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.

Last Updated 9 days ago


WiseBanyan
The first no fee robo-advisor

Free for all balances. Premium features such as tax loss harvesting available for a fee

8.93%
Avg. Annual Return 2013 - 2016

6.53%
Return in 2017 so far
Ticker% of Portfolio

VTI46.0%

VEA25.9%

SCHB6.8%

VWO4.4%

SCHF3.1%

LQD2.8%

VGIT2.6%

IEMG2.4%

TIP2.1%

SJNK1.4%

VNQ0.6%

VCSH0.2%

IYR0.1%

VCIT0.1%

Acorns
A robo-advisor that helps you save money by investing your change on purchases

Free for college students with a .edu email address, $1 per month for balances below 5k and 0.25% for balances above 5k

8.58%
Avg. Annual Return 2013 - 2016

4.28%
Return in 2017 so far
Ticker% of Portfolio

VNQ30.0%

VB24.9%

VWO20.3%

VOO14.0%

LQD5.9%

SHY4.9%

Wealthfront
Another large robo-advisor with $5 billion assets under management

Free for balances below 15k. 0.25% on balance above 5k

6.77%
Avg. Annual Return 2013 - 2016

6.89%
Return in 2017 so far
Ticker% of Portfolio

SCHB22.8%

IEMG19.0%

SCHF12.5%

VEA11.9%

VTI11.4%

TFI8.8%

VIG6.4%

VDE2.3%

SCHD2.1%

XLE1.6%

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

0.25% for all balances. Premium plans that provide financial advisors available as well

8.07%
Avg. Annual Return 2013 - 2016

6.29%
Return in 2017 so far
Ticker% of Portfolio

VEA36.8%

VTV16.8%

VTI16.6%

VWO10.2%

VOE5.3%

TFI4.9%

VBR4.7%

BNDX2.3%

EMB1.5%

LQD0.5%

MUB0.4%

SCHF0.1%


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