How many moderate allocation ETFs are there?

MetaCap tracks 13 US-listed moderate allocation ETFs with about $9.7B in combined assets.

What is the largest moderate allocation ETF?

Capital Group Core Balanced ETF (CGBL) is the largest, with about $7.7B in assets under management.

Which Moderate Allocation ETF has the lowest expense ratio?

Among the funds shown, Capital Group Core Balanced ETF (CGBL) has the lowest expense ratio at 0.33% per year, or $33 a year on a $10,000 investment.

What does AUM mean for an ETF?

Assets under management (AUM) is the total market value of everything the fund holds. Larger ETFs tend to have tighter bid-ask spreads and more trading volume, but size alone does not make a fund a better investment.

Moderate Allocation ETFs

13 moderate allocation ETFs ranked by assets under management. Updated October 9, 2026.

Total assets

$9.7B

MetaCap lists 13 US-listed ETFs in the Moderate Allocation category, holding a combined $9.7B in assets. The largest by assets are CGBL ($7.7B), RAA ($626.1M) and TOAO ($443.0M). Expense ratios range from 0.33% to 1.48% (median 0.89%); CGBL is the lowest-cost fund shown at 0.33% a year. On the latest trading day, 3 of 13 funds were higher, with an average move of -0.13%.

Summary generated from market data by MetaCap's automated system. Methodology

Largest moderate allocation ETFs by assets

Moderate Allocation ETFs by assets under management
#	Symbol	Fund Name	Price	% Change	AUM	Expense Ratio
1	CGBL	Capital Group Core Balanced ETF	37.05	-0.19%	$7.65B	0.33%
2	RAA	SMI 3Fourteen REAL Asset Allocation ETF	30.21	+0.01%	$626.12M	0.90%
3	TOAO	Twin Oak Active Opportunities III ETF	27.69	-0.75%	$443.02M	0.95%
4	TSPX	Twin Oak Active Opportunities ETF	30.76	-0.42%	$243.11M	1.04%
5	NDAA	Ned Davis Research 360 Dynamic Allocation ETF	24.04	-0.33%	$190.48M	0.65%
6	OCIO	ClearShares OCIO ETF	37.97	-0.53%	$171.66M	0.65%
7	MVFD	Monarch Volume Factor Dividend Tree Index ETF	31.19	+1.66%	$123.49M	1.10%
8	TDSC	ETC Cabana Target Drawdown 10 ETF	28.50	-0.14%	$102.20M	0.86%
9	PBL	PGIM Portfolio Ballast ETF	33.70	-0.23%	$71.15M	0.45%
10	BAMA	Brookstone Active ETF	36.75	-0.67%	$46.45M	1.01%
11	CSRA	Cohen & Steers Real Assets Active ETF	24.61	+0.53%	$18.28M	0.80%
12	USAF	Atlas America Fund	27.75	-0.53%	$16.35M	0.89%
13	MFUL	Mindful Conservative ETF	22.13	-0.08%	$7.16M	1.48%

Frequently asked questions

How many moderate allocation ETFs are there?: MetaCap tracks 13 US-listed moderate allocation ETFs with about $9.7B in combined assets.
What is the largest moderate allocation ETF?: Capital Group Core Balanced ETF (CGBL) is the largest, with about $7.7B in assets under management.
Which Moderate Allocation ETF has the lowest expense ratio?: Among the funds shown, Capital Group Core Balanced ETF (CGBL) has the lowest expense ratio at 0.33% per year, or $33 a year on a $10,000 investment.
What does AUM mean for an ETF?: Assets under management (AUM) is the total market value of everything the fund holds. Larger ETFs tend to have tighter bid-ask spreads and more trading volume, but size alone does not make a fund a better investment.

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Prices as of Oct 9, 6:39 AM EDT. Market data is delayed at least 15 minutes and provided for informational purposes only. Not investment advice. Full disclaimer