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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Total Portfolio Returns ~60/40 Allocations (Last Updated: 09/30/2021)

Robo Advisor 3Q 2021 YTD 1-Year Trailing 2-Year Trailing (Annualized) 3-Year Trailing (Annualized) 4-Year Trailing (Annualized) 5-Year Trailing (Annualized)
Acorns (1) -0.0089 0.0706 0.1695 0.1146 0.0905 0.0823 0.0815
Ally Invest Managed Portfolios (9) -0.0087 0.0667 0.1744 0.1144 0.0922 0.0827 -
Betterment (27) -0.015 0.0725 0.2002 0.1252 0.0962 0.0823 0.0897
Betterment Broad Impact SRI (32) -0.0077 0.0637 - - - - -
Betterment Climate Impact SRI (32) -0.0097 0.0585 - - - - -
Betterment Social Impact SRI (32) -0.0113 0.0595 - - - - -
Betterment SRI (legacy) (27) -0.0098 0.0725 0.1869 0.1223 0.0965 - -
Capital One Investing (16) -0.0073 0.0599 0.1454 0.0826 0.0651 - -
Citi Wealth Builder (40) -0.0081 0.0823 0.2038 - - - -
Citizens Bank SpeciFi (7) -0.0128 0.0637 0.1774 0.1322 - - -
E*Trade Core (21) -0.012 0.0674 0.1866 0.129 0.1004 0.0884 0.0932
E*Trade Core SRI (23) -0.0071 0.0872 0.2045 0.1299 - - -
Edelman Financial Engines (EMAP) (4) -0.0145 0.0714 0.1883 0.1228 - - -
Ellevest (38) -0.0107 0.0666 0.1692 0.1161 0.0901 0.0796 -
Fidelity Go (33) -0.0068 0.0801 0.184 0.1271 0.0986 0.0923 0.0967
Fifth Third Bank OptiFi (7) -0.0081 0.0793 0.184 0.1265 - - -
FutureAdvisor (3) -0.0057 0.065 0.1619 0.1176 0.0966 0.0787 0.0798
Interactive Advisors (24) -0.012 0.0647 0.1706 0.1051 0.0871 - -
JP Morgan Chase Automated Investing (7) -0.006 0.0549 0.1337 0.1084 - - -
Liftoff (Ritholtz Wealth Management) (3) -0.0146 0.0627 0.1759 0.1145 - - -
Marcus Invest Core (7) -0.0055 - - - - - -
Marcus Invest Smart Beta (7) -0.0059 - - - - - -
Marcus Invest SRI (7) -0.0066 - - - - - -
Merrill Edge Guided Investing (31) -0.0083 0.0824 0.1853 0.1199 0.0943 0.0839 -
Merrill Edge Guided Investing SRI (31) -0.0077 0.0726 0.1827 0.1468 - - -
Morgan Stanley Active (3) -0.0144 0.0587 0.1781 0.1365 0.1009 - -
Morgan Stanley Defense and Cyber Security (7) -0.0138 0.0643 0.203 0.1235 - - -
Morgan Stanley Emerging Consumer (7) -0.0389 0.0126 0.1445 0.1342 - - -
Morgan Stanley Gender Diversity (7) -0.0042 0.0727 0.1753 0.1318 - - -
Morgan Stanley Genomics (7) -0.0187 0.0319 0.1405 0.1264 - - -
Morgan Stanley Global Frontier (7) -0.0075 0.0671 0.1931 0.1283 - - -
Morgan Stanley Inflation Conscious (7) -0.0073 0.0955 0.2269 0.1207 - - -
Morgan Stanley Market Tracking (12) -0.0108 0.0732 0.192 0.1276 0.0932 - -
Morgan Stanley Robotics (7) -0.0167 0.061 0.2134 0.1856 - - -
Morgan Stanley SRI (7) 0.0007 0.0802 0.1764 0.1404 0.1097 - -
Personal Capital (4) -0.0145 0.0854 0.2179 0.1335 0.0959 0.0855 0.0895
Schwab (5) -0.0075 0.0838 0.212 0.1155 0.0835 0.0744 0.0833
Schwab Domestic Focus (5) -0.0083 0.1057 0.2517 0.1292 - - -
SigFig (6) -0.0075 0.0685 0.1715 0.1424 0.1098 0.0963 0.0991
SoFi (17) -0.0048 0.0839 0.1865 0.1435 0.1084 0.0925 -
Stash Smart Portfolio (30) -0.0084 - - - - - -
TD Ameritrade (10) -0.0091 0.0775 0.1948 0.1434 0.1073 0.0956 -
TD Ameritrade SRI (45) -0.01 0.0786 0.1987 0.1495 0.1035 - -
UBS Advice Advantage (7) -0.0161 0.0708 0.1985 0.1315 0.0929 - -
US Bank Automated Investor (28) -0.0109 0.0688 0.182 0.1363 0.106 - -
Vanguard Digital Advisor (7) -0.0057 0.0655 0.165 - - - -
Vanguard P.A.S. (43) -0.0086 0.0766 0.1824 0.1303 0.0969 0.089 0.094
Wealthfront (44) -0.0145 0.0959 0.2287 0.1376 0.1007 0.0937 0.0964
Wealthfront PassivePlus (22) -0.015 0.0565 0.1655 0.1069 - - -
Wells Fargo Intuitive Investor (14) -0.0152 0.0636 0.1943 0.1386 0.1031 - -
Zacks Advantage (29) -0.0039 0.0879 0.1952 0.1317 0.0979 0.0899 -

