Moderately conservative allocation ETFs: all 6
6 moderately conservative allocation ETFs, placed by ETFIQ from each fund’s own filings. A mix of stocks and bonds with more than 30% and up to 50% 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 6 largest moderately conservative allocation ETFs
ETFIQ covers 6 moderately conservative allocation ETFs. The largest are AOM ($1.9bn), AOK ($830m) and TBFC ($362m); fees run 0.08% to 1.48%, as of .
Every moderately conservative 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 |
|---|---|---|---|---|---|---|---|---|
| AOM | iShares Core 40/60 Moderate Allocation ETF | not read by ETFIQ | 41.3% | not published | +5.9% | −11.5 pts | 0.15% | $1.9bn |
| AOK | iShares Core 30/70 Conservative Allocation ETF | not read by ETFIQ | 31.1% | not published | +4.1% | −13.3 pts | 0.15% | $830m |
| TBFC | The Brinsmere Fund - Conservative ETF | No index (active) | 42.7% | not published | +6.0% | −11.4 pts | 0.44% | $362m |
| INKM | State StreetIncome Allocation ETF | No index (active) | 44.8% | not published | +4.5% | −12.9 pts | 0.50% | $71m |
| IRTR | iShares LifePath Retirement ETF | No index (active) | 40.2% | not published | +5.5% | −11.9 pts | 0.08% | $60m |
| MFUL | Mindful Conservative ETF | No index (active) | 36.2% | not published | +1.9% | −15.5 pts | 1.48% | $7m |
6 Moderately conservative 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, Jun 30 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 conservative allocation ETFs: all 6, data as of Oct 7, 2026. https://etfiq.com/allocation/moderately-conservative/
ETFIQ. (Oct 7, 2026). Moderately conservative allocation ETFs: all 6. Retrieved from https://etfiq.com/allocation/moderately-conservative/
[Moderately conservative allocation ETFs: all 6 (ETFIQ, Oct 7, 2026)](https://etfiq.com/allocation/moderately-conservative/)
Free to use with attribution for figures ETFIQ computes; issuer data stays under its owner's terms. The underlying files are at Open data.