Multi-Asset & Balanced Portfolio Screener

Asset Allocation ETFs 2026

Discover top asset allocation ETFs. Screen all-in-one target-risk funds combining global equities and fixed income into single-ticker balanced portfolios with automatic rebalancing.

Total Funds

Asset Allocation ETFs tracked

Total AUM

$40.56B

Combined assets under management

Median Yield

2.05%

Trailing 12-month median payout

Average Expense Ratio

0.72%

Lowest fee starts at 0.08% (IRTR)

Asset Allocation ETFs Highlights & Top Assets by AUM

Largest by AUM

CGB

CGBL

Capital Group Core Balanced ETF

AUM $7.87B

Fee 0.33%

3-Mo TR -1.0%

The Capital Group Companies Analyze fund

#2 by AUM

AOR

iShares Trust - iShares Core Growth Allocation ETF

AUM $3.90B

Fee 0.15%

3-Mo TR +0.1%

BlackRock, Inc. Analyze fund

#3 by AUM

AOA

iShares Trust - iShares Core Aggressive Allocation ETF

AUM $3.36B

Fee 0.15%

3-Mo TR +0.4%

BlackRock, Inc. Analyze fund

Asset Allocation ETFs Directory

Showing 1–20 of 84 funds

Ticker / Fund Name	Issuer	Segment	AUM	Expense Ratio	3-Mo TR	Div. Yield (TTM)	Annual Payout	5Y Div Growth	Div Streak	Action
CGB CGBL The Capital Group Companies Capital Group Core Balanced ETF	The Capital Group Companies	Target-outcome allocation funds (US)	$7.87B	0.33%	-1.0%	1.96%	$0.72	-	2 y	Analyze
AOR BlackRock, Inc. iShares Trust - iShares Core Growth Allocation ETF	BlackRock, Inc.	Target-outcome allocation funds (global)	$3.90B	0.15%	+0.1%	2.58%	$1.77	14.96%	4 y	Analyze
AOA AOA BlackRock, Inc. iShares Trust - iShares Core Aggressive Allocation ETF	BlackRock, Inc.	Target-risk allocation funds (global)	$3.36B	0.15%	+0.4%	2.12%	$2.06	13.63%	5 y	Analyze
INC INCM Franklin Templeton Franklin Templeton ETF Trust	Franklin Templeton	Target-outcome allocation funds (global)	$1.96B	0.38%	+1.8%	4.92%	$1.40	-	2 y	Analyze
AOM BlackRock, Inc. iShares Core Moderate Allocation ETF	BlackRock, Inc.	Target-risk allocation funds (global)	$1.87B	0.15%	+0.1%	3.11%	$1.52	16.58%	4 y	Analyze
ALL ALLW State Street SPDR Bridgewater All Weather ETF	State Street	Target-outcome allocation funds (global)	$1.83B	0.85%	-1.1%	4.50%	$1.28	-	-	Analyze
RAA RAAX VanEck VanEck Inflation Allocation ETF	VanEck	Target-outcome allocation funds (global)	$1.42B	0.55%	-2.0%	2.05%	$0.82	-10.13%	1 y	Analyze
RLY RLY State Street SPDR® SSgA Multi-Asset Real Return ETF	State Street	Hedge-fund strategies	$1.40B	0.50%	+2.7%	2.77%	$1.00	13.82%	-	Analyze
DRS DRSK Aptus Holdings LLC Aptus Defined Risk ETF	Aptus Holdings LLC	Target-outcome allocation funds (US)	$1.39B	0.79%	-2.8%	2.94%	$0.80	6.55%	3 y	Analyze
AOK BlackRock, Inc. iShares Core Conservative Allocation ETF	BlackRock, Inc.	Target-risk allocation funds (global)	$847.74M	0.15%	-0.2%	3.25%	$1.31	10.07%	4 y	Analyze
SFT SFTY Horizon Investments LLC Horizon Funds Horizon Managed Risk ETF	Horizon Investments LLC	Target-outcome allocation funds (US)	$816.73M	0.77%	+2.8%	0.17%	$0.05	-	-	Analyze
SFT SFTX Horizon Investments LLC Horizon Funds	Horizon Investments LLC	Target-outcome allocation funds (global)	$777.84M	0.82%	-1.3%	0.21%	$0.06	-	-	Analyze
