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The table below compares the performance and other essential indicators like dividend yield and expense ratio of 57 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
GAL
SPDR SSgA Global Allocation ETFDiversified Portfolio, Actively ManagedApr 25, 20120.35%
1.59%
5.34%
2.56%
iShares ESG Balanced ETF PortfolioDiversified PortfolioSep 2, 20200.25%
3.94%
2.35%
iShares ESG Conservative Balanced ETF PortfolioDiversified PortfolioSep 2, 20200.25%
1.89%
2.91%
iShares ESG Growth ETF PortfolioDiversified PortfolioSep 2, 20200.25%
5.18%
1.82%
SPDR Morningstar Multi-Asset Global Infrastructure...Diversified PortfolioApr 14, 20150.40%
-0.34%
1.64%
Arrow Dow Jones Global Yield ETFDiversified PortfolioMay 8, 20120.75%
-0.38%
-0.46%
8.27%
GraniteShares HIPS US High Income ETFDiversified PortfolioJan 6, 20153.19%
3.95%
10.21%
Strategy Shares Nasdaq 7HANDL Index ETFDiversified PortfolioJan 17, 20180.97%
-0.14%
7.03%
WisdomTree Alternative Income FundDiversified PortfolioMay 6, 20213.20%
-0.26%
12.35%
iShares Morningstar Multi-Asset Income ETFDiversified PortfolioApr 5, 20120.60%
-1.26%
2.22%
6.00%
Leuthold Core ETFDiversified Portfolio, Actively ManagedJan 6, 20200.79%
1.41%
1.57%
BlackRock ESG Multi-Asset Conservative Portfolio U...Diversified PortfolioSep 14, 20200.25%
-0.93%
0.00%
BlackRock ESG Multi-Asset Growth Portfolio UCITS E...Diversified PortfolioSep 14, 20200.25%
3.33%
0.00%
BlackRock ESG Multi-Asset Moderate Portfolio UCITS...Diversified PortfolioSep 14, 20200.25%
0.96%
0.00%
First Trust Multi-Asset Diversified Income Index F...Diversified PortfolioAug 14, 20120.73%
1.22%
2.86%
6.37%
Amplify Thematic All-Stars ETFDiversified PortfolioJul 21, 20210.49%
-5.54%
0.00%
WisdomTree Emerging Markets Efficient Core FundDiversified Portfolio, Actively ManagedMay 20, 20210.38%
-3.78%
2.56%
WisdomTree U.S. Efficient Core FundDiversified Portfolio, Actively ManagedAug 2, 20180.20%
2.49%
1.19%
ClearShares OCIO ETFDiversified Portfolio, Actively ManagedJun 27, 20170.61%
0.91%
2.30%
Corbett Road Tactical Opportunity ETFDiversified Portfolio, Actively ManagedFeb 25, 20210.75%

21–40 of 57

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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