Moderately aggressive allocation ETFs: all 8
8 moderately aggressive allocation ETFs, placed by ETFIQ from each fund’s own filings. A mix of stocks and bonds with more than 70% and up to 85% 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 8 largest moderately aggressive allocation ETFs
ETFIQ covers 8 moderately aggressive allocation ETFs. The largest are AOA ($3.4bn), TBFG ($385m) and OCIO ($168m); fees run 0.11% to 0.79%, as of .
- 1AOA$3.4bn0.15%iShares Core 80/20 Aggressive Allocation ETF
- 2TBFG$385m0.46%The Brinsmere Fund - Growth ETF
- 3OCIO$168m0.65%ClearShares OCIO ETF
- 4ITDD$122m0.11%iShares LifePath Target Date 2040 ETF
- 5RISN$87m0.72%Inspire Capital Appreciation ETF
- 6TRND$62m0.77%Pacer Trendpilot Fund of Funds ETF
- 7YLDW$23m0.79%Westwood Enhanced Income Opportunity ETF
- 8DPRE$4m0.59%VIRTUS DUFF & PHELPS REAL ESTATE INCOME ETF
Every moderately aggressive allocation ETF, largest first
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| Ticker | Fund | Tracks | Stock share | Volatility | Total return 1Y | vs S&P 500 1Y | Fee | Net assets |
|---|---|---|---|---|---|---|---|---|
| AOA | iShares Core 80/20 Aggressive Allocation ETF | not read by ETFIQ | 80.6% | not published | +13.2% | −4.2 pts | 0.15% | $3.4bn |
| TBFG | The Brinsmere Fund - Growth ETF | No index (active) | 75.2% | not published | +12.9% | −4.5 pts | 0.46% | $385m |
| OCIO | ClearShares OCIO ETF | No index (active) | 79.1% | not published | +12.6% | −4.8 pts | 0.65% | $168m |
| ITDD | iShares LifePath Target Date 2040 ETF | No index (active) | 77.0% | not published | +11.6% | −5.8 pts | 0.11% | $122m |
| RISN | Inspire Capital Appreciation ETF | No index (active) | 80.5% | not published | +3.7% | −13.7 pts | 0.72% | $87m |
| TRND | Pacer Trendpilot Fund of Funds ETF | not read by ETFIQ | 79.8% | not published | +12.4% | −5.0 pts | 0.77% | $62m |
| YLDW | Westwood Enhanced Income Opportunity ETF | not filed | 78.4% | not published | not published | not available | 0.79% | $23m |
| DPRE | VIRTUS DUFF & PHELPS REAL ESTATE INCOME ETF | not filed | 71.2% | not published | not published | not available | 0.59% | $4m |
8 Moderately aggressive 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. Source: ETFIQ.
ETFIQ, Moderately aggressive allocation ETFs: all 8, data as of Oct 7, 2026. https://etfiq.com/allocation/moderately-aggressive/
ETFIQ. (Oct 7, 2026). Moderately aggressive allocation ETFs: all 8. Retrieved from https://etfiq.com/allocation/moderately-aggressive/
[Moderately aggressive allocation ETFs: all 8 (ETFIQ, Oct 7, 2026)](https://etfiq.com/allocation/moderately-aggressive/)
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