Produced by Backend Benchmarking

Returns are net of fees and are as of 09/30/2021. All returns for periods longer than one year are annualized.

Numbers in parentheses correspond to disclosures found here.

Total Portfolio Returns vs. Normalized Benchmark ~60/40 Allocations (Last Updated: 09/30/2021)

3Q 2021 Return vs. Benchmark YTD Return vs. Benchmark 1-Year Trailing Return vs. Benchmark 2-Year Trailing Return vs. Benchmark (Annualized) 3-Year Trailing Return vs. Benchmark (Annualized) 4-Year Trailing Return vs. Benchmark (Annualized) 5-Year Trailing Return vs. Benchmark (Annualized)
Acorns (1) -0.0006 0.0027 -0.0023 -0.0195 -0.012 -0.0103 -0.0158
Ally Invest Managed Portfolios (9) -0.0009 0.0017 0.0073 -0.0172 -0.009 -0.0086 -
Betterment (27) -0.0067 -0.0005 0.0154 -0.0162 -0.0097 -0.0144 -0.0115
Betterment Broad Impact SRI (32) 0.0004 -0.0033 - - - - -
Betterment Climate Impact SRI (32) -0.0016 -0.0085 - - - - -
Betterment Social Impact SRI (32) -0.0032 -0.0076 - - - - -
Betterment SRI (legacy) (27) -0.002 0.0063 0.017 -0.0109 -0.0054 - -
Capital One Investing (16) 0.0008 -0.006 -0.0228 -0.0495 -0.0364 - -
Citi Wealth Builder (40) 0.0003 0.011 0.0238 - - - -
Citizens Bank SpeciFi (7) -0.0046 -0.0079 -0.0044 -0.0076 - - -
E*Trade Core (21) -0.0041 0.001 0.0164 -0.0043 -0.0016 -0.0038 -0.0026
E*Trade Core SRI (23) 0.0008 0.0209 0.033 -0.0043 - - -
Edelman Financial Engines (EMAP) (4) -0.0058 -0.0048 -0.0031 -0.0222 - - -
Ellevest (38) -0.0031 0.0055 0.0107 -0.0106 -0.0087 -0.0094 -
Fidelity Go (33) 0.0011 0.0129 0.0115 -0.0076 -0.004 -0.0007 -0.0001
Fifth Third Bank OptiFi (7) -0.0003 0.0132 0.0142 -0.0066 - - -
FutureAdvisor (3) 0.0019 0.0057 0.004 -0.0091 -0.0024 -0.0101 -0.0122
Interactive Advisors (24) -0.0045 0.0059 0.0175 -0.0185 -0.0102 - -
JP Morgan Chase Automated Investing (7) 0.0013 -0.0002 -0.0095 -0.0093 - - -
Liftoff (Ritholtz Wealth Management) (3) -0.0066 -0.0039 0.0055 -0.0189 - - -
Marcus Invest Core (7) 0.0023 - - - - - -
Marcus Invest Smart Beta (7) 0.0019 - - - - - -
Marcus Invest SRI (7) 0.0013 - - - - - -
Merrill Edge Guided Investing (31) 0 0.0123 0.0095 -0.0127 -0.0091 -0.0086 -
Merrill Edge Guided Investing SRI (31) 0.0007 0.0002 0.0015 0.0069 - - -
Morgan Stanley Active (3) -0.0061 -0.0151 -0.0061 -0.0045 -0.005 - -
Morgan Stanley Defense and Cyber Security (7) -0.0045 -0.017 0.0015 -0.0271 - - -
Morgan Stanley Emerging Consumer (7) -0.03 -0.068 -0.0547 -0.0149 - - -
Morgan Stanley Gender Diversity (7) 0.0044 0.003 0 -0.0044 - - -
Morgan Stanley Genomics (7) -0.0107 -0.0298 -0.0172 0.0001 - - -
Morgan Stanley Global Frontier (7) 0.0017 -0.013 -0.0055 -0.0207 - - -
Morgan Stanley Inflation Conscious (7) 0.0015 0.022 0.043 -0.0206 - - -
Morgan Stanley Market Tracking (12) -0.0022 0.0013 0.0113 -0.0114 -0.0115 - -
Morgan Stanley Robotics (7) -0.0076 -0.0196 0.0127 0.0354 - - -
Morgan Stanley SRI (7) 0.0091 0.0111 0.0018 0.0047 0.0064 - -
Personal Capital (4) -0.0051 0.0007 0.0081 -0.0214 -0.0165 -0.0186 -0.0206
Schwab (5) 0.0003 0.0208 0.0499 -0.0126 -0.0145 -0.0161 -0.0129
Schwab Domestic Focus (5) 0 0.034 0.0743 -0.0069 - - -
SigFig (6) 0.0007 -0.001 -0.0051 0.0056 0.006 0.0021 0.001
SoFi (17) 0.0036 0.0157 0.0143 0.0092 0.0058 0.001 -
Stash Smart Portfolio (30) -0.0005 - - - - - -
TD Ameritrade (10) 0 -0.0042 -0.0071 -0.0072 -0.0037 -0.0059 -
TD Ameritrade SRI (45) -0.0009 -0.0032 -0.0019 -0.0024 -0.0086 - -
UBS Advice Advantage (7) -0.0071 -0.0094 -0.0018 -0.0204 -0.019 - -
US Bank Automated Investor (28) -0.0033 0.0064 0.0206 0.0079 0.0069 - -
Vanguard Digital Advisor (7) 0.0022 0.001 -0.0001 - - - -
Vanguard P.A.S. (43) -0.0004 0.0091 0.011 -0.0036 -0.0055 -0.0035 -0.002
Wealthfront (44) -0.0059 0.0218 0.0427 -0.0044 -0.0056 -0.0033 -0.005
Wealthfront PassivePlus (22) -0.007 -0.0062 0.0053 -0.0207 - - -
Wells Fargo Intuitive Investor (14) -0.0072 -0.0063 0.0159 0.0006 -0.0011 - -
Zacks Advantage (29) 0.004 0.0214 0.025 -0.0016 -0.0041 -0.0015 -

