{"url":"https://etfiq.com/models/compare/aaaa/","section":"models","title":"AAAA ETF vs the ETFIQ Strategic 80 Benchmark | ETFIQ","description":"In the year to Sep 30, 2026, AAAA returned +15.90%, 3.25 points ahead of the ETFIQ Strategic 80 benchmark\u2019s hypothetical +12.65%.","as_of":"Oct 20, 2026","structured_data":[{"@type":"ItemList","name":"AAAA and its matched benchmark","numberOfItems":2,"itemListElement":[{"@type":"ListItem","position":1,"name":"AAAA, Amplius Aggressive Asset Allocation ETF","url":"https://etfiq.com/funds/aaaa"},{"@type":"ListItem","position":2,"name":"ETFIQ Strategic, 80% stocks","url":"https://etfiq.com/benchmarks/strategic-80/"}]},{"@type":"FAQPage","mainEntity":[{"@type":"Question","name":"Why is AAAA measured against ETFIQ Strategic 80?","acceptedAnswer":{"@type":"Answer","text":"AAAA holds 79.8% of its net assets in stocks, counting stocks inside any funds it owns. That puts it in the moderately aggressive band, more than 70% and up to 85% stocks. ETFIQ Strategic 80 is that band\u2019s benchmark."}},{"@type":"Question","name":"What does ETFIQ Strategic 80 hold?","acceptedAnswer":{"@type":"Answer","text":"80% VT and 20% US bonds (BND and AGG in equal parts), rebalanced on the last trading day of each month. It is a rule, not a fund. ETFIQ takes no payment from any fund company."}},{"@type":"Question","name":"Why are the benchmark\u2019s returns hypothetical?","acceptedAnswer":{"@type":"Answer","text":"Its rule was frozen on a set date. Returns before that date apply today\u2019s rule and funds to earlier prices. The fund\u2019s own returns use its market price with distributions reinvested. The price source leaves out funds that closed before 2016, so results lean toward funds that survived."}}]},{"@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"name":"ETFIQ","item":"https://etfiq.com/"},{"@type":"ListItem","position":2,"name":"ETF Models","item":"https://etfiq.com/models/"},{"@type":"ListItem","position":3,"name":"Every model","item":"https://etfiq.com/models/list/"},{"@type":"ListItem","position":4,"name":"AAAA","item":"https://etfiq.com/models/compare/aaaa/"}]},{"@type":"WebPage","name":"AAAA ETF vs the ETFIQ Strategic 80 Benchmark","description":"In the year to Sep 30, 2026, AAAA returned +15.90%, 3.25 points ahead of the ETFIQ Strategic 80 benchmark\u2019s hypothetical +12.65%.","url":"https://etfiq.com/models/compare/aaaa/","dateModified":"2026-10-20","isPartOf":{"@type":"WebSite","name":"ETFIQ","url":"https://etfiq.com"},"speakable":{"@type":"SpeakableSpecification","cssSelector":[".verdict",".lede",".faq"]},"publisher":{"@id":"https://etfiq.com/#org"}}],"characters":4896,"truncated":false,"content":"ETFIQ / ETF Models / Every model / AAAA \n \n Rebuilt every trading night. Figures as of Oct 20, 2026; trailing windows end at the last month end, Sep 30, 2026.\n AAAA against the ETFIQ Strategic 80 benchmark\n Amplius Aggressive Asset Allocation ETF holds 79.8% of its net assets in stocks, counting stocks inside any funds it owns. That puts it in the moderately aggressive band. Its benchmark is ETFIQ Strategic, 80% stocks, a rule, not a fund.\n +15.90% AAAA, 1 year \n +12.65%* Strategic 80, 1 year \n +3.25 Difference, points \n 0.49% Expense ratio \n\n In the year to Sep 30, 2026, AAAA returned +15.90%, 3.25 points ahead of the ETFIQ Strategic 80 benchmark\u2019s hypothetical +12.65%.\n ETFIQ Strategic, 80% stocks: launched on Oct 3, 2026, when ETFIQ froze its rule. Figures before Oct 5, 2026 are hypothetical: we apply today\u2019s rule and funds to earlier prices. From Oct 5, 2026 the record is tracked. A window that starts earlier is hypothetical as a whole.\n Other allocation ETFs against their benchmarks\n AAAA ALTY AOA AOK AOM AOR AVMA CGBL DPRE ELM FARX FPAA FREI FTBI GAA GAL GMOD GYLD HEFT INCM INKM IRTR ITDB ITDC ITDD ITDE IYLD JFLI KEAT LCR MDIV MFUL MHIG MHIP NDOW OCIO PVEX RAA RISN RJVI RSMV TBFC TBFG TRND TRTY WBIG XFLX XRLX YLDW AAAA and Strategic 80 by window\n AAAA\u2019s own market-price total return beside Strategic 80 over the same closes. YTD and 1 year are total returns; the longer windows are yearly rates over whole months. The difference is in percentage points. *Hypothetical as a whole: the benchmark\u2019s window begins before its tracked date, Oct 5, 2026. Data sourced by Tiingo .