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 | 3.43 Bil | 0.400% | 77 | 35 | 26 | Passive |
| iShares Core Growth Allocation ETF | AOR | Moderate Allocation | 1.95 Bil | 0.150% | 60 | 64 | 60 | Passive |
| iShares Convertible Bond ETF | ICVT | Convertibles | 1.86 Bil | 0.200% | 84 | 16 | — | Passive |
| iShares Core Aggressive Allocation ETF | AOA | Global Allocation | 1.81 Bil | 0.150% | 23 | 5 | 3 | Passive |
| iShares Core Moderate Allocation ETF | AOM | Moderately Conservative Allocation | 1.33 Bil | 0.150% | 45 | 44 | 40 | Passive |
| WisdomTree U.S. Efficient Core Fund | NTSX | Aggressive Allocation | 988.01 Mil | 0.200% | 61 | 7 | — | Active |
| Strategy Shares Nasdaq 7 Handl™ ETF | HNDL | Moderately Conservative Allocation | 814.01 Mil | 0.960% | 58 | 43 | — | Passive |
| Invesco CEF Income Composite ETF | PCEF | Global Allocation | 725.45 Mil | 3.080% | 76 | 67 | 28 | Passive |
| RPAR Risk Parity ETF | RPAR | Moderately Conservative Allocation | 609.21 Mil | 0.500% | 100 | — | — | Active |
| iShares Core Conservative Allocation ETF | AOK | Moderately Conservative Allocation | 585.05 Mil | 0.150% | 79 | 80 | 74 | Passive |
| SPDR® SSgA Multi-Asset Real Return ETF | RLY | Global Allocation | 579.91 Mil | 0.500% | 1 | 5 | 76 | Active |
| Amplify High Income ETF | YYY | Tactical Allocation | 422.77 Mil | 4.600% | 54 | 44 | 25 | Passive |
| Multi-Asset Diversified Income ETF | MDIV | Aggressive Allocation | 417.82 Mil | 0.680% | 6 | 100 | 98 | Passive |
| Capital Group Core Balanced ETF | CGBL | Moderate Allocation | 367.94 Mil | 0.330% | — | — | — | Active |
| WisdomTree International Efficnt Cr ETF | NTSI | Global Allocation | 311.67 Mil | 0.260% | — | — | — | Active |
| The Brinsmere Fund - Conservative ETF | TBFC | Tactical Allocation | 275.46 Mil | 0.410% | — | — | — | Active |
| The Brinsmere Fund - Growth ETF | TBFG | Tactical Allocation | 267.32 Mil | 0.420% | — | — | — | Active |
| Adaptive Alpha Opportunities ETF | AGOX | Tactical Allocation | 247.49 Mil | 1.390% | 46 | 5 | 2 | Active |
| Cabana Target Drawdown 10 ETF | TDSC | Tactical Allocation | 245.65 Mil | 0.830% | 78 | — | — | Active |
| SPDR® SSgA Global Allocation ETF | GAL | Global Allocation | 237.99 Mil | 0.350% | 36 | 25 | 17 | Active |
| Fairlead Tactical Sector | TACK | Tactical Allocation | 208.78 Mil | 0.760% | — | — | — | Active |
| Cabana Target Leading Sector Mod ETF | CLSM | Moderate Allocation | 183.45 Mil | 0.790% | — | — | — | Active |
| Franklin Income Focus ETF | INCM | Moderately Conservative Allocation | 181.57 Mil | 0.380% | — | — | — | Active |
| Saba Closed-End Funds ETF | CEFS | Tactical Allocation | 181.16 Mil | 4.420% | 1 | 10 | — | Active |
| STF Tactical Growth ETF | TUG | Moderate Allocation | 177.25 Mil | 0.650% | — | — | — | Active |
| Cambria Global Momentum ETF | GMOM | Tactical Allocation | 139.61 Mil | 1.060% | 38 | 39 | — | Active |
| ClearShares OCIO ETF | OCIO | Moderate Allocation | 130.17 Mil | 0.640% | 44 | 55 | — | Active |
| Monarch ProCap ETF | MPRO | Moderate Allocation | 118.46 Mil | 1.170% | 36 | — | — | Passive |
| iShares Morningstar Multi-Asset Inc ETF | IYLD | Global Allocation | 116.66 Mil | 0.600% | 84 | 98 | 91 | Passive |
| Cabana Target Beta ETF | TDSB | Tactical Allocation | 115.61 Mil | 0.830% | 85 | — | — | Active |
| Invesco Zacks Multi-Asset Income ETF | CVY | Aggressive Allocation | 113.55 Mil | 1.060% | 1 | 85 | 96 | Passive |
| First Trust Dorsey Wright DALI 1 ETF | DALI | Tactical Allocation | 108.17 Mil | 1.180% | 77 | 66 | — | Passive |
| Cambria Trinity ETF | TRTY | Tactical Allocation | 107.59 Mil | 0.490% | 32 | 44 | — | Active |
| Inspire Tactical Balanced ETF | RISN | Moderately Aggressive Allocation | 88.91 Mil | 0.790% | 69 | — | — | Active |
| Q3 All-Season Active Rotation ETF | QVOY | Moderate Allocation | 83.94 Mil | 1.300% | — | — | — | Active |
| Leuthold Core ETF | LCR | Tactical Allocation | 83.38 Mil | 0.860% | 15 | — | — | Active |
| UPAR Ultra Risk Parity ETF | UPAR | Moderate Allocation | 82.72 Mil | 0.650% | — | — | — | Active |
| VanEck Inflation Allocation ETF | RAAX | Moderate Allocation | 81.75 Mil | 0.770% | 1 | 58 | — | Active |
| Return Stacked Global Stocks & Bonds ETF | RSSB | Global Allocation | 79.12 Mil | 0.410% | — | — | — | Active |
| Blueprint Chesapeake Multi-Asst Trnd ETF | TFPN | Global Allocation | 79.11 Mil | 1.100% | — | — | — | Active |
| Alexis Practical Tactical ETF | LEXI | Tactical Allocation | 79.10 Mil | 1.000% | — | — | — | Active |
| First Trust SSI Strat Convert Secs ETF | FCVT | Convertibles | 72.56 Mil | 0.950% | 90 | 57 | — | Active |
| GraniteShares HIPS US High Income ETF | HIPS | Aggressive Allocation | 72.13 Mil | 1.990% | 10 | 96 | — | Passive |
| SPDR® SSgA Income Allocation ETF | INKM | Moderate Allocation | 71.14 Mil | 0.500% | 95 | 98 | 95 | Active |
| AXS Astoria Inflation Sensitive ETF | PPI | Global Allocation | 61.36 Mil | 0.760% | — | — | — | Active |
| SGI Dynamic Tactical ETF | DYTA | Global Allocation | 57.17 Mil | 1.040% | — | — | — | Active |
| Regents Park Hedged Market Strategy ETF | RPHS | Moderately Conservative Allocation | 56.77 Mil | 0.750% | — | — | — | Active |
| FundX Conservative ETF | XRLX | Tactical Allocation | 55.35 Mil | 1.630% | 48 | 41 | 25 | Active |
| Mindful Conservative ETF | MFUL | Moderate Allocation | 55.16 Mil | 1.100% | — | — | — | Active |
| Cambria Global Asset Allocation ETF | GAA | Global Allocation | 53.81 Mil | 0.430% | 46 | 30 | — | Active |