Asset Allocation ETFs
Funds in balanced categories offer investors a mix of stocks and bonds to provide capital appreciation, income, diversification, or specific allocations based on planned retirement dates. This group also includes funds that invest in convertibles, which act a bit like stocks and a bit like bonds.
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Name
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Ticker
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Morningstar Category
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Fund Size
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Adjusted Expense Ratio
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Total Return Rank in Category
3 Year
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Total Return Rank in Category
5 Year
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Total Return Rank in Category
10 Year
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Management Style
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SPDR® Blmbg Convert Secs ETF | CWB | Convertibles | 3.45 Bil | 0.400% | 74 | 34 | 26 | Passive |
iShares Core Growth Allocation ETF | AOR | Moderate Allocation | 2.02 Bil | 0.150% | 56 | 62 | 60 | Passive |
iShares Convertible Bond ETF | ICVT | Convertibles | 1.96 Bil | 0.200% | 74 | 15 | — | Passive |
iShares Core Aggressive Allocation ETF | AOA | Global Allocation | 1.89 Bil | 0.150% | 16 | 6 | 3 | Passive |
iShares Core Moderate Allocation ETF | AOM | Moderately Conservative Allocation | 1.38 Bil | 0.150% | 41 | 45 | 38 | Passive |
WisdomTree U.S. Efficient Core Fund | NTSX | Aggressive Allocation | 1.03 Bil | 0.200% | 51 | 7 | — | Active |
Strategy Shares Nasdaq 7 Handl™ ETF | HNDL | Moderately Conservative Allocation | 828.23 Mil | 0.960% | 42 | 44 | — | Passive |
Invesco CEF Income Composite ETF | PCEF | Global Allocation | 744.24 Mil | 3.080% | 74 | 69 | 26 | Passive |
RPAR Risk Parity ETF | RPAR | Moderately Conservative Allocation | 614.92 Mil | 0.500% | 100 | — | — | Active |
iShares Core Conservative Allocation ETF | AOK | Moderately Conservative Allocation | 594.49 Mil | 0.150% | 78 | 80 | 74 | Passive |
SPDR® SSgA Multi-Asset Real Return ETF | RLY | Global Allocation | 570.53 Mil | 0.500% | 3 | 8 | 79 | Active |
Amplify High Income ETF | YYY | Tactical Allocation | 445.79 Mil | 4.600% | 53 | 44 | 25 | Passive |
Multi-Asset Diversified Income ETF | MDIV | Aggressive Allocation | 424.02 Mil | 0.680% | 13 | 98 | 98 | Passive |
Capital Group Core Balanced ETF | CGBL | Moderate Allocation | 421.30 Mil | 0.330% | — | — | — | Active |
WisdomTree International Efficnt Cr ETF | NTSI | Global Allocation | 326.39 Mil | 0.260% | — | — | — | Active |
The Brinsmere Fund - Conservative ETF | TBFC | Tactical Allocation | 280.69 Mil | 0.410% | — | — | — | Active |
The Brinsmere Fund - Growth ETF | TBFG | Tactical Allocation | 274.90 Mil | 0.420% | — | — | — | Active |
Adaptive Alpha Opportunities ETF | AGOX | Tactical Allocation | 253.91 Mil | 1.390% | 36 | 5 | 2 | Active |
Cabana Target Drawdown 10 ETF | TDSC | Tactical Allocation | 245.12 Mil | 0.830% | 78 | — | — | Active |
Franklin Income Focus ETF | INCM | Moderately Conservative Allocation | 240.94 Mil | 0.380% | — | — | — | Active |
