Inside Robo Advisor Asset Allocation

August 22, 2014

Size & Style Analysis

  Wealthfront Betterment Future Advisor Covestor WiseBanyan Invessence VT
  60% 90% 60% 90% 60% 90% 60% 90% 60% 90% 60% 90%  
Avg. Market Cap ($B) 85.6 74.5 76.0 74.3 61.0 61.1 75.4 72.4 78.3 85.2 87.9 83.6 79.0
Large Cap 75.1% 71.9% 70.8% 70.6% 59.1% 59.3% 69.9% 69.9% 71.3% 74.4% 70.4% 67.9% 71.3%
Midcap 20.3% 23.5% 25.1% 25.4% 27.6% 27.5% 24.2% 24.7% 23.0% 20.8% 14.8% 15.6% 21.1%
Small Cap 4.0% 4.1% 3.8% 3.8% 11.9% 11.8% 5.3% 4.9% 5.1% 4.1% 12.5% 13.9% 6.9%
Micro Cap 0.6% 0.5% 0.3% 0.3% 1.4% 1.4% 0.6% 0.5% 0.7% 0.7% 2.2% 2.5% 0.7%
                           
Dividend Yield 2.0% 2.1% 2.1% 2.1% 2.3% 2.3% 2.2% 2.2% 2.1% 2.0% 1.8% 1.8% 2.0%
P/E Ratio 19.2 17.8 18.6 18.4 19.1 19.1 19.8 19.1 22.0 20.4 20.8 20.9 20.2
P/B Ratio 2.3 2.1 1.9 1.9 1.8 1.8 2.2 2.1 2.2 2.2 2.4 2.3 2.1

Geographic Breakdown

  Wealthfront Betterment Future Advisor Covestor WiseBanyan Invessence VT
  60% 90% 60% 90% 60% 90% 60% 90% 60% 90% 60% 90%  
US 63% 44% 50% 47% 47% 47% 58% 50% 65% 61% 80% 78% 49%
Developed Ex-US 25% 31% 43% 44% 35% 35% 24% 30% 30% 33% 7% 8% 44%
Emerging 12% 25% 7% 9% 17% 17% 18% 21% 5% 6% 13% 14% 7%

 

Note: ETF.com considers South Korea to be a developed market.

 

 

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