SCHD + TLT + VUG
See popular SCHD + TLT + VUG splits with annual return, maximum drawdown and recovery time, and calendar-year returns, all against SPY.
Compare return, drawdown, and market performance using saved allocation backtests with matching dates and settings.
Selected allocation
- Schwab U.S. Dividend Equity ETF (SCHD) 30% · iShares 20+ Year Treasury Bond ETF (TLT) 20% · Vanguard Morningstar Growth ETF (VUG) 50%
Initial $10,000 · No contributions · USD · Dividends reinvested · Monthly rebalancing · SPY benchmark · Zero trading costs · No inflation adjustment
Methodology Data sources
