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-advisor8.66%
Avg. Annual Return 2013 - 2016

1.55%
Return in 2017 so far
Ticker% of Portfolio

SCHB48.3%

SCHF21.6%

VEA7.7%

VWO7.1%

VTI5.2%

VCIT2.7%

VGIT2.6%

TIP2.1%

SJNK1.4%

VNQ0.9%

LQD0.3%

VCSH0.2%

IYR0.1%

Betterment
Leading robo-advisor with $6 billion of assets under management.8.15%
Avg. Annual Return 2013 - 2016

1.58%
Return in 2017 so far
Ticker% of Portfolio

VEA36.4%

VTV17.0%

VTI16.6%

VWO9.7%

VOE5.4%

TFI5.1%

VBR4.9%

BNDX2.4%

EMB1.6%

LQD0.6%

MUB0.4%

SCHF0.1%

Acorns
A robo-advisor that helps you save money by investing your change on purchases8.65%
Avg. Annual Return 2013 - 2016

1.71%
Return in 2017 so far
Ticker% of Portfolio

VNQ29.9%

VB25.3%

VWO19.9%

VOO14.1%

LQD5.9%

SHY4.9%

Wealthfront
Another large robo-advisor with $4 billion assets under management7.06%
Avg. Annual Return 2013 - 2016

1.48%
Return in 2017 so far
Ticker% of Portfolio

SCHB23.0%

IEMG18.1%

SCHF12.5%

VEA11.9%

VTI11.5%

TFI8.2%

SCHD7.5%

VDE5.2%

VIG2.1%


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