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: 03/31/2022)

Robo Advisor 1Q 2022 1-Year Trailing 2-Year Trailing (Annualized) 3-Year Trailing (Annualized) 4-Year Trailing (Annualized) 5-Year Trailing (Annualized)
Acorns (1) -0.0564 0.0244 0.1686 0.0857 0.0751 0.0739
Ally Invest Managed Portfolios (9) -0.0536 0.0145 0.1633 0.0832 0.0708 0.0741
Axos Invest (8) -0.052 0.0362 0.1921 0.1021 0.0871 0.0881
Betterment (27) -0.0488 0.015 0.1908 0.0895 0.0717 0.0767
Betterment Broad Impact SRI (32) -0.0615 0.0153 - - - -
Betterment Climate Impact SRI (32) -0.0641 0.0144 - - - -
Betterment Social Impact SRI (32) -0.0617 0.0097 - - - -
Betterment SRI (legacy) (27) -0.0602 0.0117 0.1721 0.0856 0.0699 -
SageView (was Capital One Investing) (16) -0.0537 0.0238 0.1443 0.0617 0.0488 -
Citi Wealth Builder (40) -0.0482 0.028 0.1883 - - -
Citizens Bank SpeciFi (7) -0.0575 0.0101 0.1743 0.0879 - -
E*Trade Core (21) -0.0548 0.0077 0.179 0.0901 0.0756 0.0777
E*Trade Core SRI (23) -0.0568 0.0208 0.1793 0.0921 - -
Edelman Financial Engines (EMAP) (4) -0.0614 0.0121 0.18 0.0863 - -
Ellevest (38) -0.0473 0.0184 0.165 0.0826 0.0692 0.0729
Fidelity Go (33) -0.0521 0.0355 0.1803 0.0946 0.0825 0.0854
FutureAdvisor (3) -0.0541 0.0213 0.1545 0.0859 0.0676 0.0716
Interactive Advisors (24) -0.0442 0.017 0.1551 0.0764 - -
JP Morgan Chase Automated Investing (7) -0.0568 0.0156 0.1324 - - -
Liftoff (Ritholtz Wealth Management) (3) -0.0454 0.01 0.1728 - - -
Marcus Invest Core (7) -0.0484 0.0325 - - - -
Marcus Invest Smart Beta (7) -0.0545 0.0317 - - - -
Marcus Invest SRI (7) -0.0538 0.0224 - - - -
Merrill Edge Guided Investing (31) -0.0465 0.0382 0.1826 0.0919 0.0776 0.0785
Merrill Edge Guided Investing SRI (31) -0.0577 0.0242 0.1853 0.1027 - -
Morgan Stanley Active (3) -0.0691 -0.013 0.1652 0.0859 - -
Morgan Stanley Defense and Cyber Security (7) -0.052 0.0098 0.1859 - - -
Morgan Stanley Emerging Consumer (7) -0.0841 -0.0783 0.1449 - - -
Morgan Stanley Gender Diversity (7) -0.0682 0.0078 0.1623 - - -
Morgan Stanley Genomics (7) -0.0779 -0.0497 0.1202 - - -
Morgan Stanley Global Frontier (7) -0.0679 -0.0014 0.1737 - - -
Morgan Stanley Inflation Conscious (7) -0.028 0.0578 0.2092 - - -
Morgan Stanley Market Tracking (12) -0.056 0.0101 0.1724 0.0865 0.0694 -
Morgan Stanley Robotics (7) -0.0879 -0.0457 0.1933 - - -
Morgan Stanley SRI (7) -0.0697 0.0207 0.168 0.0963 0.0795 -
Personal Capital (4) -0.031 0.0542 0.2206 0.1038 0.083 0.0832
Schwab (5) -0.0425 0.02 0.1852 0.0805 0.0621 0.0695
Schwab Domestic Focus (5) -0.0363 0.0445 0.2174 - - -
SigFig (6) -0.0537 0.0201 0.1746 0.0977 0.0806 0.0845
SoFi (17) -0.0571 0.0322 0.1816 0.1004 0.0815 -
Stash Smart Portfolio (30) -0.0652 0.0012 - - - -
TD Ameritrade (10) -0.0572 0.0279 0.1956 0.1005 0.0818 0.0867
TD Ameritrade Automated Investing (7) -0.053 - - - - -
TD Ameritrade SRI (45) -0.0634 0.0271 0.1983 0.1059 - -
UBS Advice Advantage (7) -0.0509 0.0203 0.1954 0.0919 - -
US Bank Automated Investor (28) -0.0632 0.0071 0.176 0.0918 - -
Vanguard Digital Advisor (7) -0.0537 0.0234 0.1671 - - -
Vanguard P.A.S. (43) -0.0549 0.0296 0.1814 0.0932 0.0783 0.0819
Wealthfront (44) -0.0258 0.0594 0.2242 0.1072 0.0903 0.0921
Wealthfront PassivePlus (22) -0.0744 0.0032 0.1471 - - -
Wells Fargo Intuitive Investor (14) -0.0662 0.0041 0.1943 0.0929 0.0785 -
Zacks Advantage (29) -0.0408 0.05 0.1947 0.1025 0.0857 -

