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  • Morgan Stanley Balanced A
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BGRAX - Morgan Stanley Balanced A

  • Fund Family Name: Morgan Stanley
  • Expense Ratio: 1.10%
  • Benchmark Indexes: Barclays Capital U.S. Government/Credit Bond Index, Russell 1000 Value Index
Learn more about BGRAX at MutualFunds.com

ETF Alternatives To This Mutual Fund

In the tables below, ETFdb.com presents recommended exchange traded fund (ETF) alternatives to the mutual fund BGRAX. These recommendations are powered by ETFdb's Mutual Fund to ETF Converter tool.

How ETFdb.com has selected ETF alternatives to BGRAX: The mutual fund BGRAX has been benchmarked by Morgan Stanley in its fund prospectus against a custom index that is comprised of multiple indexes: Barclays Capital U.S. Government/Credit Bond Index and Russell 1000 Value Index

The ETF alternatives to BGRAX listed below consist of (1) ETFs which track the individual indexes comprising the custom index, and (2) ETFs which track other indexes in the same ETFdb.com Categories as the individual indexes comprising the custom index.

ETFs Linked To Barclays Capital U.S. Government/Credit Bond Index

There are no ETFs linked to Barclays Capital U.S. Government/Credit Bond Index.

ETFs Linked To Russell 1000 Value Index

The following table presents exchange traded funds linked to Russell 1000 Value Index.

Symbol Symbol ETF Name ETF Name Assets Assets YTD YTD Expense Ratio Expense Ratio
IWD iShares Russell 1000 Value ETF $75,742,300 15.03% 0.18%
VONV Vanguard Russell 1000 Value ETF $19,912,700 15.03% 0.06%

Total Bond Market ETFs

The following table presents exchange traded funds linked to indexes in the same ETFdb.com Category as Barclays Capital U.S. Government/Credit Bond Index.

