TLT vs FPAS

ATLT

BFPAS

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$6,684TLT

Lowest cost0.15%TLT · $15 on $10k

Most income4.77%TLT · $477 on $10k

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

Held in common[…]TLT and FPAS

TLT

FPAS

iShares 20+ Year Treasury Bond ETF · $48.8BFPA Short Duration Government ETF · $16M

+3.8%3 years · per year$11,187 · […][…]

−7.7%5 years · per year$6,684 · […][…]

0.15%Expense ratio$15 · $890 on $10k · lower wins8.90%

4.77%12-mo yield$477 · $464 on $10k4.64%

−12.5%Worst dropSmaller wins−4.6%

9.6%VolatilityLower wins3.7%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsTLT · 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
1	ATLT	iShares 20+ Year Treasury Bond ETFRead Desk		0.15%	4.77%	+0.2%	−2.3%	−4.6%	+3.8%	−7.7%	−12.5%	$48.8B
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
1	ATLT	iShares 20+ Year Treasury Bond ETFRead Desk		0.15%	4.77%	+0.2%	−2.3%	−4.6%	+3.8%	−7.7%	−12.5%	$48.8B
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

TLT vs FPAS

TLT

iShares 20+ Year Treasury Bond

$6,684

FPAS

FPA Short Duration Government

[…]

MeasureTLTFPAS

Fee0.15%8.90%

Cost on $10k a year$15$890

Yield4.77%4.64%

5 years, per year−7.7%[…]

3 years, per year+3.8%[…]

Worst drop · 1Y−12.5%−4.6%

Volatility · 1Y9.6%3.7%

2–2measures won
level

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: TLT, FPAS

Today

[…]holdings […]

TLTFPAS

TLT—[…]

FPAS[…]—

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

Income After Fees on $10,000

$462most kept, TLT

TLT$477 − $15 = $462

FPAS$464 − $890 = −$426

KeptFee

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