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.

C
Neutral

Avg. SMART Grade

The average cap-weighted SMART Grade for ETFs in this category is C (Neutral).


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
JAGG
JPMorgan U.S. Aggregate Bond ETF
27.36 28.20 28.20 27.22 29.07 23.29 +0.06
(0.22%)
0.00% 6.32% 519.11M 0.07% A
Strong Buy
PWS
Pacer Wealth Shield ETF
23.85 23.89 23.93 23.84 25.22 19.27 -0.28
(-1.16%)
-5.27% -2.69% 91.69M 0.60% A
Strong Buy
DRSK
Aptus Defined Risk ETF
28.00 27.91 28.04 27.88 29.93 25.28 +0.28
(1.01%)
0.00% 6.94% 58.21M 0.79% A
Strong Buy
AOM
iShares Core Moderate Allocation ETF
36.59 36.37 36.63 36.32 41.00 33.58 +0.60
(1.67%)
-3.39% -4.27% 1.08B 0.25% B
Buy
AOK
iShares Core Conservative Allocation ETF
33.92 33.86 33.98 33.73 36.96 29.00 +0.53
(1.59%)
-1.49% -2.08% 571.18M 0.25% B
Buy
GTO
Invesco Total Return Bond ETF
53.27 53.45 53.45 53.01 57.48 48.29 +0.21
(0.40%)
1.77% 2.73% 270.56M 0.51% B
Buy
SWAN
Amplify BlackSwan Growth & Treasury Core ETF
28.66 29.11 29.11 28.42 31.37 26.19 +0.07
(0.24%)
0.00% 7.86% 200.22M 0.49% B
Buy
DWFI
SPDR Dorsey Wright Fixed Income Allocation ETF
22.46 22.36 22.46 22.36 24.15 19.65 -0.01
(-0.04%)
-10.66% -2.67% 151.90M 0.60% B
Buy
GMOM
Cambria Global Momentum ETF
22.75 22.86 22.92 22.48 26.36 20.69 +0.06
(0.26%)
-16.94% -9.34% 109.14M 1.03% B
Buy
WBII
WBI Tactical Income Shares
23.13 23.11 23.13 23.11 25.94 20.71 -0.11
(-0.47%)
-7.65% -6.29% 77.55M 0.00% B
Buy
CPI
IQ Real Return ETF
26.12 26.38 26.38 25.99 28.52 25.10 +0.07
(0.27%)
-4.74% -5.70% 49.76M 0.44% B
Buy
GDMA
Gadsden Dynamic Multi-Asset ETF
23.55 23.35 23.55 23.35 26.85 20.22 +0.67
(2.93%)
0.00% -6.38% 47.23M 0.71% B
Buy
AFIF
Anfield Universal Fixed Income ETF
9.73 9.73 9.73 9.73 10.49 9.11 +0.01
(0.10%)
0.00% -2.84% 35.96M 1.30% B
Buy
UDN
Invesco DB USD Index Bearish ETF
19.59 19.57 19.59 19.51 21.03 18.96 0.00
(0.00%)
-12.47% -5.34% 35.44M 0.80% B
Buy
TFLT
Global X TargetIncome Plus 2 ETF
22.19 22.19 22.19 22.19 24.76 20.25 +0.26
(1.19%)
0.00% -8.21% 5.53M 0.80% B
Buy
MCRO
IQ Hedge Macro Tracker ETF
24.32 24.27 24.32 24.27 27.02 21.76 +0.11
(0.45%)
-8.40% -7.46% 3.64M 0.69% B
Buy
AOR
iShares Core Growth Allocation ETF
41.43 41.21 41.46 41.03 48.89 36.81 +1.06
(2.63%)
-7.43% -8.20% 1.23B 0.25% C
Neutral
AOA
iShares Core Aggressive Allocation ETF
47.65 47.30 47.78 47.21 59.41 41.85 +1.55
(3.36%)
-11.31% -12.43% 855.97M 0.25% C
Neutral
DMRL
DeltaShares S&P 500 Managed Risk ETF
54.87 56.26 56.27 54.83 64.67 51.33 -1.39
(-2.47%)
1.48% -0.13% 383.15M 0.35% C
Neutral
IYLD
iShares Morningstar Multi-Asset Income ETF
19.42 19.34 19.55 19.34 26.08 17.59 +0.43
(2.26%)
-23.47% -21.55% 265.51M 0.60% C
Neutral
YLD
Principal Exchange-Traded Funds Principal EDGE Active Income ETF
32.11 32.58 32.58 32.11 41.83 28.00 +0.41
(1.29%)
-21.03% -18.00% 238.60M 0.49% C
Neutral
GAL
SPDR SSgA Global Allocation ETF
32.68 32.57 32.69 32.38 40.90 29.00 +1.02
(3.22%)
-14.47% -14.47% 218.54M 0.35% C
Neutral
YYY
