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% | $254.3M | 2.45% | Nov 2025 | |||
| FBAL | Fidelity | Asset Allocation | 0.40% | $10.3B | Jan 2021 | 9.9% | 9.4% | ||
| TBAL | TD | Asset Allocation | 0.17% | $398.2M | 2.20% | Aug 2020 | 10.5% | ||
| VBAL | Vanguard | Asset Allocation | 0.22% | $5.9B | 2.22% | Jan 2018 | 10.4% | 8.6% | |
| XBAL | iShares | Asset Allocation | 0.18% | $3.5B | 1.80% | Jun 2007 | 10.6% | 8.7% | |
| ZBAL | BMO | Asset Allocation | 0.18% | $694.1M | 1.51% | Feb 2019 | 10.4% | 8.7% |