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Target Risk ETFs

These funds of funds offer exposure to all of the main building blocks of a fully diversified portfolio. The managers automatically shift the fund’s allocation gradually over time to become gradually less risky as retirement approaches. (The year in the fund’s name corresponds approximately to the investor’s retirement date.)

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Name
Ticker
Morningstar Category
Fund Size
Adjusted Expense Ratio
Total Return Rank in Category
3 Year
Total Return Rank in Category
5 Year
Total Return Rank in Category
10 Year
Management Style
iShares Currency Hedged MSCI EAFE ETFHEFAForeign Large Blend6.94 Bil0.350%121Passive
FT Vest Laddered Buffer ETFBUFROptions Trading4.15 Bil1.050%14Active
First Trust Dorsey Wright Focus 5 ETFFVMid-Cap Blend3.75 Bil0.900%942Passive
iShares Core Growth Allocation ETFAORModerate Allocation2.05 Bil0.150%556161Passive
iShares Core Aggressive Allocation ETFAOAGlobal Allocation1.91 Bil0.150%1853Passive
Main Sector Rotation ETFSECTLarge Blend1.70 Bil0.770%4257Active
iShares Core Moderate Allocation ETFAOMModerately Conservative Allocation1.39 Bil0.150%424638Passive
iShares Russell 2500 ETFSMMDSmall Blend1.11 Bil0.150%5643Passive
Vanguard Total Corporate Bond ETFVTCCorporate Bond983.03 Mil0.040%6964Passive
CCM Global Equity ETFCCMGGlobal Large-Stock Blend878.26 Mil0.340%Active
FT Vest Laddered Deep Buffer ETFBUFDOptions Trading860.62 Mil1.050%65Active
Strategy Shares Nasdaq 7 Handl™ ETFHNDLModerately Conservative Allocation834.43 Mil0.960%3945Passive
Vanguard Total World Bond ETFBNDWGlobal Bond-USD Hedged782.71 Mil0.050%6972Passive
Invesco CEF Income Composite ETFPCEFGlobal Allocation752.02 Mil3.080%757027Passive
Day Hagan/Ned Davis Rsrch Smrt Sect ETFSSUSLarge Blend620.21 Mil0.790%81Active
iShares Core Conservative Allocation ETFAOKModerately Conservative Allocation599.00 Mil0.150%768074Passive
FT Vest Laddered Nasdaq Buffer ETFBUFQOptions Trading592.67 Mil1.100%Active
IQ Hedge Multi-Strategy Tracker ETFQAIMultistrategy561.57 Mil0.780%736976Passive
SPDR® SSGA US Sector Rotation ETFXLSRLarge Blend529.40 Mil0.700%7969Active
iShares Currency Hedged MSCI Eurozn ETFHEZUEurope Stock459.29 Mil0.530%66Passive
Main BuyWrite ETFBUYWDerivative Income454.35 Mil1.290%2958Active
Amplify High Income ETFYYYTactical Allocation450.74 Mil4.600%524625Passive
NEOS Enhanced Income CA Alt ETFCSHIUltrashort Bond437.13 Mil0.380%Active
Innovator Laddered Allc Pwr Bfr ETF™BUFFOptions Trading422.15 Mil0.890%2978Passive
Dimensional World Equity ETFDFAWGlobal Large-Stock Blend383.97 Mil0.250%Active
iShares Currency Hedged MSCI Japan ETFHEWJJapan Stock375.22 Mil0.500%201519Passive
Avantis All Equity Markets ETFAVGEGlobal Large-Stock Blend361.11 Mil0.230%Active
ALPS Equal Sector Weight ETFEQLLarge Blend347.55 Mil0.250%587372Passive
iShares Interest Rate Hedged Corp Bd ETFLQDHUltrashort Bond346.97 Mil0.230%22Passive
Pacer Swan SOS Fund of Funds ETFPSFFOptions Trading327.84 Mil0.880%11Active
The Brinsmere Fund - Conservative ETFTBFCTactical Allocation283.57 Mil0.410%Active
The Brinsmere Fund - Growth ETFTBFGTactical Allocation278.62 Mil0.420%Active
Adaptive Alpha Opportunities ETFAGOXTactical Allocation266.76 Mil1.390%3472Active
iShares Interest Rate Hdg Hi Yld Bd ETFHYGHHigh Yield Bond256.39 Mil0.520%18Passive
Swan Hedged Equity US Large Cap ETFHEGDOptions Trading252.62 Mil0.880%46Active
Cabana Target Drawdown 10 ETFTDSCTactical Allocation248.16 Mil0.830%80Active
VanEck CEF Municipal Income ETFXMPTHigh Yield Muni229.38 Mil1.820%1009567Passive
iShares Currency Hdgd MSCI ACWI exUS ETFHAWXForeign Large Blend224.30 Mil0.350%37Passive
SPDR® SSGA Fixed Inc Sect Rotation ETFFISRIntermediate Core-Plus Bond219.59 Mil0.500%9296Active
Fairlead Tactical SectorTACKTactical Allocation211.38 Mil0.760%Active
FT Cboe Vest Buffered Allocation Gr ETFBUFGOptions Trading208.51 Mil1.050%Active
Simplify Aggregate Bond ETFAGGHIntermediate Core Bond201.41 Mil0.330%Active
First Trust Dorsey Wright Intl Foc 5IFVForeign Large Blend194.92 Mil1.030%9895Passive
Saba Closed-End Funds ETFCEFSTactical Allocation194.14 Mil4.420%19Active
Cabana Target Leading Sector Mod ETFCLSMModerate Allocation186.02 Mil0.790%Active
iShares Yield Optimized Bond ETFBYLDIntermediate Core-Plus Bond181.27 Mil0.190%31314Passive
Aptus International Enhanced Yield ETFIDUBLong-Short Equity177.40 Mil0.450%Active
FlexShares Core Select Bond ETFBNDCIntermediate Core Bond163.31 Mil0.350%7345Active
First Trust Dorsey Wright Dynamic Foc 5FVCMid-Cap Blend162.41 Mil0.840%8895Passive
iShares Currency Hedged MSCI Em Mkts ETFHEEMDiversified Emerging Mkts162.05 Mil0.700%3841Passive

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