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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
Allocation--50% to 70% Equity
1.170
Active
Allocation--30% to 50% Equity
0.780
9
Active
Allocation--70% to 85% Equity
1.250
22
Passive
Allocation--30% to 50% Equity
0.880
45
Passive
Convertibles
0.320
Active
Tactical Allocation
2.450
20
47
40
Passive
Tactical Allocation
3.830
3
58
Active
World Allocation
0.750
4
98
100
Passive
Tactical Allocation
1.660
25
69
54
Active
World Allocation
0.690
Active
World Allocation
0.680
Active
World Allocation
0.690
Active
World Allocation
0.670
Active
World Allocation
0.680
Active
World Allocation
0.370
39
45
36
Active
World Allocation
0.930
81
88
73
Active
Tactical Allocation
0.480
50
Active
Allocation--50% to 70% Equity
0.950
Passive
Allocation--50% to 70% Equity
0.620
75
79
Active
Allocation--50% to 70% Equity
0.370
100
Active
World Allocation
0.850
16
8
10
Active
Allocation--30% to 50% Equity
0.550
Passive
World Allocation
0.820
Active
World Allocation
2.910
6
11
Active
Tactical Allocation
0.810
19
Passive
Convertibles
0.950
6
34
39
Active
Allocation--30% to 50% Equity
0.870
62
92
92
Active
Allocation--85%+ Equity
0.700
18
48
Active
Tactical Allocation
1.120
55
58
Active
Allocation--70% to 85% Equity
2.820
8
98
97
Passive
World Allocation
0.750
89
Passive
Allocation--85%+ Equity
1.270
10
98
100
Passive
Allocation--50% to 70% Equity
0.820
Active
Allocation--50% to 70% Equity
0.320
24
41
Active
Allocation--15% to 30% Equity
2.340
1
3
1
Passive
Allocation--30% to 50% Equity
0.360
87
64
Active
Allocation--70% to 85% Equity
0.300
35
24
Active
Allocation--30% to 50% Equity
0.330
23
21
Active
Allocation--70% to 85% Equity
0.940
3
92
81
Passive
World Allocation
0.670
93
82
99
Passive
Tactical Allocation
0.420
99
97
100
Passive
Convertibles
0.200
1
15
9
Passive
Allocation--70% to 85% Equity
0.250
65
57
46
Passive
Allocation--30% to 50% Equity
0.250
94
60
70
Passive
Allocation--50% to 70% Equity
0.250
75
68
63
Passive
Allocation--30% to 50% Equity
0.250
77
46
43
Passive
Allocation--70% to 85% Equity
0.180
Passive
World Allocation
0.180
Passive
World Allocation
0.180
Passive
World Allocation
0.180
Passive
Allocation--30% to 50% Equity
0.600
68
97
95
Passive
Tactical Allocation
0.790
52
Active
Tactical Allocation
1.320
Passive
World Allocation
1.360
Passive
Allocation--50% to 70% Equity
0.680
10
99
100
Passive
Allocation--50% to 70% Equity
0.600
74
70
Passive
Tactical Allocation
0.850
64
89
Passive
Allocation--15% to 30% Equity
0.490
3
49
6
Active
Allocation--30% to 50% Equity
0.510
84
Active
Tactical Allocation
3.650
1
12
Active
Convertibles
0.400
17
42
32
Passive
Allocation--50% to 70% Equity
0.350
37
83
78
Active
Allocation--30% to 50% Equity
0.500
18
72
62
Active
World Allocation
0.500
15
98
97
Active
Allocation--30% to 50% Equity
1.170
81
26
Passive
Allocation--15% to 30% Equity
0.850
Active
Allocation--30% to 50% Equity
1.870
Active
Allocation--50% to 70% Equity
1.150
Active
World Allocation
0.780
49
Active
Tactical Allocation
0.890
70
Active
Tactical Allocation
0.770
96
Active

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