F/m ETFs: record by period

Record

18 funds with a full year

F/m’s 1-Year Record

11 of 18 Made Money7 lostF/m typical +1.9% · All ETFs +7.8%

Made money · 11

More than 30%0

20–30%0

10–20%0

5–10%0

0–5%11BestRBIL+4.1%

Lost money · 7

0–5%7WorstUTHY−4.5%

5–10%0

More than 10%0

F/m ETFs · past-year returns · 18 funds with a full year · as of Nov 5, 2026

F/m’s Returns by Bucket

BucketYTD1YMoney made

Bonds & cash20 funds · $10.5B+2.6%+3.2%$314M

Income1 fund · $44.7M+1.0%[…][…]

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

F/m’s Best ETFs

YTD

+3.7%RBIL, Ultrashort Treasury Inflation-Protected Security (TIPS), led F/m

1RBILUltrashort Treasury Inflation-Protected Security (TIPS)+3.7%

2TBILUS Treasury 3 Month Bill+3.1%

3XBILUS Treasury 6 Month Bill+3.0%

4ZMUNUltrashort Tax-Free Municipal+2.9%

5OBILUS Treasury 12 Month Bill+2.6%

6ZTWO2-Year Investment Grade Corporate Bond Etf+1.7%

7UTWOUS Treasury 2 Year Note+1.2%

8ZTRE3-Year Investment Grade Corporate Bond Etf+1.1%

F/m ETFs · year-to-date returns · as of Nov 5, 2026

F/m’s Worst ETFs

YTD

−2.6%UTHY, US Treasury 30 Year Bond

1UTHYUS Treasury 30 Year Bond−2.6%

2UTWYUS Treasury 20 Year Bond−2.3%

3UTENUS Treasury 10 Year Note−1.8%

4USVNUS Treasury 7 Year Note−1.3%

5ZTEN10-Year Investment Grade Corporate Bond Etf−1.3%

6CPAGCompoundr U.S. Aggregate Bond−1.0%

7UFIVUS Treasury 5 Year Note−0.9%

8CPHYCompoundr High Yield Bond−0.3%

F/m ETFs · year-to-date returns · as of Nov 5, 2026

F/m’s ETF Returns

YTD

11–8up · down this year
of 19 funds that traded Jan 1

Funds per 5-point band of YTD return (%). 2 are 2026 launches.

Typical+1.0%

BestRBIL +3.7%

WorstUTHY −2.6%

F/m ETFs · year-to-date returns · as of Nov 5, 2026

Top 12 F/m ETFs

RBIL+4.1%

TBIL+3.7%

XBIL+3.7%

ZMUN+3.5%

OBIL+3.4%

ZTRE+2.2%

UTWO+1.9%

ZTEN−0.2%

UFIV−0.4%

CPAG−0.7%

UTEN−1.6%

UTHY−4.5%

Best first · dashed line = F/m typical +1.9%

F/m ETFs · past-year returns · as of Nov 5, 2026

F/m’s Money Made

$314Mmade by the 12 largest · 100% of $314M

F/m ETFs · past-year money made · as of Nov 5, 2026 · estimate: AUM × return

F/m’s Best and Worst ETFs

Best 5 of 18

RBILUltrashort Treasury Inflation-Protected Security (TIPS)+4.1%

TBILUS Treasury 3 Month Bill+3.7%

XBILUS Treasury 6 Month Bill+3.7%

ZMUNUltrashort Tax-Free Municipal+3.5%

OBILUS Treasury 12 Month Bill+3.4%

Worst 5 of 18

UTHYUS Treasury 30 Year Bond−4.5%

UTWYUS Treasury 20 Year Bond−3.4%

UTENUS Treasury 10 Year Note−1.6%

USVNUS Treasury 7 Year Note−0.9%

CPAGCompoundr U.S. Aggregate Bond−0.7%

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

F/m’s Record by Bucket

Bonds & cash11 of 18

F/m 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

F/m’s Losing ETFs

7funds lost money7 bond funds

FundCategoryPast year1Y ▲Assets

UTHYUS Treasury 30 Year BondBonds & cash−4.5%$220M

UTWYUS Treasury 20 Year BondBonds & cash−3.4%$11.6M

UTENUS Treasury 10 Year NoteBonds & cash−1.6%$266M

USVNUS Treasury 7 Year NoteBonds & cash−0.9%$7.0M

CPAGCompoundr U.S. Aggregate BondBonds & cash−0.7%$152M

UFIVUS Treasury 5 Year NoteBonds & cash−0.4%$26.2M

ZTEN10-Year Investment Grade Corporate Bond EtfBonds & cash−0.2%$29.0M

F/m ETFs · past-year returns · as of Nov 5, 2026 · worst first

F/m’s Newest ETFs

3funds not in the record yet

First 1Y onFunds

Sep 6, 2024ZHOG

Jun 10, 2027SGVA

Oct 14, 2027RTHY

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

F/m ETFs · launched in the past year · as of Nov 5, 2026

FMF/m

Record

F/m