{"url":"https://etfiq.com/learn/what-is-an-allocation-etf","section":"learn","title":"What is an allocation ETF? | ETFIQ","description":"As of Nov 4, 2026, ETFIQ covers 60 allocation ETFs that mix stocks and bonds, at a median fee of 0.56%; 29 are moderate. Updated every trading night.","as_of":"Nov 4, 2026","structured_data":[{"@type":"Article","@id":"https://etfiq.com/learn/what-is-an-allocation-etf#article","headline":"What is an allocation ETF?","description":"As of Nov 4, 2026, ETFIQ covers 60 allocation ETFs that mix stocks and bonds, at a median fee of 0.56%; 29 are moderate.","url":"https://etfiq.com/learn/what-is-an-allocation-etf","mainEntityOfPage":"https://etfiq.com/learn/what-is-an-allocation-etf","dateModified":"2026-11-04","datePublished":"2026-11-04","author":{"@type":"Organization","name":"ETFIQ Research","url":"https://etfiq.com"},"publisher":{"@type":"Organization","name":"ETFIQ Research","url":"https://etfiq.com"},"about":"What is an allocation ETF?","inLanguage":"en"},{"@type":"FAQPage","@id":"https://etfiq.com/learn/what-is-an-allocation-etf#questions","mainEntity":[{"@type":"Question","name":"Does an allocation ETF rebalance?","acceptedAnswer":{"@type":"Answer","text":"Most do, on a schedule they state. The fund page shows the mix as filed."}},{"@type":"Question","name":"How is a fund of funds measured?","acceptedAnswer":{"@type":"Answer","text":"Read through to what its underlying funds own, stock by stock."}},{"@type":"Question","name":"Is the band advice?","acceptedAnswer":{"@type":"Answer","text":"No. It describes the fund\u2019s stock share today."}}]},{"@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"name":"ETFIQ","item":"https://etfiq.com/"},{"@type":"ListItem","position":2,"name":"Learn","item":"https://etfiq.com/learn/"},{"@type":"ListItem","position":3,"name":"What is an allocation ETF?","item":"https://etfiq.com/learn/what-is-an-allocation-etf"}]},{"@type":"WebPage","name":"What is an allocation ETF?","description":"As of Nov 4, 2026, ETFIQ covers 60 allocation ETFs that mix stocks and bonds, at a median fee of 0.56%; 29 are moderate. Updated every trading night.","url":"https://etfiq.com/learn/what-is-an-allocation-etf","dateModified":"2026-11-04","isPartOf":{"@type":"WebSite","name":"ETFIQ","url":"https://etfiq.com"},"speakable":{"@type":"SpeakableSpecification","cssSelector":[".lede",".faq"]},"publisher":{"@id":"https://etfiq.com/#org"}}],"characters":1910,"truncated":false,"content":"ETFIQ / Learn / What is an allocation ETF? \n \n What is an allocation ETF?\n Data as of Nov 4, 2026. Rebuilt every trading night.\n As of Nov 4, 2026, ETFIQ covers 60 allocation ETFs that mix stocks and bonds, at a median fee of 0.56%; 29 are moderate.\n \n In plain words\n An allocation ETF owns a mix of stocks and bonds in one fund; many do it by owning other ETFs, so the mix is the sum of what those own.\n ETFIQ bands each fund by look-through stock share: 15 to 30% conservative, 30 to 50% moderately conservative, 50 to 70% moderate, 70 to 85% moderately aggressive, over 85% aggressive. Of 60 funds, 29 are moderate and 13 moderately aggressive; the median fee is 0.56%. The band is the share measured today, which can drift from the stated mix. A fund with under 10% in true bonds is not counted.\n Questions\n Does an allocation ETF rebalance? Most do, on a schedule they state. The fund page shows the mix as filed.\n How is a fund of funds measured? Read through to what its underlying funds own, stock by stock.\n Is the band advice? No. It describes the fund\u2019s stock share today.\n Where to next\n Allocation ETFs Screener: filter every ETF ETF Models What is an ETF? How do you see what an ETF really owns? What is bond ETF duration? All ETF explainers How ETFIQ computes these numbers \n Cite this page. ETFIQ, What is an allocation ETF?, data as of Nov 4, 2026. https://etfiq.com/learn/what-is-an-allocation-etf Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms. The underlying files are at Open data .\n Other forms Plain ETFIQ, What is an allocation ETF?, data as of Nov 4, 2026. https://etfiq.com/learn/what-is-an-allocation-etf APA ETFIQ. (Nov 4, 2026). What is an allocation ETF?. Retrieved from https://etfiq.com/learn/what-is-an-allocation-etf Markdown [What is an allocation ETF? (ETFIQ, Nov 4, 2026)](https://etfiq.com/learn/what-is-an-allocation-etf)","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":"Data ETFIQ computes is free to use with attribution: ETFIQ (etfiq.com). Issuer data stays under its owner's terms.","citation":"ETFIQ, What is an allocation ETF?, data as of Nov 4, 2026. https://etfiq.com/learn/what-is-an-allocation-etf"}