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ZTEN

GradeBNASDAQ

F/M 10-Year Investment Grade Corporate Bond Etf

Corporate Bond · F/m · Inception 2024-01-10

$48.19−0.67 (−1.37%)

As of Sep 23, 2026, 2:17 PM EDT

History starts Jan 11, 2024.
Intraday session: down, 42 prints from 48.85 to 48.19. Range 48.14 to 48.75. Use the arrow keys to read each point.$48.40$48.60$48.8010 AM12 PM2 PM4 PM
Expense ratio
0.15%
Fund size
$29M
1Y return
−0.3%
Yield · Last 12 months
5.20%
Holdings
246
Volume · 30D
0M sh
NAV per share
$48.76
52W range
low $48.47high $52.15

The ETF.net ZTEN Grade

B

58/ 100

Rank 4 of 7 in Investment Grade Corporate (10+ Year)

Confidence Medium

Six-pillar profile for ZTEN. Scores out of 100: Cost 47, Risk 63, Mission 88, Tradability 33, Holdings 58, Durability 41. Strongest: Mission (88). Weakest: Tradability (33). Leans toward Mission.
F< 25
D≥ 25
C≥ 40
B≥ 55
A≥ 70

Score 58 of 100 sits in the B band. Bands: A ≥ 70, B ≥ 55, C ≥ 40, D ≥ 25, F < 25; the scale skips E.

  • Cost

    What you pay to own it — the expense ratio plus trading frictions, ranked within its category.
    CScore 47
    Category rank5/7 · mid-pack
  • Mission

    How faithfully it does the job it claims — tracking its mandate or index with minimal slippage.
    AScore 88
    Category rank7/7 · bottom quartile
  • Risk

    How violently it can move — volatility, drawdown depth, and downside capture versus its category.
    BScore 63
    Category rank1/7 · top 14%
  • Tradability

    How cheaply and easily you can get in and out — liquidity, spread, and premium/discount stability.
    DScore 33
    Category rank5/7 · mid-pack
  • Holdings

    What it actually owns — the quality, breadth, and concentration of the underlying portfolio.
    BScore 58
    Category rank4/7 · mid-pack
  • Durability

    Whether it will still be here — the fund’s assets, age, flows, and issuer staying power.
    CScore 41
    Category rank5/7 · mid-pack

Graded as of Sep 22, 2026

Our read on ZTEN

ETF.net Research

BMost corporate bond funds smear across a maturity range. ZTEN parks on one point of the curve: investment-grade corporates with roughly nine and a half to ten and a half years left, held in even slices and refreshed monthly.

Stated mandate

The fund seeks to track, before fees and expenses, the price and yield performance of the ICE 10-Year US Target Maturity Corporate Index.

Why people hold it

  1. 01Precision instead of a range: it targets bonds within about six months either side of the 10-year mark, so the exposure stays a 10-year exposure rather than drifting shorter.fminvest.com
  2. 02Even weighting across holdings, which keeps the biggest serial borrowers from swallowing the portfolio the way they can in size-weighted corporate indexes.fminvest.com
  3. 030.15% a year, below the typical investment-grade corporate ETF fee, with income paid monthly.
  4. 04Roughly 300 developed-market investment-grade bonds under the hood, so any single issuer stumble lands as a small slice, not a headline.

Worth knowing

  1. 01The broad index giants cost a fraction of this. VCIT and IGIB run in the low single-digit basis points, but they spread across a maturity band instead of one target year.
  2. 02Launched in 2024, still a small fund and thinly traded, so spreads can be wider than in the mega-funds and hurried orders can print away from fair value.
  3. 03Ten-year paper swings more with rates than short-dated corporate funds like IGSB. That is the price of sitting further out on the curve.

ZTEN Holdings

As of Sep 20, 2026, 4:12 AM
Asset class
Bonds
Holdings
246
Top-10 weight
5%
Largest holding
Cash & Other1.5%
The fund’s holdings, weight-ordered — page 1 of 17.
#TickerCompanyWeight %SharesMarket valueIn ETFs
001Cash & Other1.47%0$428K674
002Plains All American Pipeline LP / PAA Finance Corp 6.65% 01/15/20370.42%0$122K5
003Kinder Morgan Inc 5.55% 08/01/20360.42%0$122K9
004Wells Fargo & Co 5.95% 12/15/20360.42%0$122K6
005Accenture Capital Inc 5.6% 07/10/20360.42%0$122K10
006Western Midstream Operating LP 5.7% 07/01/20360.42%0$122K8
007Home Depot Inc/The 5.875% 12/16/20360.42%0$121K13
008PNC Financial Services Group Inc/The 5.463% 07/21/20370.42%0$121K14
009Caterpillar Inc 6.05% 08/15/20360.42%0$121K4
010HEICO Corp 5.4% 08/01/20360.41%0$121K15
011Mobility Global Inc 6.05% 06/15/20360.41%0$121K15
012Telefonica Emisiones SA 7.045% 06/20/20360.41%0$121K12
013Principal Financial Group Inc 5.3% 01/15/20370.41%0$121K10
014Broadcom Inc 3.187% 11/15/20360.41%0$121K14
015Travelers Cos Inc/The 6.75% 06/20/20360.41%0$120K3

Showing 1–15 of 246 holdings

ZTEN Performance

Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.

