Skip to Content

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
World Allocation
1.460
Active
Allocation--50% to 70% Equity
1.170
Active
Allocation--30% to 50% Equity
0.770
4
Active
Allocation--70% to 85% Equity
1.220
3
Passive
Allocation--30% to 50% Equity
0.750
Passive
Tactical Allocation
2.170
84
76
36
Passive
World Allocation
0.750
99
99
100
Passive
Tactical Allocation
1.560
43
52
49
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
34
46
32
Active
World Allocation
0.930
74
93
85
Active
Tactical Allocation
0.480
77
Active
Allocation--50% to 70% Equity
0.950
Passive
Allocation--50% to 70% Equity
0.620
56
69
Active
Allocation--50% to 70% Equity
0.400
Active
World Allocation
0.840
28
8
Active
Allocation--30% to 50% Equity
0.550
Passive
World Allocation
0.820
Active
World Allocation
2.910
63
32
Active
World Allocation
0.910
55
Passive
Convertibles
0.950
26
38
40
Active
Allocation--30% to 50% Equity
0.870
97
94
90
Active
Allocation--85%+ Equity
0.700
80
67
Active
Tactical Allocation
1.120
56
38
Active
Allocation--70% to 85% Equity
2.950
100
98
96
Passive
World Allocation
0.770
76
Passive
World Allocation
0.700
71
Passive
Allocation--85%+ Equity
1.270
100
100
100
Passive
Allocation--50% to 70% Equity
1.140
1
Passive
Allocation--50% to 70% Equity
1.230
10
Passive
Allocation--50% to 70% Equity
0.840
Active
Allocation--50% to 70% Equity
0.350
62
51
Active
Allocation--15% to 30% Equity
2.340
83
30
1
Passive
Allocation--30% to 50% Equity
0.390
63
50
Active
Allocation--70% to 85% Equity
0.360
67
41
Active
Allocation--30% to 50% Equity
0.370
51
27
Active
Allocation--70% to 85% Equity
0.940
99
97
93
Passive
World Allocation
0.670
38
66
92
Passive
Tactical Allocation
0.420
87
87
97
Passive
Convertibles
0.200
11
14
11
Passive
Allocation--70% to 85% Equity
0.250
50
48
32
Passive
Allocation--30% to 50% Equity
0.250
50
45
54
Passive
Allocation--50% to 70% Equity
0.250
54
56
50
Passive
Allocation--30% to 50% Equity
0.250
43
36
32
Passive
Allocation--70% to 85% Equity
0.180
Passive
World Allocation
0.180
Passive
World Allocation
0.180
Passive
World Allocation
0.180
Passive
Allocation--30% to 50% Equity
0.600
96
92
79
Passive
Tactical Allocation
0.860
Active
Allocation--50% to 70% Equity
0.730
100
99
100
Passive
Allocation--50% to 70% Equity
0.600
4
74
Passive
Tactical Allocation
0.860
96
86
Passive
Allocation--15% to 30% Equity
0.490
96
85
8
Active
Allocation--30% to 50% Equity
0.500
5
Active
Convertibles
0.400
21
32
30
Passive
Allocation--50% to 70% Equity
0.350
75
72
74
Active
Allocation--30% to 50% Equity
0.500
86
77
58
Active
Allocation--50% to 70% Equity
0.500
96
98
97
Active
Allocation--30% to 50% Equity
1.170
18
Passive
Allocation--30% to 50% Equity
1.870
Active
Allocation--50% to 70% Equity
1.870
Active
World Allocation
0.750
98
Active
Tactical Allocation
0.890
76
Active
Tactical Allocation
0.770
99
Active

Sponsor Center