Compare MER, AUM, yield, inception, and returns at a glance.
Data updates daily; holdings and allocations monthly.
|
Ticker
|
Provider
|
Category
|
MER
|
AUM
|
Yield
|
Inception
|
1Y
|
YTD
|
|
|---|---|---|---|---|---|---|---|---|---|
| CBLN | CIBC | Asset Allocation | 0.17% | $221M | 1.62% | Nov 2025 | |||
| FBAL | Fidelity | Asset Allocation | 0.41% | $9.5B | Jan 2021 | 16.4% | 9.0% | ||
| TBAL | TD | Asset Allocation | 0.17% | $366.8M | 2.30% | Aug 2020 | 18.8% | ||
| VBAL | Vanguard | Asset Allocation | 0.22% | $5.7B | 1.93% | Jan 2018 | 18.7% | 9.1% | |
| XBAL | iShares | Asset Allocation | 0.19% | $3.3B | 3.09% | Jun 2007 | 18.5% | 9.2% | |
| ZBAL | BMO | Asset Allocation | 0.18% | $637.5M | 1.46% | Feb 2019 | 18.7% | 9.3% |