Skip to content

In Issuers

5 Twin Oak ETFs

Twin Oak runs 5 US-listed ETFs, from TOAK in 2024 to 2 launched this year. The median Twin Oak ETF charges 0.36% a year, and the cheapest charges 0.26%.

Assets$1.07BAcross all 5 funds
Weighted expense ratio0.38%Range 0.26% to 0.54%
ETFs since2024
Launched in 202622 in the last 12 months
Grades
A0B3C1D0F0—1not graded

Every Twin Oak ETF

Select a column heading to sort.Sorted by · showing

Every Twin Oak ETF. Select a column heading to sort.
Grade
BActive Opportunities IIITOAO · Tactical AllocationTOAOTactical AllocationCost 0.35%$442M1Y —5Y —Yield 0.00%
BActive OpportunitiesTSPX · Tactical AllocationTSPXTactical AllocationCost 0.40%$244M1Y +12.4%5Y —Yield —
CStrategic SolutionsTOS · US Active EquityTOSUS Active EquityCost 0.36%$148M1Y —5Y —Yield 0.00%
—EndureSPYASPYA—Cost 0.54%$134M1Y +10.5%5Y —Yield —
BShort Horizon Absolute ReturnTOAK · US Active Low VolatilityTOAKUS Active Low VolatilityCost 0.26%$105M1Y +3.4%5Y —Yield 0.00%

Twin Oak ETFs by category

Launches

2funds launched in the last 12 months

Questions

How many ETFs does Twin Oak run?
Twin Oak runs 5 US-listed ETFs: 4 equity funds and 1 alternatives fund, across 3 categories.
What is the largest Twin Oak ETF?
Twin Oak Active Opportunities III ETF (TOAO) is the largest, with $442M in assets. Twin Oak Active Opportunities ETF (TSPX) is second.
What is the cheapest Twin Oak ETF?
Twin Oak Short Horizon Absolute Return ETF (TOAK) is the cheapest, at 0.26% a year. The median Twin Oak ETF charges 0.36%.
What does the Grade on each fund mean?
Each A–F Grade compares a fund with the other funds in its own category, on cost, mission, risk, tradability, holdings and durability. It does not rate Twin Oak, and Grades in different categories do not compare.
When did Twin Oak launch its first ETF?
Twin Oak Short Horizon Absolute Return ETF (TOAK) launched on Aug 19, 2024. Twin Oak has launched 2 ETFs so far in 2026.

Other issuers

* Includes Vanguard’s mutual-fund shares, so it is not comparable with other issuers.