Top 8 Conservative ETFs - ETF Database

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Conservative ETFs take a cautious approach to investing so as avoid negative returns. With this comes the caveat of limited growth potential.

Click on the tabs below to see more information on Conservative ETFs, including historical performance, dividends, holdings, expense ratios, technical indicators, analysts reports and more. Click on an ETF ticker or name to go to its detail page, for in-depth news, financial data and graphs. By default the list is ordered by descending total market capitalization.

Note that the table below may include leveraged and inverse ETFs. Exclude Leveraged and Inverse ETFs

As of 09/21/2020

ETF Overview

ETF Returns

ETF Fund Flows

ETF Expenses

ESG Scores

ETF Dividends

ETF Holdings

ETF Tax Rates

ETF Technicals

ETF Analysis

ETFs: ETFdb Realtime Ratings

This is a list of all Conservative ETFs traded in the USA which are currently tagged by ETF Database. Please note that the list may not contain newly issued ETFs. If you’re looking for a more simplified way to browse and compare ETFs, you may want to visit our ETFdb.com Categories, which categorize every ETF in a single “best fit” category.

* Assets and Average Volume as of 2020-09-21 16:21 EDT

This page includes historical return information for all Conservative ETFs listed on U.S. exchanges that are currently tracked by ETF Database.

The table below includes fund flow data for all U.S. listed Conservative ETFs. Total fund flow is the capital inflow into an ETF minus the capital outflow from the ETF for a particular time period.

Fund Flows in millions of U.S. Dollars.

The following table includes expense data and other descriptive information for all Conservative ETFs listed on U.S. exchanges that are currently tracked by ETF Database. In addition to expense ratio and issuer information, this table displays platforms that offer commission-free trading for certain ETFs.

Clicking on any of the links in the table below will provide additional descriptive and quantitative information on Conservative ETFs.

The following table includes ESG Scores and other descriptive information for all Conservative ETFs listed on U.S. exchanges that are currently tracked by ETF Database. Easily browse and evaluate ETFs by visiting our ESG Investing themes section and find ETFs that map to various environmental, social, governance and morality themes.

This page includes historical dividend information for all Conservative ETFs listed on U.S. exchanges that are currently tracked by ETF Database. Note that certain ETPs may not make dividend payments, and as such some of the information below may not be meaningful.

The table below includes basic holdings data for all U.S. listed Conservative ETFs that are currently tagged by ETF Database. The table below includes the number of holdings for each ETF and the percentage of assets that the top ten assets make up, if applicable. For more detailed holdings information for any ETF, click on the link in the right column.

The following table includes certain tax information for all Conservative ETFs listed on U.S. exchanges that are currently tracked by ETF Database, including applicable short-term and long-term capital gains rates and the tax form on which gains or losses in each ETF will be reported.

This page contains certain technical information for all Conservative ETFs that are listed on U.S. exchanges and tracked by ETF Database. Note that the table below only includes limited technical indicators; click on the “View” link in the far right column for each ETF to see an expanded display of the product’s technicals.

This page provides links to various analysis for all Conservative ETFs that are listed on U.S. exchanges and tracked by ETF Database. The links in the table below will guide you to various analytical resources for the relevant ETF, including an X-ray of holdings, official fund fact sheet, or objective analyst report.

This page provides ETFdb Ratings for all Conservative ETFs that are listed on U.S. exchanges and tracked by ETF Database. The ETFdb Ratings are transparent, quant-based evaluations of ETFs relative to other products in the same ETFdb.com Category. As such, it should be noted that this page may include ETFs from multiple ETFdb.com Categories.

