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The primary benefit to calendar rebalancing is that it provides the discipline of rebalancing without the constant need to monitor the portfolio. The result is that calendar rebalancing is the less time intensive rebalancing method.

Trading expense related to rebalancing is a result of where asset thresholds are set under the percentage-of-portfolio method, and also the volatility of the portfolio. For a portfolio with low volatility and wide thresholds, calendar rebalancing would result in more frequent trading, while a volatile portfolio with tight thresholds would lead to more frequent trades under the percentage-of-portfolio method. Therefore, the best method if trading expenses were the primary criteria is unknown.

The primary benefit of percentage-of-portfolio rebalancing is that it minimizes the degree to which asset classes can violate their allocation corridors, resulting in the most consistent asset allocation. With calendar rebalancing, the portfolio allocation could vary widely in between rebalancing dates.