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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
Adaptive Alpha Opportunities ETF
AGOX
Tactical Allocation
1.690
38
5
2
Active
Adaptive Core ETF
RULE
Allocation--50% to 70% Equity
0.910
—
—
—
Active
AdvisorShares Q Portfolio Blnd Allc ETF
QPT
Allocation--50% to 70% Equity
1.190
97
—
—
Active
Advocate Rising Rate Hedge ETF
RRH
Allocation--50% to 70% Equity
0.850
—
—
—
Active
Alexis Practical Tactical ETF
LEXI
Allocation--70% to 85% Equity
1.030
—
—
—
Active
Alpha Architect Gdsdn Dynmc Mlt-Asst ETF
GDMA
Allocation--50% to 70% Equity
0.780
100
86
—
Active
Alpha Architect Merlyn.AI Bl-Rdr B-F ETF
WIZ
Allocation--70% to 85% Equity
1.250
93
—
—
Passive
Alpha Architect Merlyn.AI Tcl Gr&Inc ETF
SNUG
Allocation--30% to 50% Equity
0.880
98
—
—
Passive
AltShares Event-Driven ETF
EVNT
World Allocation
1.300
100
18
44
Active
American Century Quality Cnvtbl Scts ETF
QCON
Convertibles
0.320
—
—
—
Active
Amplify High Income ETF
YYY
Tactical Allocation
2.450
43
55
67
Passive
Anfield Capital Diversified Alts ETF
DALT
World Allocation
2.220
59
86
—
Active
Arrow Dow Jones Global Yield ETF
GYLD
World Allocation
0.750
21
93
99
Passive
Arrow DWA Tactical Macro ETF
DWAT
Tactical Allocation
1.690
57
38
51
Active
AXS Astoria Inflation Sensitive ETF
PPI
Allocation--50% to 70% Equity
0.710
—
—
—
Active
Cabana Target Drawdown 10 ETF
TDSC
Tactical Allocation
0.690
40
—
—
Active
Cabana Target Drawdown 13 ETF
TDSD
Tactical Allocation
0.690
22
—
—
Active
Cabana Target Drawdown 16 ETF
TDSE
Tactical Allocation
0.690
16
—
—
Active
Cabana Target Drawdown 5 ETF
TDSA
Tactical Allocation
0.690
70
—
—
Active
Cabana Target Drawdown 7 ETF
TDSB
Tactical Allocation
0.690
77
—
—
Active
Cabana Target Leading Sector Aggr ETF
CLSA
Allocation--70% to 85% Equity
0.690
—
—
—
Active
Cabana Target Leading Sector Cons ETF
CLSC
Allocation--30% to 50% Equity
0.690
—
—
—
Active
Cabana Target Leading Sector Mod ETF
CLSM
Allocation--50% to 70% Equity
0.690
—
—
—
Active
Cambria Global Asset Allocation ETF
GAA
World Allocation
0.410
56
56
49
Active
Cambria Global Momentum ETF
GMOM
World Allocation
0.960
15
81
63
Active
Cambria Trinity ETF
TRTY
Tactical Allocation
0.440
35
79
—
Active
Claymore CEF GS Connect ETN
GCE
Allocation--50% to 70% Equity
0.950
—
—
—
Passive
ClearShares OCIO ETF
OCIO
Allocation--50% to 70% Equity
0.610
36
51
—
Active
DeltaShares S&P 400 Managed Risk ETF
DMRM
Allocation--50% to 70% Equity
0.450
35
98
—
Passive
DeltaShares S&P 500 Managed Risk ETF
DMRL
Allocation--70% to 85% Equity
0.350
2
30
—
Passive
DeltaShares S&P 600 Managed Risk ETF
DMRS
Allocation--50% to 70% Equity
0.450
58
99
—
Passive
Direxion Flight to Safety Strategy ETF
FLYT
Allocation--30% to 50% Equity
0.370
100
—
—
Passive
Discipline Fund ETF
DSCF
World Allocation
0.390
—
—
—
Active
Eaton Vance Global Income Builder NS™
EVGBC
World Allocation
0.850
22
4
5
Active
First Trust CEF Income Opportunity ETF
FCEF
World Allocation
2.460
13
5
9
Active
First Trust Dorsey Wright DALI 1 ETF
DALI
Tactical Allocation
0.810
11
18
—
Passive
First Trust SSI Strat Convert Secs ETF
FCVT
Convertibles
0.950
58
37
42
Active
First Trust Strategic Income ETF
FDIV
Allocation--30% to 50% Equity
0.870
22
97
95
Active
FormulaFolios Smart Growth ETF
FFSG
Allocation--85%+ Equity
0.690
7
45
—
Active
FormulaFolios Tactical Growth ETF
FFTG
Tactical Allocation
1.050
71
31
—
Active
Global X Alternative Income ETF
ALTY
Allocation--70% to 85% Equity
0.500
8
99
98
Passive
Goose Hollow Tactical Allocation ETF
GHTA
Allocation--50% to 70% Equity
0.990
—
—
—
Active
GraniteShares HIPS US High Income ETF
HIPS
Allocation--85%+ Equity
2.880
11
100
100
Passive
Inspire Tactical Balanced ESG ETF
RISN
Allocation--70% to 85% Equity
0.820
11
—
—
Active
Invesco Balanced Multi-Asset Allc ETF
PSMB
Allocation--50% to 70% Equity
0.320
33
49
—
Active
Invesco CEF Income Composite ETF
PCEF
World Allocation
1.970
24
17
29
Passive
Invesco Conservative Multi-Asst Allc ETF
PSMC