Produced by The Robo Report

Returns are net of fees and are as of 03/31/2022. 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: 03/31/2022)

Robo Advisor 1Q 2022 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) -0.0018 -0.0044 -0.0085 -0.011 -0.0058 -0.011
Ally Invest Managed Portfolios (9) 0.001 -0.0088 -0.0081 -0.0106 -0.008 -0.0079
Axos Invest (8) 0.0028 0.0077 0.0051 0.002 0.0037 0.0012
Betterment (27) 0.0059 -0.0144 0.0008 -0.0117 -0.0125 -0.0112
Betterment Broad Impact SRI (32) -0.0069 -0.011 - - - -
Betterment Climate Impact SRI (32) -0.0094 -0.0119 - - - -
Betterment Social Impact SRI (32) -0.0071 -0.0167 - - - -
Betterment SRI (legacy) (27) -0.0055 -0.0121 -0.0021 -0.0093 -0.0097 -
SageView (was Capital One Investing) (16) 0.0009 -0.0021 -0.0286 -0.0331 -0.0307 -
Citi Wealth Builder (40) 0.0065 -0.0021 0.0055 - - -
Citizens Bank SpeciFi (7) -0.0028 -0.0182 -0.0126 -0.0121 - -
E*Trade Core (21) -0.0001 -0.0168 0.0044 -0.0051 -0.0042 -0.0054
E*Trade Core SRI (23) -0.0022 -0.0035 0.0028 -0.0035 - -
Edelman Financial Engines (EMAP) (4) -0.0066 -0.0209 -0.0172 -0.0183 - -
Ellevest (38) 0.0073 -0.0022 0.0026 -0.0076 -0.007 -0.0074
Fidelity Go (33) 0.0025 0.0114 0.0034 -0.0013 0.0022 0.0017
FutureAdvisor (3) 0.0005 0.0004 -0.009 -0.0044 -0.0087 -0.0079
Interactive Advisors (24) 0.0104 -0.0026 -0.0017 -0.0117 - -
JP Morgan Chase Automated Investing (7) -0.0022 -0.0016 -0.0135 - - -
Liftoff (Ritholtz Wealth Management) (3) 0.0092 -0.0152 -0.0022 - - -
Marcus Invest Core (7) 0.0062 0.0095 - - - -
Marcus Invest Smart Beta (7) 0.0001 0.0087 - - - -
Marcus Invest SRI (7) 0.0008 -0.0017 - - - -
Merrill Edge Guided Investing (31) 0.0082 0.0094 0.0024 -0.0039 -0.0029 -0.0053
Merrill Edge Guided Investing SRI (31) -0.003 -0.0056 0 0.0022 - -
Morgan Stanley Active (3) -0.0144 -0.044 -0.0232 -0.015 - -
Morgan Stanley Defense and Cyber Security (7) 0.0029 -0.0292 -0.0215 - - -
Morgan Stanley Emerging Consumer (7) -0.0293 -0.1152 -0.0596 - - -
Morgan Stanley Gender Diversity (7) -0.0135 -0.0234 -0.0177 - - -
Morgan Stanley Genomics (7) -0.0233 -0.0744 -0.0402 - - -
Morgan Stanley Global Frontier (7) -0.013 -0.0397 -0.0307 - - -
Morgan Stanley Inflation Conscious (7) 0.0267 0.0243 0.022 - - -
Morgan Stanley Market Tracking (12) -0.0013 -0.0217 -0.0139 -0.0141 -0.0143 -
Morgan Stanley Robotics (7) -0.0331 -0.0827 -0.013 - - -
Morgan Stanley SRI (7) -0.0151 -0.0087 -0.0119 -0.0015 -0.0021 -
Personal Capital (4) 0.024 0.0138 0.0037 -0.0082 -0.009 -0.013
Schwab (5) 0.0121 -0.0032 0.014 -0.011 -0.015 -0.0127
Schwab Domestic Focus (5) 0.0184 0.016 0.0333 - - -
SigFig (6) 0.0009 -0.0078 -0.007 -0.0004 -0.0014 -0.0008
SoFi (17) -0.0024 0.0026 0.0041 0.0035 0.0004 -
Stash Smart Portfolio (30) -0.0106 -0.0229 - - - -
TD Ameritrade (10) -0.0023 -0.0095 -0.01 -0.0082 -0.0079 -0.0062
TD Ameritrade Automated Investing (7) 0.0016 - - - - -
TD Ameritrade SRI (45) -0.0085 -0.0106 -0.0077 -0.0038 - -
UBS Advice Advantage (7) 0.0039 -0.0158 -0.0112 -0.0174 - -
US Bank Automated Investor (28) -0.0086 -0.0144 0.0106 0.0002 - -
Vanguard Digital Advisor (7) 0.0009 -0.0011 -0.0025 - - -
Vanguard P.A.S. (43) -0.0003 0.002 0.005 -0.003 -0.0023 -0.0018
Wealthfront (44) 0.029 0.0271 0.0325 0.0049 0.0053 0.0036
Wealthfront PassivePlus (22) -0.0197 -0.0216 -0.0176 - - -
Wells Fargo Intuitive Investor (14) -0.0115 -0.0221 0.0112 -0.0055 -0.0036 -
Zacks Advantage (29) 0.0139 0.0253 0.02 0.0073 0.0062 -

