Robo Report® Data

  1. AUM Statistics
  2. Total Portfolio Returns
  3. Equity & Fixed Income Returns
  4. Fees, Minimums, & Allocations
  5. Risk/ Return Statistics
  6. International Allocations
  7. Normalized Benchmark
  8. Disclosures

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Equity Returns

Robo Advisor 2Q 2021 YTD 1-Year Trailing 2-Year Trailing 3-Year Trailing 4-Year Trailing 5-Year Trailing
Acorns(1) 0.0651 0.1365 0.4011 0.1866 0.1411 0.1324 0.1312
Ally Invest Managed Portfolios(9) 0.0607 0.1413 0.4308 0.189 0.1374 0.1301 -
Axos Invest(8) 0.0733 0.1367 0.4124 0.2021 0.1534 0.1427 0.1497
BBVA SmartPath(7) 0.06 0.1252 0.3681 0.151 - - -
Beanstox(42) 0.0645 0.1011 - - - - -
Betterment(27) 0.0607 0.141 0.4377 0.184 0.1379 0.1231 0.1351
Betterment Broad Impact SRI(32) 0.0697 0.1211 - - - - -
Betterment Climate Impact SRI(32) 0.0687 0.1196 - - - - -
Betterment Goldman Sachs Smart Beta(32) 0.0722 0.139 0.3996 0.194 - - -
Betterment Income(27) - - - - - - -
Betterment Social Impact SRI(32) 0.0699 0.1221 - - - - -
Betterment SRI (legacy)(27) 0.0656 0.1418 0.4216 0.1897 0.1403 - -
blooom IRA(41) 0.0708 0.1306 0.3949 - - - -
Capital One Investing(16) 0.0633 0.121 0.3505 0.1338 0.0951 - -
Citi Wealth Builder(40) *^ *^ *^ - - - -
Citizens Bank SpeciFi(7) 0.0661 0.1234 0.4108 0.1936 - - -
E*Trade Core(21) 0.0611 0.146 0.4538 0.1997 0.1451 0.1373 0.1478
E*Trade Core Smart Beta(23) 0.0676 0.144 0.4114 0.1764 - - -
E*Trade Core SRI(23) 0.0644 0.1526 0.4342 0.1897 - - -
Edelman Financial Engines (EMAP)(4) 0.0598 0.1426 0.4287 0.1845 - - -
Ellevest(38) 0.0665 0.1359 0.4187 0.1939 0.145 0.1349 -
Fidelity Go(33) 0.073 0.1363 0.4071 0.195 0.1491 0.1423 -
Fifth Third Bank OptiFi(7) 0.068 0.1381 0.4108 0.1983 - - -
FutureAdvisor(3) 0.0651 0.1468 0.4316 0.1961 0.1458 0.1286 0.134
Interactive Advisors(24) 0.0647 0.1547 0.4309 0.169 - - -
Interactive Advisors Legg Mason Global Growth and Income(24) 0.0572 0.1247 0.3226 - - - -
Interactive Advisors State Street Moderate(24) 0.0644 0.1248 0.403 - - - -
Interactive Advisors Wisdom Tree Moderate Aggressive(24) *^ *^ *^ - - - -
JP Morgan Chase Automated Investing(7) 0.0725 0.1312 0.3855 0.1793 - - -
Liftoff (Ritholtz Wealth Management)(3) 0.0611 0.1366 0.4256 0.1785 - - -
M1 Finance(34) 0.0665 0.1365 0.4276 0.1905 - - -
M1 Finance SRI(34) 0.0632 0.1384 - - - - -
Marcus Invest Core(7) 0.0686 - - - - - -
Marcus Invest Core IRA(3) 0.0704 0.1465 0.418 0.1929 - - -
Marcus Invest Smart Beta(7) 0.076 - - - - - -
Marcus Invest SRI(7) 0.0716 - - - - - -
Merrill Edge Guided Investing(31) 0.0681 0.1413 0.4094 0.1954 0.1465 0.1361 -
