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 | 2.00% | Jan 2018 | 20.8% | 10.6% | |
| VRIF | Vanguard | Asset Allocation | 0.31% | $367.3M | 3.87% | Sep 2020 | 9.6% | 4.4% | |
| XBAL | iShares | Asset Allocation | 0.19% | $3.5B | 3.08% | Jun 2007 | 16.1% | 8.2% | |
| XCNS | iShares | Asset Allocation | 0.19% | $433M | 3.16% | Aug 2019 | 11.4% | 5.6% | |
| XEQT | iShares | Asset Allocation | 0.20% | $22.2B | 2.80% | Aug 2019 | 25.8% | 13.5% | |
| XGRO | iShares | Asset Allocation | 0.20% | $5.2B | 2.94% | Jun 2007 | 20.8% | 10.8% | |
| XINC | iShares | Asset Allocation | 0.19% | $128.4M | 3.41% | Aug 2019 | 6.7% | 2.8% | |
| ZBAL | BMO | Asset Allocation | 0.18% | $671.6M | 1.46% | Feb 2019 | 15.9% | 8.0% | |
| ZCON | BMO | Asset Allocation | 0.18% | $119.1M | 1.63% | Feb 2019 | 11.0% | 5.3% | |
| ZEQT | BMO | Asset Allocation | 0.18% | $1B | 1.25% | Jan 2022 | 25.9% | 13.7% | |
| ZGRO | BMO | Asset Allocation | 0.18% | $810.9M | 1.33% | Feb 2019 | 20.8% | 10.9% |