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Target Risk ETFs

These funds of funds offer exposure to all of the main building blocks of a fully diversified portfolio. The managers automatically shift the fund’s allocation gradually over time to become gradually less risky as retirement approaches. (The year in the fund’s name corresponds approximately to the investor’s retirement date.)

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Name
Ticker
Morningstar Category
Fund Size
Adjusted Expense Ratio
Total Return Rank in Category
3 Year
Total Return Rank in Category
5 Year
Total Return Rank in Category
10 Year
Management Style
iShares Currency Hedged MSCI EAFE ETFHEFAForeign Large Blend6.88 Bil0.350%111Passive
FT Vest Laddered Buffer ETFBUFROptions Trading4.06 Bil1.050%20Active
First Trust Dorsey Wright Focus 5 ETFFVMid-Cap Blend3.66 Bil0.900%1042Passive
iShares Core Growth Allocation ETFAORModerate Allocation2.02 Bil0.150%576361Passive
iShares Core Aggressive Allocation ETFAOAGlobal Allocation1.88 Bil0.150%1963Passive
Main Sector Rotation ETFSECTLarge Blend1.67 Bil0.770%4559Active
iShares Core Moderate Allocation ETFAOMModerately Conservative Allocation1.38 Bil0.150%424538Passive
iShares Russell 2500 ETFSMMDSmall Blend1.09 Bil0.150%5842Passive
Vanguard Total Corporate Bond ETFVTCCorporate Bond972.83 Mil0.040%6368Passive
CCM Global Equity ETFCCMGGlobal Large-Stock Blend866.06 Mil0.340%Active
FT Vest Laddered Deep Buffer ETFBUFDOptions Trading848.50 Mil1.050%65Active
Strategy Shares Nasdaq 7 Handl™ ETFHNDLModerately Conservative Allocation831.00 Mil0.960%4742Passive
Vanguard Total World Bond ETFBNDWGlobal Bond-USD Hedged777.33 Mil0.050%6972Passive
Invesco CEF Income Composite ETFPCEFGlobal Allocation744.88 Mil3.080%757026Passive
Day Hagan/Ned Davis Rsrch Smrt Sect ETFSSUSLarge Blend622.76 Mil0.790%81Active
iShares Core Conservative Allocation ETFAOKModerately Conservative Allocation593.96 Mil0.150%748073Passive
FT Vest Laddered Nasdaq Buffer ETFBUFQOptions Trading579.47 Mil1.100%Active
IQ Hedge Multi-Strategy Tracker ETFQAIMultistrategy558.10 Mil0.780%787576Passive
SPDR® SSGA US Sector Rotation ETFXLSRLarge Blend517.72 Mil0.700%7970Active
Main BuyWrite ETFBUYWDerivative Income449.81 Mil1.290%3055Active
Amplify High Income ETFYYYTactical Allocation445.18 Mil4.600%534425Passive
iShares Currency Hedged MSCI Eurozn ETFHEZUEurope Stock444.01 Mil0.530%36Passive
NEOS Enhanced Income CA Alt ETFCSHIUltrashort Bond436.11 Mil0.380%Active
Innovator Laddered Allc Pwr Bfr ETF™BUFFOptions Trading421.78 Mil0.890%3266Passive
iShares Currency Hedged MSCI Japan ETFHEWJJapan Stock379.69 Mil0.500%121817Passive
Dimensional World Equity ETFDFAWGlobal Large-Stock Blend377.15 Mil0.250%Active
Avantis All Equity Markets ETFAVGEGlobal Large-Stock Blend354.33 Mil0.230%Active
ALPS Equal Sector Weight ETFEQLLarge Blend340.74 Mil0.250%557072Passive
iShares Interest Rate Hedged Corp Bd ETFLQDHUltrashort Bond337.09 Mil0.230%11Passive
Pacer Swan SOS Fund of Funds ETFPSFFOptions Trading332.92 Mil0.880%17Active
The Brinsmere Fund - Conservative ETFTBFCTactical Allocation280.58 Mil0.410%Active
The Brinsmere Fund - Growth ETFTBFGTactical Allocation274.47 Mil0.420%Active
SPDR® SSGA Fixed Inc Sect Rotation ETFFISRIntermediate Core-Plus Bond255.33 Mil0.500%9396Active
Adaptive Alpha Opportunities ETFAGOXTactical Allocation254.24 Mil1.390%4362Active
Swan Hedged Equity US Large Cap ETFHEGDOptions Trading248.49 Mil0.880%57Active
Cabana Target Drawdown 10 ETFTDSCTactical Allocation245.03 Mil0.830%78Active
iShares Interest Rate Hdg Hi Yld Bd ETFHYGHHigh Yield Bond243.04 Mil0.520%19Passive
VanEck CEF Municipal Income ETFXMPTHigh Yield Muni228.56 Mil1.820%1009866Passive
iShares Currency Hdgd MSCI ACWI exUS ETFHAWXForeign Large Blend221.77 Mil0.350%25Passive
Fairlead Tactical SectorTACKTactical Allocation208.79 Mil0.760%Active
FT Cboe Vest Buffered Allocation Gr ETFBUFGOptions Trading206.57 Mil1.050%Active
Simplify Aggregate Bond ETFAGGHIntermediate Core Bond199.84 Mil0.330%Active
First Trust Dorsey Wright Intl Foc 5IFVForeign Large Blend193.29 Mil1.030%9896Passive
Saba Closed-End Funds ETFCEFSTactical Allocation192.38 Mil4.420%110Active
Cabana Target Leading Sector Mod ETFCLSMModerate Allocation183.16 Mil0.790%Active
iShares Yield Optimized Bond ETFBYLDIntermediate Core-Plus Bond178.65 Mil0.190%31213Passive
Aptus International Enhanced Yield ETFIDUBLong-Short Equity173.89 Mil0.450%Active
FlexShares Core Select Bond ETFBNDCIntermediate Core Bond166.93 Mil0.350%7443Active
iShares Currency Hedged MSCI Em Mkts ETFHEEMDiversified Emerging Mkts159.74 Mil0.700%4141Passive
First Trust Dorsey Wright Dynamic Foc 5FVCMid-Cap Blend158.39 Mil0.840%9095Passive

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