Period: 01 Jan 2026 - 31 Jul 2026 (07 months).

The best ETF Portfolio of 2026 is:
US Stocks Momentum Portfolio, with a +19.93% return.

The best Investment Theme of 2026 is:
WTI Crude Oil, with a +86.77% return.

Making investment decisions based only on past returns, not to mention short-term returns, is not recommended.

2026 - ETF Portfolio Returns

The following table represents Lazy ETF Portfolio 2026 YTD returns and months stats. Columns are sortable, and portfolio risk filters can be used.

LAZY ETF PORTFOLIOS - 2026 RETURNS AND STATS
Period: 01 Jan 2026 - 31 Jul 2026
ETF Portfolio Author Return ▾ Months
Pos - Neg
US Stocks Momentum +19.93% 4 - 3
Emerging Markets Stocks +17.75% 5 - 2
Stocks/Bonds 80/20 Momentum +15.83% 4 - 3
Robust Alpha Architect +15.75% 5 - 2
Ivy Portfolio Mebane Faber +15.25% 5 - 2
Ultimate Buy and Hold Strategy Paul Merriman +14.84% 6 - 1
Sheltered Sam 100/0 Bill Bernstein +14.79% 6 - 1
Five Asset Roger Gibson +13.84% 5 - 2
Developed World ex-US Stocks +13.83% 4 - 3
7Twelve Portfolio Craig Israelsen +13.77% 5 - 2
Robo Advisor 100 Value Tilt Betterment +13.53% 5 - 2
Sheltered Sam 90/10 Bill Bernstein +13.38% 6 - 1
US Stocks Equal Weight +13.16% 6 - 1
Seven Value Scott Burns +12.85% 5 - 2
Robo Advisor 90 Value Tilt Betterment +12.76% 5 - 2
Aggressive Global Income The Lazy Team +12.44% 6 - 1
Six Ways from Sunday Scott Burns +12.27% 5 - 2
Technology +12.26% 3 - 4
Sheltered Sam 80/20 Bill Bernstein +11.97% 6 - 1
Stocks/Bonds 60/40 Momentum +11.74% 4 - 3
Family Taxable Portfolio Ted Aronson +11.49% 5 - 2
Perfect Portfolio Ben Stein +11.40% 4 - 3
No Brainer Portfolio Bill Bernstein +11.37% 5 - 2
Robo Advisor 80 Value Tilt Betterment +11.36% 5 - 2
All Country World Stocks +11.15% 4 - 3
Talmud Portfolio 2x Leveraged Roger Gibson +11.11% 5 - 2
Developed World ex-US 80/20 +11.11% 4 - 3
Long Term Portfolio Ben Stein +11.10% 5 - 2
Mid-Twenties Burton Malkiel +10.99% 5 - 2
Ideal Index Frank Armstrong +10.90% 5 - 2
US Stocks Quality +10.86% 5 - 2
Dedalo Three Dedalo Invest +10.69% 4 - 3
Late Thirties to Early Forties Burton Malkiel +10.64% 5 - 2
Sheltered Sam 70/30 Bill Bernstein +10.55% 6 - 1
US Stocks +10.49% 3 - 4
US Stocks Value +10.38% 6 - 1
European Stocks +10.34% 6 - 1
Second Grader's Starter Paul Farrell +10.24% 4 - 3
Edge Select Aggressive Merrill Lynch +10.21% 5 - 2
Aggressive Portfolio Lyn Alden +10.03% 4 - 3
Mid-Fifties Burton Malkiel +9.99% 5 - 2
Developed World ex-US Stocks Momentum +9.97% 5 - 2
Gone Fishin' Portfolio Alexander Green +9.95% 5 - 2
Diavola Portfolio Davide Pisicchio +9.87% 3 - 4
Big Rocks Portfolio Larry Swedroe +9.72% 6 - 1
JP Morgan Balanced Portfolio JP Morgan +9.66% 6 - 1
US Stocks ESG +9.66% 3 - 4
Dedalo Eleven Dedalo Invest +9.65% 4 - 3
