SMI 3Fourteen REAL Asset Allocation ETFRAA

ETF3Fourteen & SMI
Type
ETF
Peer group
Allocation
Net assets
$547.4M
Expense ratio
0.85%
1-year return
+18.3%
3 years, a year
—
5 years, a year
—
12-month yield
2.07%
Holdings
183

What it aims to do.

The SMI 3Fourteen REAL Asset Allocation ETF (the Fund) seeks total return. Total return is comprised of both income and capital appreciation.

Top 10 holdings.

Holding% of fund
BNY Mellon US Large Cap Core E14.90%
Vanguard Intermediate-Term Cor9.14%
Schwab High Yield Bond ETF8.18%
iMGP DBi Managed Futures Strat7.00%
iShares J.P. Morgan USD Emergi5.00%
Schwab Long-Term U.S. Treasury4.98%
PHYS Sprott Physical Gold Trust3.69%
Schwab US TIPS ETF3.08%
Invesco Optimum Yield Diversif2.43%
Vanguard Small-Cap ETF1.98%

More on RAA.

Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.