These best performing moderate allocation exchange traded funds are sorted based on its 1 year performance up to May 10, 2015.
The best performing moderate allocation ETFs 2015 are:
- iShares Core Growth Allocation ETF (AOR)
- AdvisorShares Global Echo ETF (GIVE)
- Claymore CEF GS Connect ETN (GCE)
- Multi-Asset Diversified Income ETF (MDIV)
- First Trust Strategic Income ETF (FDIV)
- UBS ETRACS Diversified High Income ETN (DVHI)
- AdvisorShares Pring Turner Bus Cycle ETF (DBIZ)
iShares Core Growth Allocation ETFiShares Core Growth Allocation ETF invests in other iShares ETFs to get a broad mix of bonds and global stocks. You can build a diversified core portfolio focused on growth using one low-cost fund. Total net assets are $485 million. Its expense fee is 0.24%. The current share price is $41.33.
More: Best No Load Moderate Allocation Mutual Funds 2012
Morningstar has ranked this exchange traded fund with 3 stars. As one of the best performing moderate allocation ETFs in 2015, it has returned 7.54% over the past 1 year. The average 3 year return is 10.52%.
As of May 2015, the top 5 holdings in its portfolio are:
- iShares Core S&P 500 ETF
- iShares Core Total USD Bond Market ETF
- iShares Core MSCI Europe ETF
- iShares Core MSCI Pacific ETF
- iShares Core US Treasury Bond ETF
Multi-Asset Diversified Income ETFThe Multi-Asset Diversified Income ETF is tracking the NASDAQ Multi-Asset Diversified Income Index. It invests in common stocks, real estate investment trusts (REITs), preferred, MLPs, and exchange traded fund (ETF). Its expense fee is 0.60%. This fund has $1.08 billion of assets. The current yield is 6.12%.
More: Best Retirement Income Mutual Funds 2015
As one of the best performing moderate allocation funds, it has a 1 year annualized return of 1.76%. The past 3 year performance is as follows:
- Year 2015: 1.49% (YTD)
- Year 2014: 8.07%
- Year 2013: 10.68%
Moderate Allocation ETFs Information
|No||Fund Description||Ticker||Expense Ratio||1 Year return %|
|1||iShares Core Growth Allocation||AOR||0.11||8.25|
|2||AdvisorShares Global Echo ETF||GIVE||1.5||6.57|
|3||Claymore CEF GS Connect ETN||GCE||0.95||4.15|
|4||Multi-Asset Diversified Income ETF||MDIV||0.6||2.05|
|5||First Trust Strategic Income ETF||FDIV||0.69||0|
|6||UBS ETRACS Diversified High Income ETN||DVHI||0||-3.07|
|7||AdvisorShares Pring Turner Bus Cycle ETF||DBIZ||1.49||-4.68|