Compare Portfolios

Select up to 4 portfolios to compare stats, allocations, and historical growth side-by-side.

Robo-Advisor
CAGR
7.1%
Max DD
-32.5%
Sharpe
0.30

Allocations

Betterment 50/50 Portfolio
Global Bond Index18.4%
US Total Stock Market16.2%
US Aggregate Bond Index14.7%
International Developed Equity13.7%
Emerging Markets Bond10.7%
Emerging Markets Equity9%
Inflation-Protected Bond6.3%
US Large-Cap Value4.4%
US Mid-Cap Value3.6%
US Small-Cap Value3%

Growth of $10,000

All portfolios normalized to $10,000 starting in 1997.

Betterment 50/50 Portfolio