BettermentFounded in 2008, Raised 205.0M

Leading robo-advisor with $8 billion of assets under management.

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Betterment Goldman Sachs Smart Beta Portfolio


Stocks 90%Bonds 10%Cash 0%

6%
Avg. annual return since 2013



HoldingsAllocation
Large Cap ETFs42.1%
GSLC42.1%
Broad Developed World ETFs23.1%
GSIE23.1%
Broad Emerging Market ETFs16.6%
GEM16.6%
Small Cap ETFs6.8%
GSSC4.1%
SCZ2.7%
Real Estate ETFs1.4%
VNQ1.4%
Emerging Market Bond ETFs5.9%
LEMB5.9%
Investment Grade Corporate Bond ETFs3.2%
VCLT3.2%
High-Yield/Junk Bond ETFs0.9%
The fund seeks to achieve its investment objective by investing at least 80% of its assets (exclusive of collateral held from securities lending) in securities included in its underlying index. The index is a rules-based index that is designed to measure the performance of high yield corporate bonds denominated in U.S. dollars ("USD") that meet certain liquidity and fundamental screening criteria.

<span class='return'> +1.6% </span> <br> <span>Avg. Annual Return 2013 - 2020</span> <br> <br> <span class='return'> +0.1% </span> <br> <span>Return in 2021 so far</span> " data-html="true" data-placement="right" data-toggle="popover" data-trigger="hover" target="_blank" title="Vanguard Total Bond Market ETF">GHYB
0.9%

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