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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
54
3
2
Active
Allocation--50% to 70% Equity
0.910
Active
Allocation--50% to 70% Equity
1.190
49
Active
Allocation--50% to 70% Equity
0.850
Active
Allocation--70% to 85% Equity
1.030
Active
Allocation--50% to 70% Equity
0.870
31
24
Active
Allocation--70% to 85% Equity
1.290
58
Passive
Allocation--30% to 50% Equity
1.060
39
Passive
Global Allocation
1.300
99
7
26
Active
Convertibles
0.320
22
Active
Tactical Allocation
2.260
83
88
81
Passive
Global Allocation
2.220
45
90
Active
Global Allocation
0.750
25
94
96
Passive
Tactical Allocation
1.690
3
18
25
Active
Global Allocation
0.710
Active
Global Allocation
0.500
Active
Tactical Allocation
0.690
56
Active
Tactical Allocation
0.690
74
Active
Tactical Allocation
0.690
81
Active
Tactical Allocation
0.690
71
Active
Tactical Allocation
0.690
69
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
Global Allocation
0.410
43
41
39
Active
Global Allocation
0.960
11
11
15
Active
Tactical Allocation
0.440
13
47
Active
Allocation--50% to 70% Equity
0.950
Passive
Allocation--50% to 70% Equity
0.610
51
61
Active
Global Allocation
0.390
Active
Global Allocation
0.850
36
14
8
Active
Tactical Allocation
0.920
6
21
Passive
Allocation--30% to 50% Equity
0.870
27
96
94
Active
Global Allocation
2.460
39
32
18
Active
Convertibles
0.950
80
31
37
Active
Allocation--85%+ Equity
0.690
26
45
Active
Tactical Allocation
1.050
52
49
Active
Allocation--70% to 85% Equity
0.500
15
99
98
Passive
Allocation--50% to 70% Equity
0.990
Active
Allocation--85%+ Equity
2.880
5
100
100
Passive
Global Allocation
0.690
Active
Allocation--70% to 85% Equity
0.710
57
Active
Allocation--50% to 70% Equity
0.320
42
44
40
Active
Global Allocation
1.970
57
51
45
Passive
Allocation--15% to 30% Equity
0.370
26
27
17
Active
Allocation--70% to 85% Equity
0.310
22
16
17
Active
Allocation--30% to 50% Equity
0.350
21
26
17
Active
Allocation--70% to 85% Equity
1.000
29
95
90
Passive
Convertibles
0.200
96
24
25
Passive
Allocation--70% to 85% Equity
0.150
46
51
43
Passive
Allocation--30% to 50% Equity
0.150
90
83
75
Passive
Allocation--50% to 70% Equity
0.150
70
74
68
Passive
Allocation--30% to 50% Equity
0.150
72
58
45
Passive
Allocation--70% to 85% Equity
0.180
69
Passive
Allocation--30% to 50% Equity
0.180
96
Passive
Allocation--50% to 70% Equity
0.180
83
Passive
Allocation--30% to 50% Equity
0.180
84
Passive
Global Allocation
0.590
79
97
95
Passive
Tactical Allocation
0.860
28
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
Tactical Allocation
1.180
62
Passive
Allocation--50% to 70% Equity
1.070
Active
Allocation--50% to 70% Equity
1.360
7
Passive
Allocation--50% to 70% Equity
0.690
8
100
100
Passive
Allocation--50% to 70% Equity
0.600
94
60
Passive
Tactical Allocation
0.860
63
95
79
Passive
Tactical Allocation
1.370
20
57
39
Active
Tactical Allocation
1.440
25
75
69
Active
Global Allocation
0.510
21
Active
Tactical Allocation
2.900
21
28
20
Active
Allocation--50% to 70% Equity
0.750
Active
Allocation--50% to 70% Equity
0.500
Active
Convertibles
0.400
85
41
44
Passive
Allocation--50% to 70% Equity
0.350
50
78
63
Active
Allocation--30% to 50% Equity
0.500
25
74
56
Active
Global Allocation
0.500
1
3
6
Active
Allocation--15% to 30% Equity
0.880
Passive
Allocation--15% to 30% Equity
0.970
10
7
Passive
Allocation--70% to 85% Equity
0.820
28
Passive
Allocation--15% to 30% Equity
0.860
12
Active
Global Allocation
0.650
Active
Allocation--50% to 70% Equity
0.740
1
55
Active
Allocation--50% to 70% Equity
1.100
Active
Tactical Allocation
0.880
9
Active
Global Allocation
0.680
Active

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