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
|
|
|---|---|---|---|---|---|---|---|---|---|
| VGRO | Vanguard | Asset Allocation | 0.22% | $10.5B | 1.47% | Jan 2018 | 24.3% | 11.8% | |
| VRIF | Vanguard | Asset Allocation | 0.31% | $363.7M | 3.83% | Sep 2020 | 11.4% | 5.7% | |
| XBAL | iShares | Asset Allocation | 0.19% | $3.3B | 3.09% | Jun 2007 | 18.5% | 9.2% | |
| XCNS | iShares | Asset Allocation | 0.19% | $414.9M | 3.15% | Aug 2019 | 13.2% | 6.7% | |
| XEQT | iShares | Asset Allocation | 0.20% | $20.1B | 2.83% | Aug 2019 | 29.3% | 14.3% | |
| XGRO | iShares | Asset Allocation | 0.20% | $5B | 2.96% | Jun 2007 | 23.8% | 11.7% | |
| XINC | iShares | Asset Allocation | 0.19% | $126.7M | 3.38% | Aug 2019 | 7.9% | 4.1% | |
| ZBAL | BMO | Asset Allocation | 0.18% | $637.5M | 1.46% | Feb 2019 | 18.7% | 9.3% | |
| ZCON | BMO | Asset Allocation | 0.18% | $108.9M | 1.62% | Feb 2019 | 13.1% | 6.6% | |
| ZEQT | BMO | Asset Allocation | 0.18% | $879.2M | 1.26% | Jan 2022 | 30.3% | 14.7% | |
| ZGRO | BMO | Asset Allocation | 0.18% | $778M | 1.33% | Feb 2019 | 24.4% | 12.0% |