Skip to Content
Morningstar
Get 14 Days Free

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
AdvisorShares Q Dynamic Growth ETF
QPX
World Allocation
1.460
—
—
—
Active
AdvisorShares Q Portfolio Blnd Allc ETF
QPT
Allocation--50% to 70% Equity
1.170
—
—
—
Active
Alpha Architect Gdsdn Dynmc Mlt-Asst ETF
GDMA
Allocation--30% to 50% Equity
0.770
4
—
—
Active
Alpha Architect Merlyn.AI Bl-Rdr B-F ETF
WIZ
Allocation--70% to 85% Equity
1.220
3
—
—
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
84
76
36
Passive
Arrow Dow Jones Global Yield ETF
GYLD
World Allocation
0.750
99
99
100
Passive
Arrow DWA Tactical ETF
DWAT
Tactical Allocation
1.560
43
52
49
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
34
46
32
Active
Cambria Global Momentum ETF
GMOM
World Allocation
0.930
74
93
85
Active
Cambria Trinity ETF
TRTY
Tactical Allocation
0.480
77
—
—
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
56
69
—
Active
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
28
8
—
Active
Emles Protective Allocation ETF
DEFN
Allocation--30% to 50% Equity
0.550
—
—
—
Passive
Euclid Capital Growth ETF
EUCG
World Allocation
0.820
—
—
—
Active
First Trust CEF Income Opportunity ETF
FCEF
World Allocation
2.910
63
32
—
Active
First Trust Dorsey Wright DALI 1 ETF
DALI
World Allocation
0.910
55
—
—
Passive
First Trust SSI Strat Convert Secs ETF
FCVT
Convertibles
0.950
26
38
40
Active
First Trust Strategic Income ETF
FDIV
Allocation--30% to 50% Equity
0.870
97
94
90
Active
FormulaFolios Smart Growth ETF
FFSG
Allocation--85%+ Equity
0.700
80
67
—
Active
FormulaFolios Tactical Growth ETF
FFTG
Tactical Allocation
1.120
56
38
—
Active
Global X SuperDividend® Alternatives ETF
ALTY
Allocation--70% to 85% Equity
2.950
100
98
96
Passive
Global X TargetIncome™ 5 ETF
TFIV
World Allocation
0.770
76
—
—
Passive
Global X TargetIncome™ Plus 2 ETF
TFLT
World Allocation
0.700
71
—
—
Passive
GraniteShares HIPS US High Income ETF
HIPS
Allocation--85%+ Equity
1.270
100
100
100
Passive
HCM Defender 100 Index ETF
QQH
Allocation--50% to 70% Equity
1.140
1
—
—
Passive
HCM Defender 500 Index ETF
LGH
Allocation--50% to 70% Equity
1.230
10
—
—
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
62
51
—
Active
Invesco CEF Income Composite ETF
PCEF
Allocation--15% to 30% Equity
2.340
83
30
1
Passive
Invesco Conservative Multi-Asst Allc ETF
PSMC
Allocation--30% to 50% Equity
0.390
63
50
—
Active
Invesco Growth Multi-Asset Allc ETF
PSMG
Allocation--70% to 85% Equity
0.360
67
41
—
Active
Invesco Mod Cnsrv Multi-Asst Allc ETF
PSMM
Allocation--30% to 50% Equity
0.370
51
27
—
Active
Invesco Zacks Multi-Asset Income ETF
CVY
Allocation--70% to 85% Equity
0.940
99
97
93
Passive
IQ Hedge Macro Tracker ETF
MCRO
World Allocation
0.670
38
66
92
Passive
IQ Real Return ETF
CPI
Tactical Allocation
0.420
87
87
97
Passive
iShares Convertible Bond ETF
ICVT
Convertibles
0.200
11
14
11
Passive
iShares Core Aggressive Allocation ETF
AOA
Allocation--70% to 85% Equity
0.250
50
48
32
Passive
iShares Core Conservative Allocation ETF
AOK
Allocation--30% to 50% Equity
0.250
50
45
54
Passive
iShares Core Growth Allocation ETF
AOR
Allocation--50% to 70% Equity
0.250
54
56
50
Passive
iShares Core Moderate Allocation ETF
AOM
Allocation--30% to 50% Equity
0.250
43
36
32
Passive
iShares ESG Aware Aggressive Allc ETF
EAOA
Allocation--70% to 85% Equity
0.180
—
—
—
Passive
iShares ESG Aware Conservative Allc ETF
EAOK
World Allocation
0.180
—
—
—
Passive
iShares ESG Aware Growth Allc ETF
EAOR
World Allocation
0.180
—
—
—
Passive
iShares ESG Aware Moderate Allc ETF
EAOM
World Allocation
0.180
—
—
—
Passive
iShares Morningstar Multi-Asset Inc ETF
IYLD
Allocation--30% to 50% Equity
0.600
96
92
79
Passive
Leuthold Core ETF
LCR
Tactical Allocation
0.860
—
—
—
Active
Multi-Asset Diversified Income ETF
MDIV
Allocation--50% to 70% Equity
0.730
100
99
100
Passive
Pacer WealthShield ETF
PWS
Allocation--50% to 70% Equity
0.600
4
74
—
Passive
Premise Capital Diversified Tactical
TCTL
Tactical Allocation
0.860
96
86
—
Passive
Principal Active Income ETF
YLD
Allocation--15% to 30% Equity
0.490
96
85
8
Active
RPAR Risk Parity ETF
RPAR
Allocation--30% to 50% Equity
0.500
5
—
—
Active
SPDR® Blmbg Barclays Convert Secs ETF
CWB
Convertibles
0.400
21
32
30
Passive
SPDR® SSgA Global Allocation ETF
GAL
Allocation--50% to 70% Equity
0.350
75
72
74
Active
SPDR® SSgA Income Allocation ETF
INKM
Allocation--30% to 50% Equity
0.500
86
77
58
Active
SPDR® SSgA Multi-Asset Real Return ETF
RLY
Allocation--50% to 70% Equity
0.500
96
98
97
Active
Strategy Shares Nasdaq 7 Handl™ ETF
HNDL
Allocation--30% to 50% Equity
1.170
18
—
—
Passive
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
98
—
—
Active
WBI BullBear Trend Switch US 3000 TR ETF
WBIT
Tactical Allocation
0.890
76
—
—
Active
WBI BullBear Trend Switch US TR ETF
WBIN
Tactical Allocation
0.770
99
—
—
Active

Sponsor Center