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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 Growth Opportunities ETF
AGOX
Tactical Allocation
1.540
13
5
2
Active
AdvisorShares Q Portfolio Blnd Allc ETF
QPT
Allocation--50% to 70% Equity
1.170
—
—
—
Active
Alexis Practical Tactical ETF
LEXI
Allocation--70% to 85% Equity
1.030
—
—
—
Active
Alpha Architect Gdsdn Dynmc Mlt-Asst ETF
GDMA
Allocation--30% to 50% Equity
0.780
13
—
—
Active
Alpha Architect Merlyn.AI Bl-Rdr B-F ETF
WIZ
Allocation--70% to 85% Equity
1.250
91
—
—
Passive
Alpha Architect Merlyn.AI Tcl Gr&Inc ETF
SNUG
Allocation--30% to 50% Equity
0.880
95
—
—
Passive
American Century Quality Cnvtbl Scts ETF
QCON
Convertibles
0.320
—
—
—
Active
Amplify High Income ETF
YYY
Tactical Allocation
2.450
18
42
44
Passive
Anfield Capital Diversified Alts ETF
DALT
World Allocation
3.830
16
88
—
Active
Arrow Dow Jones Global Yield ETF
GYLD
World Allocation
0.750
6
97
100
Passive
Arrow DWA Tactical Macro ETF
DWAT
Tactical Allocation
1.660
44
76
67
Active
Cabana Target Drawdown 10 ETF
TDSC
Tactical Allocation
0.690
—
—
—
Active
Cabana Target Drawdown 13 ETF
TDSD
Tactical Allocation
0.680
—
—
—
Active
Cabana Target Drawdown 16 ETF
TDSE
Tactical Allocation
0.690
—
—
—
Active
Cabana Target Drawdown 5 ETF
TDSA
Tactical Allocation
0.670
—
—
—
Active
Cabana Target Drawdown 7 ETF
TDSB
Tactical Allocation
0.680
—
—
—
Active
Cabana Target Leading Sector Aggr ETF
CLSC
Allocation--70% to 85% Equity
0.690
—
—
—
Active
Cabana Target Leading Sector Cons ETF
CLSA
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
0.370
39
35
43
Active
Cambria Global Momentum ETF
GMOM
World Allocation
0.930
25
77
68
Active
Cambria Trinity ETF
TRTY
Tactical Allocation
0.480
34
—
—
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
80
72
—
Active
Direxion Flight to Safety Strategy ETF
FLYT
Allocation--30% to 50% Equity
0.370
100
—
—
Active
Eaton Vance Global Income Builder NS™
EVGBC
World Allocation
0.850
17
6
7
Active
Emles Alpha Opportunities ETF
EOPS
World Allocation
1.950
—
—
—
Active
Emles Protective Allocation ETF
DEFN
Allocation--30% to 50% Equity
0.550
—
—
—
Passive
Euclid Capital Growth ETF
EUCG
World Allocation
0.820
—
—
—
Active
Fat Tail Risk ETF
FATT
Allocation--50% to 70% Equity
1.150
—
—
—
Active
First Trust CEF Income Opportunity ETF
FCEF
World Allocation
2.910
3
10
—
Active
First Trust Dorsey Wright DALI 1 ETF
DALI
Tactical Allocation
0.810
11
37
—
Passive
First Trust SSI Strat Convert Secs ETF
FCVT
Convertibles
0.950
6
32
36
Active
First Trust Strategic Income ETF
FDIV
Allocation--30% to 50% Equity
0.870
64
95
96
Active
FormulaFolios Tactical Growth ETF
FFTG
Tactical Allocation
1.120
81
52
—
Active
Global X SuperDividend® Alternatives ETF
ALTY
Allocation--70% to 85% Equity
2.820
9
99
98
Passive
Global X TargetIncome™ 5 ETF
TFIV
World Allocation
0.750
87
—
—
Passive
GraniteShares HIPS US High Income ETF
HIPS
Allocation--85%+ Equity
1.270
10
100
100
Passive
Inspire Tactical Balanced ESG ETF
RISN
Allocation--50% to 70% Equity
0.820
—
—
—
Active
Invesco Balanced Multi-Asset Allc ETF
PSMB
Allocation--50% to 70% Equity
0.320
27
45
—
Active
