Side-by-side comparison

Compare investment strategies

80/20 RSP and SPY Equal-Weight Tilt vs WisdomTree Aggressive 80/20 Stock-Bond ETF Model

At a glance

The headline numbers each source publishes, lined up. Hover a number for its exact definition.

These strategies report performance on different (OOS, Live). Live and composite results come from real accounts; out-of-sample, hypothetical and model results don't. Compare return and risk with care.

0.0%

12.8%Best

11.6%Best

8.5%

11.4%Best

11.6%

1.03Best

0.79

-7.8%Best

-8.1%

Fee

—

0.10%

Minimum investment

—

$100

Each source uses its own scale

—

3(1-5 (Interactive Advisors))

Inception

—

2018-08-16

40%

73%Best

Growth of $10,000

Each line starts at $10,000 on the first date all of them share, using the strategy's own published history. Bases are labelled and never mixed within a line.

WisdomTree Aggressive 80/20 Stock-Bond ETF ModelLiveup 55.4%
S&P 500 ETFup 79.9%

No published history to chart: 80/20 RSP and SPY Equal-Weight Tilt.

Every published figureShow 46 attributes

Each row is one exact variant (window and basis), so a value appears only where a source publishes it.

Classification

AI categories (Composer)

annual rebalance, diversification, equal-weight tilt, long-only, s&p 500, us equities

—

Asset classes / instruments

equities

—

Composition (ETFs / Stocks / Mixed)

—

ETFS

ESG / responsible flag

—

Smart beta flag

—

Theme keywords (Interactive Advisors)

—

Bond ETFs, Diversified, Equity ETFs

Returns

Annualized return since inception (Lighthorse, daily, live)

—

8.26%

Return since inception (annualized) (live account)

—

8.50%

Return since inception (cumulative) (live account)

—

93.90%

Return vs the source's benchmark, last 365 days (Lighthorse, daily, live)

—

2.27%

Return, last 30 days (live account)

—

-0.60%

Return, last 365 days (Lighthorse, daily, live)

—

12.53%

Return, last 365 days (live account)

—

12.80%

Return, last 5 years (cumulative) (live account)

—

45.10%

Return, last 90 days (live account)

—

0.70%

Return, out-of-sample period (annualized) (out-of-sample)

11.59%

—

Return, out-of-sample period (cumulative) (out-of-sample)

7.58%

—

Return, trailing 1 month (out-of-sample)

0.19%

—

Return, trailing 1 year (out-of-sample)

0.00%

—

Return, trailing 3 months (out-of-sample)

0.91%

—

Return, year to date (live account)

—

11.20%

Market-relative

Benchmark (methodology text)

—

For performance purposes, this strategy will be benchmarked to an 80/20 combination of a broad-based global equity index and a US aggregate bond index, respectively.

Risk metrics

Beta vs the source's benchmark, last 365 days (Lighthorse, daily, live)

—

0.96

Calmar ratio, out-of-sample period (out-of-sample)

1.48

—

Maximum drawdown since inception (Lighthorse, daily, live)

—

-29.42%

Maximum drawdown, last 365 days (Lighthorse, daily, live)

—

-8.16%

Maximum drawdown, last 365 days (live account)

—

-8.10%

Maximum drawdown, out-of-sample period (out-of-sample)

-7.81%

—

Sharpe ratio since inception (Lighthorse, daily, live)

—

0.42

Sharpe ratio, last 365 days (Lighthorse, daily, live)

—

0.74

Sharpe ratio, last 365 days (live account)

—

0.79

Sharpe ratio, out-of-sample period (out-of-sample)

1.03

—

Sortino ratio, last 365 days (Lighthorse, daily, live)

—

1.09

Sortino ratio, last 365 days (live account)

—

1.22

Standard deviation, out-of-sample period (out-of-sample)

11.37%

—

Value-at-risk 95% 1-week, last 365 days (live account)

—

-2.70%

Volatility since inception (Lighthorse, daily, live)

—

14.10%

Volatility, last 365 days (Lighthorse, daily, live)

—

11.19%

Volatility, last 365 days (live account)

—

11.60%

Cost & access

Management / advisory fee

—

0.10%

Minimum investment

—

$100

Disclosure

Metrics calculated through

—

2026-10-09

Construction

Rebalance frequency

yearly

—

Rebalancing (methodology text)

—

Per WisdomTree's periodic reweighting/reallocation

Risk score

Risk label (Interactive Advisors)

—

Growth plus

Risk score 1-5 (Interactive Advisors)

—

Compare investment strategies

At a glance

Growth of $10,000

What they say: stated rules

What they hold

Do the holdings back the rules?

Costs, access & sources

Compare investment strategies

At a glance

Growth of $10,000

What they say: stated rules

What they hold

Do the holdings back the rules?

Costs, access & sources