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.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cabana Target Drawdown 10 ETF | Actively Managed, Tactical Allocation | Sep 16, 2020 | 0.69% | 3.26% | — | 2.16% | 26 | ||||||||
| THOR Index Rotation ETF | Tactical Allocation | Sep 23, 2024 | 0.70% | -2.92% | — | 0.36% | 89 | ||||||||
| iShares U.S. Thematic Rotation Active ETF | Tactical Allocation | Dec 14, 2021 | 0.60% | -4.78% | — | 0.19% | 43 | ||||||||
| Cambria Trinity ETF | Tactical Allocation | Sep 10, 2018 | 0.44% | 6.22% | — | 3.12% | 88 | ||||||||
| FundX Conservative ETF | Tactical Allocation | Jul 1, 2002 | 1.63% | -2.19% | — | 2.84% | 49 |
Risk vs. Return Scatterplot
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