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
Tactical Allocation
1.690
38
5
2
Active
Allocation--50% to 70% Equity
0.910
Active
Allocation--50% to 70% Equity
1.190
97
Active
Allocation--50% to 70% Equity
0.850
Active
Allocation--70% to 85% Equity
1.030
Active
Allocation--50% to 70% Equity
0.780
100
86
Active
Allocation--70% to 85% Equity
1.250
93
Passive
Allocation--30% to 50% Equity
0.880
98
Passive
World Allocation
1.300
100
18
44
Active
Convertibles
0.320
Active
Tactical Allocation
2.450
43
55
67
Passive
World Allocation
2.220
59
86
Active
World Allocation
0.750
21
93
99
Passive
Tactical Allocation
1.690
57
38
51
Active
Allocation--50% to 70% Equity
0.710
Active
Tactical Allocation
0.690
40
Active
Tactical Allocation
0.690
22
Active
Tactical Allocation
0.690
16
Active
Tactical Allocation
0.690
70
Active
Tactical Allocation
0.690
77
Active
Allocation--70% to 85% Equity
0.690
Active
Allocation--30% to 50% Equity
0.690
Active
Allocation--50% to 70% Equity
0.690
Active
World Allocation
0.410
56
56
49
Active
World Allocation
0.960
15
81
63
Active
Tactical Allocation
0.440
35
79
Active
Allocation--50% to 70% Equity
0.950
Passive
Allocation--50% to 70% Equity
0.610
36
51
Active
Allocation--50% to 70% Equity
0.450
35
98
Passive
Allocation--70% to 85% Equity
0.350
2
30
Passive
Allocation--50% to 70% Equity
0.450
58
99
Passive
Allocation--30% to 50% Equity
0.370
100
Passive
World Allocation
0.390
Active
World Allocation
0.850
22
4
5
Active
World Allocation
2.460
13
5
9
Active
Tactical Allocation
0.810
11
18
Passive
Convertibles
0.950
58
37
42
Active
Allocation--30% to 50% Equity
0.870
22
97
95
Active
Allocation--85%+ Equity
0.690
7
45
Active
Tactical Allocation
1.050
71
31
Active
Allocation--70% to 85% Equity
0.500
8
99
98
Passive
Allocation--50% to 70% Equity
0.990
Active
Allocation--85%+ Equity
2.880
11
100
100
Passive
Allocation--70% to 85% Equity
0.820
11
Active
Allocation--50% to 70% Equity
0.320
33
49
Active
World Allocation
1.970
24
17
29
Passive
Allocation--15% to 30% Equity
0.360
30
21
Active
Allocation--70% to 85% Equity
0.300
19
35
Active
Allocation--30% to 50% Equity
0.330
13
20
Active
Allocation--70% to 85% Equity
1.000
6
91
94
Passive
Tactical Allocation
0.380
93
100
100
Passive
Convertibles
0.200
97
21
21
Passive
Allocation--70% to 85% Equity
0.150
56
57
37
Passive
Allocation--30% to 50% Equity
0.150
94
82
71
Passive
Allocation--50% to 70% Equity
0.150
76
70
60
Passive
Allocation--30% to 50% Equity
0.150
71
53
39
Passive
Allocation--70% to 85% Equity
0.180
66
Passive
Allocation--30% to 50% Equity
0.180
95
Passive
Allocation--50% to 70% Equity
0.180
81
Passive
Allocation--30% to 50% Equity
0.180
76
Passive
World Allocation
0.590
92
94
91
Passive
Tactical Allocation
0.790
59
Active
Allocation--30% to 50% Equity
0.600
Active
Allocation--15% to 30% Equity
0.550
Active
Allocation--30% to 50% Equity
0.600
Active
Allocation--15% to 30% Equity
0.450
Active
Allocation--50% to 70% Equity
0.590
Active
Allocation--50% to 70% Equity
0.990
Active
Tactical Allocation
1.320
45
Passive
Allocation--50% to 70% Equity
1.070
Active
Allocation--50% to 70% Equity
1.360
Passive
Allocation--50% to 70% Equity
0.680
28
100
100
Passive
Allocation--50% to 70% Equity
0.600
40
84
Passive
Tactical Allocation
0.850
31
89
62
Passive
Tactical Allocation
1.370
13
46
26
Active
Tactical Allocation
1.440
20
58
54
Active
World Allocation
0.510
75
Active
Tactical Allocation
3.650
33
22
Active
Allocation--50% to 70% Equity
0.500
Active
Convertibles
0.400
76
42
31
Passive
Allocation--50% to 70% Equity
0.350
63
76
61
Active
Allocation--30% to 50% Equity
0.500
37
79
63
Active
World Allocation
0.500
3
48
79
Active
Allocation--50% to 70% Equity
0.880
Passive
Allocation--15% to 30% Equity
0.970
10
3
Passive
Allocation--70% to 85% Equity
0.820
16
Passive
Allocation--15% to 30% Equity
0.850
Active
Allocation--85%+ Equity
1.430
100
Active
World Allocation
0.650
Active
Allocation--50% to 70% Equity
0.780
3
99
Active
Allocation--50% to 70% Equity
1.100
Active
Tactical Allocation
0.880
73
Active
World Allocation
0.680
Active

Sponsor Center