Coward's Portfolio Bill Bernstein +9.65% 5 - 2
Gretchen Tai Portfolio Gretchen Tai +9.47% 5 - 2
Coffeehouse Bill Schultheis +9.32% 5 - 2
Core Four Rick Ferri +9.24% 5 - 2
Four Funds Bogleheads +9.24% 4 - 3
LifeStrategy Growth Fund Vanguard +9.24% 4 - 3
Sheltered Sam 60/40 Bill Bernstein +9.14% 6 - 1
Three Funds Bogleheads +9.13% 4 - 3
All Country World 80/20 +8.91% 4 - 3
Yale Endowment David Swensen +8.90% 5 - 2
Moderate Portfolio Lyn Alden +8.90% 4 - 3
Warren Buffett Portfolio Warren Buffett +8.88% 3 - 4
Late Sixties and Beyond Burton Malkiel +8.86% 5 - 2
Lazy Portfolio David Swensen +8.82% 5 - 2
Ultimate Buy&Hold FundAdvice +8.81% 6 - 1
Simple Money Portfolio Tim Maurer +8.75% 6 - 1
Pinwheel Tyler +8.72% 4 - 3
Dedalo Four Dedalo Invest +8.60% 4 - 3
Developed World ex-US 60/40 +8.39% 5 - 2
Jane Bryant Quinn Portfolio Jane Bryant Quinn +8.31% 4 - 3
Stocks/Bonds 80/20 +8.28% 3 - 4
Margaritaville Scott Burns +8.14% 4 - 3
Edge Select Moderately Aggressive Merrill Lynch +8.13% 4 - 3
Talmud Portfolio Roger Gibson +7.99% 6 - 1
Sheltered Sam 50/50 Bill Bernstein +7.73% 5 - 2
Simple Path to Wealth JL Collins +7.73% 3 - 4
Five Fold Scott Burns +7.72% 5 - 2
Tilt Toward Value Time Money Inc +7.71% 5 - 2
Stocks/Bonds 40/60 Momentum +7.65% 5 - 2
Andrew Tobias Portfolio Andrew Tobias +7.64% 6 - 1
Conservative Portfolio Lyn Alden +7.62% 4 - 3
Stocks/Bonds 60/40 2x Leveraged +7.57% 4 - 3
Nano Portfolio John Wasik +7.24% 6 - 1
One-Decision Portfolio Marvin Appel +7.20% 6 - 1
Simple and Cheap Time Money Inc +7.07% 5 - 2
Pepperoni Portfolio Davide Pisicchio +7.05% 4 - 3
Sandwich Portfolio Bob Clyatt +7.05% 5 - 2
Robo Advisor 50 Value Tilt Betterment +6.92% 5 - 2
LifeStrategy Moderate Growth Vanguard +6.85% 5 - 2
Weird Portfolio Value Stock Geek +6.85% 5 - 2
Eliminate Fat Tails Larry Swedroe +6.82% 5 - 2
All Country World 60/40 +6.67% 4 - 3
Rob Arnott Portfolio Rob Arnott +6.35% 5 - 2
Sheltered Sam 40/60 Bill Bernstein +6.32% 5 - 2
Edge Select Moderate Merrill Lynch +6.19% 5 - 2
Four Square Scott Burns +6.14% 4 - 3
Stocks/Bonds 60/40 +6.08% 4 - 3
Developed World ex-US 60/40 Momentum +6.07% 5 - 2
GAA Global Asset Allocation Mebane Faber +5.99% 4 - 3
Developed World ex-US 40/60 +5.67% 5 - 2
Dynamic 60/40 Income The Lazy Team +5.54% 5 - 2
Couch Potato Scott Burns +5.51% 4 - 3
Stocks/Bonds 60/40 ESG +5.51% 3 - 4
Capricciosa Portfolio Davide Pisicchio +5.45% 4 - 3
Stocks/Bonds 60/40 with Bitcoin +5.41% 4 - 3
Golden Butterfly 2x Leveraged Tyler +5.15% 4 - 3
Aim comfortable trip Aim Ways +4.97% 4 - 3
Sheltered Sam 30/70 Bill Bernstein +4.91% 5 - 2
Marc Faber Portfolio Marc Faber +4.89% 5 - 2
Global Market Portfolio Credit Suisse +4.83% 5 - 2
US Stocks Minimum Volatility +4.76% 6 - 1
