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: 3/31/2023)

Robo Advisor YTD 1-Year Trailing 2-Year Trailing (Annualized) 3-Year Trailing (Annualized) 4-Year Trailing (Annualized) 5-Year Trailing (Annualized)
Acorns (1) 0.0456 -0.0767 -0.0274 0.0804 0.0426 0.0429
Ally Invest Robo Portfolios (9) 0.0508 -0.0537 -0.0202 0.086 0.0473 0.0448
Axos Invest (8) 0.0562 -0.0618 -0.014 0.1007 0.0586 0.0559
Betterment (27) 0.0446 -0.0608 -0.0237 0.1003 0.0498 0.0437
Betterment Broad Impact SRI (32) 0.0574 -0.0485 -0.0175 - - -
Betterment Climate Impact SRI (32) 0.0546 -0.0555 -0.0212 - - -
Betterment Social Impact SRI (32) 0.0564 -0.0592 -0.0258 - - -
Betterment SRI (legacy) (27) 0.0535 -0.05 -0.0191 0.0929 0.05 0.0448
Citi Wealth Builder (40) 0.0417 -0.0645 -0.0177 0.0985 - -
Citizens Bank SpeciFi (7) 0.0542 -0.0672 -0.0296 0.0875 0.0468 -
E*Trade Core (21) 0.0453 -0.065 -0.0294 0.0913 0.0488 0.0457
E*Trade Core SRI (23) 0.0522 -0.0381 -0.0092 0.1016 0.0577 -
Edelman Financial Engines (EMAP) (4) 0.0543 -0.0847 -0.0375 0.0843 0.0408 -
Ellevest (38) 0.0391 -0.0381 -0.0102 0.093 0.051 0.0468
Fidelity Go (33) 0.0524 -0.0363 -0.001 0.1033 0.06 0.0574
Interactive Advisors (24) 0.0444 -0.0456 -0.0148 0.0839 0.0445 -
JP Morgan Chase Automated Investing (7) 0.0549 -0.0579 -0.0218 0.0651 - -
Marcus Invest Core (7) 0.0461 -0.0397 -0.0044 - - -
Marcus Invest Smart Beta (7) 0.0495 -0.0407 -0.0052 - - -
Marcus Invest SRI (7) 0.0498 -0.0436 -0.0112 - - -
Merrill Edge Guided Investing (31) 0.0475 -0.0444 -0.004 0.1015 0.0561 0.052
Merrill Edge Guided Investing SRI (31) 0.0546 -0.0675 -0.0227 0.0943 0.0574 -
Empower (Personal Capital) (4) 0.0428 -0.0651 -0.0073 0.1169 0.0589 0.0513
Schwab (5) 0.0409 -0.0417 -0.0113 0.1042 0.0486 0.0405
Schwab Domestic Focus (5) 0.0429 -0.0432 -0.0003 0.1236 - -
SigFig (6) 0.0509 -0.063 -0.0223 0.0895 0.0551 0.0502
SoFi (17) 0.0552 -0.0541 -0.0119 0.0972 0.0596 0.0529
Stash Smart Portfolio (30) 0.0742 -0.0765 -0.0379 - - -
TD Ameritrade (10) (legacy Essential and Selective Portfolios) 0.0583 -0.0636 -0.0189 0.1021 0.057 0.051
TD Ameritrade Automated Investing (7) 0.0499 -0.0796 - - - -
TD Ameritrade SRI (45) 0.0663 -0.0641 -0.0196 0.1036 0.0607 -
UBS Advice Advantage (7) 0.0507 -0.0547 -0.0188 0.1048 0.0528 -
US Bank Automated Investor (28) 0.0549 -0.052 -0.0229 0.0945 0.0538 -
Vanguard Digital Advisor (7) 0.0527 -0.0547 -0.0171 0.0875 - -
Vanguard P.A.S. (43) 0.0495 -0.0464 -0.0091 0.1001 0.0563 0.052
Wealthfront (Risk 4.0 ; 2016) (44) 0.0426 -0.0429 0.0069 0.1278 0.0676 0.0623
Wealthfront (Risk 4.0 ; 2018) (44) 0.0464 -0.0467 -0.0145 0.0928 0.055 0.0528
Wealthfront PassivePlus (Risk 4.0 ; 2019) (22) 0.046 -0.0661 -0.0321 0.0713 - -
Wells Fargo Intuitive Investor (14) 0.0504 -0.0788 -0.0382 0.0954 0.0472 0.045
Zacks Advantage (29) 0.0405 -0.0477 -0.0001 0.1078 0.0628 0.0575

Produced by The Robo Report

Returns are net of fees and are as of 3/31/2023. 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: 3/31/2023)

