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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
Tactical Allocation
1.690
82
6
2
Active
Allocation--50% to 70% Equity
0.910
Active
Allocation--50% to 70% Equity
1.190
99
Active
Allocation--50% to 70% Equity
0.850
Active
Global Allocation
0.590
Passive
Tactical Allocation
1.030
44
Active
Allocation--50% to 70% Equity
0.870
2
1
Active
Allocation--70% to 85% Equity
1.290
51
Passive
Allocation--30% to 50% Equity
1.060
37
Passive
Global Allocation
1.300
53
1
11
Active
Convertibles
0.320
29
Active
Tactical Allocation
2.260
92
75
58
Passive
Global Allocation
2.420
65
96
Active
Global Allocation
0.750
41
94
96
Passive
Tactical Allocation
1.690
2
8
11
Active
Global Allocation
0.750
Active
Global Allocation
0.500
Active
Tactical Allocation
0.690
57
Active
Tactical Allocation
0.690
91
Active
Tactical Allocation
0.690
89
Active
Tactical Allocation
0.690
62
Active
Tactical Allocation
0.690
56
Active
Allocation--70% to 85% Equity
0.690
Active
Tactical Allocation
0.690
Active
Allocation--50% to 70% Equity
0.690
Active
Global Allocation
0.420
38
31
24
Active
Global Allocation
1.110
6
4
7
Active
Tactical Allocation
0.500
8
29
Active
Allocation--50% to 70% Equity
0.950
Passive
Allocation--50% to 70% Equity
0.610
29
41
52
Active
Global Allocation
0.390
Active
Global Allocation
0.850
69
32
22
Active
Tactical Allocation
0.700
Active
Tactical Allocation
0.920
4
14
Passive
Allocation--30% to 50% Equity
0.870
6
93
90
Active
Global Allocation
2.460
86
59
36
Active
Convertibles
0.950
79
29
39
Active
Allocation--85%+ Equity
0.690
13
16
Active
Tactical Allocation
1.050
80
83
Active
Allocation--70% to 85% Equity
0.500
21
97
94
Passive
Allocation--50% to 70% Equity
0.990
Active
Allocation--70% to 85% Equity
2.880
57
99
98
Passive
Global Allocation
0.690
Active
Allocation--70% to 85% Equity
0.710
22
Active
Allocation--50% to 70% Equity
0.320
28
38
34
Active
Global Allocation
1.970
84
70
63
Passive
Allocation--15% to 30% Equity
0.370
37
23
14
Active
Allocation--70% to 85% Equity
0.310
19
15
10
Active
Allocation--30% to 50% Equity
0.350
19
17
11
Active
Allocation--70% to 85% Equity
0.890
45
95
89
Passive
Convertibles
0.200
100
21
26
Passive
Global Allocation
0.150
57
20
9
Passive
Allocation--30% to 50% Equity
0.150
57
77
70
Passive
Allocation--50% to 70% Equity
0.150
67
73
69
Passive
Allocation--30% to 50% Equity
0.150
67
56
45
Passive
Allocation--70% to 85% Equity
0.180
74
Passive
Allocation--30% to 50% Equity
0.180
71
Passive
Allocation--50% to 70% Equity
0.180
84
Passive
Allocation--30% to 50% Equity
0.180
84
Passive
Global Allocation
0.590
67
98
98
Passive
Tactical Allocation
0.860
24
Active
Allocation--15% to 30% Equity
0.550
Active
Allocation--15% to 30% Equity
0.600
Active
Allocation--50% to 70% Equity
0.590
Active
Allocation--50% to 70% Equity
0.990
Active
Allocation--30% to 50% Equity
0.450
Passive
Tactical Allocation
1.180
67
Passive
Allocation--50% to 70% Equity
1.070
Active
Allocation--50% to 70% Equity
1.350
7
Passive
Allocation--50% to 70% Equity
0.690
9
98
97
Passive
Tactical Allocation
0.600
15
11
Passive
Global Allocation
0.690
Active
Tactical Allocation
1.370
69
81
54
Active
Tactical Allocation
1.440
64
78
90
Active
Global Allocation
0.510
81
Active
Tactical Allocation
2.900
40
46
30
Active
Allocation--50% to 70% Equity
0.750
Active
Allocation--50% to 70% Equity
0.500
Active
Convertibles
0.400
90
34
51
Passive
Allocation--50% to 70% Equity
0.350
47
68
62
Active
Allocation--30% to 50% Equity
0.500
28
73
56
Active
Global Allocation
0.500
1
1
2
Active
Allocation--50% to 70% Equity
0.650
Active
Allocation--50% to 70% Equity
0.650
Active
Allocation--15% to 30% Equity
0.880
Passive
Allocation--15% to 30% Equity
0.980
94
18
Passive
Allocation--70% to 85% Equity
0.870
12
Passive
Allocation--30% to 50% Equity
0.860
24
Active
Global Allocation
0.650
Active
Allocation--50% to 70% Equity
0.740
1
49
Active
Allocation--50% to 70% Equity
1.120
Active
Tactical Allocation
0.880
38
88
Active

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