HND HNDL Rational Advisors Inc. Strategy Shares Nasdaq 7 Handl™ Index ETF	Rational Advisors Inc.	Target-outcome allocation funds (US)	$631.43M	0.94%	-1.3%	6.71%	$1.45	0.39%	2 y	Analyze
RAA RAA 3Fourteen & SMI Advisory Services LLC SMI 3Fourteen REAL Asset Allocation ETF	3Fourteen & SMI Advisory Services LLC	Target-outcome allocation funds (global)	$615.10M	0.90%	+1.6%	1.67%	$0.50	-	-	Analyze
ELM ELM Cygnet Capital LLC Series Portfolios Trust	Cygnet Capital LLC	Target-outcome allocation funds (global)	$597.33M	0.24%	+0.2%	0.45%	$0.13	-	-	Analyze
PRA PRAE PlanRock Wealth Management LLC Northern Lights Fund Trust III	PlanRock Wealth Management LLC	Target-outcome allocation funds (global)	$557.09M	1.49%	+2.3%	0.68%	$0.28	-	1 y	Analyze
TOA TOAO Twin Oak Holdings LP TOAO	Twin Oak Holdings LP	Target-outcome allocation funds (global)	$445.99M	0.95%	+0.8%	0.00%	-	-	-	Analyze
MDA MDAA Myriad Asset Management Advisors LLC Series Portfolios Trust	Myriad Asset Management Advisors LLC	Target-outcome allocation funds (global)	$444.66M	0.97%	-2.7%	0.39%	$0.46	-	-	Analyze
MDI MDIV First Trust First Trust Multi-Asset Diversified Income Index Fund	First Trust	Target-outcome allocation funds (US)	$410.33M	0.71%	-2.7%	6.69%	$1.06	6.08%	4 y	Analyze
TBF TBFG Estate Counselors LLC ETF Series Solutions	Estate Counselors LLC	Target-outcome allocation funds (global)	$383.85M	0.46%	-0.3%	2.00%	$0.65	-	1 y	Analyze
AGO AGOX Adaptive Investments Adaptive Alpha Opportunities ETF	Adaptive Investments	Target-outcome allocation funds (global)	$375.27M	1.36%	-1.2%	2.76%	$0.92	-	-	Analyze
TBF TBFC Estate Counselors LLC The Brinsmere Fund - Conservative ETF	Estate Counselors LLC	Target-risk allocation funds (global)	$356.63M	0.44%	-1.1%	2.44%	$0.70	-	1 y	Analyze
MRS MRSK Toews Corp. Northern Lights Fund Trust	Toews Corp.	Large-cap stocks (US)	$326.65M	0.98%	+2.4%	0.35%	$0.14	-49.45%	-	Analyze
GAL GAL State Street SPDR® SSgA Global Allocation ETF	State Street	Target-outcome allocation funds (global)	$319.36M	0.35%	-	2.70%	$1.41	13.41%	2 y	Analyze
TAC TACK Cary Street Partners Financial LLC /VA/ Fairlead Tactical Sector Fund	Cary Street Partners Financial LLC /VA/	Target-outcome allocation funds (global)	$294.86M	0.69%	+1.0%	6.43%	$2.02	-	3 y	Analyze
TRT TRTY Cambria Investment Management LP Cambria Trinity ETF	Cambria Investment Management LP	Target-outcome allocation funds (global)	$286.19M	0.39%	+2.1%	2.23%	$0.70	10.73%	-	Analyze
AAA AAAA Alpha Architect Amplius Aggressive Asset Allocation ETF	Alpha Architect	Target-risk allocation funds (global)	$282.78M	0.49%	-	1.12%	$0.34	-	-	Analyze
MPR MPRO Kingsview Partners LLC Northern Lights Fund Trust IV - Monarch ProCap ETF	Kingsview Partners LLC	Target-outcome allocation funds (global)	$253.93M	1.03%	+2.2%	1.40%	$0.44	-	4 y	Analyze
TSP TSPX Twin Oak Holdings LP Twin Oak Active Opportunities ETF	Twin Oak Holdings LP	Target-outcome allocation funds (global)	$246.03M	1.04%	+2.0%	1.96%	$0.59	-	-	Analyze
HEC HECA S.C.M. Edge, LLC ETF Opportunities Trust	S.C.M. Edge, LLC	Target-outcome allocation funds (global)	$240.74M	0.81%	-2.2%	2.05%	$0.56	-	-	Analyze
