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.

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
47.03 46.89 47.06 46.85 48.89 36.81 +0.53
(1.14%)
-0.59% 2.44% 1.41B 0.25% A
Strong Buy
AOM
iShares Core Moderate Allocation ETF
40.15 39.95 40.17 40.07 41.00 33.58 +0.24
(0.60%)
1.22% 3.11% 1.22B 0.25% A
Strong Buy
AOK
iShares Core Conservative Allocation ETF
36.61 36.61 36.75 36.57 36.96 29.00 +0.23
(0.63%)
2.19% 3.71% 682.77M 0.25% A
Strong Buy
JAGG
JPMorgan U.S. Aggregate Bond ETF
27.96 27.92 27.96 27.91 28.44 23.29 +0.03
(0.11%)
6.39% 6.53% 607.07M 0.07% A
Strong Buy
SWAN
Amplify ETF Trust Amplify BlackSwan Growth & Treasury Core ETF
30.97 30.88 31.02 30.84 31.37 26.39 +0.14
(0.45%)
8.18% 11.64% 353.93M 0.49% A
Strong Buy
GTO
Invesco Total Return Bond ETF
57.44 57.37 57.44 57.30 57.52 48.29 +0.13
(0.23%)
7.37% 7.86% 279.85M 0.51% A
Strong Buy
DWFI
SPDR Dorsey Wright Fixed Income Allocation ETF
23.55 23.55 23.58 23.46 24.15 19.65 +0.12
(0.51%)
1.79% 0.79% 150.24M 0.60% A
Strong Buy
GDMA
GadsdenA DynamicA Multi-AssetA ETF
26.91 26.96 27.02 26.91 27.02 20.22 +0.34
(1.28%)
3.77% 5.64% 55.36M 0.77% A
Strong Buy
CPI
IQ Real Return ETF
27.19 27.19 27.19 27.19 28.52 25.10 0.00
(0.00%)
-2.53% -2.42% 51.49M 0.44% A
Strong Buy
AFIF
Anfield Universal Fixed Income ETF
9.82 9.80 9.82 9.80 10.49 9.11 -0.01
(-0.10%)
1.81% -0.20% 36.33M 1.23% A
Strong Buy
UDN
Invesco DB USD Index Bearish ETF
20.36 20.39 20.41 20.34 20.99 18.96 +0.11
(0.54%)
-0.71% -1.64% 36.31M 0.80% A
Strong Buy
PSMM
Invesco Moderately Conservative Multi-Asset Allocation ETF
13.26 13.28 13.28 13.24 14.15 10.51 +0.06
(0.45%)
-2.11% -3.28% 5.26M 0.39% A
Strong Buy
PSMC
Invesco Conservative Multi-Asset Allocation ETF
12.67 12.66 12.68 12.63 13.59 10.39 +0.03
(0.24%)
-0.01% -2.61% 5.02M 0.39% A
Strong Buy
MCRO
IQ Hedge Macro Tracker ETF
26.99 26.99 26.99 26.99 27.02 21.76 +0.26
(0.97%)
1.32% 2.70% 3.93M 0.69% A
Strong Buy
TFLT
Global X TargetIncome Plus 2 ETF
23.66 23.66 23.66 23.66 24.76 20.25 -0.02
(-0.08%)
-1.96% -2.59% N/A N/A A
Strong Buy
DRSK
Aptus Defined Risk ETF
30.54 30.54 30.54 30.27 30.55 25.28 +0.25
(0.83%)
12.51% 11.50% N/A N/A A
Strong Buy
OCIO
ETF Series Solutions Trust ETF
27.38 27.40 27.40 27.38 28.47 21.57 +0.29
(1.07%)
-0.45% 1.68% N/A N/A A
Strong Buy
HNDL
Strategy Shares Nasdaq 7HANDL Index ETF
24.39 24.45 24.45 24.34 25.72 18.24 +0.03
(0.12%)
2.49% 0.78% N/A N/A A
Strong Buy
AOA
iShares Core Aggressive Allocation ETF
55.82 55.73 55.94 55.72 59.41 41.85 +0.73
(1.33%)
-2.79% 1.33% 967.32M 0.25% B
Buy
IYLD
iShares Morningstar Multi-Asset Income ETF
22.35 22.32 22.39 22.30 26.08 17.59 +0.19
(0.86%)
-9.95% -10.74% 281.05M 0.60% B
Buy
YLD
Principal Active Income ETF
36.31 36.37 36.37 36.27 41.36 28.00 +0.13
