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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.

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Name
Ticker
Morningstar Category
Fund Size
Adjusted Expense Ratio
Total Return Rank in Category
3 Year
Total Return Rank in Category
5 Year
Total Return Rank in Category
10 Year
Management Style
SPDR® Blmbg Convert Secs ETFCWBConvertibles3.66 Bil0.400%633622Passive
iShares Core Growth Allocation ETFAORModerate Allocation2.02 Bil0.150%576457Passive
iShares Convertible Bond ETFICVTConvertibles1.86 Bil0.200%8720Passive
iShares Core Aggressive Allocation ETFAOAGlobal Allocation1.84 Bil0.150%1752Passive
iShares Core Moderate Allocation ETFAOMModerately Conservative Allocation1.37 Bil0.150%474638Passive
WisdomTree U.S. Efficient Core FundNTSXAggressive Allocation1.00 Bil0.200%324Active
Strategy Shares Nasdaq 7 Handl™ ETFHNDLModerately Conservative Allocation859.09 Mil0.960%3633Passive
Invesco CEF Income Composite ETFPCEFGlobal Allocation746.34 Mil3.080%675723Passive
RPAR Risk Parity ETFRPARModerately Conservative Allocation633.19 Mil0.500%100Active
iShares Core Conservative Allocation ETFAOKModerately Conservative Allocation605.59 Mil0.150%827974Passive
SPDR® SSgA Multi-Asset Real Return ETFRLYGlobal Allocation539.17 Mil0.500%31379Active
Amplify High Income ETFYYYTactical Allocation445.33 Mil4.600%504322Passive
Multi-Asset Diversified Income ETFMDIVAggressive Allocation430.65 Mil0.680%379798Passive
WisdomTree International Efficnt Cr ETFNTSIGlobal Allocation316.53 Mil0.260%Active
Capital Group Core Balanced ETFCGBLModerate Allocation279.82 Mil0.330%Active
The Brinsmere Fund - Conservative ETFTBFCTactical Allocation279.04 Mil0.410%Active
The Brinsmere Fund - Growth ETFTBFGTactical Allocation270.99 Mil0.420%Active
Cabana Target Drawdown 10 ETFTDSCTactical Allocation264.83 Mil0.830%75Active
Adaptive Alpha Opportunities ETFAGOXTactical Allocation251.90 Mil1.390%4341Active
SPDR® SSgA Global Allocation ETFGALGlobal Allocation237.81 Mil0.350%352416Active
Fairlead Tactical SectorTACKTactical Allocation215.15 Mil0.760%Active
Cabana Target Leading Sector Mod ETFCLSMModerate Allocation200.77 Mil0.790%Active
STF Tactical Growth ETFTUGModerate Allocation181.21 Mil0.650%Active
Saba Closed-End Funds ETFCEFSTactical Allocation176.69 Mil2.420%311Active
Franklin Income Focus ETFINCMModerately Conservative Allocation162.72 Mil0.380%Active
Cambria Global Momentum ETFGMOMTactical Allocation142.00 Mil1.060%4846Active
ClearShares OCIO ETFOCIOModerate Allocation133.03 Mil0.640%4253Active
Cabana Target Beta ETFTDSBTactical Allocation124.70 Mil0.830%82Active
Monarch ProCap ETFMPROModerate Allocation118.82 Mil1.170%Passive
iShares Morningstar Multi-Asset Inc ETFIYLDGlobal Allocation118.65 Mil0.600%889890Passive
First Trust Dorsey Wright DALI 1 ETFDALITactical Allocation116.41 Mil1.180%7368Passive
Cambria Trinity ETFTRTYTactical Allocation113.35 Mil0.490%4656Active
Invesco Zacks Multi-Asset Income ETFCVYAggressive Allocation112.06 Mil1.060%49096Passive
Inspire Tactical Balanced ETFRISNModerately Aggressive Allocation91.41 Mil0.810%50Active
UPAR Ultra Risk Parity ETFUPARModerate Allocation84.84 Mil0.650%Active
Leuthold Core ETFLCRTactical Allocation84.38 Mil0.860%15Active
VanEck Inflation Allocation ETFRAAXModerate Allocation84.16 Mil0.770%483Active
Q3 All-Season Active Rotation ETFQVOYModerate Allocation84.08 Mil1.100%Active
First Trust SSI Strat Convert Secs ETFFCVTConvertibles82.34 Mil0.950%9056Active
Alexis Practical Tactical ETFLEXITactical Allocation79.64 Mil1.000%Active
Return Stacked Global Stocks & Bonds ETFRSSBGlobal Allocation74.52 Mil0.410%Active
SGI Dynamic Tactical ETFDYTAGlobal Allocation74.17 Mil1.040%Active
SPDR® SSgA Income Allocation ETFINKMModerate Allocation73.70 Mil0.500%969894Active
Blueprint Chesapeake Multi-Asst Trnd ETFTFPNGlobal Allocation72.93 Mil1.100%Active
GraniteShares HIPS US High Income ETFHIPSAggressive Allocation69.44 Mil1.990%3496Passive
AXS Astoria Inflation Sensitive ETFPPIGlobal Allocation60.18 Mil0.760%Active
Regents Park Hedged Market Strategy ETFRPHSModerately Conservative Allocation59.50 Mil0.750%Active
FundX Conservative ETFXRLXTactical Allocation56.34 Mil1.630%513726Active
Mindful Conservative ETFMFULModerate Allocation55.43 Mil1.100%Active
Cambria Global Asset Allocation ETFGAAGlobal Allocation51.39 Mil0.430%6339Active

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