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X-Square

1Y record: 0–1
Made money: 0%
Money made: −$273K
Typical return: −5.1%

At a glance · 1 yearNov 11, 2025 – Nov 11, 2026

Funds1 year195th most of 95

X-Square’s Total Funds

1Y

1 funds · 0% made money

Bonds & cash 1$5.0M · 100%

ZTAX−5.1%

X-Square ETFs · past-year returns · as of Nov 10, 2026 · one tile per fund, grouped by category, largest first

X-Square’s Total Holdings

Today

$5.0Min 1 funds · 1 categories

IWD+0.0%

Search ETFs and stocks

Portfolio

AssetsMoney invested

$5.0M

<1% of all ETF money

Win %1 year0%0 of 1 · all 76%

Money made1 year−$273K72nd most of 94 issuers

Typical return1 year−5.1%Middle fund · all +7.6%

Hot streakWeekly—Weekly scores not in yet

Fee per $100Each year$0.9282nd lowest of 95

Launches202600 in 12 months

Data as of Nov 11, 2026 · a scoreboard, not advice

CategoryFundsAssets ▼Share

Bonds & cash1$5.0M100%

X-Square ETFs · current holdings · as of Nov 10, 2026

X-Square’s Share of the ETF Market

Today

0%of all US ETF AUM is in X-Square funds
$5.0M of $16.29T · 1 of 5,824

Low-Cost Core

$4.86T

US Stock Styles

$3.15T

Bonds & Cash$2.65T

0%of Bonds & Cash AUM

International

$2.28T

Income

$1.01T

Sectors

$947B

Commodities

$396B

Thematic

$362B

6 more

$645B

X-Square’s AUMEveryone elseNo X-Square funds · 8 bucketsTile size = the bucket’s total AUM

X-Square ETFs · current AUM · as of Nov 10, 2026 · tile size = the bucket’s total AUM

Top 10 X-Square ETFs

Today

$5.0M · 100% of $5.0M

1ZTAXMunicipal Income$5.0M

X-Square ETFs · 1 of 1 by assets · as of Nov 10, 2026

X-Square’s Best ETFs

1Y

−5.1%ZTAX, the Municipal Income fund, led all 1

1ZTAXMunicipal Income−5.1%

X-Square ETFs · past-year returns · as of Nov 10, 2026

X-Square’s 1-Year Record

1Y

0–1made money · lost
of 1 with a full year

0% made moneyAll ETFs 76%

Typical returnMiddle fund

X-Square−5.1%

All ETFs+7.6%

Best fundZTAX −5.1%

Worst fundZTAX −5.1%

Money made for investors−$273K · 359th of 416 issuers

X-Square ETFs · past-year returns · as of Nov 10, 2026

X-Square vs Invesco

1Y

X-Square1 funds · 72nd by money made

vs

Invesco247 funds

−$273KMoney made$103B

$5.0MAssets$942B

$46KFees earned$2.2B

0%Win %84%

−5.1%Typical return+10.8%

$0.92Fee per $100$0.23

1Funds247

0Launches 202615

4–0Invesco wins

X-Square and Invesco ETFs · past-year results · as of Nov 10, 2026 · each pair scaled to its larger value

X-Square’s ETF Launches

2026

0in 20260in 12 months

No launches yet in 2026.

End-of-day Nov 10, 2026

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