Compare Performance & Portfolios of Robo Advisors

This a simple chart to compare the 90% stock / 10% bond portfolios of the most popular robo-advisors. Data is from our actual portfolios on each platform, includes dividends and is updated automatically once a week. Returns start from 2013 because BNDX is used in Betterment's portfolio and was created in 2013. You may find this useful for choosing a robo-advisor to use or for building your own portfolio at a stock broker.


WiseBanyan
The first no fee robo-advisor8.96%
Avg. Annual Return 2013 - 2016

4.45%
Return in 2017 so far
Ticker% of Portfolio

VTI42.6%

VEA24.0%

SCHB11.5%

VWO6.8%

SCHF5.2%

LQD2.7%

VGIT2.6%

TIP2.1%

SJNK1.4%

VNQ0.7%

VCIT0.2%

VCSH0.2%

IYR0.0%

Wealthfront
Another large robo-advisor with $4 billion assets under management6.77%
Avg. Annual Return 2013 - 2016

4.74%
Return in 2017 so far
Ticker% of Portfolio

SCHB23.1%

IEMG19.0%

SCHF12.6%

VEA12.0%

VTI11.5%

TFI9.2%

VIG6.4%

VDE2.4%

SCHD2.1%

XLE1.8%

Betterment
Leading robo-advisor with $6 billion of assets under management.8.09%
Avg. Annual Return 2013 - 2016

4.36%
Return in 2017 so far
Ticker% of Portfolio

VEA36.6%

VTV16.8%

VTI16.6%

VWO10.1%

VOE5.4%

TFI5.0%

VBR4.8%

BNDX2.3%

EMB1.5%

LQD0.5%

MUB0.4%

SCHF0.1%

Acorns
A robo-advisor that helps you save money by investing your change on purchases8.60%
Avg. Annual Return 2013 - 2016

3.90%
Return in 2017 so far
Ticker% of Portfolio

VNQ29.9%

VB25.0%

VWO20.2%

VOO14.0%

LQD5.9%

SHY4.9%


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