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Allocation and tactical funds
One-fund portfolios that mix stocks and bonds in a set proportion, or switch between stocks and T-bills.
| Fund | Kind | Cost | Net assets | Yield | 1 yr | 5 yr |
|---|---|---|---|---|---|---|
| CGBL Capital Group Core Balanced ETF | Allocation | 0.33% | $6.99B | 1.97% | +7.0% | — |
| AOR iShares Core 60/40 Balanced Allocation ETF | 60% stocks, 40% bonds | 0.15% | $3.64B | 2.64% | +7.5% | +6.5% |
| PTLC Pacer Trendpilot US Large Cap ETF | Tactical | 0.6% | $3.26B | 0.98% | +7.8% | +9.6% |
| AOA iShares Core 80/20 Aggressive Allocation ETF | 80% stocks, 20% bonds | 0.15% | $3.19B | 2.18% | +10.5% | +8.6% |
| VRP Invesco Variable Rate Preferred ETF | Allocation | 0.5% | $2.89B | 5.88% | +1.4% | +3.9% |
| FPEI First Trust Institutional Preferred Securities & In… | Allocation | 0.85% | $1.93B | 6.64% | +0.5% | +3.5% |
| AOM iShares Core 40/60 Moderate Allocation ETF | 40% stocks, 60% bonds | 0.15% | $1.74B | 3.17% | +4.8% | +4.4% |
| ALLW SPDR Bridgewater All Weather ETF | Allocation | 0.85% | $1.61B | 0% | — | — |
| DRSK Aptus Defined Risk ETF | Allocation | 0.79% | $1.51B | 4% | -4.1% | +2.1% |
| NTSX WisdomTree U.S. Efficient Core Fund | Allocation | 0.22% | $1.36B | 1.07% | +8.7% | +8.2% |
| PTNQ Pacer Trendpilot 100 ETF | Tactical | 0.65% | $1.19B | 0.79% | +8.1% | +9.7% |
| COMT iShares U.S. ETF Trust iShares GSCI Commodity Dynam… | Allocation | 0.48% | $1.19B | 5% | +54.4% | +13.6% |
| RAAX VanEck Inflation Allocation ETF | Allocation | 0.69% | $1.05B | 2.06% | +17.3% | +11.7% |
| PCEF Invesco CEF Income Composite ETF | Allocation | 2.71% | $812.3M | 7.77% | +3.4% | +3.8% |
| AOK iShares Core 30/70 Conservative Allocation ETF | 30% stocks, 70% bonds | 0.15% | $781.6M | 3.51% | +3.4% | +3.4% |
| SLVR Sprott Silver Miners & Physical Silver ETF | Allocation | 0.65% | $645.8M | 4.27% | +20.9% | — |
| HNDL Strategy Shares Nasdaq 7HANDL Index ETF | Allocation | 0.94% | $630.1M | 7.07% | +4.9% | +4.1% |
| RAA SMI 3Fourteen REAL Asset Allocation ETF | Allocation | 0.9% | $595.2M | 0.76% | — | — |
| RPAR RPAR Risk Parity ETF | Allocation | 0.52% | $586.0M | 2.35% | +2.1% | 0.0% |
| LGH HCM Defender 500 Index ETF | Allocation | 1.02% | $580.6M | 0.36% | +6.2% | +9.3% |
| ELM Elm Market Navigator ETF | Allocation | 0.24% | $577.9M | 2.53% | +7.3% | — |
| YLD Principal Active High Yield ETF | Allocation | 0.39% | $572.8M | 7.67% | +2.5% | +4.3% |
| INCM Franklin Income Focus ETF Income Focus ETF | Allocation | 0.38% | $558.8M | 5.33% | +10.3% | — |
| RSSB Return Stacked Global Stocks & Bonds ETF | Allocation | 0.39% | $509.2M | 3.25% | +6.4% | — |
