70/30 ETFs
70/30 ETFs
Expense Ratio
- 0.15%
Dividend Yield
- 2.18%
Asset Allocation
Performance
The chart shows the growth of $10,000 invested in 70/30 ETFs in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $12,820 for a total return of roughly 28.20%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Returns
As of Mar 18, 2023, the 70/30 ETFs returned 1.75% Year-To-Date and 5.15% of annualized return in the last 10 years.
| 1 month | Year-To-Date | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
| Benchmark | -5.31% | 2.01% | 0.39% | -10.12% | 8.12% | 8.12% |
| 70/30 ETFs | -3.72% | 1.75% | 2.89% | -7.61% | 5.15% | 5.15% |
| Portfolio components: | ||||||
BIL SPDR Barclays 1-3 Month T-Bill ETF | 0.48% | 0.92% | 1.87% | 2.33% | 1.22% | 1.22% |
EFG iShares MSCI EAFE Growth ETF | -4.05% | 5.09% | 12.26% | -6.01% | 3.40% | 3.40% |
EFV iShares MSCI EAFE Value ETF | -8.12% | -0.59% | 9.42% | -3.83% | 0.19% | 0.19% |
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | -1.83% | 0.34% | 1.61% | -9.52% | -1.31% | -1.31% |
ESGU iShares ESG MSCI USA ETF | -5.43% | 2.11% | 0.45% | -9.93% | 9.95% | 9.95% |
IEMG iShares Core MSCI Emerging Markets ETF | -6.54% | -0.28% | 0.45% | -13.56% | -1.73% | -1.73% |
IFRA iShares U.S. Infrastructure ETF | -7.35% | -0.91% | 0.78% | -4.67% | 9.28% | 9.28% |
IJR iShares Core S&P Small-Cap ETF | -11.12% | -1.73% | -0.79% | -12.46% | 5.07% | 5.07% |
IUSB iShares Core Total USD Bond Market ETF | 1.04% | 2.80% | 1.79% | -5.58% | 0.92% | 0.92% |
IVV iShares Core S&P 500 ETF | -5.16% | 2.33% | 1.23% | -8.70% | 9.99% | 9.99% |
IYW iShares U.S. Technology ETF | 0.93% | 18.62% | 10.90% | -8.75% | 16.87% | 16.87% |
MBB iShares MBS Bond ETF | 1.39% | 3.06% | 2.16% | -4.95% | 0.28% | 0.28% |
MTUM iShares Edge MSCI USA Momentum Factor ETF | -8.14% | -8.74% | -4.03% | -15.14% | 6.01% | 6.01% |
TLH iShares 10-20 Year Treasury Bond ETF | 2.34% | 6.12% | 1.84% | -13.87% | -0.54% | -0.54% |
USMV iShares Edge MSCI Min Vol USA ETF | -3.78% | -2.95% | -0.20% | -5.45% | 7.90% | 7.90% |
| Returns over 1 year are annualized | ||||||
Dividends
70/30 ETFs granted a 2.31% dividend yield in the last twelve months.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 2.31% | 2.12% | 1.68% | 1.80% | 2.48% | 2.71% | 2.11% | 2.17% | 2.21% | 2.20% | 1.91% | 1.88% |
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below shows the maximum drawdowns of the 70/30 ETFs. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.
The maximum drawdown since January 2010 for the 70/30 ETFs is 24.02%, recorded on Mar 23, 2020. It took 93 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -24.02% | Feb 20, 2020 | 23 | Mar 23, 2020 | 93 | Aug 4, 2020 | 116 |
| -22.81% | Nov 9, 2021 | 235 | Oct 14, 2022 | — | — | — |
| -12.1% | Aug 30, 2018 | 80 | Dec 24, 2018 | 59 | Mar 21, 2019 | 139 |
| -6% | Sep 3, 2020 | 14 | Sep 23, 2020 | 33 | Nov 9, 2020 | 47 |
| -4.28% | Feb 16, 2021 | 13 | Mar 4, 2021 | 21 | Apr 5, 2021 | 34 |
| -3.94% | Sep 3, 2021 | 21 | Oct 4, 2021 | 20 | Nov 1, 2021 | 41 |
| -3.71% | Jul 25, 2019 | 8 | Aug 5, 2019 | 27 | Sep 12, 2019 | 35 |
| -3.69% | May 6, 2019 | 19 | May 31, 2019 | 13 | Jun 19, 2019 | 32 |
| -3.2% | May 10, 2021 | 3 | May 12, 2021 | 13 | Jun 1, 2021 | 16 |
| -2.75% | Jan 26, 2021 | 4 | Jan 29, 2021 | 5 | Feb 5, 2021 | 9 |
Volatility Chart
Current 70/30 ETFs volatility is 0.26%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.