Strategy

Asset Allocation & Target Risk ETFs

Fund-of-funds that hold a fixed stock/bond mix and rebalance for you. Useful as a whole portfolio in one line; the only real decisions are the equity percentage and whether you want a global or US-only tilt.

Theme performance

Equal-weighted across every fund in this objective

1Y: +10.1%
5Y ann.: +7.8%
10Y ann.: —
All-time ann.: —

Sort5 funds

AOR

iShares Core Growth Allocation ETF

iShares

A 60/40 global portfolio in one ticker, rebalanced automatically.

Fee: 0.15%
AUM: $2.6B
Yield: 2.4%

1Y: +9.6%
5Y ann.: +7.1%
10Y ann.: —
Max ann.: —

AOA

iShares Core Aggressive Allocation ETF

iShares

Roughly 80% equities, 20% bonds — the growth end of the one-ticket range.

Fee: 0.15%
AUM: $2.4B
Yield: 2.1%

1Y: +11.6%
5Y ann.: +8.9%
10Y ann.: —
Max ann.: —

NTSX

WisdomTree US Efficient Core Fund

WisdomTree

90% S&P 500 plus Treasury futures for 60 bonds — a 90/60 portfolio in one fund.

Fee: 0.20%
AUM: $1.6B
Yield: 1.1%

1Y: +13.1%
5Y ann.: +11.6%
10Y ann.: —
Max ann.: —

AOM

iShares Core Moderate Allocation ETF

iShares

Bond-heavy 40/60 mix for investors prioritising stability over growth.

Fee: 0.15%
AUM: $1.3B
Yield: 2.9%

1Y: +7.4%
5Y ann.: +4.6%
10Y ann.: —
Max ann.: —

GAA

Cambria Global Asset Allocation ETF

Cambria

A global multi-asset portfolio including real assets, at a fixed 60/40 risk profile.

Fee: 0.44%
AUM: $50M
Yield: 2.6%

1Y: +8.9%
5Y ann.: +6.9%
10Y ann.: —
Max ann.: —