YieldShares High Income ETF
12.52 12.40 12.63 12.34 18.24 9.30 +0.37
(3.05%)
-33.92% -29.70% 168.85M 2.28% C
Neutral
DMRI
DeltaShares S&P International Managed Risk ETF
41.80 41.80 41.91 41.80 52.56 40.40 -0.42
(-0.99%)
-21.62% -14.44% 159.49M 0.50% C
Neutral
INKM
SPDR SSgA Income Allocation ETF
27.14 27.26 27.27 27.09 35.12 24.82 +0.76
(2.88%)
-19.15% -17.77% 115.78M 0.50% C
Neutral
OCIO
ETF Series Solutions Trust ETF
23.41 23.41 23.41 23.41 28.47 21.57 -0.25
(-1.06%)
-12.52% -11.01% 92.15M 0.68% C
Neutral
DMRM
DeltaShares S&P 400 Managed Risk ETF
45.79 45.79 45.79 45.79 55.42 43.35 -0.04
(-0.09%)
-15.44% -11.58% 82.55M 0.45% C
Neutral
JPHF
J P Morgan Chase & Co ETF
19.57 19.39 19.57 18.92 25.17 15.48 +0.71
(3.76%)
-25.22% -24.23% 62.05M 0.85% C
Neutral
FDIV
First Trust Strategic Income ETF
41.13 40.88 41.33 40.88 52.72 37.26 +0.85
(2.11%)
-18.03% -17.83% 61.16M 0.87% C
Neutral
RLY
SPDR SSgA Multi Asset Real Return ETF
19.16 19.20 19.20 19.08 25.74 16.02 +0.46
(2.46%)
-27.43% -24.83% 57.21M 0.50% C
Neutral
FFTG
FormulaFolios Tactical Growth ETF
22.86 22.73 22.94 22.68 28.95 19.89 +0.66
(2.97%)
-10.63% -6.08% 39.96M 1.00% C
Neutral
LFEQ
VanEck Vectors NDR CMG Long/Flat Allocation ETF
24.25 24.16 24.41 24.15 31.79 20.48 +1.01
(4.35%)
-7.83% -10.35% 38.96M 0.60% C
Neutral
FFSG
FormulaFolios Smart Growth ETF
20.86 21.09 21.12 20.86 29.19 17.80 +0.87
(4.35%)
-19.04% -20.41% 33.98M 0.71% C
Neutral
DWPP
First Trust Dorsey Wright People's Portfolio ETF
25.39 25.73 25.73 25.18 35.01 21.28 -0.02
(-0.08%)
-11.56% -16.48% 33.02M 0.60% C
Neutral
DMRS
DeltaShares S&P 600 Managed Risk ETF
45.88 45.88 45.88 45.88 56.69 43.68 -0.11
(-0.24%)
-15.27% -13.00% 32.19M 0.45% C
Neutral
GAA
Cambria Global Asset Allocation ETF
22.51 22.71 22.71 22.51 28.53 19.45 +0.22
(0.99%)
-17.86% -15.65% 28.41M 0.30% C
Neutral
XDIV
Metaurus US Equity Ex-Dividend Fund
52.87 52.66 52.87 52.51 74.64 45.76 +0.10
(0.19%)
0.23% -9.40% 21.82M 0.58% C
Neutral
JPED
JPMorgan Event Driven ETF
19.79 19.79 19.79 19.79 26.92 17.74 +0.41
(2.12%)
-21.50% -24.24% 21.32M 0.85% C
Neutral
CEFS
Exchange Listed Funds Trust ETF
14.98 14.66 15.00 14.66 21.37 12.06 +0.33
(2.25%)
-27.62% -25.65% 20.51M 1.10% C
Neutral
RAAX
VanEck Vectors Real Asset Allocation ETF
19.12 19.17 19.17 19.09 26.13 16.86 +0.06
(0.31%)
-25.22% -25.14% 19.03M 0.64% C
Neutral
HNDL
7 Handl Index ETF
21.82 21.82 21.82 21.82 25.72 18.24 +0.25
(1.16%)
-10.89% -7.60% 18.34M 1.20% C
Neutral
DALI
First Trust Dorsey Wright DALI 1 ETF
16.54 16.62 16.62 16.54 22.67 13.40 0.00
(0.00%)
-16.88% -19.35% 17.37M 0.91% C
Neutral
TRTY
Cambria Trinity ETF
20.77 20.66 20.77 20.66 25.64 18.00 -0.03
(-0.14%)
0.00% -14.49% 11.44M 0.48% C
Neutral
VEGA
AdvisorShares STAR Global Buy-Write ETF
28.13 28.13 28.13 28.13 36.15 25.27 -0.25
(-0.88%)
-8.76% -11.62% 11.37M 2.04% C
Neutral
QGTA
IQ Leaders GTAA Tracker ETF
19.52 19.22 19.52 19.22 25.69 18.33 -0.17
(-0.86%)
-19.78% -18.72% 10.98M 0.37% C
Neutral
LDRS
Innovator IBD ETF Leaders ETF
