# 60/40 Portfolio Benchmark: What Is in It?

> 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.

Data as of Oct 27, 2026. Rebuilt every trading night.

Example answer from askIQ, built from ETFIQ data as of Oct 27, 2026.

## 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.

### Where each number comes from

- ETFIQ Strategic, 60% stocks : the rule, funds, weights, fees and the ten-year return, data to Oct 27, 2026

- VT on ETFIQ : the fund in the benchmark, data to Oct 27, 2026

- AGG on ETFIQ : the fund in the benchmark, data to Oct 27, 2026

- BND on ETFIQ : the fund in the benchmark, data to Oct 27, 2026

### How this example was made

A fixed template wrote this answer from the same data tools askIQ calls, and from pages already on ETFIQ. No AI wrote it. askIQ writes its own answers to your questions with an AI model (Claude) from the same tools, so its wording differs. Not investment advice.

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Source: ETFIQ, independent ETF data. Recomputed nightly from public filings and prices.
Cite: ETFIQ, askIQ example answer, data as of Oct 27, 2026. https://etfiq.com/assistant/examples/60-40-portfolio-benchmark/
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