Allocation--15% to 30% Equity
0.360
30
21
—
Active
Invesco Growth Multi-Asset Allc ETF
PSMG
Allocation--70% to 85% Equity
0.300
19
35
—
Active
Invesco Mod Cnsrv Multi-Asst Allc ETF
PSMM
Allocation--30% to 50% Equity
0.330
13
20
—
Active
Invesco Zacks Multi-Asset Income ETF
CVY
Allocation--70% to 85% Equity
1.000
6
91
94
Passive
IQ Real Return ETF
CPI
Tactical Allocation
0.380
93
100
100
Passive
iShares Convertible Bond ETF
ICVT
Convertibles
0.200
97
21
21
Passive
iShares Core Aggressive Allocation ETF
AOA
Allocation--70% to 85% Equity
0.150
56
57
37
Passive
iShares Core Conservative Allocation ETF
AOK
Allocation--30% to 50% Equity
0.150
94
82
71
Passive
iShares Core Growth Allocation ETF
AOR
Allocation--50% to 70% Equity
0.150
76
70
60
Passive
iShares Core Moderate Allocation ETF
AOM
Allocation--30% to 50% Equity
0.150
71
53
39
Passive
iShares ESG Aware Aggressive Allc ETF
EAOA
Allocation--70% to 85% Equity
0.180
66
—
—
Passive
iShares ESG Aware Conservative Allc ETF
EAOK
Allocation--30% to 50% Equity
0.180
95
—
—
Passive
iShares ESG Aware Growth Allc ETF
EAOR
Allocation--50% to 70% Equity
0.180
81
—
—
Passive
iShares ESG Aware Moderate Allc ETF
EAOM
Allocation--30% to 50% Equity
0.180
76
—
—
Passive
iShares Morningstar Multi-Asset Inc ETF
IYLD
World Allocation
0.590
92
94
91
Passive
Leuthold Core ETF
LCR
Tactical Allocation
0.790
59
—
—
Active
LifeGoal Children Investment ETF
CHLD
Allocation--30% to 50% Equity
0.600
—
—
—
Active
LifeGoal Conservative Wealth Builder ETF
SAVN
Allocation--15% to 30% Equity
0.550
—
—
—
Active
LifeGoal Home Down Payment Invm ETF
HOM
Allocation--30% to 50% Equity
0.600
—
—
—
Active
LifeGoal Vacation Investment ETF
SUNY
Allocation--15% to 30% Equity
0.450
—
—
—
Active
LifeGoal Wealth Builder ETF
WLTH
Allocation--50% to 70% Equity
0.590
—
—
—
Active
McElhenny Sheffield Managed Risk ETF
MSMR
Allocation--50% to 70% Equity
0.990
—
—
—
Active
Merlyn.AI SectorSurfer Momentum ETF
DUDE
Tactical Allocation
1.320
45
—
—
Passive
Mindful Conservative ETF
MFUL
Allocation--50% to 70% Equity
1.070
—
—
—
Active
Monarch ProCap ETF
MPRO
Allocation--50% to 70% Equity
1.360
—
—
—
Passive
Multi-Asset Diversified Income ETF
MDIV
Allocation--50% to 70% Equity
0.680
28
100
100
Passive
Pacer WealthShield ETF
PWS
Allocation--50% to 70% Equity
0.600
40
84
—
Passive
Premise Capital Diversified Tactical
TCTL
Tactical Allocation
0.850
31
89
62
Passive
RH Tactical Outlook ETF
RHTX
Tactical Allocation
1.370
13
46
26
Active
RH Tactical Rotation ETF
RHRX
Tactical Allocation
1.440
20
58
54
Active
RPAR Risk Parity ETF
RPAR
World Allocation
0.510
75
—
—
Active
Saba Closed-End Funds ETF
CEFS
Tactical Allocation
3.650
33
22
—
Active
Simplify Tail Risk Strategy ETF
CYA
Allocation--50% to 70% Equity
0.500
—
—
—
Active
SPDR® Blmbg Barclays Convert Secs ETF
CWB
Convertibles
0.400
76
42
31
Passive
SPDR® SSgA Global Allocation ETF
GAL
Allocation--50% to 70% Equity
0.350
63
76
61
Active
SPDR® SSgA Income Allocation ETF
INKM
Allocation--30% to 50% Equity
0.500
37
79
63
Active
SPDR® SSgA Multi-Asset Real Return ETF
RLY
World Allocation
0.500
3
48
79
Active
Strategy Shares Nasdaq 5 Handl™ ETF
FIVR
Allocation--50% to 70% Equity
0.880
—
—
—
Passive
Strategy Shares Nasdaq 7 Handl™ ETF
HNDL
Allocation--15% to 30% Equity
0.970
10
3
—
Passive
Strategy Shares Nwfnd/RSlv Rbt Mmt ETF
ROMO
Allocation--70% to 85% Equity
0.820
16
—
—
Passive
Trajan Wealth Income Opportunities ETF
TWIO
Allocation--15% to 30% Equity
0.850
—
—
—
Active
Trend Aggregation ESG ETF
TEGS
Allocation--85%+ Equity
1.430
100
—
—
Active
UPAR Ultra Risk Parity ETF
UPAR
World Allocation
0.650
—
—
—
Active
VanEck Inflation Allocation ETF
RAAX
Allocation--50% to 70% Equity
0.780
3
99
—
Active
VectorShares Min Vol ETF
VSPY
Allocation--50% to 70% Equity
1.100
—
—
—
Active
WBI BullBear Trend Switch US 3000 TR ETF
WBIT
Tactical Allocation
0.880
73
—
—
Active
WealthTrust DBS Long Term Growth ETF
WLTG
World Allocation
0.680
—
—
—
Active

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