(0.36%)
-9.11% -9.39% 268.20M 0.49% B
Buy
GAL
SPDR SSgA Global Allocation ETF
37.71 37.60 37.71 37.60 40.90 29.00 +0.48
(1.29%)
-4.74% -2.43% 236.63M 0.35% B
Buy
INKM
SPDR SSgA Income Allocation ETF
30.70 30.75 30.77 30.60 35.12 24.82 +0.15
(0.49%)
-8.41% -8.32% 109.94M 0.50% B
Buy
WBII
WBI BullBear Global Income ETF
23.89 23.84 23.89 23.84 25.94 20.71 +0.16
(0.67%)
-4.36% -5.47% 77.12M 0.08% B
Buy
RFFC
RiverFront Dynamic US Flex-Cap ETF
33.11 33.17 33.17 32.96 36.96 22.51 +0.52
(1.60%)
-6.54% -2.08% 71.44M 0.52% B
Buy
FDIV
First Trust Strategic Income ETF
45.03 45.06 45.28 44.98 52.72 37.26 -0.03
(-0.07%)
-10.51% -11.33% 57.28M 0.87% B
Buy
GRID
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
56.45 56.44 56.46 56.22 61.62 35.96 +1.16
(2.10%)
3.19% 17.40% 35.57M 0.70% B
Buy
GAA
Cambria Global Asset Allocation ETF
25.86 25.74 25.92 24.93 28.53 19.45 +0.19
(0.74%)
-4.75% -5.32% 28.41M 0.34% B
Buy
CEFS
Exchange Listed Funds Trust ETF
17.60 17.46 17.60 17.37 21.37 12.06 -0.03
(-0.17%)
-10.85% -13.92% 24.86M 2.56% B
Buy
VEGA
AdvisorShares STAR Global Buy-Write ETF
32.83 32.83 32.83 32.83 36.15 25.27 +0.28
(0.86%)
-3.58% 0.98% 12.86M 2.04% B
Buy
QGTA
IQ Leaders GTAA Tracker ETF
23.28 23.28 23.28 23.28 25.69 18.33 +0.31
(1.35%)
-5.82% -4.08% 12.43M 0.37% B
Buy
TRTY
Cambria Trinity ETF
22.07 22.16 22.16 22.07 25.64 18.00 -0.01
(-0.05%)
-9.62% -9.57% 12.19M 0.48% B
Buy
WINC
Western Asset Short Duration Income ETF
25.19 25.19 25.19 25.19 27.49 21.13 +0.18
(0.72%)
-0.16% -2.89% 7.40M 0.29% B
Buy
PSMG
Invesco Growth Multi-Asset Allocation ETF
13.74 13.71 13.74 13.71 15.35 10.53 +0.11
(0.81%)
-7.45% -6.02% 5.42M 0.39% B
Buy
PSMB
Invesco Balanced Multi-Asset Allocation ETF
13.35 13.32 13.35 13.32 14.70 10.32 +0.10
(0.75%)
-3.79% -5.32% 5.26M 0.40% B
Buy
XDIV
U.S. Equity Ex-Dividend Fund Series 2027 Shares
68.97 68.96 68.97 68.96 74.64 45.76 +1.46
(2.16%)
2.88% 12.53% N/A N/A B
Buy
TFIV
Global X TargetIncome 5 ETF
22.30 22.33 22.33 22.23 24.71 18.61 -0.02
(-0.09%)
-6.74% -7.35% N/A N/A B
Buy
LFEQ
VanEck Vectors Long/Flat Trend ETF
29.72 29.68 29.77 29.67 31.79 20.48 +0.44
(1.50%)
-1.17% 6.06% N/A N/A B
Buy
FFSG
FormulaFolios Smart Growth ETF
25.89 25.76 25.95 25.76 29.19 17.80 +0.39
(1.53%)
-8.34% -3.43% N/A N/A B
Buy
FFTG
FormulaFolios Tactical Growth ETF
26.43 26.46 26.46 26.35 28.95 19.89 +0.24
(0.92%)
-2.91% 3.08% N/A N/A B
Buy
DMRL
DeltaShares S&P 500 Managed Risk ETF
57.72 58.12 58.12 57.55 64.67 51.33 +0.39
(0.68%)
-5.30% 0.04% N/A N/A B
Buy
DMRM
DeltaShares S&P 400 Managed Risk ETF
47.66 47.66 47.66 47.66 55.42 43.35 +0.37
(0.78%)
-11.79% -9.79% N/A N/A B
Buy
MDIV
First Trust Multi-Asset Diversified Income Index Fund
13.63 13.85 13.90 13.60 19.06 9.01 -0.06
(-0.44%)
