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: 06/30/2022)

Robo Advisor 2Q 2022 YTD 1-Year Trailing 2-Year Trailing (Annualized) 3-Year Trailing (Annualized) 4-Year Trailing (Annualized) 5-Year Trailing (Annualized)
Acorns (1) -0.1118 -0.1619 -0.1304 0.0356 0.0334 0.0403 0.044
Ally Invest Robo Portfolios (9) -0.1057 -0.1537 -0.1285 0.0387 0.0328 0.0402 0.0449
Axos Invest (8) -0.1182 -0.1641 -0.1334 0.0462 0.0449 0.0511 0.0549
Betterment (27) -0.1103 -0.1537 -0.1358 0.0533 0.0374 0.0429 0.0456
Betterment Broad Impact SRI (32) -0.1111 -0.1657 -0.1399 - - - -
Betterment Climate Impact SRI (32) -0.1109 -0.1679 -0.1395 - - - -
Betterment Social Impact SRI (32) -0.1127 -0.1674 -0.1461 - - - -
Betterment SRI (legacy) (27) -0.1096 -0.1632 -0.1385 0.0397 0.0336 0.04 -
Citi Wealth Builder (40) -0.105 -0.1481 -0.1227 0.0546 - - -
Citizens Bank SpeciFi (7) -0.1146 -0.1655 -0.1474 0.0375 0.0353 - -
E*Trade Core (21) -0.106 -0.155 -0.1372 0.0424 0.0389 0.0446 0.0484
E*Trade Core SRI (23) -0.0969 -0.1482 -0.1164 0.0575 0.0459 - -
Edelman Financial Engines (EMAP) (4) -0.1249 -0.1786 -0.1529 0.0339 0.0298 - -
Ellevest (38) -0.0884 -0.1315 -0.1095 0.0501 0.0402 0.0437 0.048
Fidelity Go (33) -0.1036 -0.1504 -0.1162 0.0528 0.0446 0.0499 0.0557
FutureAdvisor (3) -0.1063 -0.1546 -0.126 0.0313 0.0358 0.0404 0.042
Interactive Advisors (24) -0.0952 -0.1353 -0.1185 0.0412 0.0315 - -
JP Morgan Chase Automated Investing (7) -0.1013 -0.1524 -0.1275 0.0177 0.0291 - -
Liftoff (Ritholtz Wealth Management) (3) -0.1033 -0.144 -0.1318 0.0438 0.0321 - -
Marcus Invest Core (7) -0.0971 -0.1408 -0.1073 - - - -
Marcus Invest Smart Beta (7) -0.0975 -0.1467 -0.112 - - - -
Marcus Invest SRI (7) -0.1018 -0.1501 -0.1221 - - - -
Merrill Edge Guided Investing (31) -0.1014 -0.1432 -0.1095 0.0571 0.0441 0.0473 0.0505
Merrill Edge Guided Investing SRI (31) -0.1161 -0.1671 -0.1381 0.0421 0.0485 - -
Morgan Stanley Active (3) -0.1148 -0.176 -0.1641 0.0269 0.0319 - -
Morgan Stanley Defense and Cyber Security (7) -0.1233 -0.1689 -0.1566 0.0375 0.028 - -
Morgan Stanley Emerging Consumer (7) -0.1072 -0.1823 -0.2057 0.0084 0.0202 - -
Morgan Stanley Gender Diversity (7) -0.1093 -0.17 -0.1448 0.0309 0.0355 - -
Morgan Stanley Genomics (7) -0.1054 -0.175 -0.1828 -0.0056 0.0167 - -
Morgan Stanley Global Frontier (7) -0.1187 -0.1785 -0.1639 0.0295 0.0209 - -
Morgan Stanley Inflation Conscious (7) -0.0985 -0.1238 -0.1009 0.0693 0.0453 - -
Morgan Stanley Market Tracking (12) -0.1087 -0.1586 -0.1387 0.0427 0.036 0.0406 -
Morgan Stanley Robotics (7) -0.132 -0.2083 -0.211 0.0234 0.0392 - -
Morgan Stanley SRI (7) -0.1076 -0.1699 -0.1344 0.0389 0.0431 0.0498 -
Personal Capital (4) -0.1153 -0.1427 -0.1145 0.0737 0.0502 0.0485 0.0525
Schwab (5) -0.0941 -0.1326 -0.1141 0.0612 0.0379 0.0367 0.0434
Schwab Domestic Focus (5) -0.1029 -0.1354 -0.1057 0.0841 0.0517 - -
SigFig (6) -0.1071 -0.1551 -0.1337 0.0394 0.0464 0.0509 0.0553
SoFi (17) -0.1139 -0.1645 -0.1326 0.0472 0.0467 0.0486 0.0514
Stash Smart Portfolio (30) -0.1372 -0.1934 -0.1744 - - - -
TD Ameritrade (10) (legacy Essential and Selective Portfolios) -0.1227 -0.1728 -0.1441 0.0455 0.0427 0.0474 0.0524
TD Ameritrade Automated Investing (7) -0.1245 -0.1709 - - - - -
TD Ameritrade SRI (45) -0.1229 -0.1785 -0.1449 0.0476 0.0468 - -
UBS Advice Advantage (7) -0.1158 -0.1608 -0.1403 0.0501 0.0391 0.0405 -
US Bank Automated Investor (28) -0.1093 -0.1656 -0.1439 0.0385 0.0405 - -
Vanguard Digital Advisor (7) -0.1067 -0.1547 -0.1281 0.0369 - - -
Vanguard P.A.S. (43) -0.1037 -0.1529 -0.1218 0.0515 0.0438 0.0468 0.052
Wealthfront (Risk 4.0 ; 2016) (44) -0.1008 -0.124 -0.0958 0.0837 0.061 0.0585 0.0643
Wealthfront (Risk 4.0 ; 2018) (44) -0.1015 -0.1533 -0.1261 0.0467 0.0432 0.0479 -
Wealthfront PassivePlus (Risk 4.0 ; 2019) (22) -0.1083 -0.1746 -0.1524 0.0232 0.0219 - -
Wells Fargo Intuitive Investor (14) -0.129 -0.1866 -0.1685 0.0354 0.034 0.0393 -
Zacks Advantage (29) -0.099 -0.1357 -0.0943 0.0677 0.0556 0.055 -

