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 #30 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
48.10 47.86 48.13 47.83 48.64 42.70 +0.33
(0.69%)
7.47% 12.67% 1.10B 0.25% A
Strong Buy
AOM
iShares Core Moderate Allocation ETF
40.49 40.33 40.49 40.33 40.72 36.57 +0.15
(0.37%)
6.91% 10.71% 911.56M 0.25% A
Strong Buy
AOA
iShares Core Aggressive Allocation ETF
58.17 57.88 58.22 57.83 59.21 50.77 +0.47
(0.81%)
8.27% 14.63% 892.94M 0.25% A
Strong Buy
AOK
iShares Core Conservative Allocation ETF
36.58 36.57 36.66 36.53 36.75 33.38 +0.05
(0.14%)
6.23% 9.65% 470.03M 0.25% A
Strong Buy
IYLD
iShares Morningstar Multi-Asset Income ETF
25.75 25.70 25.77 25.67 25.92 24.13 +0.15
(0.59%)
1.48% 6.36% 318.57M 0.59% A
Strong Buy
GAL
SPDR SSgA Global Allocation ETF
40.15 39.86 40.20 39.86 40.78 36.14 +0.25
(0.63%)
5.08% 11.23% 250.54M 0.35% A
Strong Buy
RLY
SPDR SSgA Multi Asset Real Return ETF
24.77 24.79 24.79 24.70 25.74 24.06 +0.06
(0.24%)
-6.18% 2.78% 141.24M 0.70% A
Strong Buy
OCIO
ETF Series Solutions Trust ETF
27.86 27.86 27.86 27.86 28.45 24.94 -0.29
(-1.03%)
4.11% 11.03% 112.46M 0.67% A
Strong Buy
INKM
SPDR SSgA Income Allocation ETF
34.54 34.49 34.54 34.45 34.76 31.77 +0.14
(0.41%)
2.90% 8.54% 93.40M 0.70% A
Strong Buy
GYLD
Arrow Dow Jones Global Yield ETF ETF
15.85 15.83 15.88 15.75 17.27 15.01 +0.01
(0.06%)
-9.54% -3.85% 68.33M 0.75% A
Strong Buy
CPI
IQ Real Return ETF
27.96 27.93 27.97 27.92 28.52 27.08 +0.04
(0.14%)
1.97% 3.25% 48.70M 0.66% A
Strong Buy
QGTA
IQ Leaders GTAA Tracker ETF
25.14 25.14 25.14 25.14 25.69 22.82 +0.06
(0.24%)
3.31% 10.12% 45.30M 0.45% A
Strong Buy
FCEF
First Trust CEF Income Opportunity ETF
23.22 23.09 23.24 23.09 23.53 20.30 +0.12
(0.52%)
7.66% 14.16% 41.89M 0.85% A
Strong Buy
DWPP
First Trust Dorsey Wright People's Portfolio ETF
33.95 33.89 33.98 33.82 34.58 27.94 +0.33
(0.98%)
18.26% 21.66% 35.82M 0.60% A
Strong Buy
GAA
Cambria Global Asset Allocation ETF
27.76 27.77 27.80 27.67 28.53 25.74 +0.07
(0.25%)
1.30% 7.76% 28.41M 0.30% A
Strong Buy
HIPS
Master Income ETF
17.17 17.17 17.17 17.17 18.28 16.10 +0.16
(0.94%)
-0.02% 4.44% 8.02M 1.42% A
Strong Buy
MLTI
Credit Suisse X-Links Multi-Asset High Income Exchange Traded Notes (ETNs) due September 28, 2035
27.94 27.94 27.94 27.94 28.51 26.33 -0.23
(-0.82%)
1.00% 4.42% 7.02M 0.84% A
Strong Buy
PSMG
Invesco Growth Multi-Asset Allocation ETF
15.06 15.16 15.16 15.04 15.34 13.44 +0.07
(0.47%)
9.22% 12.09% 2.82M 0.36% A
Strong Buy
PSMB
Invesco Balanced Multi-Asset Allocation ETF
14.20 14.30 14.30 14.18 14.70 13.07 +0.06
(0.42%)
5.72% 8.74% 2.72M 0.39% A
Strong Buy
PSMC
Invesco Conservative Multi-Asset Allocation ETF
12.95 12.90 12.95 12.90 13.31 12.47 +0.05
(0.39%)
0.99% 3.77% 1.28M 0.37% A
Strong Buy
GTO
Invesco Total Return Bond ETF
54.94 55.01 55.02 54.90 55.91 50.45 -0.09
(-0.16%)
4.96% 8.96% N/A N/A A
Strong Buy
DWIN
Invesco DWA Tactical Multi-Asset Income ETF
25.71 25.77 25.78 25.71 26.04 24.33 -0.04
(-0.16%)
-2.42% 5.47% N/A N/A A
Strong Buy
VEGA
AdvisorShares STAR Global Buy-Write ETF
35.04 34.98 35.21 34.71 35.21 30.05 +0.60
