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ETFIQ Strategic, 60% stocks benchmark

Strategic family · 50 to 70% band
Rules-based benchmarkRebalanced monthlySeries from Jan 4, 2010 · tracked from Oct 5, 2026Method v1.3
Share on XCompare up to five

ETFIQ is an independent publisher of exchange-traded fund data. It is not a fund issuer, broker-dealer or investment adviser, takes no payment from issuers, and makes no recommendations.

Over 10 years to Sep 30, 2026, ETFIQ Strategic, 60% stocks, had a total return of +7.93% a year, hypothetical.

One sentence, recomputed nightly. A benchmark is a rule, not a recommendation.

Stock-share scale

Holdings as of May 31 to Jul 31, 2026

Five bands, open below and closed above: 15 to 30, 30 to 50, 50 to 70, 70 to 85, over 85. The portfolio is a dot with its figure, date and band. Under 15% is not a band and is drawn as empty track.

15%
30%
50%
70%
85%
59.40% stocks on Jul 31, 2026 · band 50 to 70%
0100% stocks
Bands alternate two greys so their edges read without colour.Text equivalent: "59.40% of holdings in stocks on Jul 31, 2026, in the 50 to 70% band; the rule holds 60%."

Growth of $10,000

Trailing ranges end on Sep 30, 2026, All on Oct 7, 2026. The hypothetical span is dashed and shaded; the largest drawdown is shaded and dated under the chart. Computed by ETFIQ from Tiingo daily prices.

Growth of $10,000 over 1Y, Sep 30, 2025 to Sep 30, 2026: ETFIQ Strategic, 60% stocks ends at $10,893, hypothetical.$11,529$10,884$10,240$9,595hypothetical · the current rule applied to past prices$10,8932025 Sep2025 Dec2026 Apr2026 Jul2026 Sep
ETFIQ Strategic, 60% stocksHypotheticalLargest drawdown −6.50%, Feb 25, 2026 to Mar 27, 2026
Value of $10,000 at six points from Sep 30, 2025 to Sep 30, 2026; the same numbers as the chart, hypothetical.
Value onSep 30, 2025Dec 10, 2025Feb 24, 2026May 7, 2026Jul 21, 2026Sep 30, 2026
Strategic 60$10,000$10,223$10,578$10,814$10,918$10,893
Growth of $10,000 over 3Y, Sep 29, 2023 to Sep 30, 2026: ETFIQ Strategic, 60% stocks ends at $14,933, hypothetical.$15,783$13,667$11,551$9,435hypothetical · the current rule applied to past prices$14,93320232024202520252026
ETFIQ Strategic, 60% stocksHypotheticalLargest drawdown −9.76%, Feb 18, 2025 to Apr 8, 2025
Value of $10,000 at six points from Sep 29, 2023 to Sep 30, 2026; the same numbers as the chart, hypothetical.
Value onSep 29, 2023May 6, 2024Dec 10, 2024Jul 21, 2025Feb 25, 2026Sep 30, 2026
Strategic 60$10,000$11,328$12,377$13,090$14,571$14,933
Growth of $10,000 over 5Y, Sep 30, 2021 to Sep 30, 2026: ETFIQ Strategic, 60% stocks ends at $13,743, hypothetical.$14,484$12,282$10,080$7,879hypothetical · the current rule applied to past prices$13,74320212022202420252026
ETFIQ Strategic, 60% stocksHypotheticalLargest drawdown −22.31%, Nov 8, 2021 to Oct 14, 2022
Value of $10,000 at six points from Sep 30, 2021 to Sep 30, 2026; the same numbers as the chart, hypothetical.
Value onSep 30, 2021Sep 29, 2022Sep 29, 2023Sep 27, 2024Sep 30, 2025Sep 30, 2026
Strategic 60$10,000$8,243$9,203$11,326$12,617$13,743
Growth of $10,000 over 10Y, Sep 30, 2016 to Sep 30, 2026: ETFIQ Strategic, 60% stocks ends at $21,444, hypothetical.$22,664$18,266$13,867$9,468hypothetical · the current rule applied to past prices$21,44420162019202120242026
ETFIQ Strategic, 60% stocksHypotheticalLargest drawdown −22.31%, Nov 8, 2021 to Oct 14, 2022
Value of $10,000 at six points from Sep 30, 2016 to Sep 30, 2026; the same numbers as the chart, hypothetical.
Value onSep 30, 2016Sep 28, 2018Sep 29, 2020Sep 27, 2022Sep 27, 2024Sep 30, 2026
Strategic 60$10,000$11,677$13,416$12,794$17,673$21,444
Growth of $10,000 over the whole series, Jan 4, 2010 to Oct 7, 2026: ETFIQ Strategic, 60% stocks ends at $32,651, hypothetical.$33,964$25,721$17,477$9,234hypothetical · the current rule applied to past pricestracked$32,65120102014201820222026
ETFIQ Strategic, 60% stocksHypotheticalLargest drawdown −22.31%, Nov 8, 2021 to Oct 14, 2022
Value of $10,000 at six points from Jan 4, 2010 to Oct 7, 2026; the same numbers as the chart, hypothetical.
Value onJan 4, 2010May 10, 2013Sep 14, 2016Jan 22, 2020May 26, 2023Oct 7, 2026
Strategic 60$10,000$12,882$14,856$19,888$21,789$32,651

