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The Best Tactical Allocation ETFs

The table below compares the performance and other essential indicators like dividend yield and expense ratio of Tactical Allocation ETFs.

Tactical allocation ETFs are a type of exchange-traded fund (ETF) that use a dynamic, active investment strategy to allocate assets among different asset classes or sectors. The goal of tactical allocation ETFs is to take advantage of market opportunities and changes by adjusting their portfolio holdings in response to market conditions.

Tactical allocation ETFs typically use a combination of quantitative analysis, technical indicators, and market research to make investment decisions. They may invest in various asset classes, such as stocks, bonds, commodities, and currencies.

The fund managers of tactical allocation ETFs make adjustments to the fund's portfolio holdings in response to market conditions, including changes in economic conditions, interest rates, and political events. They have the flexibility to invest in a broad range of securities and sectors, so they can make adjustments as market conditions change.

Number of ETFs
42
Avg. Expense Ratio
0.91%
Avg. Dividend Yield
1.62%
Avg. 1 Year Return
20.52%
Median Risk/Return Score
59 / 100
The Best Tactical Allocation ETFs

42 results

SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
Adaptive Alpha Opportunities ETFTactical AllocationSep 20, 20121.33%
21.36%
2.66%
41
State Street Bridgewater All Weather ETFTactical AllocationMar 5, 20250.85%
6.44%
4.39%
59
Pmv Adaptive Risk Parity ETFTactical AllocationDec 21, 20221.42%
6.44%
6.14%
47
Virtus AlphaSimplex Global Macro ETFTactical AllocationAug 4, 20250.86%
16.47%
3.88%
Beacon Selective Risk ETFTactical AllocationApr 17, 20231.10%
3.49%
2.80%
37
RiverNorth Active Income ETFTactical AllocationAug 4, 20253.36%
3.91%
8.37%
Cabana Target Leading Sector Moderate ETFTactical Allocation, Diversified PortfolioJul 12, 20210.82%
16.42%
0.77%
72
iShares International Country Rotation Active ETFTactical AllocationDec 3, 20240.55%
17.11%
2.74%
73
First Trust Dorsey Wright DALI 1 ETFTactical AllocationMay 14, 20180.90%
4.28%
1.22%
28
Elm Market Navigator ETFTactical Allocation, Global Allocation, Diversified PortfolioDec 30, 20110.24%
6.90%
2.54%
59
First Trust Enhanced Stocks, Bonds & Gold ETFTactical AllocationNov 19, 20250.95%
-3.32%
1.12%
AlphaDroid Defensive Sector Rotation ETFTactical AllocationOct 15, 20251.01%
1.36%
0.00%
WisdomTree Efficient TIPS Plus Gold FundTactical AllocationJan 22, 20260.30%2.75%
GammaRoad Market Navigation ETFTactical AllocationSep 16, 20240.75%
1.76%
3.71%
45
GMO Dynamic Allocation ETFTactical AllocationOct 13, 20250.50%
6.85%
0.87%
LOGIQ Contrarian Opportunities ETFDiversified Portfolio, Tactical AllocationJan 8, 20261.13%0.00%
Alexis Practical Tactical ETFTactical AllocationJun 30, 20211.00%
13.12%
0.83%
85
Liberty One Tactical Income ETFTactical AllocationSep 29, 20251.01%
3.85%
1.60%
Man Active Trend Enhanced ETFTactical AllocationDec 16, 20250.97%
13.40%
0.00%
Relative Sentiment Tactical Allocation ETFTactical AllocationMay 18, 20220.73%
12.53%
0.36%
74

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1–20 of 42

Best Tactical Allocation ETFs by Risk/Return Score

The top Tactical Allocation ETFs by PortfoliosLab Risk/Return Score are RHRX (87) and LEXI (85). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

SymbolNameRisk / Return RankAUMInception
RH Tactical Rotation ETF
87
17.21MSep 2012
Alexis Practical Tactical ETF
85
144.62MJun 2021
Relative Sentiment Tactical Allocation ETF
74
110.78MMay 2022
Cambria Trinity ETF
73
144.98MSep 2018
iShares International Country Rotation Active ETF
73
7.74BDec 2024

Best-Performing Tactical Allocation ETFs Over 5 Years

The top Tactical Allocation ETFs is AGOX (8.70%). Across the lineup, Tactical Allocation ETFs show an average 1-year return of 20.52% and an average 5-year return of 5.23%, providing a clearer view of performance across different investment horizons.

SymbolNameReturn 5YAUMInception
Adaptive Alpha Opportunities ETF
8.70%
319.03MSep 2012
Global X Adaptive U.S. Risk Management ETF
8.32%
140.33MJan 2021
Cambria Trinity ETF
5.61%
144.98MSep 2018
First Trust Dorsey Wright DALI 1 ETF
4.28%
112.03MMay 2018
Cabana Target Drawdown 10 ETF
2.68%
127.07MSep 2020

Lowest-Cost Tactical Allocation ETFs

The top Tactical Allocation ETFs is ELM (0.24%). With an average expense ratio of 0.91%, Tactical Allocation ETFs remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.

SymbolNameExpense RatioAUMInception
Elm Market Navigator ETF0.24%493.11MDec 2011
WisdomTree Efficient TIPS Plus Gold Fund0.30%10.62MJan 2026
WisdomTree U.S. Adaptive Moving Average Fund0.32%187.18MMar 2026
Global X Adaptive U.S. Risk Management ETF0.39%140.33MJan 2021
The Brinsmere Fund - Growth ETF0.42%380.01MJan 2024

Highest-Yield Tactical Allocation ETFs

The top Tactical Allocation ETFs is CEFZ (8.37%). Across the lineup, Tactical Allocation ETFs show an average dividend yield of 1.62%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

SymbolNameDividend YieldAUMInception
RiverNorth Active Income ETF8.37%40.08MAug 2025
Pmv Adaptive Risk Parity ETF6.14%50.25MDec 2022
State Street Bridgewater All Weather ETF4.39%1.53BMar 2025
Virtus AlphaSimplex Global Macro ETF3.88%Aug 2025
GammaRoad Market Navigation ETF3.71%5.87MSep 2024

Top ETFs Categories


Top ETFs Comparisons

Compare the top ETFs symbols based on PortfoliosLab usage data.

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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