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JPST and BUXX · year-to-date · as of Nov 11, 2026 · AUM not scored
+3.1% S&P 500 +12.3% Dec 31, 2025 Nov 11, 2026 Return 1D 1M 3M YTD ▼ 1Y 3Y 5Y MAX
Total return0.0% +0.2% +0.6% +3.1% +3.8% +16.5% — +18.0%
Peer average0.0% +0.4% +13807.0% +2.8% +3.4% +15.2% +18.4% —
S&P 500 · VOO+1.3% −2.4% −2.1% +12.3% +12.8% +81.3% +75.3% +822.8%
Strive BUXX and Vanguard VOO · total return, dividends in · as of Nov 11, 2026
United States United States Treasury Bill 12/24/2026 1.9% United State 1.9% Golub Capita 1.6% Freddie Mac 1.5% Freddie Mac 1.5% OBX 2026-HE3 1.3% FIGRE Trust 1.1% Fortress Cre 1.0% Verus Securi 1.0% Fortress Cre 0.9% Onslow Bay M 0.9% Saluda Grade 0.9% Ivy Hill Mid 0.9% Monroe Capit 0.9% Crestline Di 0.9% Freddie Mac 0.9% Cash & Other 0.9% GS Mortgage- 0.9% GS Mortgage- 0.9% Upstart Secu 0.9% Fannie Mae-A 0.8% BRAVO Reside 0.8%
United States United States Treasury Bill 12/24/2026 1.9% United State 1.9% Golub Capita 1.6% Freddie Mac 1.5% Freddie Mac 1.5% OBX 2026-HE3 1.3% FIGRE Trust 1.1% Fortress Cre 1.0% Verus Securi 1.0% Fortress Cre 0.9% Onslow Bay M 0.9% Saluda Grade 0.9%
Strive BUXX · 226 holdings · top 22 shown · tile size = share of the fund · as of Nov 11, 2026
+3.6%
+3.6%
$18.3B
Ultra-Short Bond
+2.8%
+2.8%
$9.9B
Ultra Short Duration Bond Active
+2.9%
+2.9%
$8.9B
JPMorgan Ultra-Short Municipal Income
+2.1%
+2.1%
$8.5B
First Trust Enhanced Short Maturity
+2.9%
+2.9%
$6.8B
First Trust Low Duration Opportunities
+1.4%
+1.4%
$6.6B
Ultra Short Duration
+3.2%
+3.2%
$4.0B
Dimensional Ultrashort Fixed Income
+3.0%
+3.0%
$2.8B
Fidelity Low Duration Bond Factor
+2.7%
+2.7%
$2.4B
T. Rowe Price Ultra Short-Term Bond
+3.2%
+3.2%
$2.1B
Goldman Sachs Ultra Short Bond
+3.2%
+3.2%
$1.8B
Northern Trust Ultra-Short Fixed Income
+3.0%
+3.0%
$1.6B
Alliance Bernstein - AB Ultra Short Income
+2.4%
+2.4%
$1.6B
Short Maturity Municipal Bond Active
+1.8%
+1.8%
$1.6B
Ultra-Short · current AUM · as of Nov 11, 2026
0.0%
+3.6%
+4.2%
$18.3B
Vanguard Ultra-Short Bond ETF
0.0%
+2.8%
+3.5%
$9.9B
iShares Ultra Short Duration Bond Active ETF
0.0%
+2.9%
+3.6%
$8.9B
Strive Enhanced Income Short Maturity ETF
0.0%
+3.1%
+3.8%
$549M
#18 of 50 this year · #36 cheapest of 56 · sorted by assets
BUXX and its peer group · total return · as of Nov 12, 2026
1.87%
2 United United States Treasury Bill 01/19/2027 1.87%
3 Golub Golub Capital Partners Short Duration 2022-1 5.524% 07/25/2033 1.55%
4 Freddi Freddie Mac Multifamily Structured Pass Through Certificates 4.2968% 06/25/2036 1.51%
5 Freddi Freddie Mac Multifamily Structured Pass Through Certificates 4.3668% 08/25/2036 1.51%
6 OBX 20 OBX 2026-HE3 Trust 5.3379% 09/25/2056 1.29%
7 FIGRE FIGRE Trust 2026-HF11 5.2379% 09/25/2056 1.06%
8 Fortre Fortress Credit Opportunities XLI CLO 5.4844% 07/20/2034 1.02%
9 Verus Verus Securitization Trust 2026-3 4.927% 03/25/2071 1.01%
10 Fortre Fortress Credit Bsl X 5.6844% 04/20/2033 0.94%
Strive BUXX · weight in the fund · as of Nov 11, 2026
United States United States Treasury Bill 12/24/2026 1.9% United State 1.9% Golub Capita 1.6% Freddie Mac 1.5% Freddie Mac 1.5%
United States United States Treasury Bill 12/24/2026 1.9% United State 1.9% Golub Capita 1.6% Freddie Mac 1.5% Freddie Mac 1.5%
Strive BUXX · 226 holdings · top 22 shown · tile size = share of the fund · as of Nov 11, 2026
+0.3 pts
JPST and BUXX · year-to-date · as of Nov 11, 2026 · AUM not scored
BUXX A vs B Peer average
1D 0.0% 0.0%
1M +0.2% +0.4%
3M +0.6% +13807.0%
YTD +3.1% +2.8%
1Y +3.8% +3.4%
3Y +16.5% +15.2%
5Y […] +18.4%
3–3 level
55 Ultra-short peers · each row scaled to its leader
OBX 2026-HE3 1.3%
FIGRE Trust 1.1%
Fortress Cre 1.0%
Verus Securi 1.0%
Fortress Cre 0.9%
Onslow Bay M 0.9%
Saluda Grade 0.9%
Ivy Hill Mid 0.9%
Monroe Capit 0.9%
Crestline Di 0.9%
Freddie Mac 0.9%
Cash & Other 0.9%
GS Mortgage- 0.9%
GS Mortgage- 0.9%
Upstart Secu 0.9%
Fannie Mae-A 0.8%
BRAVO Reside 0.8%
OBX 2026-HE3 1.3%
FIGRE Trust 1.1%
Fortress Cre 1.0%
Verus Securi 1.0%
Fortress Cre 0.9%
Onslow Bay M 0.9%
Saluda Grade 0.9%