SPDR® SSgA Global Allocation ETF | GAL | Global Allocation | 237.86 Mil | 0.350% | 34 | 26 | 17 | Active |
Fairlead Tactical Sector | TACK | Tactical Allocation | 208.71 Mil | 0.760% | — | — | — | Active |
Saba Closed-End Funds ETF | CEFS | Tactical Allocation | 192.13 Mil | 4.420% | 1 | 9 | — | Active |
STF Tactical Growth ETF | TUG | Moderate Allocation | 185.05 Mil | 0.650% | — | — | — | Active |
Cabana Target Leading Sector Mod ETF | CLSM | Moderate Allocation | 183.16 Mil | 0.790% | — | — | — | Active |
Cambria Global Momentum ETF | GMOM | Tactical Allocation | 141.09 Mil | 1.060% | 39 | 42 | — | Active |
ClearShares OCIO ETF | OCIO | Moderate Allocation | 133.75 Mil | 0.640% | 43 | 54 | — | Active |
Monarch ProCap ETF | MPRO | Moderate Allocation | 122.13 Mil | 1.170% | 57 | — | — | Passive |
iShares Morningstar Multi-Asset Inc ETF | IYLD | Global Allocation | 118.88 Mil | 0.600% | 87 | 98 | 92 | Passive |
Invesco Zacks Multi-Asset Income ETF | CVY | Aggressive Allocation | 116.31 Mil | 1.060% | 5 | 88 | 93 | Passive |
Cabana Target Beta ETF | TDSB | Tactical Allocation | 114.92 Mil | 0.830% | 88 | — | — | Active |
Cambria Trinity ETF | TRTY | Tactical Allocation | 109.46 Mil | 0.490% | 36 | 48 | — | Active |
First Trust Dorsey Wright DALI 1 ETF | DALI | Tactical Allocation | 107.36 Mil | 1.070% | 68 | 65 | — | Passive |
Inspire Tactical Balanced ETF | RISN | Moderately Aggressive Allocation | 90.25 Mil | 0.790% | 81 | — | — | Active |
Return Stacked Global Stocks & Bonds ETF | RSSB | Global Allocation | 90.20 Mil | 0.410% | — | — | — | Active |
UPAR Ultra Risk Parity ETF | UPAR | Moderate Allocation | 86.49 Mil | 0.650% | — | — | — | Active |
Leuthold Core ETF | LCR | Tactical Allocation | 85.70 Mil | 0.860% | 16 | — | — | Active |
First Trust SSI Strat Convert Secs ETF | FCVT | Convertibles | 84.01 Mil | 0.950% | 91 | 57 | — | Active |
Q3 All-Season Active Rotation ETF | QVOY | Moderate Allocation | 83.80 Mil | 1.300% | — | — | — | Active |
Alexis Practical Tactical ETF | LEXI | Tactical Allocation | 81.90 Mil | 1.000% | — | — | — | Active |
VanEck Inflation Allocation ETF | RAAX | Moderate Allocation | 80.42 Mil | 0.770% | 1 | 63 | — | Active |
Blueprint Chesapeake Multi-Asst Trnd ETF | TFPN | Global Allocation | 78.70 Mil | 1.100% | — | — | — | Active |
GraniteShares HIPS US High Income ETF | HIPS | Aggressive Allocation | 73.50 Mil | 1.990% | 28 | 94 | — | Passive |
SPDR® SSgA Income Allocation ETF | INKM | Moderate Allocation | 71.16 Mil | 0.500% | 97 | 98 | 95 | Active |
AXS Astoria Inflation Sensitive ETF | PPI | Global Allocation | 61.51 Mil | 0.760% | — | — | — | Active |
Regents Park Hedged Market Strategy ETF | RPHS | Moderately Conservative Allocation | 58.20 Mil | 0.750% | — | — | — | Active |
SGI Dynamic Tactical ETF | DYTA | Global Allocation | 57.67 Mil | 1.040% | — | — | — | Active |
FundX Conservative ETF | XRLX | Tactical Allocation | 56.59 Mil | 1.630% | 41 | 40 | 27 | Active |
Cambria Global Asset Allocation ETF | GAA | Global Allocation | 54.83 Mil | 0.430% | 47 | 38 | — | Active |
Mindful Conservative ETF | MFUL | Moderate Allocation | 54.62 Mil | 1.100% | — | — | — | Active |