Core Alternative ETFs: record by period

Core Alternative’s 1-Year Record

1Y

2 of 2 Made Money0 lostCore Alternative typical +12.0% · All ETFs +7.8%

Made money · 2

More than 30%0

20–30%0

10–20%1BestOEI+12.0%

5–10%1

0–5%0

Lost money · 0

0–5%0

5–10%0

More than 10%0

Core Alternative ETFs · past-year returns · 2 funds with a full year · as of Nov 5, 2026

Core Alternative’s Returns by Bucket

1Y

BucketYTD1YMoney made

Income1 fund · $52.1M+10.4%+12.0%$5.6M

Unsorted1 fund · $26.3M+4.3%+7.9%$1.9M

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

Core Alternative’s Best ETFs

YTD

+10.4%OEI, Optimized Equity Income, led Core Alternative

1OEIOptimized Equity Income+10.4%

2CCORCore Alternative+4.3%

Core Alternative ETFs · year-to-date returns · as of Nov 5, 2026

Core Alternative’s Worst ETFs

YTD

No Core Alternative fund is down this year.

Core Alternative ETFs · year-to-date returns · as of Nov 5, 2026

Core Alternative’s ETF Returns

YTD

2–0up · down this year
of 2 funds that traded Jan 1

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

Typical+7.3%

BestOEI +10.4%

WorstCCOR +4.3%

Core Alternative ETFs · year-to-date returns · as of Nov 5, 2026

Top 2 Core Alternative ETFs

1Y

OEI+12.0%

CCOR+7.9%

Best first · dashed line = Core Alternative typical +12.0%

Core Alternative ETFs · past-year returns · as of Nov 5, 2026

Core Alternative’s Money Made

1Y

$7.5Mmade by the 2 largest · 100% of $7.5M

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

Core Alternative’s Best and Worst ETFs

1Y

Best 2 of 2

OEIOptimized Equity Income+12.0%

CCORCore Alternative+7.9%

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

Core Alternative’s Record by Bucket

1Y

Income1 of 1

Unsorted1 of 1

Core Alternative ETFs · past-year returns · as of Nov 5, 2026

Money Made by ETF Issuers

1Y

$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

Core Alternative’s Losing ETFs

1Y

0funds lost money

Core Alternative ETFs · past-year returns · as of Nov 5, 2026 · worst first

Core Alternative’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.

Core Alternative ETFs · launched in the past year · as of Nov 5, 2026

CACore Alternative

Record

Core Alternative