Facts

As of Oct 7, 2026
Family · band
Strategic · 50 to 70%
Stock share, the rule
60%
Stock share, measured
59.40%
Rebalance
Rebalanced on the last trading day of each month
Cash rate
Treasury 13-week bill rate
Fee treatment
Fund fees inside prices; nothing else deducted
Start of series
Jan 4, 2010
Base date
Jan 4, 2010 = $10,000
Tracked from
Oct 5, 2026
Method version
v1.3

ETFIQ takes no payment from any fund company. A benchmark is a rule, not a recommendation.

Return table

Prices to Oct 7, 2026
YTD*1Y*3Y*5Y*10Y*Since start*
ETFIQ Strategic, 60% stocks+7.28%+8.93%+14.30%+6.57%+7.93%+7.57%

*Hypothetical as a whole: the window begins before the tracked date, Oct 5, 2026. YTD and 1Y are total returns; 3Y, 5Y, 10Y and since start are annualised. Series starts Jan 4, 2010; tracked from Oct 5, 2026.

Risk by window

Prices to Sep 30, 2026
Measure3 years*5 years*10 years*
PortfolioPortfolioPortfolio
Volatility (annualised)
Sample standard deviation of monthly returns, times the square root of 12
8.59%10.97%10.07%
Maximum drawdown
Largest fall from a peak to a later low, on daily values, in the window
−9.76% (Feb 18 to Apr 8, 2025)−22.31% (Nov 8, 2021 to Oct 14, 2022)−22.31% (Nov 8, 2021 to Oct 14, 2022)
Worst month
Lowest single calendar-month return
−4.43% (Mar 2026)−7.38% (Sep 2022)−9.25% (Mar 2020)
Sharpe on T-bills
Return over the Treasury 13-week bill rate, per unit of volatility, monthly
1.090.280.56

*Hypothetical as a whole: the window begins before the tracked date, Oct 5, 2026.

Calendar years with percentile in band

Band 50 to 70% · prices to Oct 7, 2026
YearStrategic 60Band medianPercentile · fundsBand low to high
2026 to Oct 7, 2026*+7.28%not publishednot publishednot published
2025*+16.19%not publishednot publishednot published
2024*+10.26%not publishednot publishednot published
2023*+15.32%not publishednot publishednot published
2022*−15.83%not publishednot publishednot published
2021*+9.94%not publishednot publishednot published
2020*+13.74%not publishednot publishednot published
2019*+19.51%not publishednot publishednot published
2018*−5.74%not publishednot publishednot published
2017*+15.71%not publishednot publishednot published
2016*+6.23%not publishednot publishednot published
2015*−0.69%not publishednot publishednot published
2014*+4.66%not publishednot publishednot published
2013*+12.40%not publishednot publishednot published
2012*+11.88%not publishednot publishednot published
2011*−1.20%not publishednot publishednot published
2010not publishednot publishednot publishednot published

*Hypothetical: the year starts before Oct 5, 2026, when the tracked record starts. Not published: 2010. The history starts 2010-01-04, after the last close of December 2009. Not published: the band median, percentile and range. ETFIQ has not placed allocation funds in bands yet, so there is no set to take a percentile in.

