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VOO+1.6%IVV+1.6%SPY+1.7%VTI+1.5%QQQ+1.0%VUG+1.5%VEA+2.1%IEFA+2.5%SPYM+1.7%VTV+1.5%VXUS+2.0%BND+0.4%VGT+0.2%IEMG+0.9%AGG+0.5%GLD+3.7%VWO+1.7%IJH+0.6%SCHD+1.9%IWF+0.4%SGOV+0.0%XLK+0.0%VIG+2.1%IJR+1.3%QQQM+1.0%VO+0.9%RSP+1.9%ITOT+1.5%DFAC+1.5%IWD+2.6%
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Issuers506 fund companies
1D1MYTD1Y3Y5Y
IssuerWin % · Made 1Y ▼
1Vanguard116 funds · $4.59T87%$488B2iShares BlackRock482 funds · $4.63T85%$435B3SPDR State Street187 funds · $2.13T89%$237B4Invesco247 funds · $965B86%$102B5Schwab34 funds · $622B88%$92.2B6Dimensional46 funds · $500B98%$71.8B7First Trust333 funds · $289B89%$33.6B8J.P. Morgan80 funds · $355B91%$29.1B9Avantis American Century33 funds · $156B100%$27.7B10VanEck91 funds · $156B71%$24.4B11Capital Group25 funds · $164B96%$13.4B
89Rockefeller5 funds · $2.0B100%$186M
3 bucketsMoney in each
International1 fund$780M38%US stocks1 fund$736M36%Bonds & cash3 funds$530M26%
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Rockefeller vs iShares in Bonds & Cash

1Y
Rockefeller3 funds
vs
iSharesBlackRock · 147 funds
$8.7MMoney made$9.4B
$530MAssets$976B
$4.1MFees earned$1.0B
100%Win %77%
+0.5%Typical return+1.4%
$0.78Fee per $100$0.11
3Funds147
0Launches 202612
3–1iShares wins
Rockefeller and iShares bonds & cash ETFs · past year results · as of Nov 5, 2026 · each pair scaled to its larger value
@TheETFTracker·theetftracker.com

Rockefeller Bond ETFs

1Y3 funds
#Trend
1RMOPOpportunistic Municipal BondReadDesk0.80%5.3%+1.2%+1.8%$8.5M$480M
2RMNYNew York Municipal BondReadDesk0.55%4.5%0.0%+0.3%$108K$31.8M
3RMCACalifornia Municipal BondReadDesk0.55%4.4%+0.4%+0.5%$90K$17.5M
1–3 of 3 · most assets first
Rockefeller bonds & cash ETFs · current AUM · past year returns · money made is an estimate · as of Nov 5, 2026
@TheETFTracker·theetftracker.com

Cards for This View

Rockefeller in Bonds & Cash

Today
Rockefeller $530MEveryone else $2.63T

Rockefeller holds less than 1% of Bonds & Cash AUM

Rockefeller ETFs · current holdings · as of Nov 5, 2026
@TheETFTracker·theetftracker.com

Rockefeller’s Bond Funds vs AUM

Today
<1% of the funds<1% of the AUM
Bond ETFsFundsAUM
Rockefeller3 · <1%$530M · <1%
Everyone else923 · 100%$2.63T · 100%
Bonds & cash ETFs · current AUM · as of Nov 5, 2026 · 926 funds
@TheETFTracker·theetftracker.com

Rockefeller vs iShares in Bonds & Cash

1Y
Rockefeller3 funds
vs
iSharesBlackRock · 147 funds
$8.7MMoney made$9.4B
$530MAssets$976B
$4.1MFees earned$1.0B
100%Win %77%
+0.5%Typical return+1.4%
$0.78Fee per $100$0.11
3Funds147
0Launches 202612
3–1iShares wins
Rockefeller and iShares bonds & cash ETFs · past year results · as of Nov 5, 2026 · each pair scaled to its larger value
@TheETFTracker·theetftracker.com