Produced by Backend Benchmarking

Returns are net of fees and are as of 09/30/2021. All returns for periods longer than one year are annualized.

Numbers in parentheses correspond to disclosures found here.

Total Portfolio Returns Non-60/40 Allocations (Last Updated: 09/30/2021)

% Equity Allocation (as of 06/30/21) 3Q 2021 3Q 2021 Return vs. Benchmark YTD YTD Return Above/Below Benchmark 1-Year Trailing 1-Year Trailing Return Above/Below Benchmark 2-Year Trailing (Annualized) 2-Year Trailing Return Above/Below Benchmark (Annualized) 3-Year Trailing (Annualized) 3-Year Trailing Return Above/Below Benchmark (Annualized) 4-Year Trailing (Annualized) 4-Year Trailing Return Above/Below Benchmark (Annualized)
blooom IRA (41) 83% -0.0026 0.0078 0.1053 0.0041 0.2516 0.0033 - - - - - -
Marcus Invest Core IRA (3) 99% -0.0069 0.0048 0.1366 0.0177 0.3061 0.0172 0.1831 -0.0113 0.1561 0.0261 - -
Principal SimpleInvest IRA (7) 98% -0.0131 -0.0015 0.1162 -0.0013 0.2813 -0.0044 - - - - - -
T Rowe Price ActivePlus Portfolios IRA (13) 100% -0.0134 -0.0015 0.1262 0.006 0.3163 0.0243 0.2029 0.007 0.1403 0.0097 0.1307 0.0046
Titan Invest (3) 99% -0.0188 -0.0071 0.0807 -0.0392 0.2523 -0.0393 0.3164 0.1207 - - - -
Titan Invest Offshore (3) 99% -0.1245 -0.1126 - - - - - - - - - -
Titan Invest Opportunities (3) 100% -0.0521 -0.0402 - - - - - - - - - -

Produced by Backend Benchmarking

Returns are net of fees and are as of 09/30/2021. All returns for periods longer than one year are annualized.

Numbers in parentheses correspond to disclosures found here.