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
51.27 51.10 51.32 51.01 51.32 36.81 +0.44
(0.87%)
8.74% 9.02% 1.51B 0.25% A
Strong Buy
AOM
iShares Core Moderate Allocation ETF
42.66 42.49 42.71 42.49 42.71 33.58 +0.21
(0.49%)
7.98% 7.27% 1.41B 0.25% A
Strong Buy
AOA
iShares Core Aggressive Allocation ETF
62.63 62.19 62.71 62.15 62.71 41.85 +0.73
(1.18%)
9.37% 10.50% 1.11B 0.25% A
Strong Buy
AOK
iShares Core Conservative Allocation ETF
38.36 38.30 38.40 38.22 38.49 29.00 +0.19
(0.50%)
7.69% 6.70% 817.05M 0.25% A
Strong Buy
GTO
Invesco Total Return Bond ETF
58.34 58.43 58.43 58.30 61.57 48.29 -0.03
(-0.05%)
9.77% 7.28% 498.98M 0.50% A
Strong Buy
DMRL
DeltaShares S&P 500 Managed Risk ETF
62.00 61.78 62.12 61.55 64.67 51.33 +0.28
(0.45%)
1.89% 4.64% 381.06M 0.35% A
Strong Buy
IYLD
iShares Morningstar Multi-Asset Income ETF
23.83 23.82 23.87 23.77 26.08 17.59 +0.19
(0.80%)
-2.85% -4.95% 268.88M 0.60% A
Strong Buy
GAL
SPDR SSgA Global Allocation ETF
41.61 41.36 41.62 41.36 41.62 29.00 +0.36
(0.87%)
5.53% 5.88% 248.33M 0.35% A
Strong Buy
YYY
Amplify High Income ETF
15.78 15.63 15.79 15.63 18.24 9.30 +0.16
(1.02%)
-3.39% -10.24% 242.89M 2.17% A
Strong Buy
YLD
Principal Active Income ETF
39.27 39.27 39.27 39.27 41.36 28.00 +0.24
(0.61%)
-0.15% -2.98% 229.71M 0.49% A
Strong Buy
DWFI
SPDR Dorsey Wright Fixed Income Allocation ETF
25.50 25.52 25.54 25.48 25.54 19.65 +0.02
(0.08%)
11.13% 9.34% 120.32M 0.60% A
Strong Buy
OCIO
ETF Series Solutions Trust ETF
29.80 29.80 29.80 29.80 29.80 21.57 +0.29
(0.98%)
9.01% 7.55% 115.74M 0.68% A
Strong Buy
GMOM
Cambria Global Momentum ETF
24.94 24.91 24.97 24.74 26.36 20.69 +0.04
(0.16%)
-2.17% -1.45% 109.14M 0.94% A
Strong Buy
INKM
SPDR SSgA Income Allocation ETF
33.75 33.51 33.77 33.51 35.12 24.82 +0.35
(1.05%)
1.31% -0.70% 106.88M 0.50% A
Strong Buy
PWS
Pacer WealthShield ETF
27.68 27.68 27.73 27.65 27.73 19.27 +0.32
(1.17%)
15.83% 18.85% 105.18M 0.60% A
Strong Buy
GRID
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
76.05 75.11 76.19 74.81 76.19 35.96 +1.54
(2.07%)
39.49% 47.57% 104.40M 0.70% A
Strong Buy
HNDL
Strategy Shares Nasdaq 7HANDL Index ETF
25.19 25.24 25.24 25.09 26.95 18.24 +0.12
(0.48%)
8.98% 4.44% 95.25M 1.20% A
Strong Buy
DMRM
DeltaShares S&P 400 Managed Risk ETF
51.68 51.76 51.80 51.68 55.42 43.35 +0.51
(1.00%)
-4.29% -1.14% 87.05M 0.45% A
Strong Buy
FDIV
First Trust Strategic Income ETF
47.80 47.69 48.03 47.69 51.80 37.26 +0.33
(0.70%)
-3.57% -5.28% 80.74M 0.87% A
Strong Buy
UDN
Invesco DB USD Index Bearish ETF
21.28 21.28 21.28 21.28 21.37 18.96 +0.01
(0.05%)
3.78% 4.31% 78.48M 0.80% A
Strong Buy
RFFC
RiverFront Dynamic US Flex-Cap ETF
37.66 37.43 37.71 37.43 37.87 22.51 +0.48