ZTEN$9,966
SPY tracks large US stocks. It provides market context, rather than representing this fund’s strategy, asset class or investment benchmark.$11,723
Sep 22, 2025 to Sep 22, 2026. ZTEN $9,966. SPY $11,723. Use the arrow keys to read each point.$9,353$10,646$11,940Sep 2025Mar 2026Sep 2026

Sep 22, 2025 – Sep 22, 2026

Returns run to the Sep 22, 2026 close, with cash distributions reinvested. Each period starts on the same date that many months or years earlier. Periods over one year show the average yearly return.

Trailing total return for ZTEN. Periods over one year show the average yearly return.
PeriodZTEN
Year to date−1.5%
1 month−0.7%
3 months−1.8%
1 year−0.3%
3 yearsFund is under 3 years oldper year
5 yearsFund is under 5 years oldper year
10 yearsFund is under 10 years oldper year

As of the close, with distributions reinvested.

Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.

Annual total returns for ZTEN
YearReturn barZTEN
2026 YTD−1.5%
2025+9.2%
2024+3.4%

History from Jan 11, 2024

ZTEN in the news

ETF.net Research hasn’t filed on ZTEN yet — coverage lands here as it’s written.

ZTEN Dividends

Adds up every distribution paid per share over the last 12 months, divided by the last completed close. Distributions are counted by ex-date. Data through Sep 22, 2026.
5.20%Last 12 months
Payout per share
$2.54Last 12 months
Last payment
$0.22 per share
Paid on
Shares bought on or after this date do not qualify for this distribution.
Frequency
Monthly

Distribution history

2024–2026

One bar per payment. 31 payments from 2024 to 2026 YTD. Mar 1, 2024 $0.29; Apr 1, 2024 $0.19; May 1, 2024 $0.23; Jun 3, 2024 $0.22; Jul 1, 2024 $0.22; Aug 1, 2024 $0.20; Sep 3, 2024 $0.22; Oct 1, 2024 $0.21; Nov 1, 2024 $0.21; Dec 2, 2024 $0.22; Dec 30, 2024 $0.22; Feb 3, 2025 $0.23; Mar 3, 2025 $0.23; Apr 1, 2025 $0.22; May 1, 2025 $0.23; Jun 2, 2025 $0.23; Jul 1, 2025 $0.23; Aug 1, 2025 $0.22; Sep 2, 2025 $0.22; Oct 1, 2025 $0.21; Nov 3, 2025 $0.21; Dec 2, 2025 $0.21; Dec 30, 2025 $0.21; Jan 29, 2026 $0.21; Feb 26, 2026 $0.21; Mar 30, 2026 $0.21; Apr 28, 2026 $0.20; May 28, 2026 $0.21; Jun 29, 2026 $0.20; Jul 28, 2026 $0.22; Aug 27, 2026 $0.22. Use the arrow keys to read each point.202420252026YTD
Ex-datePay dateAmount per share
Aug 27, 2026Aug 28, 2026$0.22
Jul 28, 2026Jul 29, 2026$0.22
Jun 29, 2026Jun 30, 2026$0.20
May 28, 2026May 29, 2026$0.21
Apr 28, 2026Apr 29, 2026$0.20
Mar 30, 2026Mar 31, 2026$0.21
Feb 26, 2026Feb 27, 2026$0.21
Jan 29, 2026Jan 30, 2026$0.21
Dec 30, 2025Dec 31, 2025$0.21
Dec 2, 2025Dec 3, 2025$0.21
Nov 3, 2025Nov 4, 2025$0.21
Oct 1, 2025Oct 2, 2025$0.21

ZTEN Risk

How much the fund’s monthly returns vary, scaled to a year.
5.3%
Annualised · 31 months to Aug 2026
How it’s calculated: standard deviation

The sample standard deviation of monthly total returns, multiplied by the square root of 12.

Uses up to 36 complete months, with at least 12 required. Total returns include reinvested distributions.

Return above 3-month US Treasury bills per unit of volatility.
0.01
vs 3-month T-bills · 31 months to Aug 2026
How it’s calculated: Sharpe ratio

Subtract each month’s Treasury-bill return from the fund’s monthly total return.

Divide the average of those excess returns by their sample standard deviation, then multiply by the square root of 12.

Uses up to 36 complete months, with at least 12 required. Each month uses the Treasury yield quoted at the end of the previous month.

The largest fall from a peak to the low that followed.
−5.4%
32 months · trough Jan 2025
How it’s calculated: maximum drawdown

The largest percentage decline from an earlier peak, using total returns with reinvested distributions.

Uses up to five years through the last close, with at least 12 months required.

How strongly the fund’s returns move with its asset-class index.
0.20
vs its asset-class index
How it’s calculated: beta

The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.

ZTEN Cost

Expense ratio0.15%
  • The middle half of Investment Grade Corporate (10+ Year) funds
  • Median 0.15%

3 of the 7 Investment Grade Corporate (10+ Year) funds charge less.

ZTEN costs $15.00 a year on $10,000. The median Investment Grade Corporate (10+ Year) fund costs $15.00.