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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
PQDI
Principal Spectrum Tax-Advantaged Dividend Active ...Diversified Portfolio, Actively Managed, DividendJun 17, 20200.60%
3.59%
5.09%
Pacer Trendpilot International ETFDiversified PortfolioMay 2, 20190.66%
3.23%
2.03%
Pacer WealthShield ETFDiversified PortfolioDec 11, 20170.60%
3.47%
1.70%
VanEck Inflation Allocation ETFDiversified Portfolio, Actively ManagedApr 9, 20180.78%
4.97%
3.49%
Inspire Tactical Balanced ESG ETFDiversified Portfolio, Actively ManagedJul 15, 20200.82%
3.02%
1.79%
Simplify US Equity PLUS GBTC ETFDiversified Portfolio, Actively ManagedMay 24, 20210.50%
12.53%
16.90%
0.94%
Amplify BlackSwan Growth & Treasury Core ETFDiversified PortfolioNov 6, 20180.49%
0.40%
2.96%
Cambria Tail Risk ETFDiversified Portfolio, Actively ManagedApr 6, 20170.59%
-6.95%
3.89%
Vanguard Balanced ETF PortfolioDiversified PortfolioJan 25, 20180.24%
3.46%
2.52%
Vanguard Growth ETF PortfolioDiversified PortfolioJan 25, 20180.24%
5.56%
2.32%
Merlyn.AI Bull-Rider Bear-Fighter ETFDiversified PortfolioOct 16, 20191.25%
iShares Core Balanced ETF PortfolioDiversified Portfolio, Actively ManagedJun 21, 20070.20%
3.71%
5.82%
2.49%
iShares Core Conservative Balanced ETF PortfolioDiversified PortfolioAug 7, 20190.20%
1.81%
2.55%
iShares Core Income Balanced ETF PortfolioDiversified PortfolioAug 7, 20190.20%
-0.09%
2.94%
iShares Diversified Monthly Income ETFDiversified PortfolioDec 19, 20050.61%
2.51%
3.76%
4.56%
Amplify High Income ETFDiversified Portfolio, DividendJun 21, 20132.45%
5.22%
2.86%
12.27%
SPDR Morningstar Multi-Asset Global Infrastructure...Diversified PortfolioApr 14, 20150.40%
-0.05%
0.00%

41–57 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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