Lifepath Fund iShares +4.72% 5 - 2
Ark Tech Portfolio Cathie Wood +4.68% 4 - 3
Golden Ratio Portfolio Frank Vasquez +4.64% 4 - 3
Larry Portfolio Larry Swedroe +4.57% 5 - 2
LifeStrategy Conservative Growth Vanguard +4.46% 5 - 2
All Country World 40/60 +4.43% 5 - 2
Golden Butterfly Tyler +4.35% 4 - 3
Developed World ex-US 40/60 Momentum +4.12% 5 - 2
Four Seasons Portfolio Davide Pisicchio +4.11% 4 - 3
Edge Select Moderately Conservative Merrill Lynch +4.11% 5 - 2
Odd-Stats Strategy Aim Ways +3.95% 4 - 3
Golden Butterfly with Bitcoin Tyler +3.91% 4 - 3
All Weather Portfolio 2x Leveraged Ray Dalio +3.87% 4 - 3
Stocks/Bonds 40/60 +3.87% 4 - 3
In Saecula Saeculorum Fulvio Marchese +3.67% 4 - 3
All Weather Portfolio Ray Dalio +3.57% 4 - 3
Stocks/Bonds 20/80 Momentum +3.55% 5 - 2
Sheltered Sam 20/80 Bill Bernstein +3.49% 5 - 2
Stocks/Bonds 40/60 ESG +3.43% 4 - 3
Stocks/Bonds 40/60 2x Leveraged +3.28% 4 - 3
Stocks/Bonds 40/60 with Bitcoin +3.21% 4 - 3
Dimensional Retirement Income Fund DFA +3.16% 4 - 3
Robo Advisor 20 Value Tilt Betterment +3.15% 5 - 2
Edge Select Conservative Merrill Lynch +3.14% 5 - 2
Margherita Portfolio Davide Pisicchio +3.00% 4 - 3
Developed World ex-US 20/80 +2.95% 5 - 2
Dynamic 40/60 Income The Lazy Team +2.91% 4 - 3
Cockroach Portfolio Tony Dong +2.87% 4 - 3
All Weather Portfolio with Bitcoin Ray Dalio +2.75% 4 - 3
Shield Strategy Aim Ways +2.67% 4 - 3
Paul Boyer Portfolio Paul Boyer +2.67% 4 - 3
Ulcer Free Strategy Aim Ways +2.52% 4 - 3
Cape US Sector Value Robert Shiller +2.29% 5 - 2
All Country World 20/80 +2.19% 5 - 2
Desert Portfolio Gyroscopic Investing +2.15% 4 - 3
US Cash +2.08% 7 - 0
Sheltered Sam 10/90 Bill Bernstein +2.08% 5 - 2
LifeStrategy Income Fund Vanguard +2.08% 5 - 2
Robo Advisor 10 Value Tilt Betterment +1.91% 5 - 2
Desert Portfolio with Bitcoin Gyroscopic Investing +1.71% 4 - 3
Stocks/Bonds 20/80 +1.67% 5 - 2
PISI Portfolio Davide Pisicchio +1.66% 4 - 3
Berkshire Hathaway Warren Buffett +1.56% 3 - 4
Conservative Income Charles Schwab +1.22% 5 - 2
Short Term Treasury +0.76% 6 - 1
Permanent Portfolio Harry Browne +0.71% 4 - 3
Robo Advisor 0 Betterment +0.69% 6 - 1
Sheltered Sam 0/100 Bill Bernstein +0.67% 4 - 3
US Inflation Protection +0.54% 4 - 3
High Yield Bonds Income The Lazy Team +0.40% 5 - 2
Gold Pivot Ptf Aim Ways +0.39% 4 - 3
Simplified Permanent Portfolio The Lazy Team +0.34% 4 - 3
Permanent Portfolio with Bitcoin Harry Browne +0.27% 4 - 3
Total Bond Developed World ex-US +0.22% 5 - 2
All Country World Bonds -0.06% 5 - 2
Desert Portfolio 2x Leveraged Gyroscopic Investing -0.37% 4 - 3
Total Bond US -0.54% 5 - 2
10-year Treasury -1.44% 2 - 5
Simplified Permanent Portfolio 2x Leveraged The Lazy Team -3.71% 4 - 3
Gold -6.25% 3 - 4