Stress windows

Rule version 1 · prices to each window’s last close

11 windows, found by the published rule on every run: each card draws the family’s members from $10,000 at the window’s first close, with the return, the dollars and the largest drawdown inside it.

VT fell 10.76%
Jan 11 to Feb 8, 2010
$10,000Jan 11 to Feb 8, 2010: 8 of 8 members from $10,000 on one scale: US Bonds $10,123; Strategic 20 $9,877; Strategic 40 $9,635; Strategic 60 $9,395; Strategic 80 $9,158; Strategic 95 $8,982; Global Stocks $8,924; US Stocks $9,223.
MemberReturnOn $10,000Max DD
US Bonds+1.23%$10,123−0.32%
Strategic 20−1.23%$9,877−1.58%
Strategic 40−3.65%$9,635−3.90%
Strategic 60−6.05%$9,395−6.21%
Strategic 80−8.42%$9,158−8.48%
Strategic 95−10.18%$8,982−10.18%
Global Stocks−10.76%$8,924−10.76%
US Stocks−7.77%$9,223−8.07%
VT fell 16.44%
Apr 14 to Jun 7, 2010
$10,000Apr 14 to Jun 7, 2010: 8 of 8 members from $10,000 on one scale: US Bonds $10,246; Strategic 20 $9,847; Strategic 40 $9,459; Strategic 60 $9,082; Strategic 80 $8,714; Strategic 95 $8,445; Global Stocks $8,356; US Stocks $8,692.
MemberReturnOn $10,000Max DD
US Bonds+2.46%$10,246−0.43%
Strategic 20−1.53%$9,847−1.79%
Strategic 40−5.41%$9,459−5.46%
Strategic 60−9.18%$9,082−9.18%
Strategic 80−12.86%$8,714−12.86%
Strategic 95−15.55%$8,445−15.55%
Global Stocks−16.44%$8,356−16.44%
US Stocks−13.08%$8,692−13.79%
VT fell 23.83%
Apr 29 to Oct 3, 2011
$10,000Apr 29 to Oct 3, 2011: 8 of 8 members from $10,000 on one scale: US Bonds $10,535; Strategic 20 $9,894; Strategic 40 $9,282; Strategic 60 $8,700; Strategic 80 $8,145; Strategic 95 $7,746; Global Stocks $7,617; US Stocks $8,006.
MemberReturnOn $10,000Max DD
US Bonds+5.35%$10,535−1.10%
Strategic 20−1.06%$9,894−2.41%
Strategic 40−7.18%$9,282−7.26%
Strategic 60−13.00%$8,700−13.00%
Strategic 80−18.55%$8,145−18.55%
Strategic 95−22.54%$7,746−22.54%
Global Stocks−23.83%$7,617−23.83%
US Stocks−19.94%$8,006−19.94%
AGG fell 5.14%
May 2 to Sep 5, 2013
$10,000May 2 to Sep 5, 2013: 8 of 8 members from $10,000 on one scale: US Bonds $9,484; Strategic 20 $9,619; Strategic 40 $9,755; Strategic 60 $9,891; Strategic 80 $10,028; Strategic 95 $10,131; Global Stocks $10,165; US Stocks $10,490.
MemberReturnOn $10,000Max DD
US Bonds−5.16%$9,484−5.16%
Strategic 20−3.81%$9,619−4.88%
Strategic 40−2.45%$9,755−5.69%
Strategic 60−1.09%$9,891−6.71%
Strategic 80+0.28%$10,028−7.71%
Strategic 95+1.31%$10,131−8.46%
Global Stocks+1.65%$10,165−8.70%
US Stocks+4.90%$10,490−5.67%
VT fell 19.79%
May 21, 2015 to Feb 11, 2016
$10,000May 21, 2015 to Feb 11, 2016: 8 of 8 members from $10,000 on one scale: US Bonds $10,212; Strategic 20 $9,747; Strategic 40 $9,296; Strategic 60 $8,857; Strategic 80 $8,432; Strategic 95 $8,122; Global Stocks $8,021; US Stocks $8,531.
MemberReturnOn $10,000Max DD
US Bonds+2.12%$10,212−1.62%
Strategic 20−2.53%$9,747−3.20%
Strategic 40−7.04%$9,296−7.10%
Strategic 60−11.43%$8,857−11.43%
Strategic 80−15.68%$8,432−15.68%
Strategic 95−18.78%$8,122−18.78%
Global Stocks−19.79%$8,021−19.79%
US Stocks−14.69%$8,531−14.74%
VT fell 19.97%
Jan 26 to Dec 24, 2018
$10,000Jan 26 to Dec 24, 2018: 8 of 8 members from $10,000 on one scale: US Bonds $10,036; Strategic 20 $9,611; Strategic 40 $9,195; Strategic 60 $8,788; Strategic 80 $8,391; Strategic 95 $8,099; Global Stocks $8,003; US Stocks $8,302.
