# Strategic benchmarks: all 8

> 8 ETFIQ strategic benchmarks for strategic and target-risk allocation models, with weights, rule and returns over 1, 3, 5 and 10 years.

Data as of Oct 7, 2026. Rebuilt every trading night.

Rebuilt every trading night. Figures as of Oct 7, 2026; trailing windows end at the last month end, Sep 30, 2026.

## Strategic benchmarks

8 ETFIQ benchmarks for strategic and target-risk allocation models. The rule, as the method states it, with x the stock share: “x% VT, (100 - x)% the US bonds sleeve (BND and AGG in equal parts).” Launched on Oct 3, 2026.

8 Benchmarks

5 Funds held

Over 10 years to Sep 30, 2026, the 8 strategic benchmarks returned +1.11% to +14.69% a year, hypothetical.

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 return a year, longest window

- Strategic, 20% stocks: +3.41% a year, 10 years, hypothetical

- Strategic, 40% stocks: +5.68% a year, 10 years, hypothetical

- Strategic, 60% stocks: +7.93% a year, 10 years, hypothetical

- Strategic, 80% stocks: +10.14% a year, 10 years, hypothetical

- Strategic, 95% stocks: +11.78% a year, 10 years, hypothetical

- Global Stocks: +12.32% a year, 10 years, hypothetical

- US Stocks: +14.69% a year, 10 years, hypothetical

- US Bonds: +1.11% a year, 10 years, hypothetical

### Browse by family

### Every strategic benchmark

Total return over each trailing window to the last month end, with distributions reinvested. Data sourced by Tiingo .

| Benchmark | Name | Family | Stocks | Total return 1Y | A year, 3Y | A year, 5Y | A year, 10Y | Max drawdown | Expense ratio | Basis 1Y |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| Strategic, 20% stocks | ETFIQ Strategic, 20% stocks | Strategic | 20% | +1.67% | +7.40% | +1.77% | +3.41% | −18.74% | 0.04% | Hypothetical |
| Strategic, 40% stocks | ETFIQ Strategic, 40% stocks | Strategic | 40% | +5.27% | +10.82% | +4.17% | +5.68% | −20.32% | 0.04% | Hypothetical |
| Strategic, 60% stocks | ETFIQ Strategic, 60% stocks | Strategic | 60% | +8.93% | +14.30% | +6.57% | +7.93% | −22.31% | 0.05% | Hypothetical |
| Strategic, 80% stocks | ETFIQ Strategic, 80% stocks | Strategic | 80% | +12.65% | +17.84% | +8.96% | +10.14% | −28.15% | 0.05% | Hypothetical |
| Strategic, 95% stocks | ETFIQ Strategic, 95% stocks | Strategic | 95% | +15.49% | +20.54% | +10.75% | +11.78% | −32.74% | 0.06% | Hypothetical |
| Global Stocks | ETFIQ Global Stocks | Strategic | 100% | +16.45% | +21.45% | +11.35% | +12.32% | −34.23% | 0.06% | Hypothetical |
| US Stocks | ETFIQ US Stocks | Strategic | 100% | +15.38% | +22.34% | +12.57% | +14.69% | −35.00% | 0.03% | Hypothetical |
| US Bonds | ETFIQ US Bonds | Strategic | 0% | −1.85% | +4.05% | −0.63% | +1.11% | −18.50% | 0.03% | Hypothetical |

### Questions people ask

What is an ETFIQ benchmark? A rule over broad, low-cost ETFs, written down before its returns were looked at, that measures model portfolios the way the S&P 500 measures large US stocks. Its weights, rule and returns are published. Can I invest in an ETFIQ benchmark? No. A benchmark is a published yardstick, not a fund, and ETFIQ publishes no trades for any of them. It takes no payment from the issuer of any fund a benchmark holds. Why are some returns hypothetical? Each family’s rule is frozen on a stated date. Returns before it apply today’s rule and funds to earlier prices, which is look-ahead; returns from it are tracked. The price source does not carry funds that closed before 2016, so nothing here is free of survivorship bias. 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 .

### Where these figures came from

### Where to next

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.

---

Source: ETFIQ, independent ETF data. Recomputed nightly from public filings and prices.
Cite: ETFIQ, Strategic benchmarks: all 8, data as of Oct 7, 2026. https://etfiq.com/benchmarks/strategic/
Licence: https://etfiq.com/license/ Figures ETFIQ computes are free to use with attribution: ETFIQ (etfiq.com). Issuer data stays under its owner's terms.
HTML: https://etfiq.com/benchmarks/strategic/