WAM WAMA WisdomTree, Inc. WisdomTree US Adaptive Moving Average Fund	WisdomTree, Inc.	Target-outcome allocation funds (US)	$204.25M	0.32%	+2.5%	0.67%	$0.18	-	-	Analyze
NDA NDAA TFG Parent Holdings LLC Ned Davis Research 360 Dynamic Allocation ETF	TFG Parent Holdings LLC	Target-outcome allocation funds (global)	$197.72M	0.65%	-0.3%	2.47%	$0.59	-	1 y	Analyze
LEX LEXI Alexis Investment Partners LLC Alexis Practical Tactical ETF	Alexis Investment Partners LLC	Target-outcome allocation funds (global)	$196.97M	1.02%	-0.7%	0.83%	$0.34	-	-	Analyze
MAM MAMB Kingsview Partners LLC Northern Lights Fund Trust IV - Monarch Ambassador Income ETF	Kingsview Partners LLC	Target-outcome allocation funds (global)	$195.14M	1.15%	-0.5%	2.12%	$0.49	-	4 y	Analyze
GDM GDMA Alpha Architect Alpha Architect Gdsdn Dynmc Mlt-Asst ETF	Alpha Architect	Target-outcome allocation funds (global)	$193.93M	0.75%	-2.8%	2.65%	$1.08	40.89%	1 y	Analyze
AHL AHLT American Beacon Advisors, Inc. American Beacon Select Funds	American Beacon Advisors, Inc.	Target-outcome allocation funds (global)	$187.30M	0.96%	+1.3%	1.44%	$0.45	-	-	Analyze
MVF MVFG Kingsview Partners LLC Northern Lights Fund Trust IV - Monarch Volume Factor Global Unconstrained Index ETF	Kingsview Partners LLC	Target-outcome allocation funds (global)	$185.20M	1.41%	-0.6%	1.55%	$0.52	-	-	Analyze
MSM MSMR Aptus Holdings LLC ETF Series Solutions - McElhenny Sheffield Managed Risk ETF	Aptus Holdings LLC	Target-outcome allocation funds (US)	$181.64M	1.06%	+0.8%	2.13%	$0.73	42.89%	-	Analyze
EDG EDGH 3EDGE Asset Management LP The Advisors’ Inner Circle Fund II	3EDGE Asset Management LP	Target-outcome allocation funds (global)	$181.47M	1.01%	-0.1%	1.06%	$0.36	-	-	Analyze
OCI OCIO ClearShares LLC ClearShares OCIO ETF	ClearShares LLC	Target-outcome allocation funds (global)	$171.29M	0.65%	+0.3%	9.02%	$3.40	32.55%	1 y	Analyze
MOO MOOD Alpha Architect Relative Sentiment Tactical Allocation ETF	Alpha Architect	Target-outcome allocation funds (global)	$163.28M	0.77%	+1.4%	0.35%	$0.15	-	-	Analyze
END ENDW Alpha Architect Cambria Endowment Style ETF	Alpha Architect	Target-outcome allocation funds (global)	$161.99M	0.22%	+1.4%	1.92%	$0.65	-	-	Analyze
TFP TFPN TFG Parent Holdings LLC Tidal Trust II	TFG Parent Holdings LLC	Target-outcome allocation funds (global)	$160.10M	1.13%	-2.3%	0.00%	-	-	-	Analyze
PPI PPI AXS Investments Investment Managers Series Trust II	AXS Investments	Target-outcome allocation funds (global)	$155.81M	0.57%	-7.3%	1.47%	$0.29	-	1 y	Analyze
SWA SWAN Amplify Investments Amplify BlackSwan Growth & Treasury Core ETF	Amplify Investments	Target-outcome allocation funds (US)	$152.88M	0.49%	-0.9%	2.60%	$0.83	-5.63%	1 y	Analyze
ONO ONOF Mirae Asset Global Investments Co., Ltd. Global X Adaptive U.S. Risk Management ETF	Mirae Asset Global Investments Co., Ltd.	Target-outcome allocation funds (US)	$143.05M	0.39%	+2.3%	1.21%	$0.49	-	2 y	Analyze
HID HIDE Alpha Architect Alpha Architect High Inflation and Deflation ETF	Alpha Architect	Target-outcome allocation funds (global)	$140.70M	0.29%	-0.2%	2.94%	$0.72	-	1 y	Analyze
