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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
0.950
Passive
Allocation--30% to 50% Equity
0.750
Passive
Tactical Allocation
0.810
96
Passive
Tactical Allocation
2.170
93
88
57
Passive
World Allocation
0.750
100
99
100
Passive
Tactical Allocation
1.690
58
56
66
Active
World Allocation
0.340
42
36
32
Active
World Allocation
0.940
60
73
77
Active
World Allocation
0.480
74
Active
Allocation--50% to 70% Equity
0.950
Passive
Allocation--50% to 70% Equity
0.670
43
59
Active
Allocation--50% to 70% Equity
0.840
Passive
Allocation--50% to 70% Equity
0.400
Active
World Allocation
0.840
27
18
Active
World Allocation
3.210
85
63
Active
World Allocation
0.910
98
Passive
Convertibles
0.950
49
52
Active
Allocation--30% to 50% Equity
0.870
96
92
86
Active
Allocation--85%+ Equity
0.700
69
Active
Tactical Allocation
1.020
17
Active
Allocation--30% to 50% Equity
0.770
15
Active
Allocation--70% to 85% Equity
2.950
98
97
Passive
World Allocation
0.770
53
Passive
World Allocation
0.700
25
Passive
Allocation--85%+ Equity
1.270
99
98
98
Passive
Allocation--50% to 70% Equity
1.250
Passive
Allocation--50% to 70% Equity
1.250
Passive
Allocation--50% to 70% Equity
0.350
75
55
Active
Allocation--15% to 30% Equity
2.550
96
85
5
Passive
Allocation--30% to 50% Equity
0.390
45
44
Active
Allocation--70% to 85% Equity
0.360
76
47
Active
Allocation--30% to 50% Equity
0.370
60
36
Active
Allocation--85%+ Equity
0.970
97
96
96
Passive
World Allocation
0.690
15
52
72
Passive
World Allocation
0.370
48
39
Passive
Tactical Allocation
0.440
39
61
79
Passive
Convertibles
0.200
13
19
13
Passive
Allocation--70% to 85% Equity
0.250
37
39
33
Passive
Allocation--30% to 50% Equity
0.250
20
25
25
Passive
Allocation--50% to 70% Equity
0.250
46
49
44
Passive
Allocation--30% to 50% Equity
0.250
26
23
18
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
90
79
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
85
Passive
World Allocation
0.860
97
88
Passive
Allocation--15% to 30% Equity
0.490
94
90
Active
Allocation--30% to 50% Equity
0.500
Active
Convertibles
0.400
33
42
28
Passive
Allocation--15% to 30% Equity
0.600
56
92
Passive
Allocation--50% to 70% Equity
0.350
80
72
77
Active
Allocation--30% to 50% Equity
0.500
89
81
75
Active
Allocation--50% to 70% Equity
0.500
99
97
100
Active
Allocation--30% to 50% Equity
1.200
5
Passive
Tactical Allocation
1.590
79
Active
Allocation--50% to 70% Equity
1.870
Active
World Allocation
0.750
99
Active
Tactical Allocation
0.670
92
Active

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