(1.29%)
6.80% 9.68% 72.58M 0.52% A
Strong Buy
DRSK
Aptus Defined Risk ETF
29.52 29.20 29.52 29.20 32.02 25.28 +0.21
(0.72%)
14.02% 7.44% 61.99M 0.79% A
Strong Buy
WBII
WBI BullBear Global Income ETF
24.43 24.16 24.48 24.16 25.94 20.71 +0.04
(0.16%)
-0.77% -3.21% 61.08M 0.08% A
Strong Buy
RLY
SPDR SSgA Multi Asset Real Return ETF
24.04 23.98 24.05 23.90 25.74 16.02 +0.44
(1.86%)
-4.10% -4.09% 54.52M 0.50% A
Strong Buy
CPI
IQ Real Return ETF
27.48 27.48 27.50 27.48 28.52 25.10 +0.01
(0.04%)
-1.49% -2.58% 52.19M 0.44% A
Strong Buy
FFSG
FormulaFolios Smart Growth ETF
30.42 30.09 30.43 30.09 30.43 17.80 +0.42
(1.40%)
7.92% 11.25% 51.71M 0.71% A
Strong Buy
FCEF
First Trust CEF Income Opportunity ETF
21.56 21.37 21.56 21.37 23.76 12.54 +0.26
(1.22%)
-1.08% -3.77% 35.31M 3.21% A
Strong Buy
XDIV
U.S. Equity Ex-Dividend Fund Series 2027 Shares
79.28 78.85 80.43 78.62 81.54 45.76 +1.21
(1.55%)
18.26% 23.45% 31.65M 0.58% A
Strong Buy
LFEQ
VanEck Vectors Long/Flat Trend ETF
34.19 33.97 34.19 33.97 34.19 20.48 +0.52
(1.54%)
13.69% 16.55% 31.19M 0.60% A
Strong Buy
GAA
Cambria Global Asset Allocation ETF
28.08 28.08 28.14 28.04 28.53 19.45 -0.08
(-0.28%)
4.22% 2.26% 28.41M 0.34% A
Strong Buy
CEFS
Exchange Listed Funds Trust ETF
19.85 19.85 19.85 19.85 21.37 12.06 +0.03
(0.15%)
4.41% -0.77% 27.75M 2.31% A
Strong Buy
VEGA
AdvisorShares STAR Global Buy-Write ETF
36.03 36.03 36.03 36.03 36.15 25.27 +0.68
(1.92%)
5.81% 7.89% 12.48M 2.04% A
Strong Buy
LDRS
Innovator IBD ETF Leaders ETF
27.55 27.40 27.59 27.40 27.59 16.09 +0.28
(1.03%)
23.33% 24.94% 9.54M 0.95% A
Strong Buy
PSMB
Invesco Balanced Multi-Asset Allocation ETF
14.94 14.92 14.94 14.89 14.94 10.32 +0.16
(1.08%)
8.17% 4.33% 7.56M 0.35% A
Strong Buy
PSMC
Invesco Conservative Multi-Asset Allocation ETF
13.40 13.40 13.42 13.40 13.59 10.39 +0.05
(0.37%)
6.23% 2.25% 6.76M 0.39% A
Strong Buy
PSMG
Invesco Growth Multi-Asset Allocation ETF
15.86 15.86 15.88 15.82 15.88 10.53 +0.20
(1.28%)
7.47% 6.55% 6.12M 0.36% A
Strong Buy
TFLT
Global X TargetIncome Plus 2 ETF
24.27 24.29 24.30 24.26 24.76 20.25 +0.01
(0.04%)
1.78% -0.39% 4.85M 0.70% A
Strong Buy
TFIV
Global X TargetIncome 5 ETF
23.30 23.30 23.30 23.30 24.71 18.61 +0.13
(0.56%)
-0.30% -3.68% 4.63M 0.77% A
Strong Buy
MCRO
IQ Hedge Macro Tracker ETF
28.45 28.41 28.45 28.41 28.45 21.76 +0.10
(0.35%)
6.80% 7.51% 4.25M 0.69% A
Strong Buy
PSMM
Invesco Moderately Conservative Multi-Asset Allocation ETF
14.39 14.38 14.39 14.38 14.39 10.51 +0.10
(0.70%)
7.02% 3.49% 3.53M 0.37% A
Strong Buy
JAGG
JPMorgan U.S. Aggregate Bond ETF
27.93 27.93 27.96 27.90 28.44 23.29 -0.04
(-0.14%)
6.84% 4.41% N/A N/A A
Strong Buy
GDMA
