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Digital Advice Report
Formerly The Robo Report
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Are you curious about which robo advisors are delivering the best performance? We've analyzed over 45 metrics across the industry to bring you the most detailed rankings and insights.
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Equity and Fixed Income Returns
Data last updated: 6/30/2026
Equity and Fixed Income Returns are gross of fees. All returns for periods longer than one year are annualized.
*^These portfolios hold balanced funds or a risk-parity fund. The nature of these funds limits our ability to accurately breakdown equity and fixed income performance individually.
Equity Returns
| Portfolio | 2Q 2026 | YTD | 1-Year Trailing | 2-Year Trailing (Annualized) | 3-Year Trailing (Annualized) | 4-Year Trailing (Annualized) | 5-Year Trailing (Annualized) | 6-Year Trailing (Annualized) | 7-Year Trailing (Annualized) | 8-Year Trailing (Annualized) |
|---|---|---|---|---|---|---|---|---|---|---|
| Acorns (1) | 14.15% | 12.22% | 24.65% | 19.79% | 19.68% | 18.99% | 11.56% | 16.06% | 13.83% | 12.90% |
| Ally Invest Robo Portfolios (9) | 13.72% | 13.13% | 25.52% | 20.40% | 18.94% | 18.23% | 10.73% | 15.60% | 13.07% | 11.94% |
| Axos Invest (8) | 11.52% | 10.10% | 22.22% | 19.10% | 18.51% | 17.75% | 10.08% | 14.77% | 12.92% | 12.06% |
| Betterment (27) | 13.63% | 13.25% | 26.06% | 20.53% | 18.93% | 17.35% | 10.03% | 15.10% | 12.43% | 11.52% |
| Betterment Broad Impact SRI (32) | 14.74% | 12.09% | 23.93% | 19.96% | 19.03% | 18.52% | 10.56% | - | - | - |
| Betterment Climate Impact SRI (32) | 14.74% | 11.28% | 22.96% | 20.20% | 19.73% | 18.82% | 10.87% | - | - | - |
| Betterment Social Impact SRI (32) | 14.98% | 12.53% | 24.15% | 19.85% | 19.25% | 18.22% | 10.09% | - | - | - |
| Betterment SRI (legacy) (27) | 15.36% | 14.13% | 27.11% | 21.07% | 19.23% | 18.18% | 10.46% | 15.26% | 12.90% | 11.88% |
| Betterment Innovative Technology (32) | 17.56% | 16.55% | 30.57% | - | - | - | - | - | - | - |
| Citi Wealth Builder (40) | 14.30% | 12.31% | 24.81% | 20.61% | 19.69% | 17.36% | 10.55% | 14.48% | - | - |
| Citizens Bank SpeciFi (7) | 14.85% | 13.69% | 26.31% | 21.15% | 20.12% | 18.83% | 10.58% | 15.25% | 13.18% | - |
| E*Trade Core (21) | 14.46% | 12.60% | 24.80% | 19.74% | 18.94% | 17.47% | 10.03% | 15.33% | 12.89% | 11.81% |
| E*Trade Core SRI (23) | 16.38% | 12.79% | 25.35% | 19.32% | 18.64% | 17.76% | 10.50% | 15.47% | 12.90% | - |
| Edelman Financial Engines (EMAP) (4) | 14.05% | 11.86% | 23.83% | 19.11% | 18.30% | 17.84% | 10.04% | 15.26% | 12.95% | - |
| Fidelity Go (33) | 14.61% | 12.26% | 24.93% | 20.43% | 19.96% | 19.24% | 11.60% | 16.03% | 13.88% | 12.95% |
| Interactive Advisors (24) | 10.89% | 12.93% | 24.18% | 19.76% | 17.87% | 16.27% | 9.82% | 14.79% | 11.83% | - |