Symbol Symbol ETF Name ETF Name Assets Assets YTD YTD Expense Ratio Expense Ratio
AGZ iShares Agency Bond ETF $548,650 0.22% 0.20%
BND Vanguard Total Bond Market ETF $156,994,000 0.40% 0.03%
AGG iShares Core U.S. Aggregate Bond ETF $136,319,000 0.41% 0.03%
GVI iShares Intermediate Government/Credit Bond ETF $3,743,330 0.09% 0.20%
GBF iShares Government/Credit Bond ETF $123,950 0.35% 0.20%
BIV Vanguard Intermediate-Term Bond ETF $28,746,300 -0.11% 0.03%
BLV Vanguard Long-Term Bond ETF $5,891,700 0.47% 0.03%
BSV Vanguard Short-Term Bond ETF $45,210,000 0.37% 0.03%
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund $16,185,700 1.84% 0.36%
PCEF Invesco CEF Income Composite ETF $823,980 4.77% 2.71%
SBND Columbia Short Duration Bond ETF $214,053 0.90% 0.25%
XMPT VanEck CEF Muni Income ETF $211,706 2.47% 1.97%
SCHZ Schwab U.S. Aggregate Bond ETF $10,381,900 0.42% 0.03%
BOND PIMCO Active Bond Exchange-Traded Fund $7,998,720 0.66% 0.45%
RAVI FlexShares Ultra-Short Income Fund $1,430,960 1.52% 0.25%
ILTB iShares Core 10+ Year USD Bond ETF $595,269 0.53% 0.06%
ISTB iShares Core 1-5 Year USD Bond ETF $4,900,480 0.56% 0.06%
BNDX Vanguard Total International Bond ETF $81,588,300 0.64% 0.07%
ULST State Street Ultra Short Term Bond ETF $550,597 1.30% 0.20%
AGZD WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund $99,532 2.36% 0.23%
HOLD Harbor Alpha Layering ETF $8,660 13.84% 0.70%
BYLD iShares Yield Optimized Bond ETF $449,422 1.36% 0.13%
IUSB iShares Core Total USD Bond Market ETF $41,520,900 0.56% 0.06%
FTSM First Trust Enhanced Short Maturity ETF $6,464,870 1.48% 0.29%
FBND Fidelity Total Bond ETF $26,114,500 0.61% 0.36%
VBND Vident U.S. Bond Strategy ETF $509,175 0.41% 0.41%
TOTL State Street DoubleLine Total Return Tactical ETF $4,157,060 -0.27% 0.55%
UBND VictoryShares Core Plus Intermediate Bond ETF $1,899,120 0.36% 0.40%
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund $872,722 0.60% 0.12%
NFLT Virtus Newfleet Multi-Sector Bond ETF $430,125 1.56% 0.50%
NEAR iShares Short Duration Bond Active ETF $4,570,200 0.74% 0.25%
RISE Pictet Emerging Markets Rising Economies ETF $21,517 N/A 0.73%
IAGG iShares Core International Aggregate Bond ETF $11,284,000 1.01% 0.07%
GTO Invesco Total Return Bond ETF $2,315,450 0.76% 0.35%
BNDS Infrastructure Capital Bond Income ETF $69,670 4.39% 0.88%
LDUR PIMCO Enhanced Low Duration Active ETF $1,357,410 0.92% 0.54%
STOT State Street DoubleLine Short Duration Total Return Tactical ETF $464,157 1.04% 0.45%
RFCI ALPS Dynamic Core Income ETF $15,631 0.29% 0.51%
NUAG Nuveen Enhanced Yield U.S. Aggregate Bond ETF $95,589 0.66% 0.16%
VRIG Invesco Variable Rate Investment Grade ETF $1,528,320 1.78% 0.30%
IMTB iShares Core 5-10 Year USD Bond ETF $277,884 0.13% 0.06%
VNLA Janus Henderson Short Duration Income ETF $3,285,410 1.49% 0.23%
BNDC FlexShares Core Select Bond Fund Core Select Bond Fund $169,376 0.07% 0.35%
FIXD First Trust Smith Opportunistic Fixed Income ETF $3,310,360 0.27% 0.65%
GRNB VanEck Green Bond ETF $179,870 0.50% 0.20%
NUSA Nuveen ESG 1-5 Year U.S. Aggregate Bond ETF $34,045 0.46% 0.14%
SHAG WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund $42,664 0.48% 0.12%
HTRB Hartford Total Return Bond ETF $2,231,130 0.34% 0.29%
NUBD Nuveen ESG U.S. Aggregate Bond ETF $449,699 0.35% 0.12%
DIAL Columbia Diversified Fixed Income Allocation ETF $399,224 1.09% 0.29%
SPAB State Street SPDR Portfolio Aggregate Bond ETF $9,707,130 0.40% 0.03%
USTB VictoryShares Short-Term Bond ETF $2,174,460 1.23% 0.34%
UITB VictoryShares Core Intermediate Bond ETF $2,635,350 0.30% 0.25%
PULS PGIM Ultra Short Bond ETF $16,370,900 1.75% 0.15%
HTAB Hartford Schroders Tax-Aware Bond ETF $296,670 1.57% 0.39%
UCON First Trust Smith Unconstrained Bond ETF $3,270,960 0.73% 0.86%
OPER ClearShares Ultra-Short Maturity ETF $117,594 1.55% 0.20%
BNDW Vanguard Total World Bond ETF $1,871,380 0.53% 0.05%
AFIF Anfield Universal Fixed Income ETF $223,485 1.46% 0.85%
EAGG iShares ESG Aware US Aggregate Bond ETF $4,809,850 0.34% 0.10%
BGRN iShares Trust iShares USD Green Bond ETF $479,179 0.56% 0.20%
LDSF First Trust Low Duration Strategic Focus ETF $161,783 0.83% 0.77%
JCPB JPMorgan Core Plus Bond ETF $12,696,900 0.70% 0.38%
FISR State Street Fixed Income Sector Rotation ETF $480,980 0.26% 0.50%
SEIX Virtus Seix Senior Loan ETF $249,862 2.05% 0.57%
FLCB Franklin U.S. Core Bond ETF $2,925,380 0.40% 0.15%
OVB Overlay Shares Core Bond ETF $46,711 2.82% 0.79%
EMNT PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund $211,175 1.68% 0.24%