-24.93% -27.03% 484.21M 0.71% C
Neutral
YYY
Amplify High Income ETF
14.43 14.39 14.51 14.35 18.24 9.30 +0.05
(0.35%)
-14.72% -20.06% 203.30M 2.28% C
Neutral
GMOM
Cambria Global Momentum ETF
23.46 23.47 23.50 23.42 26.36 20.69 +0.08
(0.34%)
-8.15% -7.05% 109.14M 0.94% C
Neutral
RLY
SPDR SSgA Multi Asset Real Return ETF
21.55 21.53 21.56 21.51 25.74 16.02 +0.14
(0.65%)
-14.17% -14.38% 56.18M 0.50% C
Neutral
GYLD
Arrow Dow Jones Global Yield ETF ETF
11.80 11.66 11.92 11.58 16.60 8.47 +0.15
(1.29%)
-23.75% -28.24% 36.22M 0.75% C
Neutral
FCEF
First Trust CEF Income Opportunity ETF
19.18 19.41 19.41 19.12 23.76 12.54 +0.12
(0.63%)
-14.00% -13.66% 34.97M 3.21% C
Neutral
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% 22.87M 0.85% C
Neutral
FID
First Trust S&P International Dividend Aristocrats ETF
14.46 14.41 14.46 14.41 18.58 11.12 +0.21
(1.47%)
-19.62% -15.83% 15.89M 0.60% C
Neutral
HIPS
GraniteShares HIPS US High Income ETF
11.78 11.90 11.93 11.77 18.28 7.68 +0.08
(0.68%)
-27.29% -30.64% 6.50M 1.30% C
Neutral
GCE
Clarymore CEF GS Connect ETN
11.31 11.31 11.31 11.31 17.89 7.31 -0.21
(-1.82%)
-23.48% -21.39% 6.00M 0.95% C
Neutral
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% 5.66M 0.84% C
Neutral
DALT
Anfield Capital Diversified Alternatives ETF ETF
7.98 8.28 8.28 7.98 10.84 5.36 -0.11
(-1.36%)
-20.72% -22.84% N/A N/A C
Neutral
RAAX
VanEck Vectors Real Asset Allocation ETF
19.71 19.78 19.78 19.67 26.13 16.86 +0.13
(0.66%)
-23.37% -22.71% N/A N/A C
Neutral
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% N/A N/A C
Neutral
DALI
First Trust DorseyWright DALI 1 ETF
17.43 17.42 17.43 17.41 22.67 13.40 +0.04
(0.23%)
-16.77% -15.96% N/A N/A C
Neutral
PWS
Pacer WealthShield ETF
24.18 24.02 24.29 23.89 25.22 19.27 +0.40
(1.68%)
0.97% -1.58% N/A N/A C
Neutral
LDRS
Innovator IBD ETF Leaders ETF
21.24 21.02 21.24 21.02 23.94 16.09 +0.56
(2.71%)
-4.91% -1.37% N/A N/A C
Neutral
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% N/A N/A C
Neutral
DMRS
DeltaShares S&P 600 Managed Risk ETF
47.16 47.17 47.17 47.16 56.69 43.68 +0.42
(0.90%)
-14.89% -11.60% N/A N/A C
Neutral
DMRI
DeltaShares S&P International Managed Risk ETF
44.46 44.46 44.46 44.46 52.56 40.40 +0.25
(0.57%)
-13.49% -10.15% N/A N/A C
Neutral
DWPP
First Trust Dorsey Wright People's Portfolio ETF
25.31 25.38 25.38 25.23 35.01 21.28 +0.02
(0.08%)
-23.99% -19.54% N/A N/A C
Neutral
IDIV
U.S. Equity Cumulative Dividends Fund Series 2027 Shares
9.96 9.57 9.96 9.55 12.85 7.63 +0.02
(0.20%)
-16.16% -19.02% N/A N/A D
Sell
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
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
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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