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: 09/30/2022)

Robo Advisor 3Q 2022 YTD 1-Year Trailing 2-Year Trailing (Annualized) 3-Year Trailing (Annualized) 4-Year Trailing (Annualized) 5-Year Trailing (Annualized)
Acorns (1) -0.0596 -0.2119 -0.175 -0.0177 0.0082 0.017 0.0251
Ally Invest Robo Portfolios (9) -0.0584 -0.2031 -0.1722 -0.014 0.0092 0.0191 0.0261
Axos Invest (8) -0.0601 -0.2143 -0.182 -0.0128 0.0198 0.0283 0.0349
Betterment (27) -0.0617 -0.2059 -0.1768 -0.006 0.0139 0.0204 0.0247
Betterment Broad Impact SRI (32) -0.0649 -0.2198 -0.1895 - - - -
Betterment Climate Impact SRI (32) -0.0627 -0.2201 -0.1856 - - - -
Betterment Social Impact SRI (32) -0.0638 -0.2206 -0.1915 - - - -
Betterment SRI (legacy) (27) -0.0661 -0.2185 -0.1875 -0.018 0.0077 0.0173 -
Citi Wealth Builder (40) -0.0498 -0.1905 -0.1596 0.0058 - - -
Citizens Bank SpeciFi (7) -0.0653 -0.22 -0.1927 -0.0251 0.0115 - -
E*Trade Core (21) -0.0647 -0.2097 -0.1832 -0.0155 0.0135 0.0214 0.0277
E*Trade Core SRI (23) -0.0632 -0.202 -0.1663 0.0021 0.021 - -
Edelman Financial Engines (EMAP) (4) -0.0597 -0.2276 -0.1917 -0.0199 0.0063 - -
Ellevest (38) -0.0524 -0.177 -0.147 -0.0013 0.0204 0.0253 0.03
Fidelity Go (33) -0.0491 -0.1921 -0.1538 0.0009 0.0244 0.0292 0.0379
FutureAdvisor (3) -0.0583 -0.2039 -0.1723 -0.0193 0.0112 0.0221 0.0231
Interactive Advisors (24) -0.0796 -0.2041 -0.1788 -0.0196 0.0009 0.0135 -
JP Morgan Chase Automated Investing (7) -0.0553 -0.1992 -0.1707 -0.0304 0.0062 - -
Liftoff (Ritholtz Wealth Management) (3) -0.0612 -0.1964 -0.1729 -0.0138 0.009 - -
Marcus Invest Core (7) -0.0516 -0.1851 -0.1487 - - - -
Marcus Invest Smart Beta (7) -0.0503 -0.1896 -0.1517 - - - -
Marcus Invest SRI (7) -0.0501 -0.1927 -0.1605 - - - -
Merrill Edge Guided Investing (31) -0.0501 -0.1861 -0.147 0.0055 0.0228 0.0282 0.0332
Merrill Edge Guided Investing SRI (31) -0.0572 -0.2148 -0.1812 -0.0159 0.025 - -
Morgan Stanley Active (3) -0.0621 -0.2272 -0.2046 -0.032 0.0091 0.015 -
Morgan Stanley Defense and Cyber Security (7) -0.0618 -0.2203 -0.1977 -0.0176 0.0042 - -
Morgan Stanley Emerging Consumer (7) -0.0687 -0.2385 -0.2303 -0.0614 -0.0033 - -
Morgan Stanley Gender Diversity (7) -0.0557 -0.2162 -0.1891 -0.0237 0.0128 - -
Morgan Stanley Genomics (7) -0.0509 -0.217 -0.2096 -0.0505 0.001 - -
Morgan Stanley Global Frontier (7) -0.0598 -0.2276 -0.2079 -0.0279 0.0027 - -
Morgan Stanley Inflation Conscious (7) -0.0638 -0.1797 -0.1521 0.02 0.0212 - -
Morgan Stanley Market Tracking (12) -0.0633 -0.2119 -0.1845 -0.0141 0.0122 0.016 -
Morgan Stanley Robotics (7) -0.0597 -0.2556 -0.2455 -0.0432 0.0198 - -
Morgan Stanley SRI (7) -0.0571 -0.2173 -0.1844 -0.0205 0.0198 0.0275 -
Personal Capital (4) -0.0615 -0.1954 -0.1568 0.0134 0.0271 0.0264 0.0321
Schwab (5) -0.0578 -0.1828 -0.159 0.0096 0.0153 0.017 0.0231
Schwab Domestic Focus (5) -0.048 -0.1769 -0.1415 0.0366 0.0306 - -
SigFig (6) -0.0603 -0.206 -0.1797 -0.0197 0.023 0.029 0.0345
SoFi (17) -0.045 -0.2021 -0.1676 -0.0062 0.0287 0.0318 0.0347
Stash Smart Portfolio (30) -0.061 -0.2426 -0.2182 - - - -
TD Ameritrade (10) (legacy Essential and Selective Portfolios) -0.0617 -0.2239 -0.1896 -0.016 0.0195 0.0242 0.0315
TD Ameritrade Automated Investing (7) -0.0559 -0.2173 - - - - -
TD Ameritrade SRI (45) -0.0727 -0.2383 -0.1991 -0.0202 0.0191 0.0185 -
UBS Advice Advantage (7) -0.0594 -0.2106 -0.1781 -0.0075 0.0172 0.0178 -
US Bank Automated Investor (28) -0.0478 -0.2055 -0.1759 -0.013 0.0209 0.0276 -
Vanguard Digital Advisor (7) -0.0515 -0.1989 -0.1693 -0.0166 - - -
Vanguard P.A.S. (43) -0.0493 -0.1947 -0.1579 -0.0022 0.0246 0.0267 0.0344
Wealthfront (Risk 4.0 ; 2016) (44) -0.0535 -0.1708 -0.1316 0.0329 0.0397 0.0374 0.0444
Wealthfront (Risk 4.0 ; 2018) (44) -0.0558 -0.2005 -0.1643 -0.0115 0.0193 0.0264 -
Wealthfront PassivePlus (Risk 4.0 ; 2019) (22) -0.058 -0.2225 -0.1895 -0.0281 -0.0023 - -
Wells Fargo Intuitive Investor (14) -0.0539 -0.2305 -0.2012 -0.0233 0.0117 0.0176 -
Zacks Advantage (29) -0.0402 -0.1705 -0.1273 0.0213 0.0378 0.0367 0.0425

Produced by The Robo Report

Returns are net of fees and are as of 09/30/2022. 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: 09/30/2022)

Robo Advisor 3Q 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) -0.0032 -0.0069 -0.0041 -0.0034 -0.0135 -0.0097 -0.0089
Ally Invest Robo Portfolios (9) -0.0023 0.0006 0.0002 0.0031 -0.0104 -0.0062 -0.0065
Axos Invest (8) -0.002 -0.0016 -0.0027 0.0023 -0.0019 0.0023 0.0006
Betterment (27) -0.0035 0.0076 0.0029 0.0081 -0.0085 -0.0059 -0.0102
Betterment Broad Impact SRI (32) -0.0079 -0.0118 -0.0141 - - - -
Betterment Climate Impact SRI (32) -0.006 -0.0141 -0.0124 - - - -
Betterment Social Impact SRI (32) -0.0069 -0.0134 -0.017 - - - -
Betterment SRI (legacy) (27) -0.0093 -0.0114 -0.0119 -0.0001 -0.0115 -0.0075 -
Citi Wealth Builder (40) 0.0069 0.0159 0.0122 0.0172 - - -
Citizens Bank SpeciFi (7) -0.0073 -0.0076 -0.0136 -0.0101 -0.0102 - -
E*Trade Core (21) -0.0077 -0.002 -0.0073 0.0025 -0.0056 -0.0034 -0.0047
E*Trade Core SRI (23) -0.0064 0.005 0.0091 0.0192 0.0011 - -
Edelman Financial Engines (EMAP) (4) -0.0015 -0.0145 -0.0143 -0.0099 -0.0192 - -
Ellevest (38) 0.0037 0.0267 0.0267 0.0203 0.0043 0.0021 -0.0005
Fidelity Go (33) 0.0078 0.0153 0.0221 0.0179 0.0044 0.004 0.0049
FutureAdvisor (3) -0.0031 -0.0045 -0.0034 -0.0003 -0.0068 -0.0028 -0.0084
Interactive Advisors (24) -0.0244 -0.0049 -0.0093 0.0017 -0.0151 -0.01 -
JP Morgan Chase Automated Investing (7) -0.001 -0.0041 -0.0043 -0.0066 -0.0074 - -
Liftoff (Ritholtz Wealth Management) (3) -0.0044 0.0105 0.0018 0.0034 -0.0107 - -
Marcus Invest Core (7) 0.0049 0.0203 0.0256 - - - -
Marcus Invest Smart Beta (7) 0.0062 0.0158 0.0226 - - - -
Marcus Invest SRI (7) 0.007 0.0155 0.0162 - - - -
Merrill Edge Guided Investing (31) 0.0067 0.0206 0.0258 0.0193 0.0028 0.0015 -0.0002
Merrill Edge Guided Investing SRI (31) 0 -0.0059 -0.0065 -0.0033 0.0014 - -
Morgan Stanley Active (3) -0.0041 -0.0148 -0.026 -0.0183 -0.0135 -0.0117 -
Morgan Stanley Defense and Cyber Security (7) -0.0022 -0.0005 -0.0163 -0.0094 -0.023 - -
Morgan Stanley Emerging Consumer (7) -0.0096 -0.0211 -0.0495 -0.0526 -0.0299 - -
Morgan Stanley Gender Diversity (7) 0.0002 -0.0137 -0.0221 -0.0132 -0.0117 - -
Morgan Stanley Genomics (7) 0.0049 -0.0151 -0.04 -0.031 -0.0165 - -
Morgan Stanley Global Frontier (7) -0.0003 -0.0081 -0.0264 -0.0185 -0.0235 - -
Morgan Stanley Inflation Conscious (7) -0.0063 0.0305 0.0219 0.0311 -0.0035 - -
Morgan Stanley Market Tracking (12) -0.0052 0.0009 -0.007 0.0004 -0.0097 -0.0101 -
