Diversified Portfolio ETFs


Most of these ETFs tend to offer investors exposure to multiple asset classes in the U.S. and globally, such as equities, fixed income, commodities, currencies, etc. Because of the diversification aspect to numerous asset classes, these ETFs are particularly ideal for conservative investors that are looking to generate income, keep overall risk low, and preserve the principal balance over the investor's estimated lifespan.

C

Category Grade

This category ranks #32 out of 65 ETF categories.

A
Strong Buy

Avg. SMART Grade

The average cap-weighted SMART Grade for ETFs in this category is A (Strong Buy).


Fund Symbol/Name Last Open High Low 52-Wk Hi 52-Wk Lo Day Chg YTD Chg 12-Mo Chg AUM Exp. Ratio SMART Grade
AOR
iShares Core Growth Allocation ETF
42.25 42.26 42.31 42.16 42.48 38.54 +0.06
(0.14%)
4.12% 8.44% 910.87M 0.25% A
Strong Buy
MDIV
First Trust Multi-Asset Diversified Income Index Fund
19.29 19.30 19.36 19.25 19.85 17.90 +0.05
(0.26%)
0.94% 5.93% 876.04M 0.67% A
Strong Buy
AOM
iShares Core Moderate Allocation ETF
36.29 36.23 36.34 36.20 36.40 34.25 +0.10
(0.28%)
3.01% 5.43% 629.11M 0.25% A
Strong Buy
AOA
iShares Core Aggressive Allocation ETF
49.76 49.76 49.85 49.62 50.18 43.77 +0.05
(0.10%)
5.38% 11.39% 561.16M 0.25% A
Strong Buy
AOK
iShares Core Conservative Allocation ETF
33.23 33.18 33.25 33.16 33.57 31.97 +0.07
(0.21%)
2.15% 3.78% 328.68M 0.25% A
Strong Buy
IYLD
iShares Morningstar Multi-Asset Income ETF
24.99 24.93 25.06 24.93 25.49 23.64 +0.02
(0.08%)
2.80% 4.91% 303.14M 0.59% A
Strong Buy
YLD
Principal Exchange-Traded Funds Principal EDGE Active Income ETF
40.72 40.69 40.75 40.69 41.75 37.10 +0.01
(0.02%)
1.12% 8.27% 279.06M 0.96% A
Strong Buy
WBII
WBI Tactical Income Shares
25.11 25.10 25.14 25.10 25.60 21.36 +0.01
(0.04%)
1.25% 1.09% 243.76M 1.10% A
Strong Buy
GAL
SPDR SSgA Global Allocation ETF
34.43 34.34 34.53 34.34 34.66 32.47 -0.02
(-0.06%)
4.27% 5.26% 190.75M 0.35% A
Strong Buy
WBIH
WBI Tactical High Income Shares
24.14 24.12 24.19 24.12 24.33 23.00 +0.03
(0.12%)
1.43% 3.74% 185.88M 1.05% A
Strong Buy
YYY
YieldShares High Income ETF
18.97 19.00 19.00 18.95 19.80 17.62 +0.01
(0.05%)
2.15% 6.99% 147.58M 0.50% A
Strong Buy
DWIN
PowerShares DWA Tactical Multi-Asset Income Portfolio
27.65 27.65 27.71 27.62 28.85 25.12 +0.03
(0.11%)
1.02% 9.03% 115.46M 0.69% A
Strong Buy
INKM
SPDR SSgA Income Allocation ETF
31.53 31.45 31.54 31.42 32.15 30.12 0.00
(0.00%)
3.51% 4.72% 99.10M 0.70% A
Strong Buy
FDIV
First Trust Strategic Income ETF
50.67 50.60 50.83 50.44 53.07 47.00 +0.20
(0.40%)
1.28% 6.23% 91.10M 0.90% A
Strong Buy
GMOM
Cambria Global Momentum ETF
24.42 24.55 24.55 24.40 24.69 22.25 0.00
(0.00%)
5.26% 7.96% 53.55M 0.59% A
Strong Buy
CPI
IQ Real Return ETF
27.09 27.10 27.17 27.09 27.42 25.51 -0.09
(-0.33%)
0.67% 2.42% 28.47M 0.48% A
Strong Buy
GAA
Cambria Global Asset Allocation ETF
25.42 25.43 25.44 25.42 25.47 23.43 +0.09
(0.36%)
3.88% 7.53% 28.41M 0.00% A
Strong Buy
GTO
Guggenheim Total Return Bond ETF
51.37 51.36 51.38 51.36 52.94 50.25 +0.07
(0.14%)
1.56% 2.23% 28.24M 0.50% A
Strong Buy
GRID
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
40.91 40.51 41.12 40.51 43.79 31.80 -0.59
(-1.42%)
1.01% 22.85% 22.27M 0.70% A
Strong Buy
TUTI
Tuttle Tactical Management Multi-Strategy Income ETF
22.65 22.63 22.65 22.63 23.14 21.90 +0.01
(0.04%)
1.52% 2.58% 21.52M 1.31% A
Strong Buy
MATH
Meidell Tactical Advantage ETF
29.81 29.81 29.81 29.81 30.84 25.53 0.00
(0.00%)
1.67% 9.43% 14.87M 1.35% A
Strong Buy
YDIV
First Trust International Multi-Asset Diversified Income Index Fund
17.28 17.28 17.28 17.28 17.94 15.49 +0.09
