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The table below compares the performance and other essential indicators like dividend yield and expense ratio of 88 Diversified Portfolio ETFs.

Diversified Portfolio ETFs are exchange-traded funds that invest in various asset classes, such as equities, bonds, commodities, and real estate. These ETFs provide investors with a diversified investment option, as they are not tied to the performance of a single asset class or sector.

Diversified Portfolio ETFs can be actively or passively managed. Passive ETFs track an index, such as a market index or a proprietary index, while actively managed diversified portfolio ETFs are managed by a professional fund manager who uses their investment strategy.

One of the main advantages of diversified portfolio ETFs is that they provide investors with a way to spread their risk across multiple asset classes. This can help reduce the portfolio's overall volatility and increase the chances of achieving the desired returns.

Click on any item in the list to see complete information, including risk and performance analysis.


Category: Diversified Portfolio
SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend YieldMax. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
ACIO
Aptus Collared Income Opportunity ETFDiversified Portfolio, Actively ManagedJul 10, 20190.79%
15.18%
0.58%
CNIC ICE U.S. Carbon Neutral Power Futures Index E...Diversified PortfolioMay 17, 20230.95%
-3.19%
1.85%
iShares Core Aggressive Allocation ETFDiversified PortfolioNov 4, 20080.25%
9.92%
7.39%
2.14%
iShares Core Conservative Allocation ETFDiversified PortfolioNov 4, 20080.25%
4.30%
3.67%
3.01%
iShares Core Moderate Allocation ETFDiversified PortfolioNov 4, 20080.25%
5.47%
4.44%
2.83%
iShares Core Growth Allocation ETFDiversified PortfolioNov 4, 20080.25%
7.63%
6.02%
2.46%
FlexShares Real Assets Allocation Index FundDiversified PortfolioNov 23, 20150.57%
2.59%
2.80%
Avantis Moderate Allocation ETFDiversified PortfolioJun 27, 20230.21%
7.17%
2.02%
Brookstone Active ETFDiversified PortfolioSep 27, 20231.15%
9.81%
0.76%
Brookstone Opportunities ETFDiversified PortfolioSep 27, 20231.30%
8.90%
0.89%
Brookstone Yield ETFDiversified PortfolioSep 27, 20231.48%
5.51%
5.03%
Calamos Alternative Nasdaq & Bond ETFDiversified PortfolioFeb 13, 20240.90%1.64%
Saba Closed-End Funds ETFDiversified Portfolio, Actively ManagedMar 21, 20173.80%
18.65%
7.44%
Capital Group Core Balanced ETFDiversified PortfolioSep 26, 20230.33%
10.76%
1.26%
Cabana Target Leading Sector Moderate ETFDiversified PortfolioJul 12, 20210.79%
3.11%
2.50%
Anfield Diversified Alternatives ETFDiversified Portfolio, Actively ManagedSep 28, 20172.22%
Aptus Defined Risk ETFDiversified Portfolio, Actively ManagedAug 8, 20180.79%
9.39%
3.41%
Discipline Fund ETFDiversified PortfolioSep 20, 20210.39%
2.70%
2.48%
Merlyn.AI SectorSurfer Momentum ETFDiversified PortfolioDec 30, 20201.32%
Arrow DWA Tactical ETFDiversified Portfolio, Actively ManagedOct 1, 20141.66%
8.69%
0.48%

1–20 of 88

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

0%Annualized Volatility0%Annualized Return

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