ZTEN
+0.46 · +0.90%
$51.44 · NYSE ARCA

F/m 10-Year Investment Grade Corporate Bond ETF (ZTEN) ETF Analysis | Long-Term Bond

F/m investments, LLC · USA
AUM:$29.0M
#– of – in Long-Term Bond ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 8.1% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.15% — among the lowest available for this category.

What is ZTEN?

Under normal market conditions, F/m Investments LLC (the "Adviser") seeks to achieve the fund"s investment objective by investing at least 80% of the fund"s net assets (plus any borrowings for investment purposes) in investment grade corporate bonds that have at least 9. 5 years, but less than 10.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Positive 1-Year Return
ZTEN returned 8.1% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.15% — reasonable for the index exposure provided.
Notable Dividend Yield
Current yield of 5.60% provides a meaningful income component alongside market exposure.
ETF Information
AUM$29.0M
Expense Ratio0.15%
Dividend Yield5.60%
Holdings1
Inception DateJan 2024
Domicile–
Distribution–
Index–
ProviderF/m investments, LLC
Beta–
CategoryLong-Term Bond
CurrencyUSD
Portfolio Impact

How would ZTEN affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-4.2%
1Y
+0.0%
3Y
+10.0%
5Y
+10.0%
OpenBook InsightIf you had invested £10,000 in ZTEN 5 years ago, it would have grown to £10,995 — a gain of £995.

Annual Returns

Calendar year performance

ZTEN delivered positive returns in 2 of the last 3 calendar years.
YearZTEN
2026 YTD-2.5%
2025+9.1%
2024+3.4%
CAGR 2yr+6.3%
2/3 positive yearsAvg return: +3.4%Worst year: -2.5% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: NEGATIVE
Trend Strength
0%
Negative
Volatility
5.5%
Low
Momentum
-1.3%
30-day change
Support Level
49.34
Key floor
Key Insights
  • Price is currently below all major moving averages, indicating a weaker trend profile.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.