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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
1.630%
57%
6%
6%
Active
Moderate Allocation
1.130%
99%
Active
Moderate Allocation
0.850%
1%
Active
Moderate Allocation
0.570%
Passive
Tactical Allocation
1.020%
37%
Active
Moderate Allocation
0.910%
94%
50%
Active
Conservative Allocation
0.290%
Active
Moderately Aggressive Allocation
1.200%
99%
89%
Passive
Convertibles
0.320%
43%
Active
Tactical Allocation
2.720%
83%
34%
48%
Passive
Global Allocation
0.750%
48%
5%
89%
Passive
Tactical Allocation
1.810%
63%
15%
35%
Active
Moderate Allocation
0.750%
Passive
Tactical Allocation
1.150%
13%
Active
Global Allocation
0.750%
72%
Active
Tactical Allocation
0.690%
82%
Active
Tactical Allocation
0.690%
91%
Active
Tactical Allocation
0.690%
86%
Active
Tactical Allocation
0.690%
81%
Active
Tactical Allocation
0.690%
77%
Active
Moderately Aggressive Allocation
0.690%
100%
Active
Tactical Allocation
0.690%
80%
Active
Moderate Allocation
0.690%
98%
Active
Global Allocation
0.420%
29%
37%
33%
Active
Tactical Allocation
1.110%
75%
39%
61%
Active
Tactical Allocation
0.500%
26%
30%
Active
Moderate Allocation
0.950%
Passive
Moderate Allocation
0.620%
15%
59%
65%
Active
Moderate Allocation
0.950%
Passive
Moderately Conservative Allocation
0.390%
56%
Active
Tactical Allocation
0.760%
14%
Active
Tactical Allocation
1.180%
40%
9%
Passive
Moderately Conservative Allocation
0.850%
9%
28%
85%
Active
Global Allocation
2.200%
95%
23%
35%
Active
Global Allocation
1.230%
Active
Convertibles
0.950%
95%
41%
56%
Active
Aggressive Allocation
0.690%
23%
11%
20%
Active
Tactical Allocation
0.950%
89%
79%
84%
Active
Moderately Conservative Allocation
0.380%
Active
Aggressive Allocation
0.500%
18%
7%
91%
Passive
Moderate Allocation
1.120%
2%
Active
Aggressive Allocation
2.410%
78%
9%
94%
Passive
Global Allocation
0.690%
52%
Active
Moderately Aggressive Allocation
0.810%
91%
Active
Moderate Allocation
0.330%
35%
21%
38%
Active
Global Allocation
1.990%
81%
47%
56%
Passive
Conservative Allocation
0.370%
28%
11%
10%
Active
Moderately Aggressive Allocation
0.320%
34%
16%
20%
Active
Moderately Conservative Allocation
0.350%
23%
10%
12%
Active
Aggressive Allocation
0.890%
26%
5%
88%
Passive
Convertibles
0.200%
60%
22%
25%
Passive
Global Allocation
0.150%
45%
21%
9%
Passive
Moderately Conservative Allocation
0.150%
29%
96%
70%
Passive
Moderate Allocation
0.150%
26%
78%
67%
Passive
Moderately Conservative Allocation
0.150%
34%
73%
48%
Passive
Moderately Aggressive Allocation
0.180%
56%
Passive
Moderately Conservative Allocation
0.180%
49%
Passive
Moderate Allocation
0.180%
47%
Passive
Moderately Conservative Allocation
0.180%
58%
Passive
Global Allocation
0.580%
73%
97%
97%
Passive
Tactical Allocation
0.850%
11%
33%
Active
Conservative Allocation
0.340%
50%
Active
Conservative Allocation
0.340%
34%
Active
Moderate Allocation
0.340%
70%
Active
Moderate Allocation
0.960%
3%
Active
Conservative Allocation
0.450%
Passive
Tactical Allocation
1.090%
94%
Passive
Moderate Allocation
1.120%
50%
Active
Aggressive Allocation
0.960%
Active
Moderate Allocation
1.350%
37%
Passive
Aggressive Allocation
0.720%
34%
67%
95%
Passive
Tactical Allocation
0.600%
70%
64%
56%
Passive
Moderate Allocation
0.450%
Active
Tactical Allocation
1.380%
Active
Moderate Allocation
1.100%
Active
Moderately Conservative Allocation
0.750%
99%
Active
Tactical Allocation
0.690%
Active
Tactical Allocation
1.390%
79%
48%
52%
Active
Tactical Allocation
1.340%
76%
54%
82%
Active
Moderately Conservative Allocation
0.500%
100%
93%
Active
Tactical Allocation
2.420%
4%
4%
9%
Active
Global Allocation
0.950%
Active
Moderate Allocation
0.720%
Active
Conservative Allocation
2.120%
90%
Active
Convertibles
0.400%
55%
28%
43%
Passive
Moderate Allocation
0.350%
26%
29%
76%
Active
Moderate Allocation
0.500%
56%
89%
93%
Active
Global Allocation
0.500%
35%
1%
3%
Active
Moderate Allocation
0.650%
Active
Moderate Allocation
0.650%
Active
Conservative Allocation
0.880%
87%
Passive
Moderately Conservative Allocation
0.980%
98%
85%
35%
Passive
Moderately Aggressive Allocation
0.870%
82%
98%
Passive
Moderate Allocation
0.740%
Active
Moderately Conservative Allocation
0.860%
96%
Active
Moderate Allocation
0.650%
100%
Active
Moderate Allocation
0.870%
89%
1%
Active
Global Allocation
0.260%
33%
Active
Conservative Allocation
0.700%
99%
Active

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