Compare Performance & Portfolios of Robo Advisors

This a simple chart to compare the 90% stock / 10% bond portfolios of the most popular robo-advisors. Wealthsimple only has a 80% stock / 10% bond portfolio so we used that for this comparison.

Data is from our actual portfolios on each platform, includes dividends and is updated automatically once a week. Comparison starts from 2013 because BNDX is used in Betterment's portfolio and was only 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 6 days ago (2017-06-19)


WiseBanyan
The first no fee robo-advisor
Acorns
A robo-advisor that helps you save money by investing your change on purchases
Wealthfront
Another large robo-advisor with $5 billion assets under management
Betterment
Leading robo-advisor with $8 billion of assets under management.
Wealthsimple
A popular Canadian robo-advisor that serves Canadian and US investors

$0 Minimum

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

$0 Minimum

Free for college students with a .edu email address, $1 per month for balances below 5k. Fee is 0.25% of balance per year for balances above 5k

$500 Minimum

Free for balances below 15k. Fee is 0.25% of balance per year on balances above 5k

$0 Minimum

Fee is 0.25% of balance per year. Premium plans that provide financial advisors available as well

$0 Minimum

Free for first 5k for 1 year. Fee is 0.5% of balance per year after that

9.37%
Avg. Annual Return 2013 - Present

11.17%
Return in 2017 so far
8.30%
Avg. Annual Return 2013 - Present

7.21%
Return in 2017 so far
7.73%
Avg. Annual Return 2013 - Present

11.01%
Return in 2017 so far
8.58%
Avg. Annual Return 2013 - Present

10.66%
Return in 2017 so far
9.31%
Avg. Annual Return 2013 - Present

8.81%
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%

Ticker% of Portfolio

VNQ30.0%

VB24.9%

VWO20.3%

VOO14.0%

LQD5.9%

SHY4.9%

Ticker% of Portfolio

SCHB23.0%

IEMG18.0%

VTI12.0%

SCHF12.0%

VEA12.0%

TFI9.0%

VIG6.5%

VDE3.0%

SCHD2.5%

XLE2.0%

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%

Ticker% of Portfolio

VTI35.5%

VGK14.9%

MUB12.0%

VBR11.5%

BND8.0%

VWO6.5%

VOE6.0%

DXJ5.6%


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