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Lone Peak Global Investors and iShares, side by side.
The past year, all their funds · Data as of Nov 3, 2026
Tale of the tape 1Y · lower fee wins
Every dot is one us stocks 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 · US STOCKS | Lone Peak Global Investors | iShares |
|---|---|---|
| Funds in the category | 1 | 79 |
| Made money (W–L) | 0–0 | 70–5 |
| Win % | — | 93% |
| Money made | — | $126B |
| Typical return | — | +12.2% |
| Launches · 2026 | 1 | 1 |
| Assets | $473K | $1.09T |
| Fee per $100 | $0.70 | $0.15 |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| LPSV | Lone Peak SMID Value ETF | $473K | — |
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.