# ETF model comparisons: all 8, against benchmarks > In the year to Sep 30, 2026, 1 of 2 allocation ETFs with a full year beat their matched ETFIQ benchmark. Every comparison page in one table. 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. ## Every model comparison, with its 1-year difference Every comparison page ETFIQ publishes: 3 allocation ETFs, each against the ETFIQ benchmark for its stock-share band, and 5 band pages, each setting five ETFIQ benchmarks against ETFIQ Strategic at the same stock share. Each row gives the 1-year difference in points. 8 Comparison pages 3 Allocation ETFs 1 of 2 Ahead of their benchmark, 1 year In the year to Sep 30, 2026, 1 of 2 allocation ETFs with a full year beat their matched ETFIQ benchmark. ### Benchmarks against ETFIQ Strategic, by stock share ### Allocation ETFs against their benchmarks ### 3 allocation ETFs against their matched benchmark 1Y is the total return over the year to each comparison’s own date, distributions reinvested: the allocation ETF’s at its market price, its matched benchmark’s (ETFIQ Strategic at its band’s stock share) over the same closes. The difference is the two printed figures subtracted, in percentage points. Data sourced by Tiingo . | Allocation ETF | Band | Stock share | 1Y | Matched benchmark | Benchmark 1Y | Difference 1Y, points | | --- | --- | --- | --- | --- | --- | --- | | AOR | Moderate | 61.1% | +9.31% | Strategic 60 | +8.93%* | +0.38 | | CGBL | Moderate | 60.5% | +7.97% | Strategic 60 | +8.93%* | −0.96 | | RJVI | Conservative | 16.5% | not published | Strategic 20 | not published | not published | ### 25 benchmarks on 5 band pages, against ETFIQ Strategic 1Y is the total return over the 12 months to Sep 30, 2026. Each band’s page sets five ETFIQ benchmarks against its reference, ETFIQ Strategic at the same stock share; the difference is the two printed figures subtracted, in percentage points. *Hypothetical as a whole: the window begins before the tracked date, Oct 5, 2026. Data sourced by Tiingo . | Comparison page | Benchmark | 1Y | Reference | Reference 1Y | Difference 1Y, points | | --- | --- | --- | --- | --- | --- | | Conservative, 20% stocks | Tax-Aware 20 | +1.42%* | Strategic 20 | +1.67%* | −0.25 | | Conservative, 20% stocks | Factor 20 | +2.86%* | Strategic 20 | +1.67%* | +1.19 | | Conservative, 20% stocks | Income 20 | +2.70%* | Strategic 20 | +1.67%* | +1.03 | | Conservative, 20% stocks | Tactical from 20 | +4.14%* | Strategic 20 | +1.67%* | +2.47 | | Conservative, 20% stocks | Thematic 20 | +1.60%* | Strategic 20 | +1.67%* | −0.07 | | Moderately conservative, 40% stocks | Tax-Aware 40 | +5.06%* | Strategic 40 | +5.27%* | −0.21 | | Moderately conservative, 40% stocks | Factor 40 | +7.70%* | Strategic 40 | +5.27%* | +2.43 | | Moderately conservative, 40% stocks | Income 40 | +5.75%* | Strategic 40 | +5.27%* | +0.48 | | Moderately conservative, 40% stocks | Tactical from 40 | +7.17%* | Strategic 40 | +5.27%* | +1.90 | | Moderately conservative, 40% stocks | Thematic 40 | +5.06%* | Strategic 40 | +5.27%* | −0.21 | | Moderate, 60% stocks | Tax-Aware 60 | +8.78%* | Strategic 60 | +8.93%* | −0.15 | | Moderate, 60% stocks | Factor 60 | +12.68%* | Strategic 60 | +8.93%* | +3.75 | | Moderate, 60% stocks | Income 60 | +8.87%* | Strategic 60 | +8.93%* | −0.06 | | Moderate, 60% stocks | Tactical from 60 | +10.22%* | Strategic 60 | +8.93%* | +1.29 | | Moderate, 60% stocks | Thematic 60 | +8.55%* | Strategic 60 | +8.93%* | −0.38 | | Moderately aggressive, 80% stocks | Tax-Aware 80 | +12.57%* | Strategic 80 | +12.65%* | −0.08 | | Moderately aggressive, 80% stocks | Factor 80 | +17.80%* | Strategic 80 | +12.65%* | +5.15 | | Moderately aggressive, 80% stocks | Income 80 | +12.06%* | Strategic 80 | +12.65%* | −0.59 | | Moderately aggressive, 80% stocks | Tactical from 80 | +13.32%* | Strategic 80 | +12.65%* | +0.67 | | Moderately aggressive, 80% stocks | Thematic 80 | +12.05%* | Strategic 80 | +12.65%* | −0.60 | | Aggressive, 95% stocks | Tax-Aware 95 | +15.47%* | Strategic 95 | +15.49%* | −0.02 | | Aggressive, 95% stocks | Factor 95 | +21.73%* | Strategic 95 | +15.49%* | +6.24 | | Aggressive, 95% stocks | Income 95 | +14.50%* | Strategic 95 | +15.49%* | −0.99 | | Aggressive, 95% stocks | Tactical from 95 | +15.66%* | Strategic 95 | +15.49%* | +0.17 | | Aggressive, 95% stocks | Thematic 95 | +14.68%* | Strategic 95 | +15.49%* | −0.81 | ### Questions people ask What does a model comparison page compare? An allocation ETF’s page sets it against ETFIQ Strategic at the stock share of its band: returns, fees, risk and growth of $10,000. A band’s page sets five ETFIQ benchmarks against ETFIQ Strategic at the same stock share. What is the 1-year difference? The portfolio’s 1-year total return minus its benchmark’s, both as printed, in percentage points. A positive figure means the portfolio returned more. 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, ETF model comparisons: all 8, against benchmarks, data as of Oct 7, 2026. https://etfiq.com/models/compare/ 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/models/compare/