Investable Benchmark Update (9/12)


THOUSAND OAKS, CA; October 10, 2012 ETF Portfolio Management (ETF PM) today reported performance for the Investable Benchmarks through September 2012. Year-to-date (YTD), the investable benchmarks returned 7% to 11% while the S&P 500 gained 16%.

The investable benchmarks are three passive core portfolios comprised of leading ETFs from Vanguard and iShares: Income, Income & Growth, and Growth. Over the past 10.8 years, all three passive core portfolios returned 8% to 9% annually. These efficient portfolios yield over 2.5% per year with expense ratios under 0.20%.

Chart IBU 1209

Past performance does not guarantee future results.

The Investable Benchmarks present tough competition for active management. ETF PM’s growth benchmark is an efficient multi-asset class (eMAC) portfolio based on David Swensen’s recommendation in “Unconventional Success.” Swensen’s performance managing Yale University’s multi-billion dollar endowment fund is leading Wall Street in many respects and his views have significantly broadened the industry’s perception of proper diversification.

Click here for a PDF version.

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