VYM vs FPAS

AVYM

BFPAS

Measures won1–3FPAS wins · of 6 · 5Y

$10,000 · 5Y$17,254VYM

Lowest cost0.04%VYM · $4 on $10k

Most income4.63%FPAS · $463 on $10k

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

Held in common[…]VYM and FPAS

VYM

FPAS

Vanguard High Dividend Yield ETF · $78.9BFPA Short Duration Government ETF · $16M

+19.7%3 years · per year$17,150 · […][…]

+11.5%5 years · per year$17,254 · […][…]

0.04%Expense ratio$4 · $890 on $10k · lower wins8.90%

2.26%12-mo yield$226 · $463 on $10k4.63%

−6.7%Worst dropSmaller wins−4.6%

10.8%VolatilityLower wins3.7%

1–3FPAS wins

$10,000 · 5 yearsOne scale

Shared top holdingsVYM · FPAS

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

Held in common[…]

End-of-day Nov 9, 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	AVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	BFPAS	FPA Short Duration Government ETFRead Desk		8.90%	4.63%	+0.2%	−0.6%	+0.1%	new	new	−4.6%	$16M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	BFPAS	FPA Short Duration Government ETFRead Desk		8.90%	4.63%	+0.2%	−0.6%	+0.1%	new	new	−4.6%	$16M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VYM vs FPAS

VYM

Vanguard High Dividend Yield

$17,254

FPAS

FPA Short Duration Government

[…]

MeasureVYMFPAS

Fee0.04%8.90%

Cost on $10k a year$4$890

Yield2.26%4.63%

5 years, per year+11.5%[…]

3 years, per year+19.7%[…]

Worst drop · 1Y−6.7%−4.6%

Volatility · 1Y10.8%3.7%

3–1measures won
FPAS first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: VYM, FPAS

Today

[…]holdings […]

VYMFPAS

VYM—[…]

FPAS[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$222most kept, VYM

VYM$226 − $4 = $222

FPAS$463 − $890 = −$427

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee