The best Multi-Asset ETFs

How to invest in multi-asset ETFs

0.41% p.a. - 0.65% p.a.
annual total expense ratio (TER) of multi-asset ETFs
on portfolio strategies, which are tracked by ETFs
on portfolio strategies
The best indices for multi-asset ETFs

How do I invest in multi-asset ETFs?

With multi-asset ETFs, you can invest in exchange-traded funds that cover several ETFs and, usually, multiple asset classes at once. Such asset classes are, for example, equities, bonds, commodities or precious metals. Accordingly, multi-asset ETFs allow you to invest in several markets at once with just one ETF savings plan or a single order, thereby reducing your investment risk by diversification.

Some multi-asset ETFs modify their strategic asset allocation on a regular basis, while others follow a long-term Buy and Hold approach. So it is worth comparing. Currently, there are 4 multi-asset-ETFs available.
 

Xtrackers Portfolio performance

1 month: 2.34%
1 year: 5.94%
3 years: 7.99%
5 years: 39.64%
 

Multi-Asset ETFs in comparison

The most important factors at a glance

When choosing a multi-asset ETF one should consider several other factors in addition to the methodology of the underlying index and performance of an ETF. For better comparison, you will find a list of all multi-asset ETFs with details on size, cost, age, income, domicile and replication method ranked by fund size.

Compare all multi-asset ETFs in detail
Compare all multi-asset ETFs in a chart

Provider
ISIN
  Fund size
in m CHF
TER
in %
Use of profits Fund domicile Replication method
Lyxor Portfolio Strategy UCITS ETFDE000ETF7011 124 0.45% p.a. Distributing Germany Full replication
Xtrackers Portfolio Income UCITS ETF 1DIE00B3Y8D011 58 0.65% p.a. Distributing Ireland Full replication
Lyxor Portfolio Strategy Defensive UCITS ETFDE000ETF7029 19 0.41% p.a. Distributing Germany Full replication
Lyxor Portfolio Strategy Offensive UCITS ETFDE000ETF7037 10 0.53% p.a. Distributing Germany Full replication

Source: justETF.com; As of 26/01/2021

 

Return comparison of all multi-asset ETFs

The table shows the returns of all multi-asset ETFs in comparison. All return figures are including dividends as of month end. Besides the return the reference date on which you conduct the comparison is important. In order to find the best ETFs, you can also perform a chart comparison.

ETF   1 month
in %
3 months
in %
6 months
in %
1 year
in %
3 years
in %
Lyxor Portfolio Strategy Offensive UCITS ETF 3.25% 10.48% 16.33% 6.12% -
Lyxor Portfolio Strategy Defensive UCITS ETF 1.57% 4.29% 7.54% 4.00% -
Lyxor Portfolio Strategy UCITS ETF 1.86% 7.27% 10.99% 2.49% 7.47%
Xtrackers Portfolio Income UCITS ETF 1D 0.37% 4.38% 7.35% 1.60% 3.27%
ETF   2021
in %
2020
in %
2019
in %
2018
in %
2017
in %
Lyxor Portfolio Strategy Offensive UCITS ETF 5.93% 6.12% 21.29% - -
Lyxor Portfolio Strategy Defensive UCITS ETF 3.81% 4.00% 9.66% - -
Lyxor Portfolio Strategy UCITS ETF 2.31% 2.49% 15.96% -9.57% 15.13%
Xtrackers Portfolio Income UCITS ETF 1D 1.45% 1.60% 10.69% -8.18% 11.99%

Source: justETF.com; As of 31/12/2020; Calculations in CHF including dividends