Invesco CEF Income Composite ETF
PCEF
Allocation--15% to 30% Equity
2.340
1
1
1
Passive
Invesco Conservative Multi-Asst Allc ETF
PSMC
Allocation--15% to 30% Equity
0.360
40
15
—
Active
Invesco Growth Multi-Asset Allc ETF
PSMG
Allocation--70% to 85% Equity
0.300
15
38
—
Active
Invesco Mod Cnsrv Multi-Asst Allc ETF
PSMM
Allocation--30% to 50% Equity
0.330
32
25
—
Active
Invesco Zacks Multi-Asset Income ETF
CVY
Allocation--70% to 85% Equity
0.940
2
95
87
Passive
IQ Hedge Macro Tracker ETF
MCRO
World Allocation
0.670
95
86
98
Passive
IQ Real Return ETF
CPI
Tactical Allocation
0.420
99
98
100
Passive
iShares Convertible Bond ETF
ICVT
Convertibles
0.200
1
7
1
Passive
iShares Core Aggressive Allocation ETF
AOA
Allocation--70% to 85% Equity
0.250
65
47
43
Passive
iShares Core Conservative Allocation ETF
AOK
Allocation--30% to 50% Equity
0.250
96
64
78
Passive
iShares Core Growth Allocation ETF
AOR
Allocation--50% to 70% Equity
0.250
78
61
64
Passive
iShares Core Moderate Allocation ETF
AOM
Allocation--30% to 50% Equity
0.250
79
42
45
Passive
iShares ESG Aware Aggressive Allc ETF
EAOA
Allocation--70% to 85% Equity
0.180
54
—
—
Passive
iShares ESG Aware Conservative Allc ETF
EAOK
World Allocation
0.180
95
—
—
Passive
iShares ESG Aware Growth Allc ETF
EAOR
World Allocation
0.180
62
—
—
Passive
iShares ESG Aware Moderate Allc ETF
EAOM
World Allocation
0.180
89
—
—
Passive
iShares Morningstar Multi-Asset Inc ETF
IYLD
Allocation--30% to 50% Equity
0.600
90
98
97
Passive
Leuthold Core ETF
LCR
Tactical Allocation
0.790
68
—
—
Active
Merlyn.AI SectorSurfer Momentum ETF
DUDE
Tactical Allocation
1.320
—
—
—
Passive
Monarch ProCap ETF
MPRO
World Allocation
1.360
—
—
—
Passive
Multi-Asset Diversified Income ETF
MDIV
Allocation--50% to 70% Equity
0.680
15
100
100
Passive
Pacer WealthShield ETF
PWS
Allocation--50% to 70% Equity
0.600
5
86
—
Passive
Premise Capital Diversified Tactical
TCTL
Tactical Allocation
0.850
40
90
—
Passive
Principal Active Income ETF
YLD
Allocation--15% to 30% Equity
0.490
7
65
10
Active
RPAR Risk Parity ETF
RPAR
Allocation--30% to 50% Equity
0.510
59
—
—
Active
Saba Closed-End Funds ETF
CEFS
Tactical Allocation
3.650
25
19
—
Active
SPDR® Blmbg Barclays Convert Secs ETF
CWB
Convertibles
0.400
12
41
28
Passive
SPDR® SSgA Global Allocation ETF
GAL
Allocation--50% to 70% Equity
0.350
30
75
75
Active
SPDR® SSgA Income Allocation ETF
INKM
Allocation--30% to 50% Equity
0.500
16
66
71
Active
SPDR® SSgA Multi-Asset Real Return ETF
RLY
World Allocation
0.500
9
84
85
Active
Strategy Shares Nasdaq 7 Handl™ ETF
HNDL
Allocation--15% to 30% Equity
1.170
25
2
—
Passive
Strategy Shares Nwfnd/RSlv Rbt Mmt ETF
ROMO
Allocation--70% to 85% Equity
0.850
68
—
—
Passive
Trajan Wealth Income Opportunities ETF
TWIO
Allocation--15% to 30% Equity
0.850
—
—
—
Active
Trend Aggregation Conservative ETF
TACE
Tactical Allocation
1.870
—
—
—
Active
Trend Aggregation ESG ETF
TEGS
Allocation--70% to 85% Equity
1.150
99
—
—
Active
VanEck Inflation Allocation ETF
RAAX
World Allocation
0.780
5
95
—
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
0.890
57
—
—
Active

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