Produced by The Robo Report

Returns are net of fees and are as of 03/31/2022. 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: 03/31/2022)

Robo Advisor % Equity Allocation 1Q 2022 1Q 2022 Return vs. Benchmark 1-Year Trailing 1-Year Trailing Return vs. Benchmark 2-Year Trailing (Annualized) 2-Year Trailing Return vs. Benchmark (Annualized) 3-Year Trailing (Annualized) 3-Year Trailing Return vs. Benchmark (Annualized) 4-Year Trailing (Annualized) 4-Year Trailing Return vs. Benchmark (Annualized) 5-Year Trailing (Annualized) 5-Year Trailing Return vs. Benchmark (Annualized)
blooom IRA (41) 84% -0.0581 -0.0029 0.0529 0.0018 - - - - - - - -
Marcus Invest Core IRA (3) 99% -0.0488 0.007 0.0879 0.0237 0.304 0.0047 0.1411 0 - - - -
Principal SimpleInvest IRA (7) 98% -0.0635 -0.0077 0.0465 -0.0166 0.2764 -0.0196 - - - - - -
T Rowe Price ActivePlus Portfolios IRA (13) 100% -0.0757 -0.0198 0.024 -0.0411 0.2958 -0.0068 0.1336 -0.0086 0.1068 -0.0067 - -
Titan Invest (3) 72% -0.1301 -0.0742 -0.0591 -0.1233 0.271 -0.031 - - - - - -
Titan Invest Offshore (3) 67% -0.1443 -0.089 - - - - - - - - - -

Produced by The Robo Report

Returns are net of fees and are as of 03/31/2022. All returns for periods longer than one year are annualized.

Numbers in parentheses correspond to disclosures found here.