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ALPS made investors more money ($3.3B) and had more funds that made money (84%).
The past year, all their funds · Data as of Nov 3, 2026
Tale of the tape 1Y · lower fee wins
Every dot is one bonds & cash fund, placed at its 1-year return. Right of the line = made money. The ringed dot is the middle fund. Small sample: fewer than 3 funds on a side.
| BOX SCORE · BONDS & CASH | ALPS | Alliance Bernstein |
|---|---|---|
| Funds in the category | 2 | 12 |
| Made money (W–L) | 1–1 | 6–4 |
| Win % | 50% | 60% |
| Money made | −$29M | $104M |
| Typical return | +0.7% | +1.5% |
| Launches · 2026 | 0 | 0 |
| Assets | $3.7B | $9.7B |
| Fee per $100 | $0.59 | $0.29 |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| SMTH | ALPS Funds Smith Core Plus Bond ETF | $3.7B | −0.8% ✕ |
| MNBD | ALPS BBH Intermediate Municipal Bond ETF | $56M | +0.7% ✓ |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| YEAR | Alliance Bernstein - AB Ultra Short Income ETF | $1.6B | +2.9% ✓ |
| TAFI | Alliance Bernstein - AB Tax-Aware Short Duration Municipal ETF | $1.5B | +1.5% ✓ |
| NYM | AB Active ETFs Inc. - AB New York Intermediate Municipal ETF | $1.3B | — |
| CAM | Alliance Bernstein - AB California Intermediate Municipal ETF | $1.2B | +0.8% ✓ |
| CORB | AB Active ETFs, Inc. - AB Core Bond ETF | $1.2B | — |
| TAFM | Alliance Bernstein - AB Tax-Aware Intermediate Municipal ETF | $1.2B | −0.1% ✕ |
Pairs that hold the same market. Fee = per $100 a year. Returns within 0.1 points are a tie; 5-year returns are per year.
Squares, left to right: fee · 1 year · 5 years, coloured by who won. Most gaps come from different index rules, not fees.
The past year. Win % counts funds, not dollars; money made is estimated from each fund’s assets and return. Categories with fewer than 3 funds on a side are flagged. Not advice.