MVF MVFD Kingsview Partners LLC Northern Lights Fund Trust IV - Monarch Volume Factor Dividend Tree Index ETF	Kingsview Partners LLC	Target-outcome allocation funds (US)	$136.34M	1.10%	+8.0%	1.19%	$0.36	-	1 y	Analyze
IYL IYLD BlackRock, Inc. iShares Morningstar Multi-Asset Income ETF	BlackRock, Inc.	Target-outcome allocation funds (global)	$127.63M	0.50%	-1.0%	4.44%	$0.96	-3.16%	-	Analyze
ITD ITDD BlackRock, Inc. Ishares Lifepath Target Date 2040 ETF	BlackRock, Inc.	Target-date 2040 funds (multi-asset)	$125.77M	0.11%	+0.1%	1.68%	$0.64	-	2 y	Analyze
ITD ITDC BlackRock, Inc. iShares Trust	BlackRock, Inc.	Target-date 2035 funds (multi-asset)	$123.19M	0.10%	+0.1%	1.89%	$0.69	-	2 y	Analyze
CVY Invesco Invesco Zacks Multi-Asset Income ETF	Invesco	Target-outcome allocation funds (global)	$119.62M	1.15%	-1.3%	3.31%	$0.94	13.80%	1 y	Analyze
BLU BLUI Exchange Traded Concepts Exchange Traded Concepts Trust	Exchange Traded Concepts	Target-outcome allocation funds (global)	$119.32M	0.67%	-1.7%	5.00%	$1.24	-	1 y	Analyze
ITD ITDE BlackRock, Inc. iShares Trust	BlackRock, Inc.	Target-date 2045 funds (multi-asset)	$108.59M	0.11%	+0.2%	1.68%	$0.67	-	2 y	Analyze
TDS TDSC Exchange Traded Concepts Cabana Target Drawdown 10 ETF	Exchange Traded Concepts	Target-outcome allocation funds (global)	$104.77M	0.86%	+2.9%	0.95%	$0.27	40.92%	5 y	Analyze
ITD ITDF BlackRock, Inc. iShares Trust	BlackRock, Inc.	Target-date 2050 funds (multi-asset)	$100.28M	0.11%	+0.2%	1.47%	$0.61	-	2 y	Analyze
CLS CLSM Exchange Traded Concepts Cabana Target Leading Sector Moderate ETF	Exchange Traded Concepts	Target-risk allocation funds (global)	$98.01M	0.82%	+1.9%	0.75%	$0.21	-	-	Analyze
AVM AVMA American Century Investments American Century ETF Trust	American Century Investments	Target-risk allocation funds (global)	$94.89M	0.21%	-0.3%	2.04%	$1.47	-	2 y	Analyze
THY THY Toews Corp. Northern Lights Fund Trust	Toews Corp.	Target-outcome allocation funds (global)	$89.71M	1.04%	-0.9%	4.75%	$1.01	9.55%	3 y	Analyze
TUG TUGN Shelton Capital Management STF Tactical Growth & Income ETF	Shelton Capital Management	Target-outcome allocation funds (US)	$85.48M	0.65%	+3.9%	10.41%	$2.85	-	3 y	Analyze
ITD ITDB BlackRock, Inc. iShares Trust	BlackRock, Inc.	Target-date 2030 funds (multi-asset)	$82.48M	0.10%	+0.1%	1.95%	$0.68	-	2 y	Analyze
GMO GMOM Cambria Investment Management LP Cambria Global Momentum ETF	Cambria Investment Management LP	Target-outcome allocation funds (global)	$80.87M	1.01%	+4.1%	1.52%	$0.58	25.82%	2 y	Analyze
GAA GAA Cambria Investment Management LP Cambria Global Asset Allocation ETF	Cambria Investment Management LP	Target-outcome allocation funds (global)	$80.08M	0.32%	+0.7%	2.66%	$0.93	11.56%	2 y	Analyze
WIM WIMA WisdomTree, Inc. WisdomTree International Adaptive Moving Average Fund	WisdomTree, Inc.	Target-outcome allocation funds (developed markets ex-North America)	$79.16M	0.42%	-0.4%	2.70%	$1.14	-	-	Analyze
