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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
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
SPDR® Blmbg Convert Secs ETFCWBConvertibles3.69 Bil0.400%643624Passive
iShares Core Growth Allocation ETFAORModerate Allocation2.02 Bil0.150%616258Passive
iShares Core Aggressive Allocation ETFAOAGlobal Allocation1.82 Bil0.150%1752Passive
iShares Convertible Bond ETFICVTConvertibles1.67 Bil0.200%8418Passive
iShares Core Moderate Allocation ETFAOMModerately Conservative Allocation1.37 Bil0.150%504538Passive
WisdomTree U.S. Efficient Core FundNTSXAggressive Allocation995.19 Mil0.200%374Active
Strategy Shares Nasdaq 7 Handl™ ETFHNDLModerately Conservative Allocation876.09 Mil0.960%4225Passive
Invesco CEF Income Composite ETFPCEFGlobal Allocation744.78 Mil3.080%635820Passive
RPAR Risk Parity ETFRPARModerately Conservative Allocation626.70 Mil0.500%100Active
iShares Core Conservative Allocation ETFAOKModerately Conservative Allocation604.23 Mil0.150%857775Passive
SPDR® SSgA Multi-Asset Real Return ETFRLYGlobal Allocation540.26 Mil0.500%31681Active
Amplify High Income ETFYYYTactical Allocation436.29 Mil2.720%544420Passive
Multi-Asset Diversified Income ETFMDIVAggressive Allocation431.95 Mil0.680%129698Passive
WisdomTree International Efficnt Cr ETFNTSIGlobal Allocation311.62 Mil0.260%Active
The Brinsmere Fund - Conservative ETFTBFCTactical Allocation277.16 Mil0.410%Active
The Brinsmere Fund - Growth ETFTBFGTactical Allocation270.32 Mil0.420%Active
Cabana Target Drawdown 10 ETFTDSCTactical Allocation269.80 Mil0.830%74Active
Capital Group Core Balanced ETFCGBLModerate Allocation249.79 Mil0.330%Active
Adaptive Alpha Opportunities ETFAGOXTactical Allocation245.08 Mil1.390%5041Active
SPDR® SSgA Global Allocation ETFGALGlobal Allocation237.07 Mil0.350%372317Active
Fairlead Tactical SectorTACKTactical Allocation214.95 Mil0.760%Active
Cabana Target Leading Sector Mod ETFCLSMModerate Allocation208.78 Mil0.790%Active
STF Tactical Growth ETFTUGModerate Allocation183.60 Mil0.650%Active
Saba Closed-End Funds ETFCEFSTactical Allocation174.34 Mil2.420%510Active
Franklin Income Focus ETFINCMModerately Conservative Allocation158.51 Mil0.380%Active
Cambria Global Momentum ETFGMOMTactical Allocation141.85 Mil1.060%3745Active
ClearShares OCIO ETFOCIOModerate Allocation132.67 Mil0.640%4150Active
Cabana Target Beta ETFTDSBTactical Allocation127.31 Mil0.830%85Active
First Trust Dorsey Wright DALI 1 ETFDALITactical Allocation120.74 Mil1.180%6664Passive
iShares Morningstar Multi-Asset Inc ETFIYLDGlobal Allocation119.56 Mil0.600%899886Passive
Monarch ProCap ETFMPROModerate Allocation114.79 Mil1.170%Passive
Cambria Trinity ETFTRTYTactical Allocation113.59 Mil0.490%4259Active
Invesco Zacks Multi-Asset Income ETFCVYAggressive Allocation109.34 Mil1.060%38993Passive
SGI Dynamic Tactical ETFDYTAGlobal Allocation99.80 Mil1.040%Active
Inspire Tactical Balanced ETFRISNModerately Aggressive Allocation92.12 Mil0.810%49Active
UPAR Ultra Risk Parity ETFUPARModerate Allocation84.71 Mil0.650%Active
First Trust SSI Strat Convert Secs ETFFCVTConvertibles81.90 Mil0.950%9060Active
VanEck Inflation Allocation ETFRAAXModerate Allocation81.00 Mil0.770%590Active
Q3 All-Season Active Rotation ETFQVOYModerate Allocation80.66 Mil1.100%Active
Leuthold Core ETFLCRTactical Allocation79.14 Mil0.860%16Active
Alexis Practical Tactical ETFLEXITactical Allocation78.78 Mil1.000%Active
Blueprint Chesapeake Multi-Asst Trnd ETFTFPNGlobal Allocation72.54 Mil1.100%Active
SPDR® SSgA Income Allocation ETFINKMModerate Allocation72.11 Mil0.500%969893Active
Return Stacked Global Stocks & Bonds ETFRSSBGlobal Allocation71.88 Mil0.410%Active
GraniteShares HIPS US High Income ETFHIPSAggressive Allocation67.78 Mil1.990%3094Passive
Regents Park Hedged Market Strategy ETFRPHSModerately Conservative Allocation60.15 Mil0.750%Active
AXS Astoria Inflation Sensitive ETFPPIGlobal Allocation58.06 Mil0.760%Active
FundX Conservative ETFXRLXTactical Allocation57.12 Mil1.630%523727Active
Mindful Conservative ETFMFULModerate Allocation55.17 Mil1.100%Active
Pacer Trendpilot Fund of Funds ETFTRNDTactical Allocation52.24 Mil0.770%28Passive

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