Twin Oak ETFs: record by period

Twin Oak’s 1-Year Record

1Y

3 of 3 Made Money0 lostTwin Oak typical +5.2% · All ETFs +5.5%

Made money · 3

More than 30%0

20–30%0

10–20%0

5–10%2BestTSPX+7.8%

0–5%1

Lost money · 0

0–5%0

5–10%0

More than 10%0

Twin Oak ETFs · past-year returns · 3 funds with a full year · as of Nov 6, 2026

Twin Oak’s Returns by Bucket

1Y

BucketYTD1YMoney made

Unsorted4 funds · $920M+5.3%+6.6%$21.3M

Income1 fund · $134M+4.7%+5.2%$6.7M

Twin Oak ETFs by bucket · asset-weighted returns · money made is an estimate: AUM × return · Nov 6, 2026

Twin Oak’s Best ETFs

YTD

+6.3%TSPX, Manager Directed Portfolios - Twin Oak Active Opportunities, led Twin Oak

1TSPXManager Directed Portfolios - Twin Oak Active Opportunities+6.3%

2SPYATorray Equity Income - Twin Oak Endure+4.7%

3TOAKShort Horizon Absolute Return+3.0%

Twin Oak ETFs · year-to-date returns · as of Nov 6, 2026

Twin Oak’s Worst ETFs

YTD

No Twin Oak fund is down this year.

Twin Oak ETFs · year-to-date returns · as of Nov 6, 2026

Twin Oak’s ETF Returns

YTD

3–0up · down this year
of 3 funds that traded Jan 1

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

Typical+4.7%

BestTSPX +6.3%

WorstTOAK +3.0%

Twin Oak ETFs · year-to-date returns · as of Nov 6, 2026

Top 3 Twin Oak ETFs

1Y

TSPX+7.8%

SPYA+5.2%

TOAK+3.7%

Best first · dashed line = Twin Oak typical +5.2%

Twin Oak ETFs · past-year returns · as of Nov 6, 2026

Twin Oak’s Money Made

1Y

$28.0Mmade by the 3 largest · 100% of $28.0M

Twin Oak ETFs · past-year money made · as of Nov 6, 2026 · estimate: AUM × return

Twin Oak’s Best and Worst ETFs

1Y

Best 3 of 3

TSPXManager Directed Portfolios - Twin Oak Active Opportunities+7.8%

SPYATorray Equity Income - Twin Oak Endure+5.2%

TOAKShort Horizon Absolute Return+3.7%

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

Twin Oak’s Record by Bucket

1Y

Unsorted2 of 2

Income1 of 1

Twin Oak ETFs · past-year returns · as of Nov 6, 2026

Money Made by ETF Issuers

1Y

$1.29Tmade by all US ETFs · an estimate

#IssuerMade

1Vanguard$380B

2iShares$336B

3SPDR$193B

4Schwab$79.8B

5Invesco$70.2B

End-of-day Nov 6, 2026

Twin Oak’s Losing ETFs

1Y

0funds lost money

Twin Oak ETFs · past-year returns · as of Nov 6, 2026 · worst first

Twin Oak’s Newest ETFs

1Y

2funds not in the record yet

First 1Y onFunds

Jan 27, 2027TOS

Apr 24, 2027TOAO

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

Twin Oak ETFs · launched in the past year · as of Nov 6, 2026

TOTwin Oak

Record

Twin Oak