AMA AMAX Adaptive Investments Adaptive Hedged Multi-Asset Income ETF	Adaptive Investments	Target-outcome allocation funds (global)	$78.78M	1.37%	+0.3%	12.20%	$0.90	-	2 y	Analyze
WLT WLTG WealthTrust Asset Management LLC WealthTrust DBS Long Term Growth ETF	WealthTrust Asset Management LLC	Target-outcome allocation funds (global)	$77.68M	0.74%	+0.3%	4.07%	$1.54	-	1 y	Analyze
DDX DDX Alpha Architect Defined Duration 10 ETF	Alpha Architect	Target-outcome allocation funds (global)	$75.68M	0.25%	+0.1%	2.53%	$0.62	-	4 y	Analyze
SUR SURI Simplify Simplify Propel Opportunities ETF	Simplify	Target-outcome allocation funds (global)	$74.32M	2.56%	-3.7%	11.63%	$2.04	-	-	Analyze
NDO NDOW Belpointe Anydrus Advantage ETF	Belpointe	Target-outcome allocation funds (global)	$73.47M	2.11%	-1.9%	1.20%	$0.34	-	1 y	Analyze
MFU MFUT TFG Parent Holdings LLC MFUT	TFG Parent Holdings LLC	Target-outcome allocation funds (global)	$73.13M	0.89%	+0.1%	0.00%	-	-	-	Analyze
NEL NELS Belpointe NELS	Belpointe	Target-outcome allocation funds (global)	$71.93M	1.69%	+0.7%	0.00%	-	-	-	Analyze
PBL PBL Prudential PGIM ETF Trust - PGIM Portfolio Ballast ETF	Prudential	Target-outcome allocation funds (US)	$71.74M	0.45%	+0.7%	2.05%	$0.68	-	-	Analyze
INK INKM State Street SPDR® SSgA Income Allocation ETF	State Street	Target-outcome allocation funds (global)	$69.98M	0.50%	-0.9%	4.83%	$1.59	5.07%	2 y	Analyze
RIS RISN Inspire Impact Group LLC Inspire Tactical Balanced ESG ETF	Inspire Impact Group LLC	Target-outcome allocation funds (US)	$69.08M	0.72%	-0.6%	1.09%	$0.32	2.61%	-	Analyze
ITD ITDG BlackRock, Inc. Ishares Lifepath Target Date 2055 ETF	BlackRock, Inc.	Target-date 2055 funds (multi-asset)	$69.01M	0.12%	+0.3%	1.42%	$0.60	-	2 y	Analyze
LCR LCR The Leuthold Group LLC Leuthold Core ETF	The Leuthold Group LLC	Target-outcome allocation funds (global)	$65.87M	0.83%	+2.1%	1.30%	$0.52	24.38%	-	Analyze
IRT IRTR BlackRock, Inc. iShares Trust	BlackRock, Inc.	Target-outcome allocation funds (global)	$59.93M	0.08%	-	3.00%	$0.94	-	2 y	Analyze
PLG PLGI Belpointe PL Growth and Income ETF	Belpointe	Target-outcome allocation funds (US)	$58.51M	1.25%	+3.8%	0.69%	$0.18	-	-	Analyze
PVE PVEX Truemark Group LLC TrueShares ConVex Protect ETF	Truemark Group LLC	Target-outcome allocation funds (US)	$58.19M	0.82%	-0.3%	0.17%	$0.05	-	-	Analyze
QVO QVOY Q3 Asset Management Corp. Ultimus Managers Trust - Q3 Active Rotation ETF	Q3 Asset Management Corp.	Target-outcome allocation funds (global)	$57.71M	1.32%	-4.2%	0.59%	$0.17	-	2 y	Analyze
DSC DSCF Alpha Architect Discipline Fund ETF	Alpha Architect	Target-outcome allocation funds (global)	$57.35M	0.25%	+4.0%	0.00%	-	-	4 y	Analyze
LCO LCO TFG Parent Holdings LLC Tidal Trust IV	TFG Parent Holdings LLC	Target-outcome allocation funds (global)	$55.91M	1.13%	-3.7%	0.00%	-	-	-	Analyze
XXV XXV Simplify Simplify Ancorato Target 25 Distribution ETF	Simplify	Target-outcome allocation funds (US)	$53.75M	0.85%	+2.2%	25.60%	$5.88	-	1 y	Analyze
XFL XFLX Merchant Investment Management LLC FundX Investment Trust	Merchant Investment Management LLC	Aggregate bonds (global)	$49.92M	0.97%	-0.4%	9.75%	$2.19	-	2 y	Analyze

