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F/M 2-Year Investment Grade Corporate Bond ETF (ZT...
Performance
Return for Risk
Dividends
Drawdowns
Volatility

ETF Info

Issuer
F/m
Inception Date
Jan 10, 2024
Leveraged
1x (No leverage)
Index Tracked
ICE 2-Year US Target Maturity Corporate Index - Benchmark TR Gross
Distribution Policy
Distributing
Asset Class
Bond

Share Price Chart


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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in F/M 2-Year Investment Grade Corporate Bond ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Returns By Period

F/M 2-Year Investment Grade Corporate Bond ETF (ZTWO) has returned 0.26% so far this year and 4.23% over the past 12 months.


F/M 2-Year Investment Grade Corporate Bond ETF

1D
0.15%
1M
-0.51%
YTD
0.26%
6M
1.36%
1Y
4.23%
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Dec 19, 2024, ZTWO's average daily return is +0.02%, while the average monthly return is +0.37%. At this rate, your investment would double in approximately 15.6 years.

Historically, 94% of months were positive and 6% were negative. The best month was Aug 2025 with a return of +0.8%, while the worst month was Mar 2026 at -0.5%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 1 months.

On a daily basis, ZTWO closed higher 57% of trading days. The best single day was Apr 9, 2025 with a return of +0.4%, while the worst single day was Apr 10, 2025 at -0.4%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.42%0.35%-0.51%0.26%
20250.44%0.71%0.31%0.66%0.18%0.69%0.06%0.77%0.45%0.27%0.44%0.38%5.49%
20240.36%0.36%

Benchmark Metrics

F/M 2-Year Investment Grade Corporate Bond ETF has an annualized alpha of 4.69%, beta of 0.02, and R² of 0.04 versus S&P 500 Index. Calculated based on daily prices since December 20, 2024.

  • This ETF captured 14.35% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -15.55%) — a profile typical of hedging or uncorrelated assets.
  • Beta of 0.02 may look defensive, but with R² of 0.04 this ETF is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
  • R² of 0.04 means this ETF moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
4.69%
Beta
0.02
0.04
Upside Capture
14.35%
Downside Capture
-15.55%

Expense Ratio

ZTWO has an expense ratio of 0.15%, which is considered low.


Return for Risk

Risk / Return Rank

ZTWO ranks 97 for risk / return — in the top 97% of ETFs on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.


ZTWO Risk / Return Rank: 9797
Overall Rank
ZTWO Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
ZTWO Sortino Ratio Rank: 9898
Sortino Ratio Rank
ZTWO Omega Ratio Rank: 9797
Omega Ratio Rank
ZTWO Calmar Ratio Rank: 9696
Calmar Ratio Rank
ZTWO Martin Ratio Rank: 9797
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for F/M 2-Year Investment Grade Corporate Bond ETF (ZTWO) and compare them to a chosen benchmark (S&P 500 Index).


ZTWOBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

2.77

0.90

+1.87

Sortino ratio

Return per unit of downside risk

4.33

1.39

+2.95

Omega ratio

Gain probability vs. loss probability

1.61

1.21

+0.40

Calmar ratio

Return relative to maximum drawdown

4.49

1.40

+3.09

Martin ratio

Return relative to average drawdown

20.51

6.61

+13.90

Explore ZTWO risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

F/M 2-Year Investment Grade Corporate Bond ETF provided a 4.57% dividend yield over the last twelve months, with an annual payout of $2.31 per share.


0.00%1.00%2.00%3.00%4.00%$0.00$0.50$1.00$1.50$2.0020242025
Dividends
Dividend Yield
PeriodTTM20252024
Dividend$2.31$2.19$0.20

Dividend yield

4.57%4.31%0.39%

Monthly Dividends

The table displays the monthly dividend distributions for F/M 2-Year Investment Grade Corporate Bond ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.17$0.17$0.18$0.52
2025$0.00$0.20$0.20$0.19$0.20$0.20$0.19$0.16$0.18$0.17$0.17$0.34$2.19
2024$0.20$0.20

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the F/M 2-Year Investment Grade Corporate Bond ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the F/M 2-Year Investment Grade Corporate Bond ETF was 0.93%, occurring on Mar 26, 2026. The portfolio has not yet recovered.

The current F/M 2-Year Investment Grade Corporate Bond ETF drawdown is 0.51%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-0.93%Mar 2, 202619Mar 26, 2026
-0.67%Apr 4, 20256Apr 11, 20258Apr 24, 202514
-0.31%May 1, 202510May 14, 20258May 27, 202518
-0.27%Mar 11, 20252Mar 12, 20255Mar 19, 20257
-0.23%Oct 29, 20256Nov 5, 202512Nov 21, 202518

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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