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Aptus made investors more money ($347M) and had more funds that made money (85%).
The past year, all their funds · Data as of Oct 30, 2026
Tale of the tape 1Y · lower fee wins
Every dot is one income 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 · INCOME | Aptus | Allspring |
|---|---|---|
| Funds in the category | 2 | 2 |
| Made money (W–L) | 1–1 | 1–0 |
| Win % | 50% | 100% |
| Money made | $135M | $721K |
| Typical return | +6.0% | +0.3% |
| Launches · 2026 | 0 | 0 |
| Assets | $2.5B | $2.8B |
| Fee per $100 | $0.79 | $0.44 |
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.