| NTSI WisdomTree International Efficient Core Fund | Allocation | 0.28% | $497.2M | 3.13% | +8.2% | +5.6% |
| CEFS Saba Closed End Funds ETF | Allocation | 2.61% | $439.5M | 7.91% | +14.8% | +12.6% |
| MDIV Multi-Asset Diversified Income Index Fund | Allocation | 0.71% | $416.4M | 7.69% | +9.8% | +6.1% |
| PFLD AAM Low Duration Preferred and Income Securities ETF | Allocation | 0.45% | $410.5M | 5.76% | +2.2% | +0.6% |
| PTMC Pacer Trendpilot US Mid Cap ETF | Tactical | 0.6% | $391.5M | 1.66% | +11.3% | +3.2% |
| TBFG Brinsmere Fund Growth ETF | Allocation | 0.46% | $384.9M | 2.41% | +10.1% | — |
| AGOX Adaptive Alpha Opportunities ETF | Allocation | 1.36% | $380.3M | 2.77% | +9.7% | +7.2% |
| TBFC Brinsmere Fund Conservative ETF | Allocation | 0.44% | $362.1M | 3.16% | +4.4% | — |
| LALT First Trust Multi-Strategy Alternative ETF | Allocation | 1.18% | $343.5M | 3.9% | +13.1% | — |
| JUCY Aptus Enhanced Yield ETF | Allocation | 0.6% | $324.9M | 8.24% | +5.8% | — |
| MRSK Toews Agility Shares Managed Risk ETF | Allocation | 0.98% | $314.2M | 0.33% | +9.3% | +7.5% |
| GAL SPDR SSgA Global Allocation ETF | Allocation | 0.35% | $303.3M | 3.23% | +8.4% | +6.4% |
| TACK Fairlead Tactical Sector ETF | Tactical | 0.69% | $297.7M | 0.71% | — | — |
| ADME Aptus Drawdown Managed Equity ETF | Allocation | 0.79% | $293.3M | 0.35% | +8.7% | +7.0% |
| MPRO Monarch ProCap Index ETF | Allocation | 1.03% | $254.8M | 1.79% | +8.0% | +5.7% |
| TSPX Twin Oak Active Opportunities ETF | Allocation | 1.04% | $243.7M | 0% | — | — |
| GDMA Gadsden Dynamic Multi-Asset ETF | Allocation | 0.75% | $212.6M | 2.67% | +5.3% | +7.4% |
| GDMN WisdomTree Efficient Gold Plus Gold Miners Strategy… | Allocation | 0.45% | $209.5M | 10.83% | +6.8% | — |
| MAMB Monarch Ambassador Income Index ETF | Allocation | 1.15% | $194.1M | 2.73% | -0.1% | +0.3% |
| MVFG Monarch Volume Factor Global Unconstrained Index ETF | Allocation | 1.41% | $184.7M | 1.72% | +10.8% | — |
| MSMR McElhenny Sheffield Managed Risk ETF | Allocation | 1.06% | $182.4M | 2.09% | +1.6% | — |
| TFPN Blueprint Chesapeake Multi-Asset Trend ETF | Tactical | 1.13% | $170.0M | 0% | +18.6% | — |
| SWAN Amplify BlackSwan Growth & Treasury Core ETF | Allocation | 0.49% | $160.7M | 3.38% | +1.7% | +1.9% |
| RAFE PIMCO RAFI ESG U.S. ETF | Allocation | 0.29% | $160.5M | 1.47% | +22.9% | +11.9% |
| ENDW Cambria Endowment Style ETF | Allocation | 0.22% | $157.9M | 0.9% | — | — |
| PPI Astoria Real Assets ETF | Allocation | 0.57% | $154.8M | 1.5% | +7.3% | — |
| EDGH 3EDGE Dynamic Hard Assets ETF | Allocation | 1.01% | $152.1M | 1.08% | +18.8% | — |
| TAIL Cambria Tail Risk ETF | Allocation | 0.6% | $146.9M | 3.51% | -13.4% | -9.0% |
| TRTY Cambria Trinity ETF | Allocation | 0.39% | $144.1M | 2.78% | +15.4% | +6.6% |
