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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
0.960
Active
Allocation--70% to 85% Equity
1.220
Passive
Allocation--30% to 50% Equity
0.750
Passive
Tactical Allocation
2.170
94
87
38
Passive
World Allocation
0.750
100
99
100
Passive
Tactical Allocation
1.690
56
56
53
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
41
46
41
Active
World Allocation
0.930
72
91
87
Active
World Allocation
0.480
75
Active
Allocation--50% to 70% Equity
0.950
Passive
Allocation--50% to 70% Equity
0.620
46
61
Active
Allocation--50% to 70% Equity
0.840
Passive
Allocation--50% to 70% Equity
0.400
Active
World Allocation
0.840
22
13
Active
World Allocation
3.210
81
61
Active
World Allocation
0.910
86
Passive
Convertibles
0.950
42
50
Active
Allocation--30% to 50% Equity
0.870
99
96
94
Active
Allocation--85%+ Equity
0.700
81
Active
Tactical Allocation
1.120
36
Active
Allocation--30% to 50% Equity
0.770
3
Active
Allocation--70% to 85% Equity
2.950
99
100
96
Passive
World Allocation
0.770
71
Passive
World Allocation
0.700
49
Passive
Allocation--85%+ Equity
1.270
98
100
100
Passive
Allocation--50% to 70% Equity
1.250
Passive
Allocation--50% to 70% Equity
1.250
Passive
Allocation--50% to 70% Equity
0.840
Active
Allocation--50% to 70% Equity
0.350
75
60
Active
Allocation--15% to 30% Equity
2.550
95
90
1
Passive
Allocation--30% to 50% Equity
0.390
55
42
Active
Allocation--70% to 85% Equity
0.360
77
55
Active
Allocation--30% to 50% Equity
0.370
65
39
Active
Allocation--85%+ Equity
0.940
100
98
98
Passive
World Allocation
0.670
24
52
83
Passive
Tactical Allocation
0.420
69
73
94
Passive
Convertibles
0.200
11
20
18
Passive
Allocation--70% to 85% Equity
0.250
35
39
32
Passive
Allocation--30% to 50% Equity
0.250
37
30
43
Passive
Allocation--50% to 70% Equity
0.250
49
51
43
Passive
Allocation--30% to 50% Equity
0.250
34
27
27
Passive
Allocation--70% to 85% Equity
0.180
Passive
Allocation--15% to 30% Equity
0.180
Passive
Allocation--50% to 70% Equity
0.180
Passive
Allocation--30% to 50% Equity
0.180
Passive
Allocation--30% to 50% Equity
0.600
94
92
85
Passive
Allocation--50% to 70% Equity
0.860
Active
Allocation--50% to 70% Equity
0.730
100
100
100
Passive
Allocation--50% to 70% Equity
0.600
15
Passive
World Allocation
0.860
96
87
Passive
Allocation--15% to 30% Equity
0.490
92
88
12
Active
Allocation--30% to 50% Equity
0.500
Active
Convertibles
0.400
21
39
33
Passive
Allocation--50% to 70% Equity
0.350
74
71
75
Active
Allocation--30% to 50% Equity
0.500
92
81
76
Active
Allocation--50% to 70% Equity
0.500
97
99
100
Active
Allocation--30% to 50% Equity
1.170
11
Passive
Tactical Allocation
2.230
70
Active
Allocation--30% to 50% Equity
1.870
Active
Allocation--50% to 70% Equity
1.870
Active
World Allocation
0.750
99
Active
Tactical Allocation
0.670
89
Active
Tactical Allocation
0.770
95
Active

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