MemberReturnOn $10,000Max DD
US Bonds+0.36%$10,036−2.19%
Strategic 20−3.89%$9,611−3.89%
Strategic 40−8.05%$9,195−8.05%
Strategic 60−12.12%$8,788−12.12%
Strategic 80−16.09%$8,391−16.09%
Strategic 95−19.01%$8,099−19.01%
Global Stocks−19.97%$8,003−19.97%
US Stocks−16.98%$8,302−20.07%
VT fell 34.23%
Feb 12 to Mar 23, 2020
$10,000Feb 12 to Mar 23, 2020: 8 of 8 members from $10,000 on one scale: US Bonds $9,892; Strategic 20 $9,172; Strategic 40 $8,482; Strategic 60 $7,819; Strategic 80 $7,185; Strategic 95 $6,726; Global Stocks $6,577; US Stocks $6,525.
MemberReturnOn $10,000Max DD
US Bonds−1.08%$9,892−8.83%
Strategic 20−8.28%$9,172−11.58%
Strategic 40−15.18%$8,482−16.62%
Strategic 60−21.81%$7,819−21.81%
Strategic 80−28.15%$7,185−28.15%
Strategic 95−32.74%$6,726−32.74%
Global Stocks−34.23%$6,577−34.23%
US Stocks−34.75%$6,525−35.00%
AGG fell 9.58%
Mar 6 to Mar 18, 2020
$10,000Mar 6 to Mar 18, 2020: 8 of 8 members from $10,000 on one scale: US Bonds $9,117; Strategic 20 $8,850; Strategic 40 $8,582; Strategic 60 $8,310; Strategic 80 $8,037; Strategic 95 $7,830; Global Stocks $7,761; US Stocks $7,926.
MemberReturnOn $10,000Max DD
US Bonds−8.83%$9,117−8.83%
Strategic 20−11.50%$8,850−11.50%
Strategic 40−14.18%$8,582−14.18%
Strategic 60−16.90%$8,310−16.90%
Strategic 80−19.63%$8,037−19.63%
Strategic 95−21.70%$7,830−21.70%
Global Stocks−22.39%$7,761−22.39%
US Stocks−20.74%$7,926−20.74%
AGG fell 18.44%, not yet regained
Aug 4, 2020 to Oct 20, 2022
$10,000Aug 4, 2020 to Oct 20, 2022: 8 of 8 members from $10,000 on one scale: US Bonds $8,150; Strategic 20 $8,603; Strategic 40 $9,064; Strategic 60 $9,531; Strategic 80 $10,004; Strategic 95 $10,362; Global Stocks $10,481; US Stocks $11,289.
MemberReturnOn $10,000Max DD
US Bonds−18.50%$8,150−18.50%
Strategic 20−13.97%$8,603−18.74%
Strategic 40−9.36%$9,064−20.32%
Strategic 60−4.69%$9,531−22.31%
Strategic 80+0.04%$10,004−24.34%
Strategic 95+3.62%$10,362−25.87%
Global Stocks+4.81%$10,481−26.39%
US Stocks+12.89%$11,289−25.36%
VT fell 26.39%
Nov 8, 2021 to Oct 12, 2022
$10,000Nov 8, 2021 to Oct 12, 2022: 8 of 8 members from $10,000 on one scale: US Bonds $8,450; Strategic 20 $8,231; Strategic 40 $8,013; Strategic 60 $7,795; Strategic 80 $7,578; Strategic 95 $7,415; Global Stocks $7,361; US Stocks $7,496.
MemberReturnOn $10,000Max DD
US Bonds−15.50%$8,450−15.86%
Strategic 20−17.69%$8,231−17.85%
Strategic 40−19.87%$8,013−19.92%
Strategic 60−22.05%$7,795−22.05%
Strategic 80−24.22%$7,578−24.22%
Strategic 95−25.85%$7,415−25.85%
Global Stocks−26.39%$7,361−26.39%
US Stocks−25.04%$7,496−25.36%
VT fell 16.51%
Feb 18 to Apr 8, 2025
$10,000Feb 18 to Apr 8, 2025: 8 of 8 members from $10,000 on one scale: US Bonds $10,100; Strategic 20 $9,733; Strategic 40 $9,374; Strategic 60 $9,024; Strategic 80 $8,682; Strategic 95 $8,431; Global Stocks $8,349; US Stocks $8,075.
MemberReturnOn $10,000Max DD
US Bonds+1.00%$10,100−1.78%
Strategic 20−2.67%$9,733−3.64%
Strategic 40−6.26%$9,374−6.39%
Strategic 60−9.76%$9,024−9.76%
Strategic 80−13.18%$8,682−13.18%
Strategic 95−15.69%$8,431−15.69%
Global Stocks−16.51%$8,349−16.51%
US Stocks−19.25%$8,075−19.37%