| ONOF Global X Adaptive U.S. Risk Management ETF | Allocation | 0.39% | $141.7M | 1.19% | +9.4% | +8.0% |
| HIDE Alpha Architect High Inflation & Deflation ETF | Allocation | 0.29% | $140.4M | 2.95% | +7.9% | — |
| EFFE Harbor Osmosis Emerging Markets Resource Efficient … | Allocation | 0.69% | $135.7M | 4.22% | +8.7% | — |
| AHLT American Beacon AHL Trend ETF | Tactical | 0.96% | $131.4M | 1.48% | +21.7% | — |
| DWUS AdvisorShares Dorsey Wright FSM US Core ETF | Allocation | 1.11% | $130.4M | 0.03% | +5.3% | +8.8% |
| MVFD Monarch Volume Factor Dividend Tree ETF | Allocation | 1.1% | $130.0M | 1.31% | +18.8% | — |
| MOOD Relative Sentiment Tactical Allocation ETF | Tactical | 0.77% | $127.5M | 0.34% | +20.8% | — |
| IYLD iShares Morningstar Multi-Asset Income ETF | Allocation | 0.5% | $125.2M | 4.76% | +6.3% | +2.9% |
| FVC First Trust Dorsey Wright Dynamic Focus 5 ETF | Allocation | 0.87% | $113.7M | 0.74% | +20.8% | +4.8% |
| GLDI UBS AG ETRACS Gold Shares Covered Call ETNs due Feb… | Allocation | 0.65% | $113.3M | 29.55% | +5.3% | +11.2% |
| HIPS GraniteShares HIPS US High Income ETF | Allocation | 1.09% | $109.9M | 12.41% | +1.0% | +2.6% |
| ITDC iShares LifePath Target Date 2035 ETF USD | Allocation | 0.1% | $108.5M | 1.88% | +7.8% | — |
| ITDD iShares LifePath Target Date 2040 ETF | Allocation | 0.11% | $104.8M | 1.66% | +9.4% | — |
| TDSC Cabana Target Drawdown 10 ETF | Allocation | 0.86% | $102.5M | 1.32% | +15.0% | +3.0% |
| CLSM Cabana Target Leading Sector Moderate ETF | Allocation | 0.82% | $94.6M | 0.76% | +17.7% | +3.1% |
| RSSY Return Stacked U.S. Stocks & Futures Yield ETF | Allocation | 0.99% | $92.3M | 1.47% | +31.1% | — |
| CSNR Cohen & Steers Natural Resources Active ETF | Allocation | 0.5% | $91.0M | 1.77% | +28.7% | — |
| AVMA Avantis Moderate Allocation ETF | Allocation | 0.21% | $88.2M | 2.46% | +12.2% | — |
| ITDE iShares LifePath Target Date 2045 ETF USD | Allocation | 0.11% | $87.5M | 1.67% | +11.0% | — |
| ITDF iShares LifePath Target Date 2050 ETF USD | Allocation | 0.11% | $84.0M | 1.47% | +12.1% | — |
| FCEF First Trust Income Opportunities ETF | Allocation | 3.69% | $83.1M | 7.37% | +6.8% | +5.2% |
| SURI Simplify Propel Opportunities ETF | Allocation | 2.59% | $77.3M | 16.15% | +13.6% | — |
| WLTG WealthTrust DBS Long Term Growth ETF | Allocation | 0.74% | $76.9M | 4.06% | +10.0% | — |
| ITDB iShares LifePath Target Date 2030 ETF | Allocation | 0.09% | $75.8M | 1.91% | +6.3% | — |
| QBER TrueShares Quarterly Bear Hedge ETF | Allocation | 0.79% | $72.7M | 3.28% | -0.3% | — |
| GAA Cambria Global Asset Allocation ETF | Allocation | 0.32% | $72.6M | 3.49% | +13.3% | +6.4% |
