M.D. Sass ETFs: record by period

M.D. Sass’ 1-Year Record

1Y

0 of 0 Made Money0 lostM.D. Sass typical […] · All ETFs +5.4%

Made money · 0

More than 30%0

20–30%0

10–20%0

5–10%0

0–5%0

Lost money · 0

0–5%0

5–10%0

More than 10%0

M.D. Sass ETFs · past-year returns · 0 funds with a full year · as of Nov 6, 2026

M.D. Sass’ Returns by Bucket

1Y

BucketYTD1YMoney made

US stocks1 fund · $77.5M[…][…][…]

M.D. Sass ETFs by bucket · asset-weighted returns · money made is an estimate: AUM × return · Nov 6, 2026

M.D. Sass’ Best ETFs

YTD

No M.D. Sass fund is up this year.

M.D. Sass ETFs · year-to-date returns · as of Nov 6, 2026

M.D. Sass’ Worst ETFs

YTD

No M.D. Sass fund is down this year.

M.D. Sass ETFs · year-to-date returns · as of Nov 6, 2026

M.D. Sass’ Best and Worst ETFs

1Y

Best 0 of 0

End-of-day Nov 6, 2026 · funds with a full year

M.D. Sass’ Record by Bucket

1Y

M.D. Sass ETFs · past-year returns · as of Nov 6, 2026

Money Made by ETF Issuers

1Y

$1.27Tmade by all US ETFs · an estimate

#IssuerMade

1Vanguard$376B

2iShares$326B

3SPDR$188B

4Schwab$77.5B

5Invesco$73.0B

End-of-day Nov 6, 2026

M.D. Sass’ Losing ETFs

1Y

0funds lost money

M.D. Sass ETFs · past-year returns · as of Nov 6, 2026 · worst first

M.D. Sass’ Newest ETFs

1Y

1fund not in the record yet

First 1Y onFunds

Mar 4, 2027SASS

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

M.D. Sass ETFs · launched in the past year · as of Nov 6, 2026

MDM.D. Sass

Record

M.D. Sass