F/m Investments — Issuer
F/m Investments — 26 funds tracked on Dividend Vision.
F/m Investments runs the US Benchmark Series of single-maturity Treasury ETFs.
F/m Investments funds
| Ticker | Name | Distribution rate | Frequency | AUM |
|---|---|---|---|---|
| CPAG | F/m Compoundr U.S. Aggregate Bond ETF | None | $148,267,717 | |
| CPHY | F/m Compoundr High Yield Bond ETF | None | $3,338,374 | |
| LFSC | F/m Emerald Life Sciences Innovation ETF | None | $125,064,043 | |
| OBIL | US Treasury 12 Month Bill ETF | 3.88% | Monthly | $313,906,685 |
| RBIL | F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF | 5.92% | Monthly | $152,435,843 |
| SGLC | Sgi U.S Large Cap Core Equity Fund | 0.20% | Annual | $210,512,803 |
| SPIT | F/m Emerald Special Situations ETF | Annual | $34,088,095 | |
| TMFM | Motley Fool Mid-Cap Growth ETF | 0.07% | Annual | $107,971,446 |
| TMFS | MFAM Small-Cap Growth ETF | None | $53,654,910 | |
| TOS | Twin Oak Strategic Solutions ETF | None | $151,541,884 | |
| UFIV | US Treasury 5 Year Note ETF | 4.32% | Monthly | $30,045,622 |
| USVN | US Treasury 7 Year Note ETF | 4.27% | Monthly | $6,897,240 |
| UTEN | US Treasury 10 Year Note ETF | 4.42% | Monthly | $263,334,976 |
| UTHY | US Treasury 30 Year Bond ETF | 5.00% | Monthly | $195,725,165 |
| UTRE | US Treasury 3 Year Note ETF | 4.07% | Monthly | $10,621,938 |
| UTWO | US Treasury 2 Year Note ETF | 4.14% | Monthly | $489,683,379 |
| UTWY | US Treasury 20 Year Bond ETF | 4.98% | Monthly | $8,079,595 |
| VEGN | US Vegan Climate ETF | 0.32% | Quarterly | $182,775,930 |
| XBIL | US Treasury 6 Month Bill ETF | 3.81% | Monthly | $755,147,895 |
| ZHOG | F/m Opportunistic Income ETF | 6.28% | Monthly | $46,166,081 |
| ZMUN | F/m Callable Tax-Free Municipal ETF | 4.02% | Monthly | $34,110,585 |
| ZTEN | F/m 10-Year Investment Grade Corporate Bond ETF | 5.52% | Monthly | $29,058,441 |
| ZTOP | F/m High Yield 100 ETF | 5.97% | Monthly | $15,729,019 |
| ZTRE | F/m 3-Year Investment Grade Corporate Bond ETF | 4.45% | Monthly | $41,922,456 |
| ZTWO | F/m 2-Year Investment Grade Corporate Bond ETF | 4.36% | Monthly | $18,003,277 |
| TBIL | US Treasury 3 Month Bill ETF | 3.70% | Monthly | $7,353,194,647 |
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|---|---|---|
| Reliable | All three checks pass and the fund has at least a year of history — trust this alpha number, whatever its sign. | That the fund is good. A reliably negative alpha is a reliable verdict too. |
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Alpha is a statistical estimate, not a promise — only credible and reliable leftovers are ranked. Funds whose recipe fits too poorly, whose leftover looks like noise, or that are themselves a benchmark building block are listed separately. Option-strategy effects may not be fully captured by a linear model. Nothing here is investment advice. Coverage: funds held in at least five Dividend Vision accounts (privacy-filtered — only ticker symbols are read) or searched enough in the last 30 days, plus a curated set of flagship funds — one control group per derivative strategy (full-overwrite covered calls, 0DTE, single-stock, target-distribution, crypto and bond option income) so the Strategy filter always has a baseline. A missing ticker card means the fund is not yet in the analysed set, never that its alpha is zero.