FPA ETFs: record by period

FPA’s 1-Year Record

1Y

1 of 2 Made Money1 lostFPA typical +21.4% · All ETFs +7.8%

Made money · 1

More than 30%0

20–30%1BestFPAG+21.4%

10–20%0

5–10%0

0–5%0

Lost money · 1

0–5%1WorstFPAS−0.4%

5–10%0

More than 10%0

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

FPA’s Returns by Bucket

1Y

BucketYTD1YMoney made

International2 funds · $699M+17.5%+21.4%$118M

Bonds & cash1 fund · $16.3M−1.2%−0.4%−$61K

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

FPA’s Best ETFs

YTD

+17.5%FPAG, Global Equity, led FPA

1FPAGGlobal Equity+17.5%

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

FPA’s Worst ETFs

YTD

−1.2%FPAS, Short Duration Government

1FPASShort Duration Government−1.2%

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

FPA’s ETF Returns

YTD

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

Funds per 5-point band of YTD return (%). 1 is a 2026 launch.

Typical+8.1%

BestFPAG +17.5%

WorstFPAS −1.2%

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

Top 2 FPA ETFs

1Y

FPAG+21.4%

FPAS−0.4%

Best first · dashed line = FPA typical +21.4%

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

FPA’s Money Made

1Y

$118Mmade by the 2 largest · 100% of $118M

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

FPA’s Best and Worst ETFs

1Y

Best 2 of 2

FPAGGlobal Equity+21.4%

FPASShort Duration Government−0.4%

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

FPA’s Record by Bucket

1Y

International1 of 1

Bonds & cash0 of 1

FPA 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

FPA’s Losing ETFs

1Y

1fund lost money1 bond fund

FundCategoryPast year1Y ▲Assets

FPASShort Duration GovernmentBonds & cash−0.4%$16.3M

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

FPA’s Newest ETFs

1Y

1fund not in the record yet

First 1Y onFunds

Jun 2, 2027FPAA

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

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

FFPA

Record

FPA