\n Total return of AAAA and ETFIQ Strategic, 80% stocks by window, to Oct 20, 2026. Data sourced by Tiingo. Window From To AAAA Strategic 80 Difference, points Side \n Year to date Dec 31, 2025 Oct 20, 2026 +11.94% +9.89%* +2.05 AAAA ahead \n 1 year Sep 30, 2025 Sep 30, 2026 +15.90% +12.65%* +3.25 AAAA ahead \n 3 years, a year not published not published not published not published not published not published \n 5 years, a year not published not published not published not published not published not published \n 10 years, a year not published not published not published not published not published not published \n Since Jul 16, 2025, a year Jul 31, 2025 Sep 30, 2026 +18.46% +16.04%* +2.42 AAAA ahead \n\n Fees\n Both fees are already inside the returns above. On $10,000 is the fee times 100, the dollars a year at that fee.\n The expense ratio of AAAA and the weighted fund fee of ETFIQ Strategic, 80% stocks. Portfolio Fee A year On $10,000 As of \n AAAA Expense ratio, from its prospectus 0.49% $49 May 21, 2026 \n Strategic 80 Weighted fund fee, inside its returns 0.05% $5 Oct 20, 2026 \n\n Questions people ask\n Why is AAAA measured against ETFIQ Strategic 80? AAAA holds 79.8% of its net assets in stocks, counting stocks inside any funds it owns. That puts it in the moderately aggressive band, more than 70% and up to 85% stocks. ETFIQ Strategic 80 is that band\u2019s benchmark. What does ETFIQ Strategic 80 hold? 80% VT and 20% US bonds (BND and AGG in equal parts), rebalanced on the last trading day of each month. It is a rule, not a fund. ETFIQ takes no payment from any fund company. Why are the benchmark\u2019s returns hypothetical? Its rule was frozen on a set date. Returns before that date apply today\u2019s rule and funds to earlier prices. The fund\u2019s own returns use its market price with distributions reinvested. The price source leaves out funds that closed before 2016, so results lean toward funds that survived. Total returns use market price with distributions reinvested, after each fund\u2019s own fees. Nothing else is deducted. The price source leaves out funds that closed before 2016, so results lean toward funds that survived. Data sourced by Tiingo .\n Where these figures came from\n Data sourced by Tiingo U.S. Treasury daily bill rates, for the Sharpe ratio AAAA\u2019s page, with its prospectus and fee AAAA\u2019s prospectus filing, for its expense ratio Where to next\n AAAA fund page The Strategic 80 benchmark Every benchmark at 80% stocks Every model, side by side How the benchmarks are built ETFIQ publishes ETF data. It is independent, is not an investment adviser, takes no payment from issuers, and makes no recommendations.\n \n Cite this page. ETFIQ, AAAA ETF vs the ETFIQ Strategic 80 Benchmark, data as of Oct 20, 2026. https://etfiq.com/models/compare/aaaa/ Free to use with attribution for figures ETFIQ computes; issuer data stays under its owner's terms. The underlying files are at Open data .\n Other forms Plain ETFIQ, AAAA ETF vs the ETFIQ Strategic 80 Benchmark, data as of Oct 20, 2026. https://etfiq.com/models/compare/aaaa/ APA ETFIQ. (Oct 20, 2026). AAAA ETF vs the ETFIQ Strategic 80 Benchmark. Retrieved from https://etfiq.com/models/compare/aaaa/ Markdown [AAAA ETF vs the ETFIQ Strategic 80 Benchmark (ETFIQ, Oct 20, 2026)](https://etfiq.com/models/compare/aaaa/)","source":"ETFIQ, independent ETF data. Recomputed nightly from public filings and prices.","publisher":{"@id":"https://etfiq.com/#org","name":"ETFIQ","url":"https://etfiq.com"},"license":"https://etfiq.com/license/","license_text":"Figures ETFIQ computes are free to use with attribution: ETFIQ (etfiq.com). Issuer data stays under its owner's terms.","citation":"ETFIQ, AAAA ETF vs the ETFIQ Strategic 80 Benchmark, data as of Oct 20, 2026. https://etfiq.com/models/compare/aaaa/"}