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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
Agility Managed Risk ETF
MRSK
Allocation--50% to 70% Equity
0.960
—
—
—
Active
Alpha Architect Merlyn.AI Bl-Rdr B-F ETF
WIZ
Allocation--70% to 85% Equity
0.950
—
—
—
Passive
Alpha Architect Merlyn.AI Tcl Gr&Inc ETF
SNUG
Allocation--30% to 50% Equity
0.750
—
—
—
Passive
Amplify EASI Tactical Growth ETF
EASI
Tactical Allocation
0.810
96
—
—
Passive
Amplify High Income ETF
YYY
Tactical Allocation
2.170
93
88
57
Passive
Arrow Dow Jones Global Yield ETF
GYLD
World Allocation
0.750
100
99
100
Passive
Arrow DWA Tactical ETF
DWAT
Tactical Allocation
1.690
58
56
66
Active
Cambria Global Asset Allocation ETF
GAA
World Allocation
0.340
42
36
32
Active
Cambria Global Momentum ETF
GMOM
World Allocation
0.940
60
73
77
Active
Cambria Trinity ETF
TRTY
World Allocation
0.480
74
—
—
Active
Claymore CEF GS Connect ETN
GCE
Allocation--50% to 70% Equity
0.950
—
—
—
Passive
ClearShares OCIO ETF
OCIO
Allocation--50% to 70% Equity
0.670
43
59
—
Active
Credit Suisse X-Links Mlt-Ast Hi Inc ETN
MLTI
Allocation--50% to 70% Equity
0.840
—
—
—
Passive
Direxion Flight to Safety Strategy ETF
FLYT
Allocation--50% to 70% Equity
0.400
—
—
—
Active
Eaton Vance Global Income Builder NS™
EVGBC
World Allocation
0.840
27
18
—
Active
First Trust CEF Income Opportunity ETF
FCEF
World Allocation
3.210
85
63
—
Active
First Trust Dorsey Wright DALI 1 ETF
DALI
World Allocation
0.910
98
—
—
Passive
First Trust SSI Strat Convert Secs ETF
FCVT
Convertibles
0.950
49
52
—
Active
First Trust Strategic Income ETF
FDIV
Allocation--30% to 50% Equity
0.870
96
92
86
Active
FormulaFolios Smart Growth ETF
FFSG
Allocation--85%+ Equity
0.700
69
—
—
Active
FormulaFolios Tactical Growth ETF
FFTG
Tactical Allocation
1.020
17
—
—
Active
Gadsden Dynamic Multi-Asset ETF New
GDMA
Allocation--30% to 50% Equity
0.770
15
—
—
Active
Global X SuperDividend® Alternatives ETF
ALTY
Allocation--70% to 85% Equity
2.950
98
97
—
Passive
Global X TargetIncome™ 5 ETF
TFIV
World Allocation
0.770
53
—
—
Passive
Global X TargetIncome™ Plus 2 ETF
TFLT
World Allocation
0.700
25
—
—
Passive
GraniteShares HIPS US High Income ETF
HIPS
Allocation--85%+ Equity
1.270
99
98
98
Passive
HCM Defender 100 Index ETF
QQH
Allocation--50% to 70% Equity
1.250
—
—
—
Passive
HCM Defender 500 Index ETF
LGH
Allocation--50% to 70% Equity
1.250
—
—
—
Passive
Invesco Balanced Multi-Asset Allc ETF
PSMB
Allocation--50% to 70% Equity
0.350
75
55
—
Active
Invesco CEF Income Composite ETF
PCEF
Allocation--15% to 30% Equity
2.550
96
85
5
Passive
Invesco Conservative Multi-Asst Allc ETF
PSMC
Allocation--30% to 50% Equity
0.390
45
44
—
Active
Invesco Growth Multi-Asset Allc ETF
PSMG
Allocation--70% to 85% Equity
0.360
76
47
—
Active
Invesco Mod Cnsrv Multi-Asst Allc ETF
PSMM
Allocation--30% to 50% Equity
0.370
60
36
—
Active
Invesco Zacks Multi-Asset Income ETF
CVY
Allocation--85%+ Equity
0.970
97
96
96
Passive
IQ Hedge Macro Tracker ETF
MCRO
World Allocation
0.690
15
52
72
Passive
IQ Leaders GTAA Tracker ETF
QGTA
World Allocation
0.370
48
39
—
Passive
IQ Real Return ETF
CPI
Tactical Allocation
0.440
39
61
79
Passive
iShares Convertible Bond ETF
ICVT
Convertibles
0.200
13
19
13
Passive
iShares Core Aggressive Allocation ETF
AOA
Allocation--70% to 85% Equity
0.250
37
39
33
Passive
iShares Core Conservative Allocation ETF
AOK
Allocation--30% to 50% Equity
0.250
20
25
25
Passive
iShares Core Growth Allocation ETF
AOR
Allocation--50% to 70% Equity
0.250
46
49
44
Passive
iShares Core Moderate Allocation ETF
AOM
Allocation--30% to 50% Equity
0.250
26
23
18
Passive
iShares ESG Aware Aggressive Allc ETF
EAOA
Allocation--70% to 85% Equity
0.180
—
—
—
Passive
iShares ESG Aware Conservative Allc ETF
EAOK
Allocation--15% to 30% Equity
0.180
—
—
—
Passive
iShares ESG Aware Growth Allc ETF
EAOR
Allocation--50% to 70% Equity
0.180
—
—
—
Passive
iShares ESG Aware Moderate Allc ETF
EAOM
Allocation--30% to 50% Equity
0.180
—
—
—
Passive
iShares Morningstar Multi-Asset Inc ETF
IYLD
Allocation--30% to 50% Equity
0.600
94
90
79
Passive
Leuthold Core ETF
LCR
Allocation--50% to 70% Equity
0.860
—
—
—
Active
Multi-Asset Diversified Income ETF
MDIV
Allocation--50% to 70% Equity
0.730
100
100
100
Passive
Pacer WealthShield ETF
PWS
Allocation--50% to 70% Equity
0.600
85
—
—
Passive
Premise Capital Diversified Tactical
TCTL
World Allocation
0.860
97
88
—
Passive
Principal Active Income ETF
YLD
Allocation--15% to 30% Equity
0.490
94
90
—
Active
RPAR Risk Parity ETF
RPAR
Allocation--30% to 50% Equity
0.500
—
—
—
Active
SPDR® Blmbg Barclays Convert Secs ETF
CWB
Convertibles
0.400
33
42
28
Passive
SPDR® Dorsey Wright Fixed Inc Allc ETF
DWFI
Allocation--15% to 30% Equity
0.600
56
92
—
Passive
SPDR® SSgA Global Allocation ETF
GAL
Allocation--50% to 70% Equity
0.350
80
72
77
Active
SPDR® SSgA Income Allocation ETF
INKM
Allocation--30% to 50% Equity
0.500
89
81
75
Active
SPDR® SSgA Multi-Asset Real Return ETF
RLY
Allocation--50% to 70% Equity
0.500
99
97
100
Active
Strategy Shares Nasdaq 7 Handl™ ETF
HNDL
Allocation--30% to 50% Equity
1.200
5
—
—
Passive
Tactical Income ETF
TBND
Tactical Allocation
1.590
79
—
—
Active
Trend Aggregation ESG ETF
TEGS
Allocation--50% to 70% Equity
1.870
—
—
—
Active
VanEck Vectors Real Asset Allocation ETF
RAAX
World Allocation
0.750
99
—
—
Active
WBI BullBear Trend Switch US 3000 TR ETF
WBIT
Tactical Allocation
0.670
92
—
—
Active

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