The rule. A fall of VT of 10% or more, and a fall of AGG of 5% or more, measured exactly on the published adjusted closes. A fall of 9.99% in VT is not a window. A window runs from its peak close to its trough close, both days included, and is named by them. Rule version 1.

Holdings

Weights in force since Jan 4, 2010
FundSleeveWeightFee
VT Vanguard Total World Stock Index ETFGlobal stocks60%0.06%
AGG iShares Core U.S. Aggregate Bond ETFUS bonds20%0.03%
BND Vanguard Total Bond Market ETFUS bonds20%0.03%

The weights the rule sets at each rebalance, in force since Jan 4, 2010. Each fund’s expense ratio is from its prospectus, as of Feb 27, 2026, Apr 28, 2026 and Jun 18, 2026.

Exposures

Holdings as of May 31 to Jul 31, 2026
Stocks59.40%
Where it comes from: VT 59.40
Preferred shares0.16%
Where it comes from: VT 0.16
Bonds39.45%
Where it comes from: BND 19.75 · AGG 19.70
Funds0.00%
Other, including cash1.00%
Where it comes from: VT 0.45 · BND 0.25 · AGG 0.30
U.S. stocks36.96%
Where it comes from: VT 36.96
Non-U.S. stocks22.44%
Where it comes from: VT 22.44
Government bonds27.67%
Where it comes from: BND 13.68 · AGG 13.98
Corporate bonds10.66%
Where it comes from: BND 5.65 · AGG 5.01
Sectors
not published (no held fund with stocks publishes sector shares)
Bonds by issuer, Municipal
not published (no held fund with bonds publishes a municipal share of its bonds)

Percent of the portfolio, looked through to each fund’s filings.

Factor loadings

199 months to Aug 31, 2026

Regression of monthly excess returns on the five Fama-French factors and momentum, by least squares, with a t statistic for each.

Market (Mkt-RF) 0.60 (t 35.84)
Size (SMB) −0.05 (t −1.62)
Value (HML) −0.02 (t −0.58)
Profitability (RMW) −0.01 (t −0.20)
Investment (CMA) 0.05 (t 1.10)
Momentum (Mom) −0.05 (t −2.35)

R² 0.89. Factor returns from the Kenneth R. French data library, as named in Sources. Loadings over a span that begins before Oct 5, 2026 are hypothetical.

