ActivePassive ETFs: record by period

ActivePassive’s 1-Year Record

1Y

3 of 4 Made Money1 lostActivePassive typical +8.5% · All ETFs +6.9%

Made money · 3

More than 30%0

20–30%0

10–20%1BestAPUE+13.1%

5–10%1

0–5%1

Lost money · 1

0–5%1WorstAPCB−0.5%

5–10%0

More than 10%0

ActivePassive ETFs · past-year returns · 4 funds with a full year · as of Nov 4, 2026

ActivePassive’s Returns by Bucket

1Y

BucketYTD1YMoney made

US stocks1 fund · $2.4B+12.0%+13.1%$283M

International1 fund · $1.1B+6.0%+8.5%$87.2M

Bonds & cash2 funds · $1.3B−0.7%−0.2%−$3.1M

ActivePassive ETFs by bucket · asset-weighted returns · money made is an estimate: AUM × return · Nov 4, 2026

ActivePassive’s Best ETFs

YTD

+12.0%APUE, U.S. Equity, led ActivePassive

1APUEU.S. Equity+12.0%

2APIEInternational Equity+6.0%

3APMUIntermediate Municipal Bond+0.2%

ActivePassive ETFs · year-to-date returns · as of Nov 4, 2026

ActivePassive’s Worst ETFs

YTD

−1.0%APCB, Core Bond

1APCBCore Bond−1.0%

ActivePassive ETFs · year-to-date returns · as of Nov 4, 2026

ActivePassive’s ETF Returns

YTD

3–1up · down this year
of 4 funds that traded Jan 1

Funds per 5-point band of YTD return (%).

Typical+3.1%

BestAPUE +12.0%

WorstAPCB −1.0%

ActivePassive ETFs · year-to-date returns · as of Nov 4, 2026

Top 4 ActivePassive ETFs

1Y

APUE+13.1%

APIE+8.5%

APMU+0.6%

APCB−0.5%

Best first · dashed line = ActivePassive typical +8.5%

ActivePassive ETFs · past-year returns · as of Nov 4, 2026

ActivePassive’s Money Made

1Y

$367Mmade by the 4 largest · 100% of $367M

ActivePassive ETFs · past-year money made · as of Nov 4, 2026 · estimate: AUM × return

ActivePassive’s Best and Worst ETFs

1Y

Best 4 of 4

APUEU.S. Equity+13.1%

APIEInternational Equity+8.5%

APMUIntermediate Municipal Bond+0.6%

APCBCore Bond−0.5%

End-of-day Nov 4, 2026 · funds with a full year

ActivePassive’s Record by Bucket

1Y

US stocks1 of 1

Bonds & cash1 of 2

International1 of 1

ActivePassive ETFs · past-year returns · as of Nov 4, 2026

Money Made by ETF Issuers

1Y

$1.47Tmade by all US ETFs · an estimate

#IssuerMade

1Vanguard$435B

2iShares$381B

3SPDR$208B

4Invesco$95.7B

5Schwab$83.8B

End-of-day Nov 4, 2026

ActivePassive’s Losing ETFs

1Y

1fund lost money1 bond fund

FundCategoryPast year1Y ▲Assets

APCBCore BondBonds & cash−0.5%$1.0B

ActivePassive ETFs · past-year returns · as of Nov 4, 2026 · worst first

ActivePassive’s Newest ETFs

1Y

0funds not in the record yet

A fund joins Win % and typical return once it has a full year of prices.

ActivePassive ETFs · launched in the past year · as of Nov 4, 2026

AActivePassive

Record

ActivePassive