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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|---|---|---|---|---|---|---|---|---|
| Mindful Conservative ETF | MFUL | Moderate Allocation | 54.81 Mil | 1.100% | — | — | — | Active |
| Pacer Trendpilot Fund of Funds ETF | TRND | Tactical Allocation | 50.18 Mil | 0.770% | 25 | 32 | — | Passive |
| STF Tactical Growth & Income ETF | TUGN | Moderate Allocation | 46.39 Mil | 0.650% | — | — | — | Active |
| Monarch Volume Factor Dividend Tree ETF | MVFD | Moderate Allocation | 41.51 Mil | 1.250% | — | — | — | Passive |
| American Century Quality Cnvtbl Scts ETF | QCON | Convertibles | 41.43 Mil | 0.330% | 31 | — | — | Active |
| Discipline Fund ETF | DSCF | Moderately Conservative Allocation | 41.38 Mil | 0.390% | — | — | — | Active |
| Strategy Shares Nwfnd/RSlv Rbt Mmt ETF | ROMO | Moderately Aggressive Allocation | 39.64 Mil | 0.950% | 47 | — | — | Passive |
| Adaptive Core ETF | RULE | Moderate Allocation | 38.55 Mil | 1.100% | — | — | — | Active |
| Sound Enhanced Fixed Income ETF | FXED | Conservative Allocation | 36.86 Mil | 2.330% | 10 | — | — | Active |
| Brookstone Active ETF | BAMA | Moderate Allocation | 36.66 Mil | 1.150% | — | — | — | Active |
| Brookstone Opportunities ETF | BAMO | Moderate Allocation | 34.83 Mil | 1.300% | — | — | — | Active |
| Anydrus Advantage ETF | NDOW | Global Allocation | 34.45 Mil | 2.100% | — | — | — | Active |
| Global X Alternative Income ETF | ALTY | Aggressive Allocation | 34.02 Mil | 0.500% | 84 | 100 | — | Passive |
| Goose Hollow Tactical Allocation ETF | GHTA | Moderate Allocation | 33.94 Mil | 1.210% | — | — | — | Active |
| Brookstone Yield ETF | BAMY | Moderate Allocation | 33.08 Mil | 1.480% | — | — | — | Active |
| First Trust Income Opportunity ETF | FCEF | Global Allocation | 32.91 Mil | 3.290% | 66 | 44 | — | Active |
| First Trust High Income Strat Foc ETF | HISF | Moderately Conservative Allocation | 32.71 Mil | 0.870% | 91 | 99 | — | Active |
| Trajan Wealth Income Opportunities ETF | TWIO | Moderately Conservative Allocation | 32.65 Mil | 0.850% | 78 | — | — | Active |
| PGIM Portfolio Ballast ETF | PBL | Moderate Allocation | 29.16 Mil | 0.450% | — | — | — | Active |
| Beacon Selective Risk ETF | BSR | Tactical Allocation | 28.83 Mil | 1.100% | — | — | — | Active |
| iShares ESG Aware Aggressive Allc ETF | EAOA | Moderately Aggressive Allocation | 28.09 Mil | 0.180% | 55 | — | — | Passive |
| Tactical Advantage ETF | FDAT | Moderate Allocation | 26.11 Mil | 0.740% | — | — | — | Active |
| PMV Adaptive Risk Parity ETF | ARP | Tactical Allocation | 25.02 Mil | 1.420% | — | — | — | Active |
| Simplify Macro Strategy ETF | FIG | Moderate Allocation | 24.71 Mil | 1.000% | — | — | — | Active |
| Alpha Architect High Infl And Defltn ETF | HIDE | Conservative Allocation | 23.05 Mil | 0.290% | — | — | — | Active |
| Arrow Dow Jones Global Yield ETF | GYLD | Global Allocation | 22.14 Mil | 0.750% | 39 | 92 | 100 | Passive |
| Pacer WealthShield ETF | PWS | Tactical Allocation | 20.02 Mil | 0.600% | 89 | 62 | — | Passive |
| DGA Absolute Return ETF | HF | Global Allocation | 18.18 Mil | 1.530% | — | — | — | Active |
| iShares ESG Aware Growth Allc ETF | EAOR | Moderate Allocation | 18.14 Mil | 0.180% | 75 | — | — | Passive |
| Relative Sentiment Tactical Allc ETF | MOOD | Tactical Allocation | 15.85 Mil | 0.680% | — | — | — | Active |
| RH Tactical Rotation ETF | RHRX | Tactical Allocation | 14.37 Mil | 1.360% | 23 | 47 | 36 | Active |
| Calamos Convertible Equity Alt ETF | CVRT | Convertibles | 13.56 Mil | 0.690% | — | — | — | Active |
| iShares LifePath Target Date 2035 ETF | ITDC | Target-Date 2035 | 11.46 Mil | 0.100% | — | — | — | Active |
| Avantis Moderate Allocation ETF | AVMA | Moderate Allocation | 11.37 Mil | 0.210% | — | — | — | Active |
| iShares LifePath Target Date 2045 ETF | ITDE | Target-Date 2045 | 10.54 Mil | 0.110% | — | — | — | Active |
| ATAC US Rotation ETF | RORO | Tactical Allocation | 10.52 Mil | 1.140% | 98 | — | — | Active |
| iShares LifePath Target Date 2050 ETF | ITDF | Target-Date 2050 | 10.05 Mil | 0.110% | — | — | — | Active |
| RH Tactical Outlook ETF | RHTX | Tactical Allocation | 9.54 Mil | 1.380% | 45 | 59 | 45 | Active |
| iShares LifePath Target Date 2030 ETF | ITDB | Target-Date 2030 | 9.06 Mil | 0.090% | — | — | — | Active |
| iShares LifePath Target Date 2040 ETF | ITDD | Target-Date 2040 | 8.69 Mil | 0.110% | — | — | — | Active |
| First Trust Multi-Strat Alt ETF | LALT | Global Allocation | 8.20 Mil | 1.940% | — | — | — | Active |
| iShares ESG Aware Conservative Allc ETF | EAOK | Moderately Conservative Allocation | 8.13 Mil | 0.180% | 93 | — | — | Passive |
| MKAM ETF | MKAM | Moderate Allocation | 6.71 Mil | 0.960% | — | — | — | Active |
| iShares ESG Aware Moderate Allc ETF | EAOM | Moderately Conservative Allocation | 6.02 Mil | 0.180% | 73 | — | — | Passive |
| iShares LifePath Target Date 2055 ETF | ITDG | Target-Date 2055 | 5.93 Mil | 0.110% | — | — | — | Active |
| CNIC ICE US Carb Natrl Pwr Futs ETF | AMPD | Moderate Allocation | 4.63 Mil | 0.950% | — | — | — | Passive |
| iShares LifePath Target Date 2065 ETF | ITDI | Target-Date 2065+ | 4.15 Mil | 0.110% | — | — | — | Active |
| iShares LifePath Target Date 2060 ETF | ITDH | Target-Date 2060 | 4.15 Mil | 0.110% | — | — | — | Active |
| Harbor Multi-Asset Explorer ETF | MAPP | Global Allocation | 3.81 Mil | 0.920% | — | — | — | Active |
| iShares LifePath Target Date 2025 ETF | ITDA | Target-Date 2025 | 3.34 Mil | 0.090% | — | — | — | Active |