GadsdenA DynamicA Multi-AssetA ETF
29.77 31.38 31.38 29.60 31.38 20.22 +0.15
(0.51%)
14.81% 13.99% N/A N/A A
Strong Buy
SWAN
Amplify ETF Trust Amplify BlackSwan Growth & Treasury Core ETF
32.76 32.47 32.76 32.47 33.24 26.39 +0.24
(0.74%)
14.46% 12.89% N/A N/A A
Strong Buy
TRTY
Cambria Trinity ETF
23.68 23.52 23.73 23.52 25.08 18.00 +0.20
(0.85%)
-2.53% -3.28% N/A N/A A
Strong Buy
WINC
Western Asset Short Duration Income ETF
26.06 26.06 26.06 26.06 27.49 21.13 +0.04
(0.15%)
4.38% 1.14% N/A N/A A
Strong Buy
MDIV
First Trust Multi-Asset Diversified Income Index Fund
15.13 15.17 15.26 15.10 19.06 9.01 +0.14
(0.93%)
-15.04% -17.25% 473.13M 0.73% B
Buy
DMRI
DeltaShares S&P International Managed Risk ETF
47.72 47.45 47.72 47.45 52.56 40.40 +0.40
(0.85%)
-7.04% -5.12% 175.09M 0.50% B
Buy
FFTG
FormulaFolios Tactical Growth ETF
27.55 27.55 27.59 27.51 30.02 19.89 -0.05
(-0.18%)
1.21% 4.22% 49.60M 1.00% B
Buy
GYLD
Arrow Dow Jones Global Yield ETF ETF
13.12 12.83 13.25 12.80 16.50 8.47 +0.36
(2.82%)
-12.53% -16.43% 37.79M 0.75% B
Buy
DMRS
DeltaShares S&P 600 Managed Risk ETF
50.91 50.95 50.99 50.91 56.69 43.68 +0.60
(1.19%)
-8.13% -4.32% 33.69M 0.45% B
Buy
DALT
Anfield Capital Diversified Alternatives ETF ETF
9.15 9.14 9.16 9.13 10.84 5.36 +0.01
(0.11%)
-8.38% -9.28% 32.01M 1.30% B
Buy
FID
First Trust S&P International Dividend Aristocrats ETF
16.21 16.12 16.21 16.12 18.58 11.12 +0.31
(1.95%)
-9.14% -8.14% 21.43M 0.60% B
Buy
DALI
First Trust DorseyWright DALI 1 ETF
20.33 20.21 20.33 20.21 22.67 13.40 +0.20
(0.99%)
-2.30% -0.27% 13.09M 0.91% B
Buy
DWPP
First Trust Dorsey Wright People's Portfolio ETF
27.31 27.33 27.33 27.22 35.01 21.28 +0.44
(1.64%)
-17.98% -15.76% 10.77M 0.60% B
Buy
HIPS
GraniteShares HIPS US High Income ETF
13.45 13.43 13.50 13.35 17.37 7.68 +0.22
(1.66%)
-13.24% -17.69% 10.56M 1.27% B
Buy
RAAX
VanEck Vectors Real Asset Allocation ETF
22.59 22.50 22.61 22.50 26.04 16.86 +0.38
(1.71%)
-12.17% -9.49% 5.00M 0.75% B
Buy
AFIF
Anfield Universal Fixed Income ETF
9.77 9.82 9.86 9.77 10.77 9.11 -0.03
(-0.31%)
1.78% 0.36% N/A N/A B
Buy
IDIV
U.S. Equity Cumulative Dividends Fund Series 2027 Shares
9.68 9.70 10.03 9.68 12.82 7.63 +0.07
(0.73%)
-18.52% -18.89% 18.86M 0.87% C
Neutral
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
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
12.71 11.61 12.73 11.61 17.89 7.31 +2.16
(20.47%)
-14.01% -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
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% N/A N/A NR
Not Rated
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% N/A N/A 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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