Merrill Edge Guided Investing SRI(31) 0.0719 0.1324 0.4149 0.2147 - - -
Morgan Stanley Active(3) 0.0589 0.1157 0.4056 0.1949 - - -
Morgan Stanley Defense and Cyber Security(7) 0.0623 0.1144 0.3972 0.1688 - - -
Morgan Stanley Emerging Consumer(7) 0.0434 0.0779 0.3994 0.1972 - - -
Morgan Stanley Gender Diversity(7) 0.0701 0.1243 0.3914 0.1988 - - -
Morgan Stanley Genomics(7) 0.0577 0.0976 0.3818 0.2043 - - -
Morgan Stanley Global Frontier(7) 0.0662 0.1096 0.3865 0.1574 - - -
Morgan Stanley Inflation Conscious(7) 0.0774 0.1615 0.4241 0.1521 - - -
Morgan Stanley Market Tracking(12) 0.061 0.1323 0.4144 0.1824 0.1343 - -
Morgan Stanley Robotics(7) 0.064 0.1126 0.4642 0.2487 - - -
Morgan Stanley SRI(7) 0.0751 0.1315 0.412 0.2153 0.1653 - -
Personal Capital(4) 0.0641 0.1413 0.4227 0.1825 0.1323 0.1237 0.1251
Principal SimpleInvest IRA(7) 0.0688 0.1349 0.4081 - - - -
Qapital(30) 0.066 0.1619 0.4472 0.1789 - - -
Schwab(5) 0.0613 0.1594 0.4724 0.1777 0.1237 0.1183 0.1281
Schwab Domestic Focus(5) 0.0655 0.1789 0.5047 0.1988 - - -
SigFig(6) 0.0696 0.1298 0.4184 0.2022 0.1529 0.1433 0.1523
SoFi(17) 0.0808 0.1385 0.4263 0.2218 0.1611 0.1483 -
Stash Smart Portfolio(30) 0.0665 - - - - - -
Sustainfolio(7) 0.0755 0.1355 - - - - -
T Rowe Price ActivePlus Portfolios IRA(13) 0.0684 0.1415 0.4476 0.2118 0.1562 - -
TD Ameritrade(10) 0.0682 0.1276 0.4028 0.1904 0.1429 0.1345 -
TD Ameritrade Income(35) *^ *^ *^ *^ - - -
TD Ameritrade Managed Risk(35) *^ *^ *^ *^ - - -
TD Ameritrade Opportunistic(35) 0.0658 0.1525 0.4134 0.168 - - -
TD Ameritrade SRI(45) 0.0672 0.1315 0.4136 0.1963 - - -
TIAA Personal Portfolio Active(7) 0.0742 0.1441 0.4279 0.1839 - - -
TIAA Personal Portfolio(7) 0.0708 0.1301 0.4097 0.1967 0.1443 0.1373 -
TIAA Personal Portfolio SRI(7) 0.0696 0.1293 0.3974 0.2015 0.1532 - -
Titan Invest(3) 0.0982 0.102 0.4286 0.3124 - - -
Twine(3) 0.0695 0.13 0.4073 0.1969 - - -
UBS Advice Advantage(7) 0.0629 0.1245 0.3946 0.1754 0.1282 - -
US Bank Automated Investor(28) 0.0729 0.1331 0.4402 0.2241 - - -
Vanguard Digital Advisor(7) 0.0726 0.1364 0.418 - - - -
Vanguard P.A.S.(43) 0.0733 0.1329 0.4127 0.2021 0.1509 0.1418 0.1509
Wahed Invest(4) 0.0697 0.1167 - - - - -
Wealthfront(44) 0.0722 0.1665 0.4453 0.1935 0.1403 0.1363 0.141
Wealthfront PassivePlus(22) 0.0747 0.1326 0.432 0.1982 - - -
Wells Fargo Intuitive Investor(14) 0.0715 0.1346 0.459 0.2184 0.1575 - -
Zacks Advantage(29) 0.0696 0.1531 0.4347 0.2126 0.1594 - -

Produced by Backend Benchmarking

Returns are net of fees and are as of 06/30/2021. All returns for periods longer than one year are annualized.

