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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.

Name
Ticker
Morningstar Category
Adjusted Expense Ratio %
Return Rank in Category 1Y %
Return Rank in Category 3Y %
Return Rank in Category 5Y %
Active or Passive
Tactical Allocation
1.630%
71%
2%
2%
Active
Allocation--50% to 70% Equity
0.910%
99%
Active
Allocation--50% to 70% Equity
0.850%
1%
Active
Allocation--50% to 70% Equity
0.590%
Passive
Tactical Allocation
1.020%
46%
Active
Allocation--50% to 70% Equity
0.870%
5%
3%
Active
Allocation--50% to 70% Equity
0.290%
Active
Allocation--70% to 85% Equity
1.290%
99%
72%
Passive
Global Allocation
1.250%
31%
2%
5%
Active
Convertibles
0.320%
50%
Active
Tactical Allocation
2.260%
82%
82%
56%
Passive
Global Allocation
2.420%
67%
97%
95%
Active
Global Allocation
0.750%
20%
86%
92%
Passive
Tactical Allocation
1.810%
5%
10%
17%
Active
Tactical Allocation
1.150%
100%
Active
Global Allocation
0.750%
1%
Active
Tactical Allocation
0.690%
77%
Active
Tactical Allocation
0.690%
94%
Active
Tactical Allocation
0.690%
93%
Active
Tactical Allocation
0.690%
67%
Active
Tactical Allocation
0.690%
62%
Active
Allocation--70% to 85% Equity
0.690%
100%
Active
Tactical Allocation
0.690%
68%
Active
Allocation--50% to 70% Equity
0.690%
100%
Active
Global Allocation
0.420%
26%
20%
20%
Active
Tactical Allocation
1.110%
7%
17%
45%
Active
Tactical Allocation
0.500%
6%
25%
Active
Allocation--50% to 70% Equity
0.950%
Passive
Allocation--50% to 70% Equity
0.620%
29%
40%
54%
Active
Allocation--30% to 50% Equity
0.390%
92%
Active
Tactical Allocation
0.700%
Active
Tactical Allocation
0.920%
20%
19%
Passive
Allocation--30% to 50% Equity
0.030%
12%
94%
88%
Active
Global Allocation
2.200%
90%
72%
36%
Active
Convertibles
0.950%
70%
40%
44%
Active
Allocation--85%+ Equity
0.690%
20%
10%
13%
Active
Tactical Allocation
0.950%
81%
91%
82%
Active
Allocation--85%+ Equity
0.500%
13%
98%
93%
Passive
Allocation--50% to 70% Equity
0.990%
1%
Active
Allocation--85%+ Equity
2.410%
9%
95%
95%
Passive
Global Allocation
0.690%
Active
Allocation--70% to 85% Equity
0.710%
68%
Active
Allocation--50% to 70% Equity
0.320%
33%
34%
34%
Active
Global Allocation
1.990%
85%
79%
57%
Passive
Allocation--15% to 30% Equity
0.370%
44%
20%
12%
Active
Allocation--70% to 85% Equity
0.310%
22%
19%
16%
Active
Allocation--30% to 50% Equity
0.350%
27%
16%
11%
Active
Allocation--85%+ Equity
0.890%
4%
86%
87%
Passive
Convertibles
0.200%
80%
29%
27%
Passive
Global Allocation
0.150%
65%
28%
10%
Passive
Allocation--30% to 50% Equity
0.150%
61%
85%
76%
Passive
Allocation--50% to 70% Equity
0.150%
55%
78%
71%
Passive
Allocation--30% to 50% Equity
0.150%
68%
64%
53%
Passive
Allocation--70% to 85% Equity
0.180%
73%
Passive
Allocation--30% to 50% Equity
0.180%
84%
Passive
Allocation--50% to 70% Equity
0.180%
80%
Passive
Allocation--30% to 50% Equity
0.180%
89%
Passive
Global Allocation
0.580%
68%
98%
98%
Passive
Tactical Allocation
0.860%
16%
Active
Allocation--15% to 30% Equity
0.530%
37%
Active
Allocation--15% to 30% Equity
0.590%
57%
Active
Allocation--50% to 70% Equity
0.680%
39%
Active
Allocation--50% to 70% Equity
0.990%
25%
Active
Allocation--30% to 50% Equity
0.450%
Passive
Tactical Allocation
1.180%
87%
Passive
Allocation--50% to 70% Equity
1.070%
30%
Active
Allocation--50% to 70% Equity
1.350%
13%
Passive
Allocation--85%+ Equity
0.690%
1%
97%
97%
Passive
Tactical Allocation
0.600%
35%
9%
30%
Passive
Allocation--30% to 50% Equity
0.450%
Active
Allocation--50% to 70% Equity
1.380%
Active
Allocation--50% to 70% Equity
1.100%
Active
Allocation--30% to 50% Equity
0.750%
Active
Tactical Allocation
0.690%
Active
Tactical Allocation
1.390%
78%
79%
53%
Active
Tactical Allocation
1.340%
78%
83%
85%
Active
Allocation--30% to 50% Equity
0.510%
99%
81%
Active
Tactical Allocation
2.900%
12%
30%
12%
Active
Allocation--50% to 70% Equity
0.720%
Active
Allocation--50% to 70% Equity
0.840%
2%
Active
Convertibles
0.400%
75%
48%
55%
Passive
Allocation--50% to 70% Equity
0.350%
36%
70%
73%
Active
Allocation--50% to 70% Equity
0.500%
30%
97%
93%
Active
Global Allocation
0.500%
1%
1%
2%
Active
Allocation--50% to 70% Equity
0.650%
Active
Allocation--50% to 70% Equity
0.650%
Active
Allocation--15% to 30% Equity
0.880%
81%
Passive
Allocation--30% to 50% Equity
0.980%
98%
77%
Passive
Allocation--70% to 85% Equity
0.870%
85%
100%
Passive
Allocation--30% to 50% Equity
0.860%
45%
Active
Global Allocation
1.030%
Active
Allocation--50% to 70% Equity
0.650%
Active
Allocation--50% to 70% Equity
0.740%
2%
20%
Active
Global Allocation
0.260%
91%
Active

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