Turnover

12 months to Sep 30, 2026 · 6.80% a year

Share of the benchmark traded each month, from the rule’s rebalances.

Oct 2025Every month a reset to the same targetsSep 2026

Each month is the sum of its rebalances’ turnover, one side of the trades over the portfolio; the 12 add up to 6.80% a year. Trading costs are not deducted from the returns. Since Jan 29, 2010: 8.94% a year.

Look-through holdings

Books as of Aug 31 to Oct 6, 2026

99.74% of the portfolio seen through to securities; 0.26% unmatched (rows with no ETFIQ security id, never ranked). Percent of the gross long weight; negative lines, such as cash owed and written options, net −0.66% of the portfolio. Matched by ETFIQ security id (all 3 books read carry a sid for every row). Books: VT Aug 31, 2026, BND Aug 31, 2026, AGG Oct 6, 2026.

#SecurityShare of portfolioHeld by
1
NVIDIA Corp NVDA
Held by VT 2.59
 2.59%1 of 3 funds
2
Apple Inc AAPL
Held by VT 2.31
 2.31%1 of 3 funds
3
Microsoft Corp MSFT
Held by VT 1.90
 1.90%1 of 3 funds
4
Amazon.com Inc AMZN
Held by VT 1.27
 1.27%1 of 3 funds
5
Alphabet Inc GOOGL
Held by VT 1.01
 1.01%1 of 3 funds
6
Taiwan Semiconductor Manufacturing Co Ltd
Held by VT 0.92
 0.92%1 of 3 funds
7
Broadcom Inc AVGO
Held by VT 0.87
 0.87%1 of 3 funds
8
Alphabet Inc GOOG
Held by VT 0.79
 0.79%1 of 3 funds
9
Meta Platforms Inc META
Held by VT 0.63
 0.63%1 of 3 funds
10
MKTLIQ
Held by VT 0.36 · BND 0.24
 0.60%2 of 3 funds
11
BLACKROCK CASH CL INST SL AGENCY
Held by AGG 0.60
 0.60%1 of 3 funds
12
Micron Technology Inc MU
Held by VT 0.54
 0.54%1 of 3 funds
13
Tesla Inc TSLA
Held by VT 0.54
 0.54%1 of 3 funds
14
JPMorgan Chase & Co JPM
Held by VT 0.48
 0.48%1 of 3 funds
15
Eli Lilly & Co LLY
Held by VT 0.46
 0.46%1 of 3 funds
16
Samsung Electronics Co Ltd
Held by VT 0.44
 0.44%1 of 3 funds
17
Berkshire Hathaway Inc
Held by VT 0.42
 0.42%1 of 3 funds
18
Advanced Micro Devices Inc AMD
Held by VT 0.39
 0.39%1 of 3 funds
19
SLBBH1142
Held by VT 0.35
 0.35%1 of 3 funds
20
SK hynix Inc
Held by VT 0.34
 0.34%1 of 3 funds
21
ExxonMobil Holdings Corp XOM
Held by VT 0.34
 0.34%1 of 3 funds
22
ASML Holding NV ASML
Held by VT 0.33
 0.33%1 of 3 funds
23
Johnson & Johnson JNJ
Held by VT 0.32
 0.32%1 of 3 funds
24
Visa Inc V
Held by VT 0.31
 0.31%1 of 3 funds
25
Mastercard Inc MA
Held by VT 0.24
 0.24%1 of 3 funds

The 25 largest of 30,355 securities matched across 3 funds; each row opens to list the funds that hold it.

Costs

Fees from prospectuses, Feb 27 to Jun 18, 2026
LayerA yearOn $10,000Source · date
Weighted fund fee0.05%$4.80Prospectuses · Feb 27 to Jun 18, 2026

Weighted expense ratio 0.05%, each weight times its fund’s expense ratio. It is already inside the returns below.