SPSK SP Funds Dow Jones Global Sukuk ETF $561,850 0.13% 0.50%
HCRB Hartford Core Bond ETF $371,622 0.36% 0.29%
BKAG BNY Mellon Core Bond ETF $2,123,500 0.41% 0.00%
EUSB iShares ESG Advanced Universal USD Bond ETF $700,454 0.28% 0.12%
ADFI Anfield Dynamic Fixed Income ETF $50,728 0.14% 1.07%
TBJL Innovator 20+ Year Treasury Bond 9 Buffer ETF - July $19,321 -0.48% 0.79%
TFJL Innovator 20+ Year Treasury Bond 5 Floor ETF - July $7,266 -1.97% 0.79%
GCOR Goldman Sachs Access U.S. Aggregate Bond ETF $800,768 0.28% 0.08%
RDFI Rareview Dynamic Fixed Income ETF $78,551 1.44% 4.23%
AVIG Avantis Core Fixed Income ETF $1,907,590 -0.10% 0.15%
AVSF Avantis Short-Term Fixed Income ETF $666,635 0.22% 0.15%
VABS Virtus Newfleet Securitized Income ETF $80,933 1.39% 0.39%
JSCP JPMorgan Short Duration Core Plus ETF $1,464,530 0.66% 0.33%
FIGB Fidelity Investment Grade Bond ETF $499,719 0.13% 0.36%
PAB PGIM Active Aggregate Bond ETF $70,384 0.32% 0.19%
JPIB JPMorgan International Bond Opportunities Fund $1,995,760 0.80% 0.50%
DYLD LeaderShares Dynamic Yield ETF $40,428 0.75% 0.75%
MUSI American Century Multisector Income ETF $229,102 0.37% 0.38%
BKUI BNY Mellon Ultra Short Income ETF $571,125 1.43% 0.12%
SIFI Harbor Ares Systematic Multi-Sector Income ETF $32,558 1.21% 0.50%
OBND State Street Loomis Sayles Opportunistic Bond ETF $57,846 1.44% 0.55%
SSFI Day Hagan / Ned Davis Research Smart Sector Fixed Income ETF $28,462 0.34% 0.76%
TAGG T. Rowe Price QM U.S. Bond ETF $1,915,790 0.29% 0.08%
TBUX T. Rowe Price Ultra Short-Term Bond ETF $1,144,940 1.73% 0.17%
TOTR T. Rowe Price Total Return ETF $563,558 0.41% 0.31%
JPIE JPMorgan Income ETF $9,288,480 1.51% 0.39%
PTRB PGIM Total Return Bond ETF $987,948 0.45% 0.49%
DFCF Dimensional Core Fixed Income ETF $10,557,600 0.53% 0.17%
KDRN Kingsbarn Tactical Bond ETF $1,166 1.19% 0.62%
AGGH Simplify Aggregate Bond ETF $494,003 0.71% 0.30%
CGCP Capital Group Core Plus Income ETF $7,857,820 0.45% 0.34%
HISF First Trust High Income Strategic Focus ETF $95,247 0.14% 0.83%
OACP OneAscent Core Plus Bond ETF $266,138 0.19% 0.67%
DBND DoubleLine Opportunistic Core Bond ETF $725,805 -0.13% 0.50%
PFRL PGIM Floating Rate Income ETF $116,349 2.01% 0.72%
AGRH iShares Interest Rate Hedged U.S. Aggregate Bond ETF $7,871 1.77% 0.13%
SIO Touchstone Strategic Income ETF $259,200 1.04% 0.50%
TUSI Touchstone Ultra Short Income ETF $526,341 1.38% 0.25%
BNDI NEOS Enhanced Income Aggregate Bond ETF $173,557 1.46% 0.58%
BRLN iShares Floating Rate Loan Active ETF $53,600 1.44% 0.55%
SDSI American Century Short Duration Strategic Income ETF $218,130 0.89% 0.32%
DFSB Dimensional Global Sustainability Fixed Income ETF $699,693 0.93% 0.24%
BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF $1,024,070 0.31% 0.03%
CVSB Calvert Ultra-Short Investment Grade ETF $205,052 1.53% 0.24%
UNIY WisdomTree Voya Yield Enhanced USD Universal Bond Fund ETF $1,318,200 0.54% 0.15%
FIXT TCW Core Plus Bond ETF $208,414 0.33% 0.40%
FXED Sound Enhanced Fixed Income ETF $39,584 -0.21% 1.89%
RMIF LHA Risk-Managed Income ETF $25,539 -0.81% 1.55%
PYLD PIMCO Multisector Bond Active Exchange-Traded Fund $14,031,600 0.97% 0.64%
TSEC Touchstone Securitized Income ETF $154,140 1.29% 0.40%
GOOP Kurv Yield Premium Strategy Google (GOOGL) ETF $27,671 17.17% 0.99%
SDCP Virtus Newfleet Short Duration Core Plus Bond ETF $12,787 1.13% 0.35%
SMTH ALPS | Smith Core Plus Bond ETF $2,787,070 0.47% 0.59%
VPLS Vanguard Core Plus Bond ETF $1,568,940 0.74% 0.20%
CPLS AB Core Plus Bond ETF $213,406 0.48% 0.30%
VCRB Vanguard Core Bond ETF $7,006,270 0.58% 0.10%
WTBN WisdomTree Bianco Total Return Fund $106,636 0.01% 0.60%
FTRB Federated Hermes Total Return Bond ETF $565,855 0.22% 0.39%
SDFI AB Short Duration Income ETF $173,189 0.91% 0.30%
FLXR TCW Flexible Income ETF $3,203,630 1.22% 0.40%
CLOB VanEck AA-BB CLO ETF $176,302 1.81% 0.45%
SOFR Amplify Samsung SOFR ETF $434,486 1.46% 0.20%
EDGF 3EDGE Dynamic Fixed Income ETF $471,361 0.85% 0.79%
HYBI NEOS Enhanced Income Credit Select ETF $220,482 -0.33% 0.68%
GTOS Invesco Short Duration Total Return Bond ETF $122,368 0.99% 0.30%
PRIV State Street IG Public & Private Credit ETF $847,560 0.61% 0.55%
VSDB Vanguard Short Duration Bond ETF $866,590 1.00% 0.15%
VGMS Vanguard Multi-Sector Income Bond ETF $221,589 1.28% 0.30%
BDBT Bluemonte Core Bond ETF $468,255 0.19% 0.23%
BLST Bluemonte Short Term Bond ETF $161,178 0.38% 0.23%
BLTD Bluemonte Long Term Bond ETF $160,012 0.49% 0.23%

