Moderate allocation ETFs: all 18
18 moderate allocation ETFs, placed by ETFIQ from each fund’s own filings. A mix of stocks and bonds with more than 50% and up to 70% 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.
The 10 largest moderate allocation ETFs
ETFIQ covers 18 moderate allocation ETFs. The largest are CGBL ($7.9bn), AOR ($3.9bn) and RAA ($595m); fees run 0.09% to 2.11%, as of .
- 1CGBL$7.9bn0.33%Capital Group Core Balanced ETF
- 2AOR$3.9bn0.15%iShares Core 60/40 Balanced Allocation ETF
- 3RAA$595m0.90%SMI 3Fourteen Real Asset Allocation ETF
- 4MDIV$406m0.71%Multi-Asset Diversified Income Index Fund
- 5TRTY$144m0.39%Cambria Trinity ETF
- 6ITDC$122m0.10%iShares LifePath Target Date 2035 ETF
- 7HEFT$84m0.70%Hedgeye Fourth Turning ETF
- 8ITDB$81m0.09%iShares LifePath Target Date 2030 ETF
- 9GAA$73m0.32%Cambria Global Asset Allocation ETF
- 10NDOW$70m2.11%Anydrus Advantage ETF
Every moderate allocation ETF, largest first
Click a column to sort.
| Ticker | Fund | Tracks | Stock share | Volatility | Total return 1Y | vs S&P 500 1Y | Fee | Net assets |
|---|---|---|---|---|---|---|---|---|
| CGBL | Capital Group Core Balanced ETF | No index (active) | 60.5% | 9.3% (3Y) | +8.6% | −8.8 pts | 0.33% | $7.9bn |
| AOR | iShares Core 60/40 Balanced Allocation ETF | 60/40 Balanced Allocation | 61.1% | 10.0% (10Y) | +9.6% | −7.8 pts | 0.15% | $3.9bn |
| RAA | SMI 3Fourteen Real Asset Allocation ETF | No index (active) | 60.2% | not published | +12.7% | −4.7 pts | 0.90% | $595m |
| MDIV | Multi-Asset Diversified Income Index Fund | not read by ETFIQ | 60.0% | not published | +6.1% | −11.3 pts | 0.71% | $406m |
| TRTY | Cambria Trinity ETF | No index (active) | 56.8% | not published | +15.8% | −1.6 pts | 0.39% | $144m |
| ITDC | iShares LifePath Target Date 2035 ETF | No index (active) | 66.3% | not published | +9.5% | −7.9 pts | 0.10% | $122m |
| HEFT | Hedgeye Fourth Turning ETF | not filed | 53.5% | not published | not published | not available | 0.70% | $84m |
| ITDB | iShares LifePath Target Date 2030 ETF | No index (active) | 53.4% | not published | +7.5% | −9.9 pts | 0.09% | $81m |
| GAA | Cambria Global Asset Allocation ETF | No index (active) | 51.1% | not published | +14.8% | −2.6 pts | 0.32% | $73m |
| NDOW | Anydrus Advantage ETF | No index (active) | 57.5% | not published | +7.3% | −10.1 pts | 2.11% | $70m |
| AVMA | Avantis Moderate Allocation ETF | No index (active) | 65.1% | not published | +13.7% | −3.7 pts | 0.21% | $69m |
| XRLX | FundX Conservative ETF | No index (active) | 62.2% | not published | +9.6% | −7.8 pts | 1.20% | $49m |
| JFLI | JPMorgan Flexible Income ETF | No index (active) | 61.5% | not published | +12.3% | −5.1 pts | 0.59% | $48m |
| ALTY | Global X Alternative Income ETF | not read by ETFIQ | 60.3% | not published | +6.5% | −10.9 pts | 0.50% | $45m |
| GMOD | GMO Dynamic Allocation ETF | No index (active) | 55.4% | not published | not published | not available | 0.50% | $39m |
| GYLD | Arrow Dow Jones Global Yield ETF | not read by ETFIQ | 59.3% | not published | +7.8% | −9.6 pts | 0.75% | $37m |
| FTBI | First Trust Balanced Income ETF | not read by ETFIQ | 61.2% | not published | +8.0% | −9.4 pts | 0.98% | $26m |
| RSMV | Relative Strength Managed Volatility Strategy ETF | No index (active) | 65.9% | not published | +9.5% | −7.9 pts | 0.95% | $25m |
18 Moderate allocation ETFs, largest first, as of Oct 7, 2026. Stock share is of net assets, looked through to what each fund’s funds hold, at its latest N-PORT, May 31 to Jul 31, 2026. Volatility is how much the fund’s daily returns varied, annualised over the years in brackets, where ETFIQ publishes it; data sourced by Tiingo. Source: ETFIQ.
ETFIQ, Moderate allocation ETFs: all 18, data as of Oct 7, 2026. https://etfiq.com/allocation/moderate/
ETFIQ. (Oct 7, 2026). Moderate allocation ETFs: all 18. Retrieved from https://etfiq.com/allocation/moderate/
[Moderate allocation ETFs: all 18 (ETFIQ, Oct 7, 2026)](https://etfiq.com/allocation/moderate/)
Free to use with attribution for figures ETFIQ computes; issuer data stays under its owner's terms. The underlying files are at Open data.