The Best Diversified Portfolio ETFs
The table below compares the performance and other essential indicators like dividend yield and expense ratio of 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.
- Number of ETFs
- 78
- Avg. Expense Ratio
- 0.89%
- Avg. Dividend Yield
- 3.49%
- Avg. 1 Year Return
- 17.31%
- Median Risk/Return Score
- 59 / 100
The Best Diversified Portfolio ETFs
29 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Vanguard Retirement Income ETF Portfolio | Diversified Portfolio | Sep 9, 2020 | 0.29% | 4.02% | — | 3.76% | 66 | ||||||||
| iShares Core Balanced ETF Portfolio | Diversified Portfolio | Jun 21, 2007 | 0.20% | 8.09% | 7.62% | 2.11% | 70 | ||||||||
| iShares Core Conservative Balanced ETF Portfolio | Diversified Portfolio | Aug 7, 2019 | 0.20% | 6.07% | — | 2.48% | 73 | ||||||||
| iShares Core Growth ETF Portfolio | Diversified Portfolio | Jun 21, 2007 | 0.20% | 10.55% | 10.22% | 1.77% | 76 | ||||||||
| iShares Core Income Balanced ETF Portfolio | Diversified Portfolio | Aug 7, 2019 | 0.20% | 2.76% | — | 3.22% | 48 | ||||||||
| iShares Diversified Monthly Income ETF | Diversified Portfolio | Dec 19, 2005 | 0.61% | 6.29% | 5.58% | 3.99% | 56 | ||||||||
| BMO Conservative ETF | Diversified Portfolio | Feb 12, 2019 | 0.15% | 4.62% | — | 3.19% | 38 | ||||||||
| BMO Balanced ESG ETF | Diversified Portfolio | Jan 15, 2020 | 0.18% | 5.04% | — | 2.48% | 38 | ||||||||
| BMO Monthly Income ETF | Diversified Portfolio | Jan 28, 2011 | 0.18% | 8.28% | 6.62% | 4.02% | 70 |
Best Diversified Portfolio ETFs by Risk/Return Score
The top Diversified Portfolio ETFs by PortfoliosLab Risk/Return Score are INCM (89) and BAMY (82).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Franklin Income Focus ETF | 89 | 1.54B | Jun 2023 | |
| Brookstone Yield ETF | 82 | 45.58M | Sep 2023 | |
| Alpha Architect High Inflation And Deflation ETF | 81 | 100.05M | Nov 2022 | |
| VanEck Inflation Allocation ETF | 81 | 969.68M | Apr 2018 | |
| Draco Evolution AI ETF | 80 | 20.72M | Jul 2024 |
Best-Performing Diversified Portfolio ETFs Over 5 Years
The top Diversified Portfolio ETFs is SPBC (15.31%).
Across the lineup, Diversified Portfolio ETFs show an average 1-year return of 17.31% and an average 5-year return of 5.72%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Simplify US Equity PLUS GBTC ETF | 15.31% | 45.06M | May 2021 | |
| VanEck Inflation Allocation ETF | 12.88% | 969.68M | Apr 2018 | |
| AdvisorShares Dorsey Wright FSM US Core ETF | 10.61% | 128.47M | Dec 2019 | |
| Aptus Collared Income Opportunity ETF | 9.80% | 2.14B | Jul 2019 | |
| WisdomTree U.S. Efficient Core Fund | 9.23% | 1.34B | Aug 2018 |
Lowest-Cost Diversified Portfolio ETFs
The top Diversified Portfolio ETFs is CTAP (0.10%).
With an average expense ratio of 0.89%, Diversified Portfolio ETFs remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Simplify US Equity PLUS Managed Futures Strategy E... | 0.10% | 177.84M | Dec 2025 | |
| iShares Core 60/40 Balanced Allocation ETF | 0.15% | 3.65B | Nov 2008 | |
| iShares Core 80/20 Aggressive Allocation ETF | 0.15% | 3.17B | Nov 2008 | |
| iShares ESG Aware Moderate Allocation ETF | 0.18% | 8.63M | Jun 2020 | |
| iShares ESG Aware Aggressive Allocation ETF | 0.18% | 37.39M | Jun 2020 |
Highest-Yield Diversified Portfolio ETFs
The top Diversified Portfolio ETFs is HYIN (13.37%).
