SPY vs FPAS

ASPY

BFPAS

Measures won1–3FPAS wins · of 6 · 5Y

$10,000 · 5Y$17,533VOO · SPY $17,481

Lowest cost0.03%VOO · $3 on $10k

Most income4.67%FPAS · $467 on $10k

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

Held in common[…]SPY and FPAS

State Street SPDR S&P 500 ETF · $793BFPA Short Duration Government ETF · $17M

+21.8%3 years · per year$18,083 · […][…]

+11.8%5 years · per year$17,481 · […][…]

0.09%Expense ratio$9 · $890 on $10k · lower wins8.90%

1.00%12-mo yield$100 · $467 on $10k4.67%

Cards for this view

SPY

SPDR S&P 500

$17,481

FPAS

FPA Short Duration Government

[…]

MeasureSPYFPAS

Fee0.09%8.90%

Cost on $10k a year$9$890

Yield1.00%4.67%

5 years, per year+11.8%[…]

3 years, per year+21.8%[…]

Worst drop · 1Y−8.9%−4.6%

Volatility · 1Y13.7%3.8%

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.06%	+1.3%	+12.3%	+12.8%	+21.9%	+11.9%	−8.9%	$1.00T
2	ASPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$793.2B
3	BFPAS	FPA Short Duration Government ETFRead Desk	8.90%	4.67%	0.0%	−1.4%	−0.7%	new	new	−4.6%	$17M

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.06%	+1.3%	+12.3%	+12.8%	+21.9%	+11.9%	−8.9%	$1.00T
2	ASPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$793.2B
3	BFPAS	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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