{"url":"https://etfiq.com/allocation/moderate/","section":"allocation","title":"Moderate allocation ETFs: all 18, largest first | ETFIQ","description":"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 Jun 30 to Oct 7, 2026.","as_of":"Oct 7, 2026","structured_data":[{"@type":"ItemList","name":"Moderate allocation ETFs: all 18, largest first","numberOfItems":18,"itemListElement":[{"@type":"ListItem","position":1,"name":"CGBL","url":"https://etfiq.com/funds/cgbl"},{"@type":"ListItem","position":2,"name":"AOR","url":"https://etfiq.com/funds/aor"},{"@type":"ListItem","position":3,"name":"RAA","url":"https://etfiq.com/funds/raa"},{"@type":"ListItem","position":4,"name":"MDIV","url":"https://etfiq.com/funds/mdiv"},{"@type":"ListItem","position":5,"name":"TRTY","url":"https://etfiq.com/funds/trty"},{"@type":"ListItem","position":6,"name":"ITDC","url":"https://etfiq.com/funds/itdc"},{"@type":"ListItem","position":7,"name":"HEFT","url":"https://etfiq.com/funds/heft"},{"@type":"ListItem","position":8,"name":"ITDB","url":"https://etfiq.com/funds/itdb"},{"@type":"ListItem","position":9,"name":"GAA","url":"https://etfiq.com/funds/gaa"},{"@type":"ListItem","position":10,"name":"NDOW","url":"https://etfiq.com/funds/ndow"},{"@type":"ListItem","position":11,"name":"AVMA","url":"https://etfiq.com/funds/avma"},{"@type":"ListItem","position":12,"name":"XRLX","url":"https://etfiq.com/funds/xrlx"},{"@type":"ListItem","position":13,"name":"JFLI","url":"https://etfiq.com/funds/jfli"},{"@type":"ListItem","position":14,"name":"ALTY","url":"https://etfiq.com/funds/alty"},{"@type":"ListItem","position":15,"name":"GMOD","url":"https://etfiq.com/funds/gmod"},{"@type":"ListItem","position":16,"name":"GYLD","url":"https://etfiq.com/funds/gyld"},{"@type":"ListItem","position":17,"name":"FTBI","url":"https://etfiq.com/funds/ftbi"},{"@type":"ListItem","position":18,"name":"RSMV","url":"https://etfiq.com/funds/rsmv"}]},{"@type":"ItemList","name":"The 10 largest moderate allocation ETFs","itemListOrder":"https://schema.org/ItemListOrderDescending","numberOfItems":10,"itemListElement":[{"@type":"ListItem","position":1,"name":"CGBL","url":"https://etfiq.com/funds/cgbl"},{"@type":"ListItem","position":2,"name":"AOR","url":"https://etfiq.com/funds/aor"},{"@type":"ListItem","position":3,"name":"RAA","url":"https://etfiq.com/funds/raa"},{"@type":"ListItem","position":4,"name":"MDIV","url":"https://etfiq.com/funds/mdiv"},{"@type":"ListItem","position":5,"name":"TRTY","url":"https://etfiq.com/funds/trty"},{"@type":"ListItem","position":6,"name":"ITDC","url":"https://etfiq.com/funds/itdc"},{"@type":"ListItem","position":7,"name":"HEFT","url":"https://etfiq.com/funds/heft"},{"@type":"ListItem","position":8,"name":"ITDB","url":"https://etfiq.com/funds/itdb"},{"@type":"ListItem","position":9,"name":"GAA","url":"https://etfiq.com/funds/gaa"},{"@type":"ListItem","position":10,"name":"NDOW","url":"https://etfiq.com/funds/ndow"}]},{"@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":"Moderate","item":"https://etfiq.com/allocation/moderate/"}]},{"@type":"WebPage","name":"Moderate allocation ETFs: all 18, largest first","description":"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 Jun 30 to Oct 7, 2026.","url":"https://etfiq.com/allocation/moderate/","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":4619,"truncated":false,"content":"ETFIQ / Allocation ETFs / Moderate \n \n Rebuilt every trading night. Figures as of Oct 7, 2026 .\n Moderate allocation ETFs: all 18\n All 39 funds Moderate 18 Moderately aggressive 8 Conservative 6 Moderately conservative 6 18 moderate allocation ETFs, placed by ETFIQ from each fund\u2019s 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.