| RISN Inspire Tactical Balanced ETF | Tactical | 0.72% | $71.8M | 1.04% | +4.5% | +3.7% |
| INKM SPDR SSgA Income Allocation ETF | Allocation | 0.5% | $71.7M | 4.69% | +5.9% | +3.9% |
| DDX Defined Duration 10 ETF | Allocation | 0.25% | $71.6M | 3.13% | +5.5% | +2.5% |
| GMOM Cambria Global Momentum ETF | Allocation | 0.95% | $70.7M | 1.49% | +18.5% | +7.8% |
| PQDI Principal Spectrum Tax-Advantaged Dividend Active E… | Allocation | 0.6% | $70.0M | 5.87% | -0.1% | +2.6% |
| NDOW Anydrus Advantage ETF | Allocation | 2.11% | $69.5M | 1.19% | +4.8% | — |
| LCR Leuthold Core ETF | Allocation | 0.83% | $68.6M | 1.29% | +7.1% | +6.7% |
| QVOY Q3 All-Season Active Rotation ETF | Allocation | 1.32% | $65.8M | 8.82% | +6.2% | — |
| RSBY Return Stacked Bonds & Futures Yield ETF | Allocation | 1.01% | $60.2M | 1.75% | +12.4% | — |
| IRTR iShares LifePath Retirement ETF | Allocation | 0.08% | $58.3M | 3.13% | +4.9% | — |
| NTSE WisdomTree Emerging Markets Efficient Core Fund | Allocation | 0.34% | $57.1M | 2.15% | +16.1% | +5.4% |
| ITDG iShares LifePath Target Date 2055 ETF | Allocation | 0.12% | $57.0M | 1.42% | +13.0% | — |
| HYIN WisdomTree Alternative Income Fund | Allocation | 4.34% | $52.0M | 16.51% | -15.1% | -2.9% |
| XRLX FundX Investment Conservative ETF | Allocation | 1.2% | $49.5M | 2.63% | +5.9% | — |
| BAMA Brookstone Active ETF | Allocation | 1.01% | $49.3M | 1.43% | +7.8% | — |
| TDSB Cabana Target Beta ETF | Allocation | 0.91% | $48.7M | 1.89% | +5.9% | +1.6% |
| BAMO Brookstone Opportunities ETF | Allocation | 1.05% | $46.5M | 1.34% | +9.0% | — |
| BAMY Brookstone Yield ETF | Allocation | 1.2% | $43.3M | 7.07% | +1.9% | — |
| GHTA Goose Hollow Tactical Allocation ETF | Tactical | 1.77% | $41.3M | 3.82% | +1.3% | — |
| ITDH iShares LifePath Target Date 2060 ETF USD | Allocation | 0.12% | $39.4M | 1.41% | +13.2% | — |
| MFUT Cambria Chesapeake Pure Trend ETF | Tactical | 0.89% | $39.2M | 0% | +24.8% | — |
| GYLD Arrow Dow Jones Global Yield ETF | Allocation | 0.75% | $37.3M | 7.8% | +7.1% | +5.6% |
| PTEU Pacer Trendpilot European Index ETF | Tactical | 0.65% | $37.2M | 1.86% | +6.0% | +6.8% |
| EAOA iShares ESG Aware 80/20 Aggressive Allocation ETF | 80% stocks, 20% bonds | 0.18% | $36.9M | 1.68% | +12.0% | +8.3% |
| FDAT Tactical Advantage ETF | Tactical | 1.16% | $36.5M | 5.97% | +2.3% | — |
| RHRX RH Tactical Rotation ETF | Tactical | 1.38% | $36.1M | — | +16.2% | — |
| TUG STF Tactical Growth ETF | Tactical | 0.65% | $34.3M | 1.43% | +16.4% | — |
| QPX AdvisorShares Q Dynamic Growth ETF | Allocation | 1.77% | $33.2M | — | +7.4% | +10.1% |
| EAOR iShares ESG Aware 60/40 Balanced Allocation ETF | 60% stocks, 40% bonds | 0.18% | $32.6M | 1.89% | +8.8% | +6.1% |