Produced by The Robo Report

Returns are net of fees and are as of 06/30/2022. 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: 06/30/2022)

Robo Advisor 2Q 2022 Return vs. Benchmark YTD Return Above/Below 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) -0.0034 -0.0046 -0.0019 -0.0063 -0.0109 -0.0084 -0.0096
Ally Invest Robo Portfolios (9) 0.0015 0.0024 0.0014 0.0003 -0.0093 -0.0069 -0.0066
Axos Invest (8) -0.0028 -0.0001 0.0024 0.0027 0.0002 0.0022 0.0008
Betterment (27) 0.0059 0.011 0.0004 0.0084 -0.008 -0.0065 -0.0092
Betterment Broad Impact SRI (32) 0.0001 -0.0058 -0.0075 - - - -
Betterment Climate Impact SRI (32) -0.0016 -0.0098 -0.0089 - - - -
Betterment Social Impact SRI (32) -0.0022 -0.0082 -0.0144 - - - -
Betterment SRI (legacy) (27) 0.0007 -0.0041 -0.0058 0.0014 -0.0083 -0.0069 -
Citi Wealth Builder (40) 0.0047 0.0104 0.0066 0.0092 - - -
Citizens Bank SpeciFi (7) 0.0006 -0.0018 -0.0118 -0.006 -0.0094 - -
E*Trade Core (21) 0.0049 0.0046 -0.0042 0.0041 -0.003 -0.0023 -0.0032
E*Trade Core SRI (23) 0.0134 0.0108 0.0161 0.018 0.0033 - -
Edelman Financial Engines (EMAP) (4) -0.0092 -0.0143 -0.0188 -0.016 -0.0186 - -
Ellevest (38) 0.019 0.0247 0.0216 0.0175 0.0015 -0.0009 -0.0016
Fidelity Go (33) 0.007 0.009 0.0167 0.0131 0.0019 0.0024 0.0034
FutureAdvisor (3) -0.003 -0.0022 0.0009 -0.0039 -0.0045 -0.0056 -0.0081
Interactive Advisors (24) 0.008 0.0169 0.0089 0.0096 -0.0068 - -
JP Morgan Chase Automated Investing (7) -0.0019 -0.0037 -0.0026 -0.0094 -0.0068 - -
Liftoff (Ritholtz Wealth Management) (3) 0.0068 0.0149 0.0001 0.0047 -0.0103 - -
Marcus Invest Core (7) 0.0117 0.0168 0.0242 - - - -
Marcus Invest Smart Beta (7) 0.0112 0.0109 0.0195 - - - -
Marcus Invest SRI (7) 0.0095 0.0099 0.0115 - - - -
Merrill Edge Guided Investing (31) 0.0086 0.0156 0.0207 0.0141 0.001 -0.0008 -0.0021
Merrill Edge Guided Investing SRI (31) -0.0041 -0.0064 -0.0063 -0.0031 0.0019 - -
Morgan Stanley Active (3) 0.0003 -0.0123 -0.0289 -0.018 -0.0137 - -
Morgan Stanley Defense and Cyber Security (7) -0.0015 0.0012 -0.0191 -0.0162 -0.0225 - -
Morgan Stanley Emerging Consumer (7) 0.0124 -0.0143 -0.0687 -0.0441 -0.0295 - -
Morgan Stanley Gender Diversity (7) -0.0033 -0.015 -0.0197 -0.015 -0.0115 - -
Morgan Stanley Genomics (7) 0.0002 -0.0204 -0.0554 -0.0398 -0.0235 - -
Morgan Stanley Global Frontier (7) 0.0029 -0.0086 -0.0263 -0.0225 -0.0287 - -
Morgan Stanley Inflation Conscious (7) 0.0146 0.038 0.0303 0.022 -0.0024 - -
Morgan Stanley Market Tracking (12) 0.0068 0.0054 -0.0045 -0.0009 -0.009 -0.0086 -
Morgan Stanley Robotics (7) -0.0137 -0.0415 -0.076 -0.0314 -0.0121 - -
