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 #36 out of 65 ETF categories.

B
Buy

Avg. SMART Grade

The average cap-weighted SMART Grade for ETFs in this category is B (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
48.48 48.92 48.92 48.35 50.07 36.81 -0.28
(-0.57%)
2.48% 5.05% 1.44B 0.25% A
Strong Buy
AOM
iShares Core Moderate Allocation ETF
41.19 41.38 41.38 41.03 42.13 33.58 -0.19
(-0.46%)
3.85% 5.02% 1.29B 0.25% A
Strong Buy
AOA
iShares Core Aggressive Allocation ETF
58.13 58.67 58.67 57.93 60.47 41.85 -0.46
(-0.79%)
1.24% 5.23% 1.07B 0.25% A
Strong Buy
AOK
iShares Core Conservative Allocation ETF
37.31 37.40 37.49 37.23 38.00 29.00 -0.13
(-0.35%)
4.40% 4.98% 746.33M 0.25% A
Strong Buy
JAGG
JPMorgan U.S. Aggregate Bond ETF
27.98 28.01 28.01 27.96 28.44 23.29 -0.02
(-0.07%)
6.76% 4.87% 689.95M 0.07% A
Strong Buy
GTO
Invesco Total Return Bond ETF
58.07 58.07 58.16 58.06 61.57 48.29 -0.08
(-0.14%)
8.98% 7.58% 380.42M 0.50% A
Strong Buy
GAL
SPDR SSgA Global Allocation ETF
39.19 39.37 39.43 39.13 40.90 29.00 -0.22
(-0.56%)
-1.00% 0.90% 252.29M 0.35% A
Strong Buy
YLD
Principal Active Income ETF
37.92 37.88 37.92 37.86 41.36 28.00 -0.12
(-0.32%)
-4.29% -5.78% 223.72M 0.49% A
Strong Buy
DWFI
SPDR Dorsey Wright Fixed Income Allocation ETF
24.39 24.40 24.44 24.33 24.78 19.65 +0.01
(0.04%)
5.92% 4.28% 121.95M 0.60% A
Strong Buy
OCIO
ETF Series Solutions Trust ETF
28.22 28.22 28.22 28.22 29.07 21.57 -0.15
(-0.53%)
2.60% 4.28% 112.06M 0.68% A
Strong Buy
GMOM
Cambria Global Momentum ETF
24.45 24.63 24.64 24.40 26.36 20.69 -0.15
(-0.61%)
-4.28% -3.64% 109.14M 0.94% A
Strong Buy
UDN
Invesco DB USD Index Bearish ETF
21.11 21.11 21.15 21.10 21.37 18.96 -0.01
(-0.05%)
2.95% 3.44% 84.52M 0.80% A
Strong Buy
GDMA
GadsdenA DynamicA Multi-AssetA ETF
29.19 29.28 29.28 29.10 30.84 20.22 -0.08
(-0.27%)
12.56% 13.82% 81.17M 0.77% A
Strong Buy
WBII
WBI BullBear Global Income ETF
24.33 24.36 24.40 24.32 25.94 20.71 -0.06
(-0.25%)
-1.57% -4.83% 65.91M 0.10% A
Strong Buy
DRSK
Aptus Defined Risk ETF
30.95 31.11 31.11 30.91 32.02 25.28 -0.03
(-0.10%)
14.44% 13.46% 65.00M 0.79% A
Strong Buy
GRID
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
62.40 62.75 62.75 62.10 65.43 35.96 +0.13
(0.21%)
14.07% 24.42% 52.97M 0.70% A
Strong Buy
CPI
IQ Real Return ETF
27.23 27.29 27.30 27.22 28.52 25.10 -0.08
(-0.29%)
-2.38% -2.84% 51.91M 0.44% A
Strong Buy
FFTG
