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Eldridge

1Y record: 2–0
Made money: 100%
Money made: $42.2M
Typical return: +4.7%

At a glance · 1 year · Nov 13, 2025 – Nov 13, 2026

Funds

Eldridge’s Total Funds

1Y

2 funds · 100% made money

Bonds & cash 2$1.0B · 100%

CLOZ+4.1%CLOX+4.7%

Eldridge ETFs · past-year returns · as of Nov 13, 2026 · one tile per fund, grouped by category, largest first

−0.1%

IWD+0.2%

Search ETFs and stocks

Portfolio

1 year

2

96th most of 96

AssetsMoney invested$1.0B<1% of all ETF money

Win %1 year100%2 of 2 · all 72%

Money made1 year$42.2M69th most of 95 issuers

Typical return1 year+4.7%Middle fund · all +6.5%

Hot streakWeekly—Weekly scores not in yet

Fee per $100Each year$0.3940th lowest of 96

Launches202600 in 12 months

Data as of Nov 13, 2026 · a scoreboard, not advice

Eldridge’s Total Holdings

Today

$1.0Bin 2 funds · 1 categories

CategoryFundsAssets ▼Share

Bonds & cash2$1.0B100%

Eldridge ETFs · current holdings · as of Nov 13, 2026

Eldridge’s Share of the ETF Market

Today

0%of all US ETF AUM is in Eldridge funds
$1.0B of $16.43T · 2 of 5,774

Low-Cost Core

$4.94T

US Stock Styles

$3.18T

Bonds & Cash$2.63T

0%of Bonds & Cash AUM

International

$2.29T

Income

$1.02T

Sectors

$964B

Commodities

$379B

Thematic

$374B

6 more

$644B

Eldridge’s AUMEveryone elseNo Eldridge funds · 8 bucketsTile size = the bucket’s total AUM

Eldridge ETFs · current AUM · as of Nov 13, 2026 · tile size = the bucket’s total AUM

Top 10 Eldridge ETFs

Today

$1.0B · 100% of $1.0B

1CLOZBBB-B CLO$653M

2CLOXAAA CLO$375M

Eldridge ETFs · 2 of 2 by assets · as of Nov 13, 2026

Eldridge’s Best ETFs

1Y

+4.7%CLOX, the AAA CLO fund, led all 2

1CLOXAAA CLO+4.7%

2CLOZBBB-B CLO+4.1%

Eldridge ETFs · past-year returns · as of Nov 13, 2026

Eldridge’s 1-Year Record

1Y

2–0made money · lost
2 of 2 funds have a full year

100% made moneyAll ETFs 72%

Typical returnMiddle fund

Eldridge+4.7%

All ETFs+6.5%

Best fundCLOX +4.7%

Worst fundCLOZ +4.1%

Money made for investors$42.2M · 151st of 413 issuers

Eldridge ETFs · past-year returns · as of Nov 13, 2026

Eldridge vs Invesco

1Y

Eldridge2 funds · 69th by money made

vs

Invesco251 funds

$42.2MMoney made$98.2B

$1.0BAssets$988B

$4.0MFees earned$2.2B

100%Win %79%

+4.7%Typical return+10.0%

$0.39Fee per $100$0.23

2Funds251

0Launches 202619

3–1Invesco wins

Eldridge and Invesco ETFs · past-year results · as of Nov 13, 2026 · each pair scaled to its larger value

Eldridge’s ETF Launches

2026

0in 20260in 12 months

No launches yet in 2026.

End-of-day Nov 13, 2026

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