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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 Blend6.96 Bil0.350%111Passive
FT Vest Laddered Buffer ETFBUFROptions Trading4.27 Bil1.050%6Active
First Trust Dorsey Wright Focus 5 ETFFVMid-Cap Blend3.67 Bil0.900%1352Passive
iShares Core Growth Allocation ETFAORModerate Allocation2.03 Bil0.150%566358Passive
iShares Core Aggressive Allocation ETFAOAGlobal Allocation1.90 Bil0.150%1952Passive
Main Sector Rotation ETFSECTLarge Blend1.69 Bil0.770%4659Active
iShares Core Moderate Allocation ETFAOMModerately Conservative Allocation1.38 Bil0.150%404738Passive
iShares Russell 2500 ETFSMMDSmall Blend1.09 Bil0.150%5847Passive
Vanguard Total Corporate Bond ETFVTCCorporate Bond978.76 Mil0.040%6167Passive
FT Vest Laddered Deep Buffer ETFBUFDOptions Trading879.06 Mil1.050%63Active
CCM Global Equity ETFCCMGGlobal Large-Stock Blend871.69 Mil0.340%Active
Strategy Shares Nasdaq 7 Handl™ ETFHNDLModerately Conservative Allocation817.11 Mil0.960%4449Passive
Vanguard Total World Bond ETFBNDWGlobal Bond-USD Hedged810.99 Mil0.050%7178Passive
Invesco CEF Income Composite ETFPCEFGlobal Allocation747.79 Mil3.080%766325Passive
FT Vest Laddered Nasdaq Buffer ETFBUFQOptions Trading615.93 Mil1.100%Active
Day Hagan/Ned Davis Rsrch Smrt Sect ETFSSUSLarge Blend607.40 Mil0.790%80Active
iShares Core Conservative Allocation ETFAOKModerately Conservative Allocation589.45 Mil0.150%728274Passive
IQ Hedge Multi-Strategy Tracker ETFQAIMultistrategy560.31 Mil0.780%797376Passive
SPDR® SSGA US Sector Rotation ETFXLSRLarge Blend529.09 Mil0.700%7970Active
Main BuyWrite ETFBUYWDerivative Income457.72 Mil1.290%2255Active
iShares Currency Hedged MSCI Eurozn ETFHEZUEurope Stock457.66 Mil0.530%35Passive
Amplify High Income ETFYYYTactical Allocation447.20 Mil4.600%594426Passive
NEOS Enhanced Income CA Alt ETFCSHIUltrashort Bond441.77 Mil0.380%Active
Innovator Laddered Allc Pwr Bfr ETF™BUFFOptions Trading431.20 Mil0.890%1072Passive
Dimensional World Equity ETFDFAWGlobal Large-Stock Blend395.20 Mil0.250%Active
iShares Currency Hedged MSCI Japan ETFHEWJJapan Stock377.41 Mil0.500%9513Passive
Avantis All Equity Markets ETFAVGEGlobal Large-Stock Blend365.55 Mil0.230%Active
iShares Interest Rate Hedged Corp Bd ETFLQDHUltrashort Bond357.66 Mil0.230%124Passive
ALPS Equal Sector Weight ETFEQLLarge Blend339.82 Mil0.250%547272Passive
Pacer Swan SOS Fund of Funds ETFPSFFOptions Trading328.74 Mil0.880%22Active
The Brinsmere Fund - Conservative ETFTBFCTactical Allocation280.58 Mil0.410%Active
The Brinsmere Fund - Growth ETFTBFGTactical Allocation274.39 Mil0.420%Active
Adaptive Alpha Opportunities ETFAGOXTactical Allocation268.95 Mil1.390%2941Active
iShares Interest Rate Hdg Hi Yld Bd ETFHYGHHigh Yield Bond265.13 Mil0.520%1724Passive
Swan Hedged Equity US Large Cap ETFHEGDOptions Trading248.21 Mil0.880%40Active
Cabana Target Drawdown 10 ETFTDSCTactical Allocation240.09 Mil0.830%75Active
SPDR® SSGA Fixed Inc Sect Rotation ETFFISRIntermediate Core-Plus Bond225.50 Mil0.500%9394Active
VanEck CEF Municipal Income ETFXMPTHigh Yield Muni224.27 Mil1.820%1009567Passive
iShares Currency Hdgd MSCI ACWI exUS ETFHAWXForeign Large Blend221.84 Mil0.350%37Passive
FT Cboe Vest Buffered Allocation Gr ETFBUFGOptions Trading218.83 Mil1.050%Active
Fairlead Tactical SectorTACKTactical Allocation207.93 Mil0.760%Active
Saba Closed-End Funds ETFCEFSTactical Allocation201.03 Mil4.420%18Active
Simplify Aggregate Bond ETFAGGHIntermediate Core Bond198.52 Mil0.330%Active
First Trust Dorsey Wright Intl Foc 5IFVForeign Large Blend194.04 Mil1.030%9896Passive
iShares Yield Optimized Bond ETFBYLDIntermediate Core-Plus Bond193.75 Mil0.190%31113Passive
Aptus International Enhanced Yield ETFIDUBLong-Short Equity180.02 Mil0.450%Active
Cabana Target Leading Sector Mod ETFCLSMModerate Allocation179.16 Mil0.790%Active
YieldMax Universe Fund Of Option Inc ETFYMAXLarge Blend172.96 Mil1.280%Active
FlexShares Core Select Bond ETFBNDCIntermediate Core Bond162.03 Mil0.350%7544Active
iShares Interest Rate Hdg L/T Corp BdETFIGBHUltrashort Bond160.51 Mil0.140%11Passive

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