X-Square ETFs: record by period

X-Square’s 1-Year Record

1Y

0 of 1 Made Money1 lostX-Square typical −3.5% · All ETFs +7.8%

Made money · 0

More than 30%0

20–30%0

10–20%0

5–10%0

0–5%0

Lost money · 1

0–5%1WorstZTAX−3.5%

5–10%0

More than 10%0

X-Square ETFs · past-year returns · 1 funds with a full year · as of Nov 5, 2026

X-Square’s Returns by Bucket

1Y

BucketYTD1YMoney made

Bonds & cash1 fund · $5.0M−1.1%−3.5%−$181K

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

X-Square’s Best ETFs

YTD

No X-Square fund is up this year.

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

X-Square’s Worst ETFs

YTD

−1.1%ZTAX, Municipal Income

1ZTAXMunicipal Income−1.1%

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

X-Square’s ETF Returns

YTD

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

Funds per 5-point band of YTD return (%).

Typical−1.1%

BestZTAX −1.1%

WorstZTAX −1.1%

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

Top 1 X-Square ETFs

1Y

ZTAX−3.5%

Best first · dashed line = X-Square typical −3.5%

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

X-Square’s Money Made

1Y

−$181Kmade by the 1 largest

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

X-Square’s Best and Worst ETFs

1Y

Best 1 of 1

ZTAXMunicipal Income−3.5%

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

X-Square’s Record by Bucket

1Y

Bonds & cash0 of 1

X-Square 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

X-Square’s Losing ETFs

1Y

1fund lost money1 bond fund

FundCategoryPast year1Y ▲Assets

ZTAXMunicipal IncomeBonds & cash−3.5%$5.0M

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

X-Square’s Newest ETFs

1Y

0funds not in the record yet

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

X-Square ETFs · launched in the past year · as of Nov 5, 2026

XSX-Square

Record

X-Square