Robo Advisor 1Q 2023 Retun vs. Benchmark 1-Year Trailing Return Above/Below Benchmark 2-Year Trailing Return Above/Below Benchmark (Annualized) 3-Year Trailing Return Above/Below Benchmark (Annualized) 4-Year Trailing Return Above/Below Benchmark (Annualized) 5-Year Trailing Return Above/Below Benchmark (Annualized)
Acorns (1) -0.0083 -0.023 -0.0141 -0.0141 -0.0144 -0.0096
Ally Invest Robo Portfolios (9) -0.0031 -0.0008 -0.0047 -0.0053 -0.0079 -0.0063
Axos Invest (8) -0.0002 -0.005 0.0011 0.0013 0 0.0021
Betterment (27) -0.0122 -0.0038 -0.0089 -0.0009 -0.0096 -0.0106
Betterment Broad Impact SRI (32) 0.0026 0.0067 -0.0023 - - -
Betterment Climate Impact SRI (32) -0.0002 -0.0019 -0.0067 - - -
Betterment Social Impact SRI (32) 0.0016 -0.0046 -0.0108 - - -
Betterment SRI (legacy) (27) -0.0012 0.0045 -0.0031 0.0004 -0.0055 -0.0066
Citi Wealth Builder (40) -0.0131 -0.0106 -0.0049 0.0006 - -
Citizens Bank SpeciFi (7) -0.0027 -0.011 -0.0147 -0.0121 -0.0119 -
E*Trade Core (21) -0.0119 -0.0123 -0.0146 -0.0021 -0.0073 -0.0062
E*Trade Core SRI (23) -0.0046 0.0145 0.0057 0.007 0.0012 -
Edelman Financial Engines (EMAP) (4) -0.0017 -0.0274 -0.0243 -0.0212 -0.0209 -
Ellevest (38) -0.0141 0.0157 0.0071 0.0076 -0.0013 -0.002
Fidelity Go (33) -0.0024 0.0184 0.0151 0.0093 0.0039 0.0056
Interactive Advisors (24) -0.0181 -0.0034 -0.003 -0.0023 -0.0095 -
JP Morgan Chase Automated Investing (7) 0.0043 -0.0077 -0.0047 -0.0113 - -
Marcus Invest Core (7) -0.0087 0.0136 0.0115 - - -
Marcus Invest Smart Beta (7) -0.0053 0.0125 0.0106 - - -
Marcus Invest SRI (7) -0.005 0.0116 0.0052 - - -
Merrill Edge Guided Investing (31) -0.0064 0.0105 0.01 0.0056 0.0001 0
Merrill Edge Guided Investing SRI (31) -0.0002 -0.0118 -0.0089 -0.0046 -0.0018 -
Empower (Personal Capital) (4) -0.0173 -0.005 0.0039 0.0004 -0.0073 -0.0085
Schwab (5) -0.0126 0.0122 0.0048 0.0135 -0.0046 -0.0091
Schwab Domestic Focus (5) -0.0118 0.0121 0.0139 0.0253 - -
SigFig (6) -0.003 -0.0087 -0.0083 -0.0076 -0.0028 -0.003
SoFi (17) 0.0012 0 0.0013 0.0026 0.0025 0.0003
Stash Smart Portfolio (30) 0.0186 -0.0211 -0.0214 - - -
TD Ameritrade (10) (legacy Essential and Selective Portfolios) -0.0009 -0.0035 -0.0064 -0.0075 -0.0069 -0.0069
TD Ameritrade Automated Investing (7) -0.0065 -0.0232 - - - -
TD Ameritrade SRI (45) 0.0071 -0.0039 -0.0071 -0.0062 -0.0038 -
UBS Advice Advantage (7) -0.0077 0.004 -0.0064 -0.006 -0.0119 -
US Bank Automated Investor (28) 0.0022 0.0018 -0.006 0.0073 0.0006 -
Vanguard Digital Advisor (7) 0.0004 -0.0031 -0.0029 -0.0032 - -
Vanguard P.A.S. (43) -0.0045 0.0076 0.0049 0.0061 -0.0003 -0.0003
Wealthfront (Risk 4.0 ; 2016) (44) -0.0126 0.0179 0.0223 0.027 0.0085 0.0081
Wealthfront (Risk 4.0 ; 2018) (44) -0.0092 0.0087 0.0006 -0.0004 -0.001 0.001
Wealthfront PassivePlus (Risk 4.0 ; 2019) (22) -0.0075 -0.0104 -0.0158 -0.0148 - -
Wells Fargo Intuitive Investor (14) -0.0056 -0.0215 -0.0218 -0.0015 -0.01 -0.0077
Zacks Advantage (29) -0.0131 0.0062 0.0153 0.0148 0.0069 0.0061

Produced by The Robo Report

Returns are net of fees and are as of 3/31/2023. 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: 3/31/2023)

Robo Advisor % Equity Allocation YTD YTD Return vs. 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) 5-Year Trailing (Annualized) 5-Year Trailing Return Above/Below Benchmark (Annualized)
Marcus Invest Core IRA (3) 1 0.0628 -0.0072 -0.0703 0.0046 0.0054 0.0132 0.1648 0.0046 0.084 0.0012 - -
T Rowe Price ActivePlus Portfolios IRA (13) 1 0.0675 -0.0032 -0.0967 -0.0216 -0.0383 -0.0308 0.149 -0.013 0.0711 -0.0124 0.0627 -0.0102

Produced by The Robo Report

Returns are net of fees and are as of 3/31/2023. All returns for periods longer than one year are annualized.

Numbers in parentheses correspond to disclosures found here.