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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.


Category is Diversified Portfolio
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
Monarch ProCap ETFDiversified PortfolioMar 23, 20211.17%
2.65%
1.94%
58
McElhenny Sheffield Managed Risk ETFDiversified PortfolioNov 16, 20210.97%
0.22%
1.95%
78
WisdomTree Emerging Markets Efficient Core FundDiversified Portfolio, Actively ManagedMay 20, 20210.38%
4.94%
3.16%
82
WisdomTree U.S. Efficient Core FundDiversified Portfolio, Actively ManagedAug 2, 20180.20%
-3.80%
1.21%
48
ClearShares OCIO ETFDiversified Portfolio, Actively ManagedJun 27, 20170.61%
-0.64%
10.43%
58
PGIM Portfolio Ballast ETFDiversified PortfolioDec 12, 20220.45%
-2.30%
2.27%
59
Invesco CEF Income Composite ETFDiversified PortfolioFeb 19, 20102.71%
-2.77%
7.00%
8.26%
31
Pacer Trendpilot International ETFDiversified PortfolioMay 2, 20190.66%
4.54%
2.42%
37
Pacer WealthShield ETFDiversified PortfolioDec 11, 20170.60%
-0.98%
1.47%
25
Purpose Premium Yield Fund Series ETFDiversified PortfolioNov 28, 2018
-0.29%
4.47%
7.63%
23
Q3 All-Season Active Rotation ETFDiversified PortfolioDec 6, 20221.30%
4.33%
8.92%
74
SMI 3Fourteen REAL Asset Allocation ETFDiversified PortfolioFeb 26, 20250.85%
1.26%
2.31%
70
VanEck Inflation Allocation ETFDiversified Portfolio, Actively ManagedApr 9, 20180.78%
17.86%
1.98%
92
Inspire Tactical Balanced ESG ETFDiversified Portfolio, Actively ManagedJul 15, 20200.82%
-0.72%
1.11%
39
Regents Park Hedged Market Strategy ETFDiversified PortfolioMar 30, 20220.75%
-4.22%
11.62%
43
Return Stacked U.S. Stocks & Gold/Bitcoin ETFDiversified PortfolioMay 29, 20250.68%
-7.82%
1.67%
Adaptive Core ETFDiversified PortfolioNov 2, 20211.10%
5.55%
0.00%
41
Simplify US Equity PLUS GBTC ETFDiversified Portfolio, Actively ManagedMay 24, 20210.50%
-6.17%
0.96%
37
Amplify BlackSwan Growth & Treasury Core ETFDiversified PortfolioNov 6, 20180.49%
-3.43%
3.04%
53
TD Conservative ETF PortfolioDiversified PortfolioAug 11, 2020
0.81%
2.79%
63

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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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