(1.74%)
13.66% 16.74% N/A N/A A
Strong Buy
MDIV
First Trust Multi-Asset Diversified Income Index Fund
18.44 18.41 18.48 18.39 19.06 17.80 +0.05
(0.27%)
-0.41% 2.79% N/A N/A A
Strong Buy
WBII
WBI Tactical Income Shares
25.16 25.10 25.16 25.10 25.76 24.12 +0.05
(0.20%)
0.46% 4.10% N/A N/A A
Strong Buy
FDIV
First Trust Strategic Income ETF
51.11 51.28 51.28 50.86 52.72 47.46 +0.03
(0.06%)
1.86% 5.84% N/A N/A A
Strong Buy
YLD
Principal Exchange-Traded Funds Principal EDGE Active Income ETF
40.96 40.98 40.98 40.45 41.83 38.55 +0.19
(0.47%)
0.73% 5.66% N/A N/A A
Strong Buy
YYY
YieldShares High Income ETF
18.04 18.01 18.06 18.00 18.22 17.11 +0.06
(0.33%)
-4.79% 5.37% N/A N/A A
Strong Buy
JPHF
J P Morgan Chase & Co ETF
23.73 23.77 23.79 23.70 25.17 23.53 0.00
(0.00%)
-9.32% -3.12% 204.10M 0.85% B
Buy
RFFC
RiverFront Dynamic US Flex-Cap ETF
35.89 35.74 35.93 35.74 36.69 30.82 +0.36
(1.01%)
10.13% 14.98% 148.18M 0.52% B
Buy
DWFI
SPDR Dorsey Wright Fixed Income Allocation ETF
23.77 23.81 23.81 23.75 23.88 22.68 +0.01
(0.04%)
-5.44% 4.76% 145.82M 0.60% B
Buy
GMOM
Cambria Global Momentum ETF
25.86 25.86 25.90 25.85 26.28 24.01 +0.15
(0.58%)
-5.59% 5.12% 110.71M 0.59% B
Buy
WBIR
WBI ETF
22.77 22.74 22.77 22.74 25.61 22.49 0.00
(0.00%)
-10.53% -10.50% 21.00M 1.59% B
Buy
CWAI
CWA Income ETF
26.44 26.33 26.44 26.33 26.71 23.92 0.00
(0.00%)
4.36% 6.31% 8.71M 0.75% B
Buy
MCRO
IQ Hedge Macro Tracker ETF
26.44 26.44 26.46 26.44 27.02 25.52 -0.21
(-0.79%)
-0.41% 3.25% 6.51M 1.00% B
Buy
PSMM
Invesco Moderately Conservative Multi-Asset Allocation ETF
13.88 13.88 13.88 13.88 14.15 12.82 +0.06
(0.43%)
5.46% 8.22% 1.32M 0.38% B
Buy
CEFS
Exchange Listed Funds Trust ETF
20.80 20.86 20.86 20.69 21.14 19.00 +0.11
(0.53%)
0.50% 9.54% N/A 2.55% B
Buy
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 B
Buy
FID
First Trust S&P International Dividend Aristocrats ETF
18.22 18.17 18.22 18.12 18.58 16.00 +0.14
(0.77%)
-0.20% 9.23% N/A N/A B
Buy
GRID
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
55.28 54.74 55.28 54.71 56.80 43.11 +0.92
(1.69%)
8.55% 27.98% N/A N/A B
Buy
UDN
Invesco DB USD Index Bearish ETF
20.13 20.10 20.13 20.10 21.19 20.10 -0.03
(-0.15%)
-10.05% -4.46% N/A N/A B
Buy
DMRL
DeltaShares S&P 500 Managed Risk ETF
62.55 62.34 62.55 62.34 63.61 52.51 +0.90
(1.46%)
15.68% 19.19% 439.61M 0.35% NR
Not Rated
DMRI
DeltaShares S&P International Managed Risk ETF
51.24 51.28 51.28 51.24 52.56 45.85 +0.28
(0.55%)
-3.92% 10.02% 215.85M 0.50% NR
Not Rated
DMRM
DeltaShares S&P 400 Managed Risk ETF
53.54 53.93 53.93 53.54 55.00 49.29 +0.17
(0.32%)
-1.13% 7.04% 111.00M 0.45% NR
Not Rated
LDRS
Innovator IBD ETF Leaders ETF
22.45 22.37 22.45 22.37 23.00 20.12 +0.13
(0.58%)
-12.13% 5.77% 47.03M 0.60% NR
Not Rated
DMRS
DeltaShares S&P 600 Managed Risk ETF
54.84 54.94 55.05 54.84 56.69 50.67 +0.08
(0.15%)
1.27% 5.58% 44.67M 0.45% NR
Not Rated
LFEQ
VanEck Vectors NDR CMG Long/Flat Allocation ETF
30.56 30.24 30.61 30.24 31.08 25.49 +0.32
(1.06%)
16.15% 19.92% 41.40M 0.55% NR
Not Rated
DALI
First Trust Dorsey Wright DALI 1 ETF