Numbers in parentheses correspond to disclosures found here.

*^These portfolios hold balanced funds. The nature of these funds limits our ability to accurately breakdown equity and fixed income performance individually.

Fixed Income Returns

Robo Advisor 2Q 2021 YTD 1-Year Trailing 2-Year Trailing 3-Year Trailing 4-Year Trailing 5-Year Trailing
Acorns(1) 0.0116 -0.0153 -0.0053 0.031 0.0439 0.028 0.02
Ally Invest Managed Portfolios(9) 0.0129 -0.0211 -0.0102 0.032 0.0496 0.0368 -
Axos Invest(8) 0.0206 -0.0013 0.0315 0.0484 0.059 0.0434 0.0359
BBVA SmartPath(7) 0.019 -0.0202 -0.0109 0.036 - - -
Beanstox(42) 0.0077 -0.0143 - - - - -
Betterment(27) 0.0152 -0.0062 0.0283 0.0353 0.048 0.0381 0.0295
Betterment Broad Impact SRI(32) 0.0158 -0.0043 - - - - -
Betterment Climate Impact SRI(32) 0.0139 -0.0094 - - - - -
Betterment Goldman Sachs Smart Beta(32) 0.026 -0.0047 0.0341 0.0496 - - -
Betterment Income(27) 0.0052 0.0045 0.0217 0.0226 - - -
Betterment Social Impact SRI(32) 0.0151 -0.0069 - - - - -
Betterment SRI (legacy)(27) 0.0161 -0.0044 0.0288 0.0356 0.049 - -
blooom IRA(41) 0.018 -0.018 -0.0072 - - - -
Capital One Investing(16) 0.0197 -0.0124 0.0056 0.0212 0.0352 - -
Citi Wealth Builder(40) *^ *^ *^ - - - -
Citizens Bank SpeciFi(7) 0.0183 -0.0115 0.0065 0.0381 - - -
E*Trade Core(21) 0.0185 -0.0178 0.0024 0.0439 0.0601 0.0416 0.0337
E*Trade Core Smart Beta(23) 0.0119 0.005 0.0301 0.0371 - - -
E*Trade Core SRI(23) 0.0119 0.005 0.0301 0.037 - - -
Edelman Financial Engines (EMAP)(4) 0.0153 -0.029 -0.029 0.0213 - - -
Ellevest(38) 0.0116 0.0048 0.0302 0.027 0.0351 0.0284 -
Fidelity Go(33) 0.0168 0.0169 0.0539 0.035 0.0444 0.0376 -
Fifth Third Bank OptiFi(7) 0.0176 0.0174 0.0524 0.0377 - - -
FutureAdvisor(3) 0.0174 -0.0194 -0.0086 0.0386 0.0458 0.0355 0.026
Interactive Advisors(24) 0.019 -0.0127 0.018 0.0436 - - -
Interactive Advisors Legg Mason Global Growth and Income(24) 0.0323 -0.0135 0.032 - - - -
Interactive Advisors State Street Moderate(24) 0.0353 -0.0016 0.0444 - - - -
Interactive Advisors Wisdom Tree Moderate Aggressive(24) *^ *^ *^ - - - -
JP Morgan Chase Automated Investing(7) 0.0167 -0.0156 -0.0058 0.0377 - - -
Liftoff (Ritholtz Wealth Management)(3) 0.0149 -0.008 0.0238 0.026 - - -
M1 Finance(34) 0.0223 -0.014 0.0199 0.0509 - - -
M1 Finance SRI(34) - - - - - - -
Marcus Invest Core(7) 0.0083 - - - - - -
Marcus Invest Core IRA(3) - - - - - - -
Marcus Invest Smart Beta(7) 0.0077 - - - - - -
Marcus Invest SRI(7) 0.0083 - - - - - -
Merrill Edge Guided Investing(31) 0.0111 0.0068 0.0301 0.0271 0.0387 0.0302 -
Merrill Edge Guided Investing SRI(31) 0.011 -0.0142 0.0111 0.0299 - - -
Morgan Stanley Active(3) 0.0158 -0.0152 0.0043 0.0387 - - -
