per year[…][…]

3 years, per year+5.6%[…]

Worst drop · 1Y−0.6%−4.6%

Volatility · 1Y1.1%3.7%

3–1measures won
IBID first

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

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

Overlap: IBID, FPAS

Today

[…]holdings […]

IBIDFPAS

IBID—[…]

FPAS[…]—

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

Income After Fees on $10,000

$421most kept, IBID

IBID$431 − $10 = $421

FPAS$464 − $890 = −$426

KeptFee

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