Symbol	ETF Name	Asset Class	Total Assets ($MM)	YTD Price Change	Avg. Daily Volume	Previous Closing Price	1-Day Change	1 Week	4 Week	1 year	3 year	5 year	ETFdb.com Category	Inception	ER	Commission Free	Annual Dividend Rate	Dividend Date	Dividend	Annual Dividend Yield %	P/E Ratio	Beta	# of Holdings	% In Top 10	Complete	ST Cap Gain Rate	LT Cap Gain Rate	Tax Form	Lower Bollinger	Upper Bollinger	Support 1	Resistance 1	RSI	Advanced	Fact Sheet	ETF Holdings	Chart	ETF Home Page	Head-To-Head	Liquidity Rating	Expenses Rating	ESG Score	ESG Score Peer Percentile (%)	ESG Score Global Percentile (%)	Carbon Intensity (Tons of CO2e / $M Sales)	SRI Exclusion Criteria (%)	Sustainable Impact Solutions (%)
AOK	iShares Core Conservative Allocation ETF	Multi-Asset	$740.96	3.69%	137,254	$37.06	-0.67%	-1.01%	-1.19%	6.33%	16.04%	30.14%	Diversified Portfolio	2008-11-04	0.25%	TD Ameritrade	$0.85	2020-09-02	$0.05	2.29%	19.07	0.32	8	100.00%	View	35%	15%	1099	$37.11	$37.85	$36.90	$37.24	45.71	View	View	View	View	View	View	A	A	5.92	67.18%	49.07%	213.78	5.07%	2.74%
SWAN	Amplify BlackSwan Growth & Treasury Core ETF	Multi-Asset	$616.30	9.25%	234,337	$31.28	-0.76%	-2.01%	-3.10%	13.01%	N/A	N/A	Diversified Portfolio	2018-11-06	0.49%	N/A	$0.86	2020-06-26	$0.03	2.72%	22.51	0.28	7	100.00%	View	39%	20%	1099	$31.27	$33.03	$31.04	$31.47	42.20	View	View	View	View	View	View	N/A	N/A	6.57	65.07%	71.87%	2.9	0.00%	0.00%
TRTY	Cambria Trinity ETF	Multi-Asset	$38.36	-7.78%	4,849	$22.52	-1.62%	-1.53%	-1.85%	-5.08%	N/A	N/A	N/A	2018-09-10	0.48%	N/A	$0.65	2020-06-26	$0.12	2.90%	9.53	0.45	29	57.40%	View	39%	20%	1099	$22.61	$23.09	$22.40	$22.77	43.73	View	View	View	View	View	View	N/A	N/A	5.79	0.00%	45.55%	376.54	2.19%	2.46%
TDSA	Cabana Target Drawdown 5	Multi-Asset	$22.06	N/A	N/A	N/A	0.00%	N/A	N/A	N/A	N/A	N/A	Diversified Portfolio	2020-09-16	0.93%	N/A	N/A	N/A	N/A	N/A	N/A	N/A	11	99.89%	View	39%	20%	1099	N/A	N/A	N/A	N/A		View	View	View	View	View	View	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
LDRS	Innovator IBD ETF Leaders ETF	Multi-Asset	$8.46	8.06%	1,877	$24.14	-0.21%	-0.22%	0.18%	10.21%	N/A	N/A	Diversified Portfolio	2017-12-21	1.08%	N/A	$0.30	2020-06-29	$0.17	1.26%	26.99	0.65	4	100.00%	View	39%	20%	1099	$23.74	$24.93	N/A	N/A	58.60	View	View	View	View	View	View	N/A	N/A	4.77	11.89%	28.83%	105.07	5.20%	6.68%
PSMC	Invesco Conservative Multi-Asset Allocation ETF	Multi-Asset	$7.74	1.71%	5,733	$12.89	-1.07%	-1.34%	-1.37%	3.77%	14.58%	N/A	Diversified Portfolio	2017-02-23	0.39%	N/A	$0.78	2020-06-22	$0.09	6.01%	17.50	0.37	17	83.21%	View	20%	39%	1099	$12.94	$13.19	$12.87	$12.91	43.89	View	View	View	View	View	View	N/A	N/A	5.09	20.00%	32.76%	212.26	4.44%	2.40%
PSMM	Invesco Moderately Conservative Multi-Asset Allocation ETF	Multi-Asset	$4.04	-0.65%	10,070	$13.46	-1.82%	-2.32%	-2.46%	2.04%	13.84%	N/A	Diversified Portfolio	2017-02-23	0.39%	N/A	$0.69	2020-06-22	$0.09	5.00%	17.13	0.52	20	71.90%	View	20%	39%	1099	$13.58	$13.96	$13.45	$13.47	41.21	View	View	View	View	View	View	N/A	N/A	5.23	23.08%	34.87%	209.82	5.18%	3.39%
EAOK	iShares ESG Aware Conservative Allocation ETF	Multi-Asset	$3.88	N/A	0	$25.89	-0.54%	-0.96%	-1.32%	N/A	N/A	N/A	Diversified Portfolio	2020-06-12	0.18%	N/A	$0.11	2020-09-02	$0.02	0.42%	18.84	0.39	6	100.00%	View	39%	20%	1099	$25.87	$26.49	$25.89	$25.89	45.41	View	View	View	View	View	View	N/A	N/A	7.01	98.46%	82.68%	115.27	4.69%	3.58%
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Conservative Multi-Asset Power Rankings New

2 ^nd

3-Mo. Fund Flow:

5 ^th

Avg. 3-Mo. Return:

4 ^th

Aggregate AUM:

3 ^rd

Avg. Expense Ratio:

2 ^nd

Avg. Dividend Yield:

Multi-asset power rankings are rankings between Conservative and all other U.S.-listed multi-asset ETFs on certain investment-related metrics, including 3-month fund flows, 3-month return, AUM, average ETF expenses and average dividend yields. The metric calculations are based on U.S.-listed ETFs that are classified by ETFdb.com as being mostly exposed to a specific multi-asset. If an ETF changes its multi-asset classification, it will also be reflected in the investment metric calculations. The calculations exclude inverse ETFs.

Fund Flow Leaderboard

Conservative and all other multi-assets are ranked based on their aggregate 3-month fund flows for all U.S.-listed ETFs that are classified by ETFdb.com as being mostly exposed to those respective multi-assets. 3-month fund flows is a metric that can be used to gauge the perceived popularity amongst investors of Conservative relative to other multi-assets. All values are in U.S. dollars.