Change log

Every target-weight change since Jan 4, 2010 · newest first
2010*
DateHoldingOldNewReason
Jan 4, 2010VTnot held60.00%Initial allocation
Jan 4, 2010BNDnot held20.00%Initial allocation
Jan 4, 2010AGGnot held20.00%Initial allocation

*A change before Oct 5, 2026 is hypothetical: the rule applied to earlier prices. 201 drift rebalances between Jan 4, 2010 and Oct 7, 2026 reset the weights to these targets; they are counted, not listed.

Method, definitions and disclosures

Methodology v1.3 · read it
Total return
Value at the end over value at the start, minus 1: distributions reinvested, each fund’s fees inside its price.
Annualised
(1 + total return) to the power 12 over the number of whole months, minus 1; from 12 months.
Volatility
Sample standard deviation of monthly returns, times the square root of 12; from 36 monthly returns.
Maximum drawdown
The largest fall from a peak to a later low, on daily values, with the dates of both.
Sharpe on T-bills
12 times the mean monthly return over the Treasury 13-week bill rate, over the square root of 12 times its standard deviation; from 36 months.
Turnover
The trading of the rebalances inside the window, a year, the start excluded.

The rule: 60% VT and 40% US bonds (BND and AGG in equal parts), rebalanced on the last trading day of each month. The strategic family’s rule, as the method states it: “x% VT, (100 - x)% the US bonds sleeve (BND and AGG in equal parts).” Methodology version 1.3; launched on Oct 3, 2026, when ETFIQ froze the family’s rule. Every weight follows from the rule and public facts.

Launched on Oct 3, 2026, when ETFIQ froze its rule. Figures before Oct 5, 2026 are hypothetical: today’s rule and funds applied to earlier prices, which is look-ahead. From Oct 5, 2026 the record is tracked, and a window that starts before it is hypothetical as a whole.

Total returns are market price with distributions reinvested, net of each fund’s own fees, with nothing else deducted. The price source does not carry funds that closed before 2016, so nothing here is free of survivorship bias. Data sourced by Tiingo.

Questions people ask about Strategic, 60% stocks

What is ETFIQ Strategic, 60% stocks?
A rules-based benchmark: 60% VT and 40% US bonds (BND and AGG in equal parts), rebalanced on the last trading day of each month. ETFIQ publishes it to measure strategic and target-risk allocation models with about 60% in stocks. It is not a fund and cannot be bought.
Is ETFIQ Strategic, 60% stocks a recommendation?
No. It is a yardstick, the same for everyone, and every weight follows from a written rule and public facts. ETFIQ publishes no trades for it and takes no payment from the issuer of any fund it holds.
Why are some of its returns hypothetical?
ETFIQ froze the rule on Oct 3, 2026. Returns before Oct 5, 2026 apply today’s rule and funds to earlier prices, which is look-ahead; returns from that date are tracked. The price source does not carry funds that closed before 2016, so nothing here is free of survivorship bias.
Where to next
Every strategic benchmark →Compare up to five →AOR measured against this benchmark →CGBL measured against this benchmark →How the benchmarks are built →Every benchmark →Core funds →Look a portfolio through →Every method →Every model, side by side →
Sources and credit
Prices and distributions, every fund heldData sourced by Tiingo · computed by ETFIQ from Tiingo daily prices · Oct 7, 2026 ↗Holdings, each fundETFIQ open data: each fund’s book and its N-PORT factsThe T-bill rate, for the Sharpe ratioU.S. Treasury daily bill rates ↗Fees and prospectuses, each fundEach fund’s page, with its prospectus and feeFactor returns, for the loadingsKenneth R. French data library ↗The rule, v1.3How the ETFIQ benchmarks are built

ETFIQ takes no payment from any fund company. A link is not an endorsement. Figures are calculated by ETFIQ from the sources above and are free to use with attribution.

Cite this page

ETFIQ, ETFIQ Strategic, 60% stocks benchmark, data as of Oct 7, 2026. https://etfiq.com/benchmarks/strategic-60/

Open data →
CSVholdingsreturnscalendar yearsrisk and cost

Free to use with attribution for figures ETFIQ computes; issuer data stays under its owner's terms. The underlying files are at Open data. Figures before Oct 5, 2026 are hypothetical.