Morgan Stanley Defense and Cyber Security(7) 0.0156 -0.0153 0.0041 0.039 - - -
Morgan Stanley Emerging Consumer(7) 0.0156 -0.0154 0.0045 0.0377 - - -
Morgan Stanley Gender Diversity(7) 0.0134 -0.0081 0.01 0.0326 - - -
Morgan Stanley Genomics(7) 0.0154 -0.0149 0.0039 0.0362 - - -
Morgan Stanley Global Frontier(7) 0.0158 -0.0153 0.0036 0.0387 - - -
Morgan Stanley Inflation Conscious(7) 0.0194 -0.0068 0.0201 0.0477 - - -
Morgan Stanley Market Tracking(12) 0.0137 -0.0138 -0.0049 0.0346 0.0486 - -
Morgan Stanley Robotics(7) 0.0154 -0.0152 0.0042 0.039 - - -
Morgan Stanley SRI(7) 0.0135 -0.0082 0.0101 0.0327 0.0431 - -
Personal Capital(4) 0.0145 -0.0094 0.0209 0.0317 0.0408 0.0275 0.0243
Principal SimpleInvest IRA(7) - - - - - - -
Qapital(30) 0.0177 -0.0151 0.014 0.0418 - - -
Schwab(5) 0.0221 0.0067 0.0488 0.0508 0.0563 0.0443 0.0432
Schwab Domestic Focus(5) 0.0221 0.0115 0.0489 0.0494 - - -
SigFig(6) 0.0197 -0.0101 0.0118 0.0514 0.0583 0.045 0.0366
SoFi(17) 0.0117 0.0072 0.0303 0.0369 0.0432 0.0352 -
Stash Smart Portfolio(30) 0.0165 - - - - - -
Sustainfolio(7) 0.01 -0.007 - - - - -
T Rowe Price ActivePlus Portfolios IRA(13) - - - - - - -
TD Ameritrade(10) 0.0152 -0.0172 -0.0026 0.0339 0.0461 0.0323 -
TD Ameritrade Income(35) *^ *^ *^ *^ - - -
TD Ameritrade Managed Risk(35) *^ *^ *^ *^ - - -
TD Ameritrade Opportunistic(35) 0.0181 -0.0154 0.0184 0.027 - - -
TD Ameritrade SRI(45) 0.0165 -0.0174 -0.0033 0.0336 - - -
TIAA Personal Portfolio Active(7) 0.0208 -0.0104 0.0228 0.0494 - - -
TIAA Personal Portfolio(7) 0.018 -0.0129 0.0031 0.0397 0.0503 0.0359 -
TIAA Personal Portfolio SRI(7) 0.0197 0.0036 0.0473 0.0485 0.0563 - -
Titan Invest(3) - - - - - - -
Twine(3) 0.0175 -0.0098 0.0189 0.0366 - - -
UBS Advice Advantage(7) 0.0163 0.0032 0.0387 0.0363 0.046 - -
US Bank Automated Investor(28) 0.0146 0.0087 0.0403 0.0383 - - -
Vanguard Digital Advisor(7) 0.0139 -0.0191 -0.0057 - - - -
Vanguard P.A.S.(43) 0.0115 0.0084 0.0355 0.0368 0.0436 0.0352 0.0269
Wahed Invest(4) 0.0101 0.002 - - - - -
Wealthfront(44) 0.0138 0.002 0.0308 0.0428 0.0524 0.0418 0.0305
Wealthfront PassivePlus(22) 0.0129 0.0004 0.0278 0.0414 - - -
Wells Fargo Intuitive Investor(14) 0.0219 -0.0105 0.0322 0.0385 0.0533 - -
Zacks Advantage(29) 0.0069 0.0018 0.0167 0.027 0.0357 - -

Produced by Backend Benchmarking

Returns are net of fees and are as of 06/30/2021. All returns for periods longer than one year are annualized.

Numbers in parentheses correspond to disclosures found here.

*^These portfolios hold balanced funds. The nature of these funds limits our ability to accurately breakdown equity and fixed income performance individually.