What is a simple 60/40 stock and bond portfolio made of?
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What is a simple 60/40 stock and bond portfolio made of?
As of Oct 27, 2026, the ETFIQ benchmark for a portfolio of 60% stocks is 60% VT and 40% US bonds (BND and AGG in equal parts), rebalanced monthly. Weighted by those holdings, its funds charge 0.05% a year (expense ratios from prospectuses dated Feb 27, 2026 to Jun 18, 2026). Over 10 years to Sep 30, 2026, ETFIQ Strategic, 60% stocks, had a total return of +7.93% a year, hypothetical. It applies today’s rule to past prices. A benchmark is a yardstick for judging a model portfolio. It is not a recommendation.
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