Return Leaderboard

Conservative and all other multi-assets are ranked based on their AUM-weighted average 3-month return for all the U.S.-listed ETFs that are classified by ETFdb.com as being mostly exposed to those respective multi-assets. In addition to price performance, the 3-month return assumes the reinvestment of all dividends during the last 3 months.

AUM Leaderboard

Conservative and all other multi-assets are ranked based on their aggregate assets under management (AUM) for all the U.S.-listed ETFs that are classified by ETFdb.com as being mostly exposed to those respective multi-assets. All values are in U.S. dollars.

Expense Leaderboard

Conservative and all other multi-assets are ranked based on their AUM-weighted average expense ratios for all the U.S.-listed ETFs that are classified by ETFdb.com as being mostly exposed to those respective multi-assets. The lower the average expense ratio for all U.S.-listed ETFs in a multi-asset, the higher the rank.

Dividend Leaderboard

Conservative and all other multi-assets are ranked based on their AUM-weighted average dividend yield for all the U.S.-listed ETFs that are classified by ETFdb.com as being mostly exposed to those respective multi-assets.

Multi-Asset	Fund Flow Rank	+/-	Return Rank	+/-	AUM Rank	+/-	Expense Rank	+/-	Dividend Rank	+/-	# of ETFs
Moderate	1	1	4	1	1	-	2	1	3	-	27
Conservative	2	1	5	-	4	-	3	1	2	-	8
Income-Focused	3	-	3	1	2	-	5	-	1	-	29
Aggressive	4	-	2	-	5	-	1	-	4	-	6
Dynamic	5	-	1	-	3	-	4	-	5	-	21
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* Ranks are updated on a weekly basis. Last updated on Sep 21, 2020

ETF Issuer League Tables - Conservative Multi-Asset New

ETF issuers who have ETFs with exposure to Conservative are ranked on certain investment-related metrics, including estimated revenue, 3-month fund flows, 3-month return, AUM, average ETF expenses and average dividend yields. The metric calculations are based on U.S.-listed Conservative ETFs and every Conservative ETF has one issuer. If an issuer changes its ETFs, it will also be reflected in the investment metric calculations.

ETF Issuer Revenue League Table

ETF issuers are ranked based on their estimated revenue from their ETFs with exposure to Conservative. Estimated revenue for an ETF issuer is calculated by aggregating the estimated revenue of the respective issuer ETFs with exposure to Conservative. To get the estimated issuer revenue from a single Conservative ETF, the AUM is multiplied by the ETF’s expense ratio. All values are in U.S. dollars.

ETF Issuer Fund Flow League Table

ETF issuers are ranked based on their aggregate 3-month fund flows of their ETFs with exposure to Conservative. 3-month fund flows is a metric that can be used to gauge the perceived popularity amongst investors of different ETF issuers with ETFs that have exposure to Conservative. All values are in U.S. dollars.

ETF Issuer Return League Table

ETF issuers are ranked based on their AUM-weighted average 3-month return of their ETFs with exposure to Conservative. In addition to price performance, the 3-month return assumes the reinvestment of all dividends during the last 3 months.

ETF Issuer AUM League Table

ETF issuers are ranked based on their aggregate assets under management (AUM) of their ETFs with exposure to Conservative. All values are in U.S. dollars.

ETF Issuer Expense League Table

ETF issuers are ranked based on their AUM-weighted average expense ratios of their ETFs with exposure to Conservative. The lower the average expense ratio of all U.S.-listed Conservative ETFs for a given issuer, the higher the rank.

ETF Issuer Dividend League Table

ETF issuers are ranked based on their AUM-weighted average dividend yield of their ETFs with exposure to Conservative.

Issuer	+/-	+/-	+/-	+/-	+/-	+/-	# of ETFs	issuer_power_ranking_sort_text
Amplify	-	-	-	-	-	-	1	Amplify
Cabana Asset Management	-	-	-	-	-	-	1	Cabana Asset Management
Cambria	-	-	-	-	-	1	1	Cambria
ETF Managers Group	1	-	-	-	-	-	1	ETF Managers Group
Innovator Management	-	-	1	1	-	1	1	Innovator Management
Invesco	2	-	1	-	-	1	2	Invesco
iShares	-	-	-	-	-	-	2	iShares
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* Ranks are updated on a weekly basis. Last updated on Sep 21, 2020

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Source: LSEG Information Services (US), Inc. (“LSEG”) © LSEG 2016. All rights in the XTF data, ratings and / or underlying data contained in this communication (“the XTF information”) vest in LSEG and/or its licensors. Neither LSEG nor its licensors accept any liability arising out of the use of, reliance on or any errors or omissions in the XTF information. No further distribution of the XTF information is permitted without LSEG’s express written consent. LSEG does not promote, sponsor or endorse the content of this communication.

Conservative Multi-Asset Power Rankings New

ETF Issuer League Tables - Conservative Multi-Asset New

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