Across the lineup, Diversified Portfolio ETFs show an average dividend yield of 3.49%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| WisdomTree Alternative Income Fund | 13.37% | 51.22M | May 2021 | |
| Amplify CEF High Income ETF | 12.80% | 733.76M | Jun 2012 | |
| GraniteShares HIPS US High Income ETF | 11.22% | 100.24M | Jan 2015 | |
| STF Tactical Growth & Income ETF | 11.03% | 76.94M | May 2022 | |
| Regents Park Hedged Market Strategy ETF | 10.63% | 55.15M | Mar 2022 |
Top ETFs Categories
Leveraged Equities · 533 ETFsEurope Equities · 519 ETFsGlobal Equities · 460 ETFsLarge Cap Blend Equities · 451 ETFsDerivative Income · 430 ETFsTechnology Equities · 382 ETFsDefined Outcome · 328 ETFsS&P 500 · 281 ETFsLarge Cap Growth Equities · 249 ETFsDividend · 213 ETFsEmerging Markets Equities · 207 ETFsForeign Large Cap Equities · 205 ETFsCorporate Bonds · 200 ETFsAsia Pacific Equities · 188 ETFsCryptocurrency · 182 ETFsGovernment Bonds · 175 ETFsLarge Cap Value Equities · 172 ETFsHigh Yield Bonds · 170 ETFsOptions Trading · 158 ETFsEnergy Equities · 151 ETFsMunicipal Bonds · 143 ETFsHealth & Biotech Equities · 135 ETFsNasdaq-100 · 130 ETFsREIT · 130 ETFsPrecious Metals · 123 ETFsChina Equities · 115 ETFsEuropean Government Bonds · 115 ETFsFinancials Equities · 113 ETFsJapan Equities · 113 ETFsCommodities · 108 ETFs
Top ETFs Comparisons
Compare the top ETFs symbols based on PortfoliosLab usage data.
VGRO.TO vs. VEQT.TOVGRO.TO vs. XEQT.TOVGRO.TO vs. VDY.TOVGRO.TO vs. ZGRO.TOVGRO.TO vs. VOOXGRO.TO vs. XEQT.TOXGRO.TO vs. VEQT.TOXGRO.TO vs. XCG.TOXGRO.TO vs. ZGRO.TOXGRO.TO vs. XAW.TOVBAL.TO vs. VEQT.TOVBAL.TO vs. XEQT.TOVBAL.TO vs. VOOVBAL.TO vs. VTVBAL.TO vs. TBAL.TOXBAL.TO vs. XEQT.TOXBAL.TO vs. XEI.TOXBAL.TO vs. ZBAL.TOXBAL.TO vs. ZLB.TOXBAL.TO vs. GBAL.TOTGRO.TO vs. XEQT.TOTGRO.TO vs. ZGRO.TOTGRO.TO vs. TBAL.TOTGRO.TO vs. TEQT.TOTGRO.TO vs. TPU.TOFEQT.NEO vs. XEQT.TOFEQT.NEO vs. VEQT.TOFEQT.NEO vs. ZEQT.TOFEQT.NEO vs. VFV.TOFEQT.NEO vs. TEQT.TOVCNS.TO vs. XIC.TOVCNS.TO vs. VOOVCNS.TO vs. VEQT.TOVCNS.TO vs. VCIP.TOVCNS.TO vs. VFV.TOXCNS.TO vs. XINC.TOXCNS.TO vs. XEQT.TOXCNS.TO vs. GCNS.TOXCNS.TO vs. XTR.TOXCNS.TO vs. BRK-BFBAL.NEO vs. AMBFXFBAL.NEO vs. FBALXFBAL.NEO vs. ZBAL.TOFBAL.NEO vs. MAW120.TOFBAL.NEO vs. HDIF.TOFGRO.NEO vs. VEQT.TOFGRO.NEO vs. ZGRO.TOFGRO.NEO vs. FGROFGRO.NEO vs. VFV.TOFGRO.NEO vs. VVL.TO
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.
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5 Years