| EMPB Efficient Market Portfolio Plus ETF Trust Units | Allocation | 2.21% | $30.9M | 0% | — | — |
| QBUL TrueShares Quarterly Bull Hedge ETF | Allocation | 0.79% | $27.9M | 8.85% | -0.1% | — |
| ITDI iShares LifePath Target Date 2065 ETF | Allocation | 0.12% | $26.8M | 1.44% | +13.2% | — |
| ROMO Strategy Shares Newfound/ReSolve Robust Momentum ETF | Allocation | 0.92% | $25.1M | 8.29% | +6.9% | +5.9% |
| PWS Pacer WealthShield ETF | Allocation | 0.6% | $24.1M | 2.14% | -1.9% | +0.6% |
| DRAI Draco Evolution AI ETF | Allocation | 1.32% | $20.9M | 1.69% | +7.6% | — |
| USAF Atlas America Fund | Allocation | 0.94% | $17.5M | 2.4% | +4.2% | — |
| RULE Collaborative Investment Series Trust - Adaptive Co… | Allocation | 1.84% | $17.2M | 0% | +27.9% | — |
| ITDJ iShares LifePath Target Date 2070 ETF | Allocation | 0.12% | $15.0M | 0% | — | — |
| DTRE First Trust Alerian Disruptive Technology Real Esta… | Allocation | 0.6% | $14.2M | 4.05% | +3.6% | — |
| MKAM MKAM ETF | Allocation | 0.55% | $13.0M | 2.59% | +7.3% | — |
| PRAE PlanRock Alternative Growth ETF | Allocation | 1.49% | $12.4M | 0.45% | +14.6% | — |
| BFIX Build Bond Innovation ETF | Allocation | 0.45% | $11.9M | 3.67% | +0.6% | — |
| FIG Simplify Macro Strategy ETF | Allocation | 0.78% | $11.6M | — | -56.8% | — |
| MATR Harbor Multi-Asset Total Return ETF | Allocation | 0.8% | $10.2M | 2.83% | +5.6% | — |
| EAOM iShares ESG Aware 40/60 Moderate Allocation ETF | 40% stocks, 60% bonds | 0.18% | $9.3M | 2.24% | +5.6% | +4.0% |
| EAOK iShares ESG Aware 30/70 Conservative Allocation ETF | 30% stocks, 70% bonds | 0.18% | $8.4M | 2.7% | +3.9% | +2.9% |
| RHTX RH Tactical Outlook ETF | Tactical | 1.54% | $8.2M | — | +7.3% | — |
| ASET FlexShares Real Assets Allocation Index Fund | Allocation | 0.51% | $7.2M | 0% | 0.0% | +2.9% |
| MFUL Collaborative Investment - Mindful Conservative ETF | Allocation | 1.48% | $6.7M | 1.86% | +0.7% | — |
| CANQ Calamos Alternative Nasdaq & Bond ETF | Allocation | 0.95% | $6.7M | 4.68% | -1.1% | — |
| GMMA GammaRoad Market Navigation ETF | Allocation | 0.77% | $6.6M | 3.18% | +6.0% | — |
| NDAA Ned Davis Research 360 Dynamic Allocation ETF | Allocation | 0.65% | $4.5M | 2.46% | +10.1% | — |
| DWAT Arrow DWA Tactical: Macro ETF | Tactical | 1.83% | $2.3M | 0% | 0.0% | -1.2% |
| SLVO UBS AG ETRACS Silver Shares Covered Call ETNs due A… | Allocation | — | — | 81.65% | +13.1% | +13.2% |
| USOI ETRACS Crude Oil Shares Covered Call ETN | Allocation | — | — | 59.24% | +50.5% | +13.8% |
Largest first; click a heading to sort. Funds with a page use figures from their own SEC filings. Returns include reinvested distributions (5 years annualized).
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