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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
15
5
2
Active
Allocation--50% to 70% Equity
1.170
Active
Allocation--70% to 85% Equity
1.030
Active
Allocation--30% to 50% Equity
0.780
85
Active
Allocation--70% to 85% Equity
1.250
100
Passive
Allocation--30% to 50% Equity
0.880
98
Passive
World Allocation
1.300
23
1
14
Active
Convertibles
0.320
Active
Tactical Allocation
2.450
19
47
58
Passive
World Allocation
2.220
34
94
Active
World Allocation
0.750
2
96
100
Passive
Tactical Allocation
1.660
42
86
49
Active
Tactical Allocation
0.690
84
Active
Tactical Allocation
0.690
63
Active
Tactical Allocation
0.690
60
Active
Tactical Allocation
0.690
92
Active
Tactical Allocation
0.690
93
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
36
29
43
Active
World Allocation
0.960
20
76
64
Active
Tactical Allocation
0.440
28
67
Active
Allocation--50% to 70% Equity
0.950
Passive
Allocation--50% to 70% Equity
0.610
80
70
Active
Allocation--30% to 50% Equity
0.370
100
Passive
World Allocation
0.390
Active
World Allocation
0.850
24
7
4
Active
World Allocation
1.950
Active
Allocation--30% to 50% Equity
0.550
Passive
World Allocation
0.820
Active
Allocation--50% to 70% Equity
1.150
Active
World Allocation
2.910
6
17
8
Active
Tactical Allocation
0.810
9
55
Passive
Convertibles
0.950
13
39
39
Active
Allocation--30% to 50% Equity
0.870
24
97
96
Active
Allocation--85%+ Equity
0.690
17
61
Active
Tactical Allocation
1.050
90
56
Active
Allocation--70% to 85% Equity
0.500
6
99
97
Passive
Allocation--85%+ Equity
1.270
4
100
100
Passive
Allocation--50% to 70% Equity
0.820
42
Active
Allocation--50% to 70% Equity
0.320
15
41
Active
Allocation--15% to 30% Equity
2.340
1
1
1
Passive
Allocation--15% to 30% Equity
0.360
31
18
Active
Allocation--70% to 85% Equity
0.300
9
27
Active
Allocation--30% to 50% Equity
0.330
18
27
Active
Allocation--70% to 85% Equity
1.000
1
93
86
Passive
World Allocation
0.670
96
87
96
Passive
Tactical Allocation
0.380
97
96
98
Passive
Convertibles
0.200
8
1
9
Passive
Allocation--70% to 85% Equity
0.150
70
48
49
Passive
Allocation--30% to 50% Equity
0.150
97
60
78
Passive
Allocation--50% to 70% Equity
0.150
81
58
66
Passive
Allocation--30% to 50% Equity
0.150
79
44
45
Passive
Allocation--70% to 85% Equity
0.180
61
Passive
World Allocation
0.180
93
Passive
World Allocation
0.180
63
Passive
Allocation--30% to 50% Equity
0.180
81
Passive
Allocation--30% to 50% Equity
0.600
87
99
97
Passive
Tactical Allocation
0.790
69
Active
Allocation--30% to 50% Equity
0.600
Active
Allocation--30% to 50% Equity
0.550
Active
Allocation--30% to 50% Equity
0.600
Active
Allocation--50% to 70% Equity
0.450
Active
Allocation--50% to 70% Equity
0.590
Active
Tactical Allocation
1.320
Passive
World Allocation
1.360
Passive
Allocation--50% to 70% Equity
0.680
9
99
100
Passive
Allocation--50% to 70% Equity
0.600
11
87
Passive
Tactical Allocation
0.850
32
88
Passive
Allocation--30% to 50% Equity
0.510
85
Active
Tactical Allocation
3.650
20
14
Active
Allocation--50% to 70% Equity
0.500
Active
Convertibles
0.400
23
30
32
Passive
Allocation--50% to 70% Equity
0.350
38
75
73
Active
Allocation--30% to 50% Equity
0.500
13
64
72
Active
World Allocation
0.500
4
72
77
Active
Allocation--15% to 30% Equity
0.970
40
4
Passive
Allocation--70% to 85% Equity
0.820
42
Passive
Allocation--15% to 30% Equity
0.850
Active
Allocation--70% to 85% Equity
1.430
98
Active
World Allocation
0.780
4
90
Active
Allocation--50% to 70% Equity
1.100
Active
Tactical Allocation
0.890
80
Active

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