18.74 18.74 18.74 18.74 23.94 16.09 +0.06
(0.32%)
-26.65% -12.28% 9.35M 0.93% C
Neutral
PSMM
Invesco Moderately Conservative Multi-Asset Allocation ETF
11.78 11.78 11.78 11.78 14.15 10.51 +0.24
(2.08%)
-10.49% -12.11% 4.66M 0.39% C
Neutral
PSMG
Invesco Growth Multi-Asset Allocation ETF
11.85 11.85 11.85 11.85 15.35 10.53 +0.45
(3.95%)
-14.06% -17.07% 4.64M 0.39% C
Neutral
PSMB
Invesco Balanced Multi-Asset Allocation ETF
11.27 11.26 11.27 11.26 14.70 10.32 -0.14
(-1.23%)
-16.09% -17.87% 4.57M 0.40% C
Neutral
PSMC
Invesco Conservative Multi-Asset Allocation ETF
11.47 11.47 11.47 11.47 13.59 10.39 +0.15
(1.33%)
-10.56% -11.05% 4.56M 0.39% C
Neutral
TFIV
Global X TargetIncome 5 ETF
20.23 20.18 20.23 20.18 24.71 18.61 +0.39
(1.97%)
0.00% -16.00% 3.03M 0.80% C
Neutral
MDIV
First Trust Multi-Asset Diversified Income Index Fund
11.32 11.08 11.49 11.08 19.06 9.01 +0.48
(4.43%)
-38.86% -39.21% 407.86M 0.71% D
Sell
RFFC
RiverFront Dynamic US Flex-Cap ETF
26.52 26.54 26.56 26.51 36.96 22.51 +1.36
(5.41%)
-18.62% -21.41% 87.62M 0.52% D
Sell
GYLD
Arrow Dow Jones Global Yield ETF ETF
9.57 9.34 9.61 9.19 17.15 8.47 +0.32
(3.46%)
-45.38% -44.34% 30.80M 0.75% D
Sell
FCEF
First Trust CEF Income Opportunity ETF
15.91 15.78 15.92 15.78 23.76 12.54 +0.60
(3.92%)
-26.24% -26.80% 26.84M 2.96% D
Sell
GRID
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
41.55 41.55 41.55 41.55 61.62 35.96 +1.61
(4.03%)
-18.41% -8.70% 26.77M 0.70% D
Sell
DALT
Anfield Capital Diversified Alternatives ETF
7.02 7.01 7.03 7.01 10.84 5.36 +0.29
(4.31%)
-30.57% -31.04% 23.56M 1.30% D
Sell
IDIV
Metaurus US Equity Cumulative Dividends Fund
7.75 7.63 7.75 7.63 12.85 7.63 +0.11
(1.44%)
-42.07% -37.03% 15.58M 0.87% D
Sell
EASI
Amplify EASI Tactical Growth ETF
19.46 19.46 19.46 19.46 28.51 18.71 +0.06
(0.31%)
0.00% -20.11% 15.50M 0.75% D
Sell
FID
First Trust S&P International Dividend Aristocrats ETF
12.84 12.78 12.84 12.78 18.58 11.12 +0.50
(4.05%)
-29.67% -24.34% 15.21M 0.60% D
Sell
HIPS
Master Income ETF
8.98 8.95 9.13 8.94 18.28 7.68 +0.49
(5.77%)
-47.71% -47.88% 4.91M 1.30% D
Sell
MLTI
Credit Suisse X-Links Multi-Asset High Income Exchange Traded Notes (ETNs) due September 28, 2035
16.92 16.92 16.92 16.92 28.70 13.75 0.00
(0.00%)
-38.84% -38.48% 4.23M 0.84% D
Sell
GCE
Clarymore CEF GS Connect ETN
8.00 8.00 8.79 8.00 17.89 7.31 +0.30
(3.90%)
-50.93% -46.54% 3.85M 0.95% D
Sell
IMFI
Invesco Multi-Factor Income ETF
25.00 24.95 25.00 24.95 26.49 24.95 +0.03
(0.12%)
0.00% -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%)
-1.40% 5.20% 39.02M 0.61% NR
Not Rated
WINC
Western Asset Short Duration Income ETF
22.86 22.70 22.86 22.70 27.49 21.13 0.00
(0.00%)
0.00% -10.01% 22.70M 0.29% 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%)
0.00% -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%)
-18.41% 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%)
4.15% 11.39% N/A N/A NR
Not Rated

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