FormulaFolios Tactical Growth ETF
27.81 27.84 27.85 27.76 29.32 19.89 -0.20
(-0.71%)
2.16% 4.86% 50.06M 1.00% A
Strong Buy
GAA
Cambria Global Asset Allocation ETF
26.85 27.00 27.00 26.85 28.53 19.45 -0.12
(-0.44%)
-1.10% -1.04% 28.41M 0.34% A
Strong Buy
CEFS
Exchange Listed Funds Trust ETF
18.80 18.90 18.90 18.79 21.37 12.06 -0.07
(-0.37%)
-3.30% -6.93% 26.33M 2.31% A
Strong Buy
VEGA
AdvisorShares STAR Global Buy-Write ETF
33.93 34.08 34.08 33.93 36.15 25.27 -0.14
(-0.41%)
-0.35% 4.14% 12.83M 2.04% A
Strong Buy
LDRS
Innovator IBD ETF Leaders ETF
24.18 24.10 24.18 24.10 25.30 16.09 +0.03
(0.12%)
8.25% 9.14% 8.46M 0.95% A
Strong Buy
PSMB
Invesco Balanced Multi-Asset Allocation ETF
13.85 13.84 13.85 13.84 14.70 10.32 -0.11
(-0.79%)
-0.19% -2.22% 8.36M 0.35% A
Strong Buy
PSMC
Invesco Conservative Multi-Asset Allocation ETF
13.03 13.03 13.03 13.03 13.59 10.39 -0.03
(-0.23%)
2.83% -1.03% 7.85M 0.39% A
Strong Buy
WINC
Western Asset Short Duration Income ETF
25.64 25.62 25.64 25.62 27.49 21.13 +0.08
(0.31%)
2.16% -0.60% 7.69M 0.29% A
Strong Buy
PSMG
Invesco Growth Multi-Asset Allocation ETF
14.36 14.37 14.37 14.36 15.35 10.53 -0.13
(-0.90%)
-3.27% -2.04% 5.79M 0.36% A
Strong Buy
TFIV
Global X TargetIncome 5 ETF
22.55 22.59 22.59 22.55 24.71 18.61 -0.09
(-0.40%)
-4.33% -7.11% 5.66M 0.77% A
Strong Buy
PSMM
Invesco Moderately Conservative Multi-Asset Allocation ETF
13.70 13.72 13.72 13.67 14.15 10.51 -0.06
(-0.44%)
1.14% -1.05% 4.13M 0.37% A
Strong Buy
MCRO
IQ Hedge Macro Tracker ETF
27.51 27.51 27.51 27.51 27.92 21.76 -0.01
(-0.04%)
3.27% 4.59% 4.13M 0.69% A
Strong Buy
TFLT
Global X TargetIncome Plus 2 ETF
24.05 24.09 24.09 24.05 24.76 20.25 -0.07
(-0.29%)
0.40% -1.54% 3.62M 0.70% A
Strong Buy
SWAN
Amplify ETF Trust Amplify BlackSwan Growth & Treasury Core ETF
31.52 31.70 31.77 31.41 33.24 26.39 -0.17
(-0.54%)
10.10% 11.08% 623.69M 0.49% B
Buy
DMRL
DeltaShares S&P 500 Managed Risk ETF
59.16 59.14 59.16 59.14 64.67 51.33 -0.08
(-0.14%)
-2.94% 3.13% 431.65M 0.35% B
Buy
IYLD
iShares Morningstar Multi-Asset Income ETF
22.85 23.10 23.10 22.85 26.08 17.59 -0.12
(-0.52%)
-7.62% -8.31% 272.67M 0.60% B
Buy
YYY
Amplify High Income ETF
15.10 15.15 15.16 15.09 18.24 9.30 -0.03
(-0.20%)
-9.18% -15.83% 232.39M 2.17% B
Buy
DMRI
DeltaShares S&P International Managed Risk ETF
45.08 45.08 45.08 45.08 52.56 40.40 -0.02
(-0.04%)
-12.29% -7.90% 170.66M 0.50% B
Buy
INKM
SPDR SSgA Income Allocation ETF