2026 - Best Investment Themes

Portfolios can be specialized with particular Investment Themes.

In the following table, the best (and worst) Investment Themes 2026 YTD returns. Columns are sortable.

Check all the Investment Themes

INVESTMENT THEMES - 2026 RETURNS AND STATS
Period: 01 Jan 2026 - 31 Jul 2026
ETF Investment Theme Return ▾ Months
Pos - Neg
USO
WTI Crude Oil +86.77% 5 - 2
BNO
Brent Oil +77.90% 5 - 2
EWY
South Korea +61.59% 4 - 3
EWT
Taiwan +51.98% 5 - 2
XLE
Energy +35.03% 4 - 3
HACK
Cyber Security +32.87% 5 - 2
DBC
Commodities +31.71% 5 - 2
QTUM
Quantum Computing +29.28% 5 - 2
SNSR
Internet Of Things +26.13% 4 - 3
THD
Thailand +25.29% 6 - 1
NORW
Norway +25.25% 5 - 2
GXG
Colombia +25.05% 5 - 2
IDNA
Genomics Immunology and Healthcare +23.96% 5 - 2
IJT
US Small Cap Growth +22.72% 5 - 2
EPOL
Poland +22.62% 5 - 2
GREK
Greece +22.60% 5 - 2
EWO
Austria +22.21% 6 - 1
XLK
Information Technology +22.09% 2 - 5
IJR
US Small Cap Blend +21.59% 5 - 2
EPU
Peru +20.80% 4 - 3
IJS
US Small Cap Value +20.25% 5 - 2
EWS
Singapore +19.45% 6 - 1
EWN
Netherlands +18.32% 5 - 2
EEM
Emerging Markets +17.75% 5 - 2
VOE
US Mid Cap Value +16.60% 5 - 2
XLI
Industrials +16.55% 4 - 3
EWZ
Brazil +16.46% 4 - 3
VTV
US Large Cap Value +16.37% 6 - 1
IFRA
US Infrastructure +16.00% 4 - 3
EWP
Spain +15.87% 6 - 1
AIQ
Technology and Artificial Intelligence +15.79% 3 - 4
IJK
US Mid Cap Growth +15.73% 5 - 2
EWI
Italy +15.62% 6 - 1
EWJ
Japan +15.05% 5 - 2
CWB
US Convertible Bonds +15.00% 4 - 3
XT
Exponential Techonologies +14.60% 4 - 3
IJH
US Mid Cap Blend +14.60% 5 - 2
VNQ
US REITs +14.01% 5 - 2
EWA
Australia +13.60% 4 - 3
XLRE
Real Estate +13.43% 5 - 2
CPER
Copper +13.16% 5 - 2
EWW
Mexico +12.42% 5 - 2
QQQ
US Technology +12.26% 3 - 4
EWK
Belgium +12.21% 5 - 2
XLB
Materials +12.11% 3 - 4
TUR
Turkey +11.93% 3 - 4
EFA
EAFE Stocks +11.68% 6 - 1
EWU
United Kingdom +11.65% 4 - 3
VT
World All Countries +11.15% 4 - 3
XLP
Consumer Staples +10.87% 5 - 2
EWC
Canada +10.64% 5 - 2
VTI
US Total Stock Market +10.49% 3 - 4
IGF
Global Infrastructure +10.41% 5 - 2
EWH
Hong Kong +10.37% 4 - 3
SPY
US Large Cap Blend +10.13% 4 - 3
EIRL
Ireland +9.90% 5 - 2
EIS
Israel +9.12% 3 - 4
EWD
Sweden +8.85% 5 - 2
EWL
Switzerland +7.20% 6 - 1
ICLN
Global Clean Energy +7.10% 5 - 2
EWQ
France +5.94% 6 - 1
XLV
Healthcare +5.90% 4 - 3
XLU
Utilities +5.28% 4 - 3
VUG
US Large Cap Growth +5.02% 2 - 5
XLF
Financials +4.86% 3 - 4
EWM
Malaysia +4.76% 4 - 3
EPHE
Philippines +4.58% 4 - 3
ARGT
Argentina +4.47% 4 - 3
ENZL
New Zealand +4.42% 5 - 2
CGW
Global Water +3.11% 4 - 3
KSA
Saudi Arabia +3.06% 2 - 5
EWG
Germany +2.85% 5 - 2
UAE
United Arab Emirates +2.47% 5 - 2
BIL
US Cash +2.08% 7 - 0
HYG
US High Yield Bonds +1.54% 4 - 3
EMB
Emerg. Market Bonds +0.90% 5 - 2
PFF
US Preferred Stocks +0.89% 4 - 3
EDEN
Denmark +0.71% 4 - 3
TIP
US TIPS +0.54% 4 - 3
EMIF
Emerging Markets Infrastructure +0.42% 4 - 3
BNDX
International Bonds +0.22% 5 - 2
BND
US Total Bond Market -0.54% 5 - 2
ECH
Chile -1.11% 3 - 4
LQD
US Invest. Grade Bonds -1.39% 5 - 2
XLY
Consumer Discretionary -2.39% 3 - 4
BOTZ
Robotics and Artificial Intelligence -2.74% 4 - 3
METV
Metaverse -2.77% 2 - 5
TLT
US Long Term Treasuries -3.49% 3 - 4
FXI
China -3.96% 3 - 4
QAT
Qatar -4.44% 3 - 4
IDRV
Self-Driving EV and Tech -5.02% 4 - 3
EZA
South Africa -5.50% 5 - 2
GLD
Gold -6.25% 3 - 4
EBIZ
Global E-Commerce -6.80% 2 - 5
XLC
Communication Services -7.52% 3 - 4
INDA
India -7.86% 4 - 3
VNM
Vietnam -11.01% 2 - 5
EMQQ
Emerging Markets E-Commerce -14.82% 2 - 5
UNG
Natural Gas -17.94% 3 - 4
SLV
Silver -18.72% 3 - 4
PPLT
Platinum -19.76% 4 - 3
PALL
Palladium -20.11% 4 - 3
EIDO
Indonesia -32.61% 2 - 5
Legend: Stocks Fixed Income Commodities