FPAS vs VOO

Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricFPASVOOWinner
Expense Ratio0.10%0.03%
AUM$11M$979.0B
Dividend Yield4.77%1.09%
Holdings5509
YTD Return-1.99%+13.80%
1Y Return-0.26%+23.71%
3Y Return (annualized)-+21.50%
5Y Return (annualized)-+13.44%
Volatility (annualized)3.0%14.1%
Max Drawdown-3.7%-34.3%
Fund FamilyFPA Investors FirstVanguard (US)
CategoryFixed IncomeEquity
InceptionOct 31, 2024Sep 7, 2010

FPAS vs VOO Performance

FPA Short Duration Government ETF (FPAS) is a ETF from FPA Investors First and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year FPAS returned -0.26% while VOO returned +23.71%. Year to date, FPAS is down 1.99% versus a gain of 13.80% for VOO.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 3.0% for FPAS. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -3.7% for FPAS and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at -0.11. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

FPAS charges 0.10% per year while VOO charges 0.03%. On a $10,000 position that is $10 vs $3 annually, a gap of $7 per year that compounds over a long holding period. On income, FPAS currently yields 4.77% against 1.09% for VOO.

Frequently Asked Questions

Which is cheaper, FPAS or VOO?

FPAS has an expense ratio of 0.10% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $7 per year of difference.

Which performed better, FPAS or VOO?

Over the past year FPAS returned -0.26% vs +23.71% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), FPAS annualized +2.63% vs +13.58% for VOO. Past performance does not guarantee future results.

Which is riskier, FPAS or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 3.0% for FPAS. Worst drawdown: FPAS -3.7% vs VOO -34.3%.

Should I hold both FPAS and VOO?

FPAS and VOO have a monthly-return correlation of -0.11, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, FPAS or VOO?

FPAS yields 4.77% while VOO yields 1.09%, so FPAS currently pays the higher dividend yield.

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