Large Cap Value Equities ETFs

The following table presents exchange traded funds linked to indexes in the same ETFdb.com Category as Russell 1000 Value Index.

Symbol Symbol ETF Name ETF Name Assets Assets YTD YTD Expense Ratio Expense Ratio
DEW WisdomTree Global High Dividend Fund $140,446 12.68% 0.58%
DHS WisdomTree US High Dividend Fund $1,456,550 11.09% 0.38%
PWV Invesco Large Cap Value ETF $1,503,620 13.88% 0.55%
FTA First Trust Large Cap Value AlphaDEX Fund $1,303,430 12.15% 0.58%
VTV Vanguard Value ETF $180,296,000 13.16% 0.03%
FDL First Trust Morningstar Dividend Leaders Index Fund $7,367,640 14.21% 0.43%
HDV iShares Core High Dividend ETF $13,414,800 12.91% 0.08%
SDOG ALPS Sector Dividend Dogs ETF $1,330,620 14.75% 0.36%
VLUE iShares MSCI USA Value Factor ETF $14,667,200 47.08% 0.15%
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF $379,504 11.55% 0.35%
DUSA Davis Select U.S. Equity ETF $1,177,520 9.23% 0.59%
SPVM Invesco S&P 500 Value with Momentum ETF $122,496 9.40% 0.39%
GCOW Pacer Global Cash Cows Dividend ETF $3,342,310 11.22% 0.60%
BVAL Bluemonte Large Cap Value ETF $268,582 12.18% 0.24%
PVAL Putnam Focused Large Cap Value ETF $11,270,800 13.04% 0.55%
ULVM VictoryShares US Value Momentum ETF $255,448 15.73% 0.20%
JVAL JPMorgan U.S. Value Factor ETF US Value Factor Fund $799,532 19.46% 0.12%
SPDV AAM S&P 500 High Dividend Value ETF $94,551 14.54% 0.29%
VALQ American Century U.S. Quality Value ETF $321,425 5.73% 0.29%
REVS Columbia Research Enhanced Value ETF $302,483 12.59% 0.19%
FLV American Century Focused Large Cap Value ETF $351,909 6.92% 0.42%
TEQI T. Rowe Price Equity Income ETF $403,785 11.01% 0.54%
KVLE KFA Value Line Dynamic Dividend Equity Index ETF $39,255 10.75% 0.56%
ILCV iShares Morningstar Value ETF $1,260,470 8.79% 0.04%
AVLV Avantis U.S. Large Cap Value ETF $13,539,900 20.95% 0.15%
AVIV Avantis International Large Cap Value ETF $1,794,470 12.05% 0.25%
JAVA JPMorgan Active Value ETF $6,480,430 9.57% 0.44%
DFIV Dimensional International Value ETF $20,157,900 12.28% 0.35%
OALC OneAscent Large Cap Core ETF $243,593 15.74% 0.49%
AIVI WisdomTree International AI Enhanced Value Fund $63,139 9.98% 0.58%
AIVL WisdomTree U.S. AI Enhanced Value Fund $402,200 10.60% 0.38%
CGDV Capital Group Dividend Value ETF $35,345,800 12.64% 0.33%
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF $1,455,070 18.22% 0.15%
DFLV Dimensional US Large Cap Value ETF $6,254,520 16.79% 0.21%
VFLO VictoryShares Free Cash Flow ETF $7,689,590 20.77% 0.39%
DIVP Cullen Enhanced Equity Income ETF $53,333 8.63% 0.55%
FLCV Federated Hermes MDT Large Cap Value ETF $97,873 13.49% 0.32%
PRVS Parnassus Value Select ETF $23,983 11.88% 0.59%
PRXV Praxis Impact Large Cap Value ETF $72,908 13.32% 0.36%
PAYR Federated Hermes Enhanced Income ETF $38,374 8.12% 0.40%
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