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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
1.220
—
—
—
Passive
Alpha Architect Merlyn.AI Tcl Gr&Inc ETF
SNUG
Allocation--30% to 50% Equity
0.750
—
—
—
Passive
Amplify High Income ETF
YYY
Tactical Allocation
2.170
94
87
38
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
56
56
53
Active
Cabana Target Drawdown 10 ETF
TDSC
World Allocation
0.690
—
—
—
Active
Cabana Target Drawdown 13 ETF
TDSD
World Allocation
0.680
—
—
—
Active
Cabana Target Drawdown 16 ETF
TDSE
World Allocation
0.690
—
—
—
Active
Cabana Target Drawdown 5 ETF
TDSA
World Allocation
0.670
—
—
—
Active
Cabana Target Drawdown 7 ETF
TDSB
World Allocation
0.680
—
—
—
Active
Cambria Global Asset Allocation ETF
GAA
World Allocation
0.370
41
46
41
Active
Cambria Global Momentum ETF
GMOM
World Allocation
0.930
72
91
87
Active
Cambria Trinity ETF
TRTY
World Allocation
0.480
75
—
—
Active
Claymore CEF GS Connect ETN
GCE
Allocation--50% to 70% Equity
0.950
—
—
—
Passive
ClearShares OCIO ETF
OCIO
Allocation--50% to 70% Equity
0.620
46
61
—
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
22
13
—
Active
First Trust CEF Income Opportunity ETF
FCEF
World Allocation
3.210
81
61
—
Active
First Trust Dorsey Wright DALI 1 ETF
DALI
World Allocation
0.910
86
—
—
Passive
First Trust SSI Strat Convert Secs ETF
FCVT
Convertibles
0.950
42
50
—
Active
First Trust Strategic Income ETF
FDIV
Allocation--30% to 50% Equity
0.870
99
96
94
Active
FormulaFolios Smart Growth ETF
FFSG
Allocation--85%+ Equity
0.700
81
—
—
Active
FormulaFolios Tactical Growth ETF
FFTG
Tactical Allocation
1.120
36
—
—
Active
Gadsden Dynamic Multi-Asset ETF New
GDMA
Allocation--30% to 50% Equity
0.770
3
—
—
Active
Global X SuperDividend® Alternatives ETF
ALTY
Allocation--70% to 85% Equity
2.950
99
100
96
Passive
Global X TargetIncome™ 5 ETF
TFIV
World Allocation
0.770
71
—
—
Passive
Global X TargetIncome™ Plus 2 ETF
TFLT
World Allocation
0.700
49
—
—
Passive
GraniteShares HIPS US High Income ETF
HIPS
Allocation--85%+ Equity
1.270
98
100
100
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
Inspire Tactical Balanced ESG ETF
RISN
Allocation--50% to 70% Equity
0.840
—
—
—
Active
Invesco Balanced Multi-Asset Allc ETF
PSMB
Allocation--50% to 70% Equity
0.350
75
60
—
Active
Invesco CEF Income Composite ETF
PCEF
Allocation--15% to 30% Equity
2.550
95
90
1
Passive
Invesco Conservative Multi-Asst Allc ETF
PSMC
Allocation--30% to 50% Equity
0.390
55
42
—
Active
Invesco Growth Multi-Asset Allc ETF
PSMG
Allocation--70% to 85% Equity
0.360
77
55
—
Active
Invesco Mod Cnsrv Multi-Asst Allc ETF
PSMM
Allocation--30% to 50% Equity
0.370
65
39
—
Active
Invesco Zacks Multi-Asset Income ETF
CVY
Allocation--85%+ Equity
0.940
100
98
98
Passive
IQ Hedge Macro Tracker ETF
MCRO
World Allocation
0.670
24
52
83
Passive
IQ Real Return ETF
CPI
Tactical Allocation
0.420
69
73
94
Passive
iShares Convertible Bond ETF
ICVT
Convertibles
0.200
11
20
18
Passive
iShares Core Aggressive Allocation ETF
AOA
Allocation--70% to 85% Equity
0.250
35
39
32
Passive
iShares Core Conservative Allocation ETF
AOK
Allocation--30% to 50% Equity
0.250
37
30
43
Passive
iShares Core Growth Allocation ETF
AOR
Allocation--50% to 70% Equity
0.250
49
51
43
Passive
iShares Core Moderate Allocation ETF
AOM
Allocation--30% to 50% Equity
0.250
34
27
27
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
92
85
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
15
—
—
Passive
Premise Capital Diversified Tactical
TCTL
World Allocation
0.860
96
87
—
Passive
Principal Active Income ETF
YLD
Allocation--15% to 30% Equity
0.490
92
88
12
Active
RPAR Risk Parity ETF
RPAR
Allocation--30% to 50% Equity
0.500
—
—
—
Active
SPDR® Blmbg Barclays Convert Secs ETF
CWB
Convertibles
0.400
21
39
33
Passive
SPDR® SSgA Global Allocation ETF
GAL
Allocation--50% to 70% Equity
0.350
74
71
75
Active
SPDR® SSgA Income Allocation ETF
INKM
Allocation--30% to 50% Equity
0.500
92
81
76
Active
SPDR® SSgA Multi-Asset Real Return ETF
RLY
Allocation--50% to 70% Equity
0.500
97
99
100
Active
Strategy Shares Nasdaq 7 Handl™ ETF
HNDL
Allocation--30% to 50% Equity
1.170
11
—
—
Passive
Tactical Income ETF
TBND
Tactical Allocation
2.230
70
—
—
Active
Trend Aggregation Conservative ETF
TACE
Allocation--30% to 50% Equity
1.870
—
—
—
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
89
—
—
Active
WBI BullBear Trend Switch US TR ETF
WBIN
Tactical Allocation
0.770
95
—
—
Active

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