31.68 31.94 31.94 31.62 35.12 24.82 -0.18
(-0.56%)
-5.49% -6.63% 96.92M 0.50% B
Buy
PWS
Pacer WealthShield ETF
24.99 24.99 24.99 24.99 26.86 19.27 -0.10
(-0.40%)
4.36% 11.11% 94.95M 0.60% B
Buy
RFFC
RiverFront Dynamic US Flex-Cap ETF
34.26 34.42 34.42 34.08 36.96 22.51 -0.31
(-0.90%)
-3.10% 2.62% 69.20M 0.52% B
Buy
RLY
SPDR SSgA Multi Asset Real Return ETF
22.48 22.57 22.57 22.46 25.74 16.02 -0.19
(-0.84%)
-10.47% -10.07% 54.54M 0.50% B
Buy
HNDL
Strategy Shares Nasdaq 7HANDL Index ETF
24.58 24.77 24.77 24.53 26.95 18.24 -0.09
(-0.36%)
5.11% 1.95% 52.45M 1.20% B
Buy
FFSG
FormulaFolios Smart Growth ETF
26.84 27.18 27.18 26.80 29.19 17.80 -0.07
(-0.26%)
-4.78% 0.16% 45.63M 0.71% B
Buy
AFIF
Anfield Universal Fixed Income ETF
9.80 9.82 9.83 9.80 10.77 9.11 -0.02
(-0.20%)
1.87% 0.51% 36.26M 1.23% B
Buy
FCEF
First Trust CEF Income Opportunity ETF
19.69 19.70 19.81 19.64 23.76 12.54 -0.16
(-0.81%)
-10.44% -11.55% 31.80M 3.21% B
Buy
LFEQ
VanEck Vectors Long/Flat Trend ETF
31.18 31.47 31.53 31.02 33.62 20.48 -0.31
(-0.98%)
3.68% 10.21% 31.52M 0.60% B
Buy
XDIV
U.S. Equity Ex-Dividend Fund Series 2027 Shares
73.44 73.44 73.44 73.44 77.87 45.76 -0.10
(-0.14%)
9.55% 18.02% 29.40M 0.58% B
Buy
FID
First Trust S&P International Dividend Aristocrats ETF
14.68 14.71 14.72 14.66 18.58 11.12 -0.18
(-1.21%)
-18.40% -15.26% 19.34M 0.60% B
Buy
TRTY
Cambria Trinity ETF
22.88 22.99 23.04 22.88 25.08 18.00 -0.11
(-0.48%)
-6.30% -6.13% 12.59M 0.48% B
Buy
MDIV
First Trust Multi-Asset Diversified Income Index Fund
13.77 13.91 13.91 13.74 19.06 9.01 -0.10
(-0.72%)
-23.45% -26.09% 457.44M 0.73% C
Neutral
DMRM
DeltaShares S&P 400 Managed Risk ETF
47.90 48.13 48.13 47.82 55.42 43.35 +0.06
(0.13%)
-11.35% -7.47% 86.87M 0.45% C
Neutral
FDIV
First Trust Strategic Income ETF
45.05 45.43 45.43 45.05 52.72 37.26 -0.49
(-1.08%)
-9.80% -11.81% 52.38M 0.87% C
Neutral
GYLD
Arrow Dow Jones Global Yield ETF ETF
11.57 11.52 11.66 11.52 16.50 8.47 -0.09
(-0.77%)
-23.58% -27.60% 36.07M 0.75% C
Neutral
DMRS
DeltaShares S&P 600 Managed Risk ETF
47.28 47.54 47.54 47.21 56.69 43.68 -0.06
(-0.13%)
-14.68% -10.88% 33.29M 0.45% C
Neutral
DALT
Anfield Capital Diversified Alternatives ETF ETF
8.50 8.52 8.52 8.36 10.84 5.36 +0.06
(0.71%)
-15.12% -17.64% 29.75M 1.30% C
Neutral
IDIV
U.S. Equity Cumulative Dividends Fund Series 2027 Shares
9.35 9.35 9.35 9.35 12.82 7.63 -0.09
(-0.95%)
-21.30% -19.29% 19.17M 0.87% C
Neutral
