# Moderate allocation ETFs: all 18, largest first

> 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.

Data as of Oct 7, 2026. Rebuilt every trading night.

Rebuilt every trading night. Figures as of Oct 7, 2026 .

## 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 Jun 30 to Oct 7, 2026 .

- CGBL Capital Group Core Balanced ETF $7.9bn 0.33%

- AOR iShares Core 60/40 Balanced Allocation ETF $3.9bn 0.15%

- RAA SMI 3Fourteen Real Asset Allocation ETF $595m 0.90%

- MDIV Multi-Asset Diversified Income Index Fund $406m 0.71%

- TRTY Cambria Trinity ETF $144m 0.39%

- ITDC iShares LifePath Target Date 2035 ETF $122m 0.10%

- HEFT Hedgeye Fourth Turning ETF $84m 0.70%

- ITDB iShares LifePath Target Date 2030 ETF $81m 0.09%

- GAA Cambria Global Asset Allocation ETF $73m 0.32%

- NDOW Anydrus Advantage ETF $70m 2.11%

### Every moderate allocation ETF, largest first

| 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 |

### Where to next

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Source: ETFIQ, independent ETF data. Recomputed nightly from public filings and prices.
Cite: ETFIQ, Moderate allocation ETFs: all 18, data as of Oct 7, 2026. https://etfiq.com/allocation/moderate/
Licence: https://etfiq.com/license/ Figures ETFIQ computes are free to use with attribution: ETFIQ (etfiq.com). Issuer data stays under its owner's terms.
HTML: https://etfiq.com/allocation/moderate/