21.65 21.53 21.65 21.53 22.01 18.39 +0.24
(1.12%)
8.79% 16.85% 38.10M 0.30% NR
Not Rated
XDIV
Metaurus US Equity Ex-Dividend Fund
67.75 67.75 67.75 67.75 70.78 52.48 -0.50
(-0.73%)
28.44% 29.09% 14.28M 0.52% NR
Not Rated
RAAX
VanEck Vectors Real Asset Allocation ETF
25.40 25.43 25.43 25.36 26.13 24.09 +0.01
(0.04%)
-0.66% 2.00% 11.28M 0.55% NR
Not Rated
EASI
Amplify EASI Tactical Growth ETF
26.78 26.79 26.79 26.78 27.41 23.25 -0.15
(-0.56%)
0.00% 10.03% 11.14M 0.75% NR
Not Rated
GCE
Clarymore CEF GS Connect ETN
14.56 14.80 14.80 14.37 17.89 12.01 -0.19
(-1.29%)
-10.68% 8.70% 8.08M 0.95% NR
Not Rated
HNDL
7 Handl Index ETF
24.62 24.78 24.78 24.54 25.72 22.65 +0.02
(0.08%)
0.54% 8.34% 7.23M 0.96% NR
Not Rated
IDIV
Metaurus US Equity Cumulative Dividends Fund
12.34 12.20 12.76 12.13 12.85 11.38 -0.01
(-0.08%)
-7.75% 2.45% 5.32M 0.81% 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%)
-18.41% 10.62% 5.24M 0.43% NR
Not Rated
TFIV
Global X TargetIncome 5 ETF
24.60 24.57 24.60 24.57 24.71 23.57 +0.06
(0.24%)
0.00% 3.36% 2.48M 0.39% NR
Not Rated
TFLT
Global X TargetIncome Plus 2 ETF
24.65 24.64 24.67 24.63 24.71 23.80 +0.03
(0.12%)
0.00% 2.65% 2.48M 0.39% NR
Not Rated
WBAL
WisdomTree Balanced Income Fund
25.93 25.91 25.93 25.91 26.01 23.25 +0.05
(0.19%)
4.15% 11.39% 1.21M 0.35% NR
Not Rated
JAGG
JPMorgan U.S. Aggregate Bond ETF
26.96 26.99 26.99 26.92 29.07 25.27 -0.05
(-0.19%)
0.00% 6.65% N/A N/A NR
Not Rated
IMFD
Invesco Multi-Factor Defensive Core Fixed Income ETF
25.57 25.57 25.57 25.57 25.83 25.18 +0.01
(0.04%)
0.00% 1.55% N/A N/A NR
Not Rated
IMFI
Invesco Multi-Factor Income ETF
26.14 26.14 26.14 26.14 26.49 25.23 0.00
(0.00%)
0.00% 3.59% N/A N/A NR
Not Rated
GDMA
Gadsden Dynamic Multi-Asset ETF
26.18 26.22 26.23 26.18 26.71 21.41 +0.06
(0.23%)
0.00% 6.99% N/A N/A NR
Not Rated
SWAN
Amplify BlackSwan Growth & Treasury Core ETF
29.48 29.36 29.48 29.35 30.15 24.81 +0.18
(0.61%)
0.00% 18.66% N/A N/A NR
Not Rated
DRSK
Aptus Defined Risk ETF
28.16 28.06 28.16 28.04 28.27 25.35 +0.12
(0.43%)
0.00% 10.82% N/A N/A NR
Not Rated
DALT
Anfield Capital Diversified Alternatives ETF
10.48 10.48 10.51 10.46 10.61 9.58 +0.05
(0.48%)
3.64% 9.41% N/A N/A NR
Not Rated
TRTY
Cambria Trinity ETF
24.66 24.62 24.68 24.61 25.64 23.70 -0.04
(-0.16%)
0.00% 3.17% N/A N/A NR
Not Rated
AFIF
Anfield Universal Fixed Income ETF
9.72 9.73 9.73 9.72 12.00 9.54 -0.03
(-0.31%)
0.00% -2.48% N/A N/A NR
Not Rated
FFSG
FormulaFolios Smart Growth ETF
28.38 28.21 28.38 28.20 28.91 23.80 +0.24
(0.85%)
10.15% 15.86% N/A N/A NR
Not Rated
FFTG
FormulaFolios Tactical Growth ETF
27.83 27.73 27.83 27.73 28.03 23.02 +0.01
(0.04%)
8.80% 20.30% N/A N/A NR
Not Rated
JPED
JPMorgan Event Driven ETF
26.25 26.18 26.25 26.18 26.92 24.18 +0.21
(0.81%)
4.13% 6.66% N/A 0.85% NR
Not Rated
PWS
Pacer Wealth Shield ETF
24.20 24.04 24.20 24.04 25.91 22.02 +0.30
(1.26%)
-3.88% 1.13% N/A N/A NR
Not Rated
WINC
Western Asset Short Duration Income ETF
25.98 25.98 25.98 25.98 26.02 24.99 +0.05
(0.19%)
0.00% 3.41% N/A N/A NR
Not Rated

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