{"url":"https://etfiq.com/allocation/conservative/","section":"allocation","title":"Conservative allocation ETFs: all 6, largest first | ETFIQ","description":"ETFIQ covers 6 conservative allocation ETFs. The largest are INCM ($1.9bn), IYLD ($124m) and PVEX ($56m), as of Jul 31 to Oct 7, 2026.","as_of":"Oct 7, 2026","structured_data":[{"@type":"ItemList","name":"Conservative allocation ETFs: all 6, largest first","numberOfItems":6,"itemListElement":[{"@type":"ListItem","position":1,"name":"INCM","url":"https://etfiq.com/funds/incm"},{"@type":"ListItem","position":2,"name":"IYLD","url":"https://etfiq.com/funds/iyld"},{"@type":"ListItem","position":3,"name":"PVEX","url":"https://etfiq.com/funds/pvex"},{"@type":"ListItem","position":4,"name":"XFLX","url":"https://etfiq.com/funds/xflx"},{"@type":"ListItem","position":5,"name":"FREI","url":"https://etfiq.com/funds/frei"},{"@type":"ListItem","position":6,"name":"RJVI","url":"https://etfiq.com/funds/rjvi"}]},{"@type":"ItemList","name":"The 6 largest conservative allocation ETFs","itemListOrder":"https://schema.org/ItemListOrderDescending","numberOfItems":6,"itemListElement":[{"@type":"ListItem","position":1,"name":"INCM","url":"https://etfiq.com/funds/incm"},{"@type":"ListItem","position":2,"name":"IYLD","url":"https://etfiq.com/funds/iyld"},{"@type":"ListItem","position":3,"name":"PVEX","url":"https://etfiq.com/funds/pvex"},{"@type":"ListItem","position":4,"name":"XFLX","url":"https://etfiq.com/funds/xflx"},{"@type":"ListItem","position":5,"name":"FREI","url":"https://etfiq.com/funds/frei"},{"@type":"ListItem","position":6,"name":"RJVI","url":"https://etfiq.com/funds/rjvi"}]},{"@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"name":"ETFIQ","item":"https://etfiq.com/"},{"@type":"ListItem","position":2,"name":"Allocation ETFs","item":"https://etfiq.com/allocation/"},{"@type":"ListItem","position":3,"name":"Conservative","item":"https://etfiq.com/allocation/conservative/"}]},{"@type":"WebPage","name":"Conservative allocation ETFs: all 6, largest first","description":"ETFIQ covers 6 conservative allocation ETFs. The largest are INCM ($1.9bn), IYLD ($124m) and PVEX ($56m), as of Jul 31 to Oct 7, 2026.","url":"https://etfiq.com/allocation/conservative/","dateModified":"2026-10-08","isPartOf":{"@type":"WebSite","name":"ETFIQ","url":"https://etfiq.com"},"speakable":{"@type":"SpeakableSpecification","cssSelector":[".lede"]},"publisher":{"@id":"https://etfiq.com/#org"}}],"characters":3123,"truncated":false,"content":"ETFIQ / Allocation ETFs / Conservative \n \n Rebuilt every trading night. Figures as of Oct 7, 2026 .\n Conservative allocation ETFs: all 6\n All 39 funds Moderate 18 Moderately aggressive 8 Conservative 6 Moderately conservative 6 6 conservative allocation ETFs, placed by ETFIQ from each fund\u2019s own filings. A mix of stocks and bonds with more than 15% and up to 30% of net assets in stocks, counted through any funds it holds. ETFIQ places a fund by the share of its net assets in stocks, looked through to what its funds hold, at its latest holdings date. Each is listed with its stock share, its volatility, its one-year return, its gap to the S&P 500, its fee and its net assets. The S&P 500 is a stock market reference here, not a benchmark for a fund that also holds bonds.\n The 6 largest conservative allocation ETFs\n ETFIQ covers 6 conservative allocation ETFs. The largest are INCM ( $1.9bn ), IYLD ( $124m ) and PVEX ( $56m ); fees run 0.38% to 0.97% , as of Jul 31 to Oct 7, 2026 .\n INCM Franklin Income Focus ETF $1.9bn 0.38% \n IYLD iShares Morningstar Multi-Asset Income ETF $124m 0.50% \n PVEX TrueShares ConVequity ETF $56m 0.82% \n XFLX FundX Flexible ETF $50m 0.97% \n FREI Fidelity Real Estate Income ETF $47m 0.57% \n RJVI RJ Eagle Vertical Income ETF $14m 0.51% \n \n Every conservative allocation ETF, largest first\n 6 Conservative allocation ETFs, largest first, as of Oct 7, 2026. Stock share is of net assets, looked through to what each fund\u2019s funds hold, at its latest N-PORT, Jun 30 to Jul 31, 2026. Volatility is how much the fund\u2019s daily returns varied, annualised over the years in brackets, where ETFIQ publishes it. Source: ETFIQ. Ticker Fund Tracks Stock share Volatility Total return 1Y vs S&P 500 1Y Fee Net assets \n INCM Franklin Income Focus ETF No index (active) 27.2% not published +8.1% \u22129.3 pts 0.38% $1.9bn \n IYLD iShares Morningstar Multi-Asset Income ETF not read by ETFIQ 24.9% not published +7.2% \u221210.2 pts 0.50% $124m \n PVEX TrueShares ConVequity ETF No index (active) 26.9% not published +11.1% \u22126.3 pts 0.82% $56m \n XFLX FundX Flexible ETF No index (active) 15.3% not published +1.2% \u221216.2 pts 0.97% $50m \n FREI Fidelity Real Estate Income ETF No index (active) 20.9% not published not published not available 0.57% $47m \n RJVI RJ Eagle Vertical Income ETF No index (active) 16.5% not published +0.1% \u221217.3 pts 0.51% $14m \n\n Where to next\n Stock ETFs Bond ETFs Commodity ETFs Every core fund Head to head Rankings Every issuer How each fund is placed \n Cite this page. ETFIQ, Conservative allocation ETFs: all 6, data as of Oct 7, 2026. https://etfiq.com/allocation/conservative/ Free to use with attribution for figures ETFIQ computes; issuer data stays under its owner's terms. The underlying files are at Open data .\n Other forms Plain ETFIQ, Conservative allocation ETFs: all 6, data as of Oct 7, 2026. https://etfiq.com/allocation/conservative/ APA ETFIQ. (Oct 7, 2026). Conservative allocation ETFs: all 6. Retrieved from https://etfiq.com/allocation/conservative/ Markdown [Conservative allocation ETFs: all 6 (ETFIQ, Oct 7, 2026)](https://etfiq.com/allocation/conservative/)","source":"ETFIQ, independent ETF data. Recomputed nightly from public filings and prices.","publisher":{"@id":"https://etfiq.com/#org","name":"ETFIQ","url":"https://etfiq.com"},"license":"https://etfiq.com/license/","license_text":"Figures ETFIQ computes are free to use with attribution: ETFIQ (etfiq.com). Issuer data stays under its owner's terms.","citation":"ETFIQ, Conservative allocation ETFs: all 6, data as of Oct 7, 2026. https://etfiq.com/allocation/conservative/"}