# Moderately aggressive allocation ETFs: all 8

> ETFIQ covers 8 moderately aggressive allocation ETFs. The largest are AOA ($3.4bn), TBFG ($385m) and OCIO ($168m), as of May 31 to Oct 7, 2026.

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

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

## 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 May 31 to Oct 7, 2026 .

- AOA iShares Core 80/20 Aggressive Allocation ETF $3.4bn 0.15%

- TBFG The Brinsmere Fund - Growth ETF $385m 0.46%

- OCIO ClearShares OCIO ETF $168m 0.65%

- ITDD iShares LifePath Target Date 2040 ETF $122m 0.11%

- RISN Inspire Capital Appreciation ETF $87m 0.72%

- TRND Pacer Trendpilot Fund of Funds ETF $62m 0.77%

- YLDW Westwood Enhanced Income Opportunity ETF $23m 0.79%

- DPRE VIRTUS DUFF & PHELPS REAL ESTATE INCOME ETF $4m 0.59%

### Every moderately aggressive allocation ETF, largest first

| 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 |

### Where to next

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Source: ETFIQ, independent ETF data. Recomputed nightly from public filings and prices.
Cite: ETFIQ, Moderately aggressive allocation ETFs: all 8, data as of Oct 7, 2026. https://etfiq.com/allocation/moderately-aggressive/
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/moderately-aggressive/