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Fidelity made investors more money ($8.3B). TrueShares had more funds that made money (86%).
The past year, all their funds · Data as of Nov 3, 2026
Tale of the tape
FIDELITY LEADS5of 7 matchups called
- Money made
- Typical return
- Fee per $100
- Buffered
- +1 more
Tale of the tape 1Y · lower fee wins
84Fundsin total26
58–16Made moneymade–lost, 1 year19–3
78%Win %funds that made money86%
$8.3BMoney madefor investors, 1 year$123M
+10.4%Typical returnmiddle fund, 1 year+7.4%
10Launchesnew funds in 20261
$189BAssetsmoney invested$1.9B
$0.23Fee per $100paid each year · lower wins$0.83
TRUESHARES LEADS2of 7 matchups called
- Win %
- Income
Who wins each category · share of its funds that made money · 1Y
Fidelity 2 · TrueShares 1Buffered: Fidelity wins, 100% to 100% of funds made money
Every dot is one buffered 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.
Twin funds: Fidelity is cheaper in 1 of 1. Fidelity returned more in 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.
CHEAPER1 – 00 tieBETTER 1Y1 – 00 tieBETTER 5Y1 – 00 tie
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.