| Merrill Guided Investing (31) | 14.11% | 12.16% | 24.87% | 19.38% | 18.98% | 18.46% | 11.13% | 15.72% | 13.62% | 12.63% |
| Merrill Guided Investing SRI (31) | 16.03% | 12.94% | 25.11% | 19.76% | 19.42% | 18.71% | 10.65% | 15.37% | 13.79% | - |
| Empower (Personal Capital) (4) | 9.54% | 11.41% | 23.38% | 19.65% | 18.17% | 16.68% | 10.24% | 14.99% | 12.63% | 11.59% |
| Robinhood (3) | 13.85% | 9.35% | 21.59% | - | - | - | - | - | - | - |
| Schwab Intelligent Portfolios (5) | 11.16% | 13.35% | 26.64% | 20.91% | 18.56% | 17.06% | 9.71% | 15.03% | 11.99% | 10.73% |
| Schwab Domestic Focus (5) | 13.54% | 15.97% | 29.88% | 21.54% | 19.41% | 18.54% | 11.17% | 16.92% | 13.66% | - |
| SigFig (6) | 13.89% | 11.93% | 24.68% | 20.37% | 19.51% | 18.26% | 10.39% | 15.12% | 13.16% | 12.25% |
| SoFi (17) | 16.90% | 13.99% | 27.35% | 22.70% | 22.18% | 21.05% | 12.12% | 16.72% | 14.90% | 13.59% |
| Stash Smart Portfolio (30) | 13.05% | 10.68% | 22.50% | 19.71% | 19.41% | 19.29% | 10.04% | - | - | - |
| T Rowe Price ActivePlus Portfolios IRA (13) | 12.97% | 11.90% | 22.76% | 17.03% | 17.26% | 16.61% | 8.20% | 13.58% | 11.76% | 10.92% |
| TD Automated Investing (7) | 14.65% | 12.13% | 25.00% | 20.47% | 20.14% | 19.36% | - | - | - | - |
| Vanguard Digital Advisor (7) | 14.23% | 11.92% | 24.64% | 20.37% | 19.90% | 19.18% | 11.22% | 15.87% | - | - |
| Vanguard Personal Advisor (43) | 14.51% | 12.07% | 24.82% | 20.41% | 19.93% | 19.16% | 11.19% | 15.79% | 13.80% | 12.76% |
| Wealthfront (Risk 4.0 ; 2016) (44) | 12.91% | 14.07% | 26.20% | 20.15% | 19.41% | 18.09% | 11.94% | 16.82% | 14.02% | 12.74% |
| Wealthfront (Risk 4.0 ; 2018) (44) | 13.54% | 11.05% | 22.97% | 19.22% | 18.82% | 17.79% | 10.39% | 14.90% | 12.84% | 11.86% |
| Wells Fargo Intuitive Investor (14) | 12.72% | 12.24% | 23.19% | 18.99% | 18.73% | 17.56% | 9.29% | 14.75% | 12.83% | 11.82% |
| Webull (2) | 14.16% | 11.99% | 24.34% | - | - | - | - | - | - | - |
| Zacks Advantage (29) | 12.99% | 11.65% | 23.16% | 18.44% | 18.33% | 17.77% | 10.87% | 15.81% | 13.87% | 12.92% |
Fixed Income Returns
| Portfolio | 2Q 2026 | YTD | 1-Year Trailing | 2-Year Trailing (Annualized) | 3-Year Trailing (Annualized) | 4-Year Trailing (Annualized) | 5-Year Trailing (Annualized) | 6-Year Trailing (Annualized) | 7-Year Trailing (Annualized) | 8-Year Trailing (Annualized) |
|---|---|---|---|---|---|---|---|---|---|---|
| Acorns (1) | 0.69% | 0.74% | 3.67% | 5.01% | 4.46% | 3.21% | 0.64% | 0.59% | 1.59% | 2.39% |
| Ally Invest Robo Portfolios (9) | 0.87% | 0.80% | 3.46% | 5.07% | 4.38% | 3.13% | 0.21% | 0.04% | 1.12% | 2.04% |
| Axos Invest (8) | 0.86% | 0.99% | 3.70% | 5.35% | 4.87% | 4.01% | 1.18% | 1.53% | 2.26% | 2.99% |
| Betterment (27) | 2.04% | 1.73% | 5.84% | 4.68% | 4.41% | 3.86% | 0.81% | 1.18% | 1.59% | 2.33% |
| Betterment Broad Impact SRI (32) | 1.98% | 1.68% | 5.53% | 4.45% | 4.18% | 3.68% | 0.65% | - | - | - |
| Betterment Climate Impact SRI (32) | 1.87% | 1.54% | 5.58% | 5.33% | 4.85% | 4.25% | 1.01% | - | - | - |