DWPP
First Trust Dorsey Wright People's Portfolio ETF
24.73 24.73 24.73 24.73 35.01 21.28 -0.19
(-0.76%)
-25.73% -21.80% 13.83M 0.60% C
Neutral
DALI
First Trust DorseyWright DALI 1 ETF
17.88 18.03 18.03 17.88 22.67 13.40 +0.08
(0.45%)
-14.63% -12.16% 11.69M 0.91% C
Neutral
RAAX
VanEck Vectors Real Asset Allocation ETF
20.92 20.89 20.93 20.87 26.04 16.86 -0.06
(-0.29%)
-18.66% -19.00% 9.45M 0.75% C
Neutral
HIPS
GraniteShares HIPS US High Income ETF
12.04 12.10 12.13 12.03 17.37 7.68 -0.12
(-0.99%)
-23.66% -28.11% 7.89M 1.27% C
Neutral
IMFI
Invesco Multi-Factor Income ETF
25.00 24.95 25.00 24.95 26.49 24.95 +0.03
(0.12%)
1.14% -1.71% 39.97M 0.16% NR
Not Rated
DWIN
Invesco DWA Tactical Multi-Asset Income ETF
25.98 25.95 25.99 25.94 26.50 24.60 -0.03
(-0.12%)
1.74% 5.20% 39.02M 0.61% NR
Not Rated
JPED
JPMorgan Event Driven ETF
21.25 21.24 21.25 21.24 26.92 17.74 +0.02
(0.09%)
-19.97% -15.65% 23.38M 0.85% NR
Not Rated
JPHF
J P Morgan Chase & Co ETF
19.03 19.02 19.03 18.97 25.17 15.48 +0.01
(0.05%)
-19.47% -21.89% 20.01M 0.85% NR
Not Rated
IMFD
Invesco Multi-Factor Defensive Core Fixed Income ETF
24.97 24.97 24.97 24.97 25.83 24.97 -0.01
(-0.04%)
0.62% -1.11% 19.97M 0.12% NR
Not Rated
EASI
Amplify ETF Trust ETF
21.07 21.11 21.11 21.03 28.51 18.71 -0.04
(-0.19%)
-21.13% -16.26% 10.58M 0.81% NR
Not Rated
GCE
Clarymore CEF GS Connect ETN
12.70 11.61 12.73 11.61 17.89 7.31 +2.15
(20.38%)
-14.07% -14.30% 6.35M 0.95% NR
Not Rated
MLTI
Credit Suisse X-Links Multi-Asset High Income Exchange Traded Notes (ETNs) due September 28, 2035
23.15 22.01 23.15 22.01 28.70 11.69 +1.99
(9.40%)
-18.37% -14.45% 5.79M 0.84% NR
Not Rated
QGTA
IQ Leaders GTAA Tracker ETF
23.96 23.99 23.99 23.95 25.69 18.33 +0.06
(0.25%)
-3.07% 2.22% 3.59M 0.37% NR
Not Rated
RPUT
WisdomTree CBOE Russell 2000 PutWrite Strategy Fund
20.34 20.30 20.34 20.30 20.42 18.19 0.00
(0.00%)
1.19% 10.62% N/A N/A NR
Not Rated
WBIH
WBI Tactical High Income Shares
21.55 21.55 21.55 21.55 24.40 21.47 0.00
(0.00%)
-12.81% -11.32% N/A N/A NR
Not Rated
CWAI
CWA Income ETF
26.44 26.33 26.44 26.33 26.71 23.92 0.00
(0.00%)
4.36% 6.31% N/A N/A NR
Not Rated
WBIR
WBI ETF
22.77 22.74 22.77 22.74 25.61 22.49 0.00
(0.00%)
-10.53% -10.50% N/A N/A NR
Not Rated
WBAL
WisdomTree Balanced Income Fund
25.93 25.91 25.93 25.91 26.01 23.25 +0.05
(0.19%)
1.09% 11.39% N/A N/A NR
Not Rated

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