\n The 10 largest moderate allocation ETFs\n 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 Jun 30 to Oct 7, 2026 .\n CGBL Capital Group Core Balanced ETF $7.9bn 0.33% \n AOR iShares Core 60/40 Balanced Allocation ETF $3.9bn 0.15% \n RAA SMI 3Fourteen Real Asset Allocation ETF $595m 0.90% \n MDIV Multi-Asset Diversified Income Index Fund $406m 0.71% \n TRTY Cambria Trinity ETF $144m 0.39% \n ITDC iShares LifePath Target Date 2035 ETF $122m 0.10% \n HEFT Hedgeye Fourth Turning ETF $84m 0.70% \n ITDB iShares LifePath Target Date 2030 ETF $81m 0.09% \n GAA Cambria Global Asset Allocation ETF $73m 0.32% \n NDOW Anydrus Advantage ETF $70m 2.11% \n \n Every moderate allocation ETF, largest first\n 18 Moderate 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, May 31 to Jul 31, 2026. Volatility is how much the fund\u2019s daily returns varied, annualised over the years in brackets, where ETFIQ publishes it; data sourced by Tiingo. Source: ETFIQ. Ticker Fund Tracks Stock share Volatility Total return 1Y vs S&P 500 1Y Fee Net assets \n CGBL Capital Group Core Balanced ETF No index (active) 60.5% 9.3% (3Y) +8.6% \u22128.8 pts 0.33% $7.9bn \n AOR iShares Core 60/40 Balanced Allocation ETF 60/40 Balanced Allocation 61.1% 10.0% (10Y) +9.6% \u22127.8 pts 0.15% $3.9bn \n RAA SMI 3Fourteen Real Asset Allocation ETF No index (active) 60.2% not published +12.7% \u22124.7 pts 0.90% $595m \n MDIV Multi-Asset Diversified Income Index Fund not read by ETFIQ 60.0% not published +6.1% \u221211.3 pts 0.71% $406m \n TRTY Cambria Trinity ETF No index (active) 56.8% not published +15.8% \u22121.6 pts 0.39% $144m \n ITDC iShares LifePath Target Date 2035 ETF No index (active) 66.3% not published +9.5% \u22127.9 pts 0.10% $122m \n HEFT Hedgeye Fourth Turning ETF not filed 53.5% not published not published not available 0.70% $84m \n ITDB iShares LifePath Target Date 2030 ETF No index (active) 53.4% not published +7.5% \u22129.9 pts 0.09% $81m \n GAA Cambria Global Asset Allocation ETF No index (active) 51.1% not published +14.8% \u22122.6 pts 0.32% $73m \n NDOW Anydrus Advantage ETF No index (active) 57.5% not published +7.3% \u221210.1 pts 2.11% $70m \n AVMA Avantis Moderate Allocation ETF No index (active) 65.1% not published +13.7% \u22123.7 pts 0.21% $69m \n XRLX FundX Conservative ETF No index (active) 62.2% not published +9.6% \u22127.8 pts 1.20% $49m \n JFLI JPMorgan Flexible Income ETF No index (active) 61.5% not published +12.3% \u22125.1 pts 0.59% $48m \n ALTY Global X Alternative Income ETF not read by ETFIQ 60.3% not published +6.5% \u221210.9 pts 0.50% $45m \n GMOD GMO Dynamic Allocation ETF No index (active) 55.4% not published not published not available 0.50% $39m \n GYLD Arrow Dow Jones Global Yield ETF not read by ETFIQ 59.3% not published +7.8% \u22129.6 pts 0.75% $37m \n FTBI First Trust Balanced Income ETF not read by ETFIQ 61.2% not published +8.0% \u22129.4 pts 0.98% $26m \n RSMV Relative Strength Managed Volatility Strategy ETF No index (active) 65.9% not published +9.5% \u22127.9 pts 0.95% $25m \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, Moderate allocation ETFs: all 18, data as of 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 .\n Other forms Plain ETFIQ, Moderate allocation ETFs: all 18, data as of Oct 7, 2026. https://etfiq.com/allocation/moderate/ APA ETFIQ. (Oct 7, 2026). Moderate allocation ETFs: all 18. Retrieved from https://etfiq.com/allocation/moderate/ Markdown [Moderate allocation ETFs: all 18 (ETFIQ, Oct 7, 2026)](https://etfiq.com/allocation/moderate/)","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, Moderate allocation ETFs: all 18, data as of Oct 7, 2026. https://etfiq.com/allocation/moderate/"}