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.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BMO Monthly Income ETF | Diversified Portfolio | Jan 28, 2011 | 0.18% | 3.14% | 6.19% | 4.29% | 44 | ||||||||
| SPDR Morningstar Multi-Asset Global Infrastructure... | Diversified Portfolio | Apr 14, 2015 | 0.40% | 5.90% | 5.22% | 2.89% | 44 |
Risk vs. Return Scatterplot
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