| Betterment Social Impact SRI (32) | 1.95% | 1.69% | 5.80% | 4.89% | 4.57% | 3.99% | 0.92% | - | - | - |
| Betterment SRI (legacy) (27) | 1.88% | 1.62% | 5.46% | 4.65% | 4.22% | 3.85% | 0.78% | 1.17% | 1.60% | 2.36% |
| Betterment Innovative Technology (32) | 2.05% | 1.75% | 5.76% | - | - | - | - | - | - | - |
| Citi Wealth Builder (40) | 0.92% | 0.85% | 3.98% | 5.27% | 4.68% | 3.15% | 0.33% | 0.15% | - | - |
| Citizens Bank SpeciFi (7) | 0.96% | 0.94% | 3.95% | 5.10% | 4.46% | 3.25% | 0.57% | 0.66% | 1.62% | - |
| E*Trade Core (21) | 0.88% | 1.02% | 4.02% | 5.17% | 4.73% | 3.54% | 0.47% | 0.49% | 1.70% | 2.66% |
| E*Trade Core SRI (23) | 1.99% | 1.84% | 6.05% | 3.82% | 3.45% | 3.25% | 1.03% | 1.42% | 1.80% | - |
| Edelman Financial Engines (EMAP) (4) | 0.73% | 0.73% | 4.05% | 5.17% | 4.20% | 2.90% | -0.06% | -0.25% | 1.04% | - |
| Fidelity Go (33) | 1.66% | 1.74% | 6.17% | 3.98% | 4.17% | 4.01% | 1.54% | 2.19% | 2.16% | 2.71% |
| Interactive Advisors (24) | 1.11% | 0.79% | 3.05% | 3.93% | 3.20% | 2.45% | -0.46% | -0.07% | 0.92% | - |
| Merrill Guided Investing (31) | 2.36% | 1.89% | 6.27% | 3.85% | 3.37% | 3.04% | 1.16% | 1.54% | 1.64% | 2.27% |
| Merrill Guided Investing SRI (31) | 0.18% | 0.18% | 3.05% | 4.62% | 3.88% | 2.69% | 0.26% | 0.47% | 1.22% | - |
| Empower (Personal Capital) (4) | 0.92% | 0.76% | 3.27% | 5.00% | 4.64% | 4.13% | 1.55% | 1.79% | 2.27% | 2.81% |
| Robinhood (3) | 0.99% | 1.55% | 3.52% | - | - | - | - | - | - | - |
| Schwab Intelligent Portfolios (5) | 2.20% | 1.87% | 6.45% | 4.29% | 3.52% | 3.32% | 0.91% | 1.57% | 2.12% | 2.68% |
| Schwab Domestic Focus (5) | 2.15% | 1.90% | 6.41% | 3.87% | 3.47% | 2.98% | 0.87% | 1.53% | 2.08% | - |
| SigFig (6) | 0.90% | 0.94% | 4.01% | 5.14% | 4.45% | 3.22% | 0.55% | 0.67% | 1.84% | 2.50% |
| SoFi (17) | 2.56% | 2.18% | 6.24% | 4.14% | 3.93% | 3.37% | 1.27% | 1.56% | 1.95% | 2.40% |
| Stash Smart Portfolio (30) | 0.94% | 1.37% | 4.01% | 4.81% | 3.88% | 2.90% | -0.01% | - | - | - |
| T Rowe Price ActivePlus Portfolios IRA (13) | - | - | - | - | - | - | - | - | - | - |
| TD Automated Investing (7) | 0.85% | 0.86% | 4.15% | 5.27% | 4.54% | 3.70% | - | - | - | - |
| Vanguard Digital Advisor (7) | 0.97% | 0.97% | 3.25% | 4.65% | 4.07% | 2.95% | 0.15% | 0.05% | - | - |
| Vanguard Personal Advisor (43) | 2.25% | 2.18% | 6.47% | 4.25% | 4.01% | 3.77% | 1.50% | 1.89% | 2.21% | 2.67% |
| Wealthfront (Risk 4.0 ; 2016) (44) | 1.70% | 1.45% | 5.61% | 3.78% | 3.39% | 3.21% | 0.51% | 0.95% | 1.54% | 2.23% |
| Wealthfront (Risk 4.0 ; 2018) (44) | 1.78% | 1.74% | 5.65% | 3.83% | 3.70% | 3.44% | 0.80% | 1.31% | 1.88% | 2.65% |
| Wells Fargo Intuitive Investor (14) | 1.69% | 1.32% | 5.30% | 6.66% | 6.18% | 5.27% | 1.11% | 1.52% | 2.00% | 2.83% |
| Webull (2) | 0.54% | 0.52% | 3.51% | - | - | - | - | - | - | - |
| Zacks Advantage (29) | 1.60% | 1.47% | 4.65% | 3.60% | 3.18% | 2.81% | 1.44% | 1.55% | 1.95% | 2.42% |