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 | 0.24% | $9.6B | 1.53% | Jan 2018 | 25.8% | 5.4% | |
| VRIF | Vanguard | Asset Allocation | 0.32% | $347.4M | 3.90% | Sep 2020 | 11.5% | 2.5% | |
| XBAL | iShares | Asset Allocation | 0.19% | $3.2B | 1.76% | Jun 2007 | 18.9% | 4.0% | |
| XCNS | iShares | Asset Allocation | 0.19% | $390.8M | 2.37% | Aug 2019 | 13.2% | 2.7% | |
| XEQT | iShares | Asset Allocation | 0.20% | $17.9B | 0.83% | Aug 2019 | 31.5% | 6.6% | |
| XGRO | iShares | Asset Allocation | 0.20% | $4.7B | 1.25% | Jun 2007 | 25.2% | 5.3% | |
| XINC | iShares | Asset Allocation | 0.19% | $121.1M | 2.97% | Aug 2019 | 7.3% | 1.4% | |
| ZBAL | BMO | Asset Allocation | 0.18% | $570.9M | 1.37% | Feb 2019 | 18.9% | 4.0% | |
| ZCON | BMO | Asset Allocation | 0.18% | $100.2M | 1.47% | Feb 2019 | 12.9% | 2.6% | |
| ZEQT | BMO | Asset Allocation | 0.18% | $761.9M | 1.28% | Jan 2022 | 31.9% | 6.6% | |
| ZGRO | BMO | Asset Allocation | 0.18% | $716M | 1.32% | Feb 2019 | 25.3% | 5.3% |