Morgan Stanley Robotics (7) -0.0009 -0.0396 -0.067 -0.0364 -0.0084 - -
Morgan Stanley SRI (7) -0.0011 -0.0144 -0.016 -0.0089 -0.0039 -0.0005 -
Personal Capital (4) -0.0013 0.027 0.0267 0.0195 -0.0018 -0.0033 -0.0073
Schwab (5) -0.0015 0.0218 0.0143 0.0294 -0.0018 -0.0058 -0.0086
Schwab Domestic Focus (5) 0.0091 0.0314 0.0332 0.0508 0.0093 - -
SigFig (6) -0.0038 -0.0004 -0.0076 -0.0067 0.0002 0.0018 -0.0003
SoFi (17) 0.0116 0.0036 0.0036 0.0081 0.007 0.0051 0.0017
Stash Smart Portfolio (30) -0.0037 -0.0331 -0.0402 - - - -
TD Ameritrade (10) (legacy Essential and Selective Portfolios) -0.0018 -0.0027 -0.0058 -0.0065 -0.0067 -0.0044 -0.0059
TD Ameritrade Automated Investing (7) 0.002 -0.0053 - - - - -
TD Ameritrade SRI (45) -0.0128 -0.0169 -0.0153 -0.0101 -0.0079 -0.0109 -
UBS Advice Advantage (7) -0.0002 0.0075 0.0031 0.0011 -0.0109 -0.0122 -
US Bank Automated Investor (28) 0.0082 -0.0021 -0.003 0.0069 0.0035 0.0039 -
Vanguard Digital Advisor (7) 0.0038 0.0007 -0.0019 -0.0016 - - -
Vanguard P.A.S. (43) 0.0072 0.0106 0.014 0.0129 0.0034 0.0004 0.0008
Wealthfront (Risk 4.0 ; 2016) (44) 0.0055 0.0461 0.0501 0.0477 0.0177 0.0114 0.0098
Wealthfront (Risk 4.0 ; 2018) (44) 0.0016 0.009 0.0123 0.0065 0.0002 0.0016 -
Wealthfront PassivePlus (Risk 4.0 ; 2019) (22) -0.0011 -0.015 -0.0142 -0.0063 -0.0182 - -
Wells Fargo Intuitive Investor (14) 0.0041 -0.0178 -0.0208 -0.0061 -0.0084 -0.0074 -
Zacks Advantage (29) 0.0162 0.0343 0.0456 0.0374 0.0174 0.0109 0.0099

Produced by The Robo Report

Returns are net of fees and are as of 09/30/2022. 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: 09/30/2022)

Robo Advisor % Equity Allocation 3Q 2022 3Q 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% -0.0621 -0.0054 -0.2341 -0.0284 -0.1924 -0.0315 0.0054 -0.0181 - - - - - -
Marcus Invest Core IRA (3) 99% -0.0665 0.0009 -0.2429 0.0118 -0.1848 0.0217 0.0319 0.0205 0.045 0.0027 0.0594 0.025 - -
Principal SimpleInvest IRA (7) 97% -0.0676 -0.0007 -0.2514 0.0013 -0.2058 -0.0009 0.0088 -0.0023 - - - - - -
T Rowe Price ActivePlus Portfolios IRA (13) 100% -0.0679 -0.0002 -0.279 -0.0231 -0.2423 -0.0349 -0.0013 -0.0134 0.0311 -0.0117 0.0295 -0.0051 0.0437 -0.0061
Titan Invest (3) 76% -0.0353 0.0279 -0.2964 -0.0607 -0.2934 -0.107 -0.0593 -0.0845 0.0698 0.018 - - - -
Titan Invest Offshore (3) 67% 0.0066 0.0655 -0.244 -0.028 -0.3117 -0.1469 - - - - - - - -

Produced by The Robo Report

Returns are net of fees and are as of 09/30/2022. All returns for periods longer than one year are annualized.

Numbers in parentheses correspond to disclosures found here.