(0.52%)
8.34% 5.43% 9.55M 0.78% A
Strong Buy
HIPS
Master Income ETF
18.24 18.30 18.30 18.24 19.49 15.20 -0.03
(-0.16%)
1.84% 18.75% 9.06M 0.87% A
Strong Buy
GCE
Clarymore CEF GS Connect ETN
16.16 16.16 16.16 16.16 16.36 14.11 +0.05
(0.31%)
4.60% 10.76% 8.06M 0.95% A
Strong Buy
MLTI
Credit Suisse X-Links Multi-Asset High Income Exchange Traded Notes (ETNs) due September 28, 2035
28.70 28.80 28.80 28.70 29.58 25.71 0.00
(0.00%)
4.41% 11.98% 7.18M 0.84% A
Strong Buy
GTAA
AdvisorShares Morgan Creek Global Tactical ETF
23.85 23.92 23.92 23.85 24.05 21.95 +0.01
(0.04%)
4.06% 5.02% 7.16M 1.25% A
Strong Buy
MCRO
IQ Hedge Macro Tracker ETF
25.32 25.32 25.32 25.32 25.78 22.13 0.00
(0.00%)
2.89% 3.56% 6.34M 0.75% A
Strong Buy
GIVE
AdvisorShares Global Echo
63.19 63.19 63.19 63.19 63.53 56.94 +0.12
(0.19%)
5.32% 10.20% 4.72M 0.99% A
Strong Buy
RLY
SPDR SSgA Multi Asset Real Return ETF
24.33 24.33 24.36 24.29 25.54 22.79 -0.01
(-0.04%)
-0.33% 6.15% 110.57M 0.70% B
Buy
GYLD
Arrow Dow Jones Global Yield ETF ETF
18.50 18.72 18.72 18.50 19.99 17.16 0.00
(0.00%)
0.38% 6.69% 100.96M 0.75% B
Buy
UDN
PowerShares DB USD Index Bearish
20.98 20.97 21.02 20.97 22.83 20.18 0.00
(0.00%)
2.54% -4.55% 37.80M 0.75% B
Buy
PERM
Global X Permanent ETF
24.76 24.76 24.76 24.76 26.48 23.76 +0.21
(0.86%)
1.93% 2.70% 7.46M 0.48% B
Buy
JPHF
J P Morgan Chase & Co ETF
25.92 25.96 25.96 25.88 26.10 25.00 +0.04
(0.15%)
0.97% 2.05% 59.23M 0.85% NR
Not Rated
DWFI
SPDR Dorsey Wright Fixed Income Allocation ETF
24.99 24.99 25.00 24.93 26.91 23.61 +0.08
(0.32%)
3.26% -0.16% 36.71M 0.60% NR
Not Rated
QGTA
IQ Leaders GTAA Tracker ETF
22.28 22.28 22.28 22.28 22.52 20.25 +0.09
(0.41%)
4.21% 10.24% 34.64M 0.45% NR
Not Rated
RFFC
RiverFront Dynamic US Flex-Cap ETF
28.21 28.42 28.42 28.10 29.29 24.22 +0.01
(0.04%)
3.30% 11.72% 22.62M 0.52% NR
Not Rated
FCEF
First Trust CEF Income Opportunity ETF
20.60 20.63 20.63 20.60 22.98 18.95 -0.05
(-0.24%)
2.85% 2.49% 17.72M 0.85% NR
Not Rated
VEGA
AdvisorShares STAR Global Buy-Write ETF
28.52 28.52 28.52 28.52 28.63 25.40 0.00
(0.00%)
3.63% 9.78% 17.71M 1.85% NR
Not Rated
WBIR
WBI ETF
24.28 24.31 24.31 24.24 24.97 23.13 0.00
(0.00%)
4.30% -2.69% 15.72M 1.43% NR
Not Rated
PMPT
iSectors Post-MPT Growth ETF
24.51 24.51 24.51 24.51 26.06 22.79 -0.15
(-0.61%)
0.99% -1.65% 9.78M 0.95% NR
Not Rated
DWLV
PowerShares DWA Momentum & Low Volatility Rotation Portfolio
26.60 26.70 26.70 26.60 27.08 24.09 0.00
(0.00%)
4.15% 4.11% 4.05M 0.52% NR
Not Rated
PSMG
PowerShares Growth Multi-Asset Allocation Portfolio
12.50 12.50 12.50 12.50 12.59 12.40 +0.06
(0.48%)
0.00% 0.00% 1.26M 0.05% NR
Not Rated
PSMB
PowerShares Balanced Multi-Asset Allocation Portfolio
12.52 12.52 12.52 12.52 12.61 12.28 0.00
(0.00%)
0.00% 0.16% 1.25M 0.39% NR
Not Rated
PSMM
PowerShares Moderately Conservative Multi-Asset Allocation Portfolio
12.47 12.47 12.47 12.47 12.53 12.46 0.00
(0.00%)
0.00% -0.24% 1.25M 0.38% NR
Not Rated
PSMC
PowerShares Conservative Multi-Asset Allocation Portfolio
12.56 12.56 12.56 12.56 12.59 12.48 0.00
(0.00%)
0.00% 0.48% 1.25M 0.05% NR
Not Rated
QXMI
QuantX Risk Managed Multi-Asset Income ETF
25.30 25.32 25.32 25.30 25.45 24.83 +0.09
(0.36%)
0.00% 1.04% N/A N/A NR
Not Rated
QXRR
QuantX Risk Managed Real Return ETF
24.05 24.05 24.05 24.05 25.07 23.94 0.00
(0.00%)
0.00% -4.07% N/A N/A NR
Not Rated
QXTR
QuantX Risk Managed Multi-Asset Total Return ETF
24.47 24.47 24.47 24.47 25.32 24.47 0.00
(0.00%)
0.00% -2.32% N/A N/A NR
Not Rated
CEFS
Saba Closed-End Funds ETF
19.96 20.00 20.00 19.96 20.37 19.84 0.00
(0.00%)
0.00% -0.35% N/A N/A NR
Not Rated

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