Data as of November 2026. Ranked by AUM. This list was compiled by the Snowball Analytics team from publicly available sources. It may be incomplete, and figures may be delayed or contain errors; check them against the fund’s or company’s own documents. Inclusion in the list is not a recommendation to buy, sell or hold any security and is not investment advice. Past performance does not predict future results. This list is general information, not personalised to your circumstances. Snowball Analytics is a portfolio tracking tool, not a broker-dealer or investment adviser. Investing involves risk, including loss of principal.

Understanding Asset Allocation ETFs: All-in-One Balanced Portfolios

Asset Allocation ETFs (also called target-risk or balanced ETFs) hold pre-set proportions of global equities and fixed income within a single tradeable security. They provide automatic institutional-grade rebalancing, eliminating the need to manage multiple separate index funds.

Core Strategies & Segment Breakdowns

Classic 60/40 Balanced Portfolios

Flagship funds like AOR holding approximately 60% global equities for capital growth and 40% bonds for income and ballast.

Aggressive Growth 80/20 Blends

Strategies like AOA allocating 80% to equities and 20% to bonds for long-horizon investors seeking maximum compounding.

Conservative 30/70 Capital Preservation

Targeted for retirees, funds like AOK allocate 70% to high-grade debt and 30% to conservative equities to limit drawdown risk.

How to Evaluate Asset Allocation ETFs (Investor Checklist)

Verify Underlying Fund Fees: Check whether the asset allocation ETF charges an additional management layer or simply aggregates underlying ETF fees.
Assess Rebalancing Discipline: Automatic rebalancing ensures the portfolio consistently trims appreciated asset classes to maintain targeted risk boundaries.
Examine Global Geographic Diversification: Ensure the equity sleeve holds both US and international developed/emerging markets for true global risk distribution.

Frequently Asked Questions About Asset Allocation ETFs

What is the primary advantage of an Asset Allocation ETF?

Asset Allocation ETFs provide a complete, globally diversified portfolio of stocks and bonds in a single ticker, handling ongoing rebalancing automatically without tax friction.

What are the common risk models available?

Standard models include Conservative (30% equity / 70% bond), Moderate (60% equity / 40% bond), and Aggressive Growth (80% equity / 20% bond).

Which Asset Allocation ETFs currently have the highest AUM?

In this category, Capital Group Core Balanced ETF (CGBL) leads with over $7.87B in Assets Under Management, offered by The Capital Group Companies.

How do asset allocation ETFs compare to target-date mutual funds?

Asset allocation ETFs maintain a fixed risk profile indefinitely rather than automatically shifting more conservative over time like target-date funds.

How can I track my Asset Allocation ETFs with Snowball Analytics?

Snowball Analytics connects directly to your brokerage accounts to automatically track dividend payouts, calculate time-weighted and money-weighted returns (TWR and IRR) against benchmarks, model sector weighting, and monitor risk metrics across all your Asset Allocation ETFs holdings in one unified portfolio dashboard.

Explore More ETF Topics & Categories

High Dividend ETFs

Above-average yield & dividend growth

Income

ESG ETFs

Sustainable & ESG screened

ESG

Growth ETFs

Tech & capital appreciation

Growth

Value ETFs

Deep value & fundamental multiples

Value

Low Volatility ETFs

Factor tilt & risk mitigation

Factor

Short-Term Bond ETFs

Treasury bills & capital preservation

Bonds

Municipal Bond ETFs

Tax-exempt state & city debt

Muni

Inflation-Protected ETFs

TIPS & real yield purchasing power

Bonds

High Yield Bond ETFs

Corporate credit & junk bond yield

Credit

Investment Grade Bond ETFs

AAA-BBB corporate & aggregate debt

Bonds

Build Your Personalized Asset Allocation ETFs Portfolio

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