Morgan Stanley SRI (7) -0.0011 -0.0145 -0.0081 -0.0059 -0.003 -0.0003 -
Personal Capital (4) 0.0088 0.0297 0.0248 0.0162 -0.0021 -0.0058 -0.008
Schwab (5) 0.014 0.0243 0.0166 0.0263 -0.0015 -0.0083 -0.0078
Schwab Domestic Focus (5) 0.0085 0.0248 0.0261 0.0414 0.0078 - -
SigFig (6) 0.0019 0.0027 -0.0041 -0.0046 0.001 0.0014 0.0012
SoFi (17) -0.0049 -0.0066 -0.0038 0.0053 0.0024 -0.0001 -0.0001
Stash Smart Portfolio (30) -0.0246 -0.0322 -0.0396 - - - -
TD Ameritrade (10) (legacy Essential and Selective Portfolios) 0.0004 -0.0015 -0.0045 -0.0067 -0.007 -0.0052 -0.0056
TD Ameritrade Automated Investing (7) -0.0097 -0.0075 - - - - -
TD Ameritrade SRI (45) 0.0003 -0.007 -0.0053 -0.004 -0.0038 - -
UBS Advice Advantage (7) 0.014 0.0078 -0.003 -0.0031 -0.0123 -0.0133 -
US Bank Automated Investor (28) 0.0057 -0.0097 -0.0135 0.0038 0.0005 - -
Vanguard Digital Advisor (7) 0.0046 -0.0022 -0.0025 -0.0028 - - -
Vanguard P.A.S. (43) 0.0135 0.0047 0.0076 0.0104 0 -0.0015 -0.0008
Wealthfront (Risk 4.0 ; 2016) (44) 0.0279 0.0436 0.042 0.0391 0.0158 0.0092 0.0096
Wealthfront (Risk 4.0 ; 2018) (44) 0.0199 0.0079 0.0074 0.0082 0.0012 0.0009 -
Wealthfront PassivePlus (Risk 4.0 ; 2019) (22) 0.011 -0.0152 -0.02 -0.0096 -0.0169 - -
Wells Fargo Intuitive Investor (14) -0.0048 -0.0227 -0.0317 -0.0054 -0.0091 -0.0084 -
Zacks Advantage (29) 0.0178 0.0214 0.036 0.0277 0.0126 0.0075 -

Produced by The Robo Report

Returns are net of fees and are as of 06/30/2022. 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: 06/30/2022)

Robo Advisor % Equity Allocation 2Q 2022 2Q 2022 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) 5-Year Trailing (Annualized) 5-Year Trailing Return Above/Below Benchmark (Annualized)
blooom IRA (41) 79% -0.133 -0.0247 -0.1833 -0.0256 -0.1412 -0.0216 0.0696 -0.0222 - - - - - -
Marcus Invest Core IRA (3) 99% -0.1473 0.0058 -0.1889 0.0116 -0.1327 0.0264 0.1061 0.0163 0.0712 0.0042 - - - -
Principal SimpleInvest IRA (7) 97% -0.1426 0.0087 -0.1971 0.0017 -0.1593 -0.0016 0.0839 -0.0051 - - - - - -
T Rowe Price ActivePlus Portfolios IRA (13) 100% -0.1632 -0.0091 -0.2266 -0.025 -0.1981 -0.0383 0.0774 -0.0137 0.0559 -0.0117 0.0551 -0.0095 - -
Titan Invest (3) 76% -0.1616 -0.0129 -0.2707 -0.0867 -0.2814 -0.1398 0.0125 -0.0901 0.0722 -0.0028 - - - -
Titan Invest Offshore (3) 67% -0.1222 0.0072 -0.2489 -0.0822 -0.4014 -0.2784 - - - - - - - -

Produced by The Robo Report

Returns are net of fees and are as of 06/30/2022. All returns for periods longer than one year are annualized.

Numbers in parentheses correspond to disclosures found here.