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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%VTV+1.5%SPYM+1.7%VXUS+2.0%BND+0.4%VGT+0.2%IEMG+0.9%AGG+0.5%GLD+3.7%IJH+0.6%VWO+1.7%SCHD+1.9%IWF+0.4%XLK+0.0%SGOV+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 · $4.69T85%$440B3SPDR State Street187 funds · $2.14T89%$237B4Invesco247 funds · $970B86%$102B5Schwab34 funds · $630B88%$93.3B6Dimensional46 funds · $507B98%$72.8B7First Trust333 funds · $290B89%$33.5B8J.P. Morgan80 funds · $356B91%$29.1B9Avantis American Century33 funds · $155B100%$27.6B10VanEck91 funds · $159B71%$24.8B11Capital Group25 funds · $164B96%$13.5B
89Rockefeller5 funds · $2.1B100%$187M
3 bucketsMoney in each
International1 fund$782M38%US stocks1 fund$739M36%Bonds & cash3 funds$530M26%
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Rockefeller vs iShares in US Stock Styles

1Y
Rockefeller1 funds
vs
iSharesBlackRock · 79 funds
$68.6MMoney made$139B
$739MAssets$1.10T
$5.5MFees earned$1.7B
100%Win %95%
+10.2%Typical return+14.3%
$0.75Fee per $100$0.15
1Funds79
0Launches 20261
3–1iShares wins
Rockefeller and iShares us stocks ETFs · past year results · as of Nov 5, 2026 · each pair scaled to its larger value
@TheETFTracker·theetftracker.com

Rockefeller US Stock ETFs

1Y1 funds
#Trend
1RSMCU.S. Small-Mid CapReadDesk0.75%—+11.3%+10.2%$68.6M$739M
1–1 of 1 · most assets first
Rockefeller us stocks 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 US Stock Styles

Today
Rockefeller $739MEveryone else $3.18T

Rockefeller holds less than 1% of US Stock Styles AUM

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

Rockefeller’s US Stock Funds vs AUM

Today
<1% of the funds<1% of the AUM
US Stock ETFsFundsAUM
Rockefeller1 · <1%$739M · <1%
Everyone else804 · 100%$3.18T · 100%
US stocks ETFs · current AUM · as of Nov 5, 2026 · 805 funds
@TheETFTracker·theetftracker.com

Rockefeller vs iShares in US Stock Styles

1Y
Rockefeller1 funds
vs
iSharesBlackRock · 79 funds
$68.6MMoney made$139B
$739MAssets$1.10T
$5.5MFees earned$1.7B
100%Win %95%
+10.2%Typical return+14.3%
$0.75Fee per $100$0.15
1Funds79
0Launches 20261
3–1iShares wins
Rockefeller and iShares us stocks ETFs · past year results · as of Nov 5, 2026 · each pair scaled to its larger value
@TheETFTracker·theetftracker.com