Columbia Threadneedle ETFs: record by period

Record

13 funds with a full year

Columbia Threadneedle’s 1-Year Record

12 of 13 Made Money1 lostColumbia Threadneedle typical +11.4% · All ETFs +7.8%

Made money · 12

More than 30%0

20–30%3BestREVS+28.9%

10–20%4

5–10%0

0–5%5

Lost money · 1

0–5%0

5–10%1WorstINCO−6.5%

More than 10%0

Columbia Threadneedle ETFs · past-year returns · 13 funds with a full year · as of Nov 5, 2026

Columbia Threadneedle’s Returns by Bucket

BucketYTD1YMoney made

Unsorted1 fund · $6.1B+11.4%+12.2%$663M

International3 funds · $2.3B+20.5%+22.3%$414M

US stocks4 funds · $484M+24.3%+28.9%$89.6M

Income4 funds · $441M+17.6%+22.1%$76.8M

Bonds & cash9 funds · $4.1B+0.3%+1.0%$12.6M

Sectors2 funds · $247M−2.2%−3.6%−$10.3M

Columbia Threadneedle ETFs by bucket · asset-weighted returns · money made is an estimate: AUM × return · Nov 5, 2026

Columbia Threadneedle’s Returns by Sector

$4.1Mmade by SEMI, Columbia Select Technology,
the most of Columbia Threadneedle’s 2 sector ETFs

SectorYTD1YMoney made

SEMIColumbia Select Technology+15.7%+11.4%$4.1M

INCOColumbia India Consumer−5.6%−6.5%−$14.5M

Columbia Threadneedle sector ETFs · estimate: AUM × return · as of Nov 5, 2026

Columbia Threadneedle’s Best ETFs

YTD

+24.4%REVS, Columbia Research Enhanced Value, led Columbia Threadneedle

1REVSColumbia Research Enhanced Value+24.4%

2XCEMColumbia EM Core ex-China+20.8%

3RESMColumbia Research Enhanced Small Cap+19.7%

4EQINColumbia U.S. Equity Income+19.3%

5ECONColumbia Research Enhanced Emerging Economies+18.8%

6REMCColumbia Research Enhanced Mid Cap+17.4%

7SEMIColumbia Select Technology+15.7%

8REFAColumbia Research Enhanced International Equity+12.9%

Columbia Threadneedle ETFs · year-to-date returns · as of Nov 5, 2026

Columbia Threadneedle’s Worst ETFs

YTD

−5.6%INCO, Columbia India Consumer

1INCOColumbia India Consumer−5.6%

2CCRPColumbia Corporate Bond−1.2%

3MUSTColumbia Multi-Sector Municipal Income−0.4%

4CRXPColumbia Core Plus Bond−0.3%

5DIALColumbia Diversified Fixed Income Allocation−0.2%

Columbia Threadneedle ETFs · year-to-date returns · as of Nov 5, 2026

Columbia Threadneedle’s ETF Returns

YTD

14–5up · down this year
of 19 funds that traded Jan 1

Funds per 5-point band of YTD return (%). 4 are 2026 launches.

Typical+11.4%

BestREVS +24.4%

WorstINCO −5.6%

Columbia Threadneedle ETFs · year-to-date returns · as of Nov 5, 2026

Top 12 Columbia Threadneedle ETFs

REVS+28.9%

EQIN+23.1%

XCEM+23.0%

INEQ+18.8%

ECON+18.1%

RECS+12.2%

SEMI+11.4%

HYSD+3.3%

SBND+2.1%

DIAL+0.8%

MUST+0.1%

INCO−6.5%

Best first · dashed line = Columbia Threadneedle typical +11.4%

Columbia Threadneedle ETFs · past-year returns · as of Nov 5, 2026

Columbia Threadneedle’s Money Made

$1.2Bmade by the 12 largest · 100% of $1.2B

Columbia Threadneedle ETFs · past-year money made · as of Nov 5, 2026 · estimate: AUM × return

Columbia Threadneedle’s Best and Worst ETFs

Best 5 of 13

REVSColumbia Research Enhanced Value+28.9%

EQINColumbia U.S. Equity Income+23.1%

XCEMColumbia EM Core ex-China+23.0%

INEQColumbia International Equity Income+18.8%

ECONColumbia Research Enhanced Emerging Economies+18.1%

Worst 5 of 13

INCOColumbia India Consumer−6.5%

MUSTColumbia Multi-Sector Municipal Income+0.1%

DIALColumbia Diversified Fixed Income Allocation+0.8%

SBNDColumbia Short Duration Bond+2.1%

NJNKColumbia U.S. High Yield+3.1%

End-of-day Nov 5, 2026 · funds with a full year

Columbia Threadneedle’s Record by Bucket

Unsorted1 of 1

Bonds & cash5 of 5

International2 of 2

US stocks1 of 1

Income2 of 2

Sectors1 of 2

Columbia Threadneedle ETFs · past-year returns · as of Nov 5, 2026

Money Made by ETF Issuers

$1.66Tmade by all US ETFs · an estimate

#IssuerMade

1Vanguard$488B

2iShares$435B

3SPDR$237B

4Invesco$102B

5Schwab$92.2B

End-of-day Nov 5, 2026

Columbia Threadneedle’s Losing ETFs

1fund lost money1 sector fund

FundCategoryPast year1Y ▲Assets

INCOColumbia India ConsumerSectors−6.5%$207M

Columbia Threadneedle ETFs · past-year returns · as of Nov 5, 2026 · worst first

Columbia Threadneedle’s Newest ETFs

10funds not in the record yet

First 1Y onFunds

Jan 9, 1987CRUX

Nov 20, 1993REGS

Dec 11, 2026AAAC CCRP CRXP REFA REMC RESM

Jul 14, 2027CDPI RECI

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

Columbia Threadneedle ETFs · launched in the past year · as of Nov 5, 2026

CTColumbia Threadneedle

Record

Columbia Threadneedle