ETF Comparison

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VBAL Vanguard

Vanguard Balanced ETF Portfolio

Asset Allocation

MER

0.22%

Yield

1.93%

Price

$40.00

Holdings

11,473

AUM

$5.4B

Inception

Jan 2018

Asset Allocation

60%

40%

Stocks 60% Bonds 40%

View VBAL details → Provider page

Performance Comparison

ETF	1M	3M	6M	YTD	1Y	3Y	5Y	10Y	Since Inception
VBAL	3.46%	3.50%	—	7.69%	19.68%	14.93%	8.49%	—	7.93% (Jan 2018)

3Y, 5Y, 10Y, and Since Inception returns are annualized.

Calendar Year Returns

Last six full-calendar years

ETF	2025	2024	2023	2022	2021	2020
VBAL	13.27%	15.79%	12.49%	-11.37%	10.27%	10.24%

Growth of $10,000

Time Period

Initial Investment

Monthly Contribution

TWR = Time-Weighted Return (measures fund performance). MWRR = Money-Weighted Return (measures your personal return including contribution timing). Past performance does not guarantee future results.

VBAL — Mix

Geographic Allocation

Canada 60.8%

United States 44.9%

United States 44.5%

Canada 29.9%

Canada 29.6%

United States 20.1%

Japan 4.2%

Sector Allocation

Technology 24.1%

Financials 20.1%

Industrials 12.2%

Consumer Discretionary 10.1%

Energy 8.2%

Basic Materials 7.8%

Health Care 5.9%

Utilities 3.4%

Top 10 Holdings

Latest reported top holdings for each ETF

VBAL Vanguard Balanced ETF Portfolio

#	Holding	Weight
1	Vanguard Canadian Aggregate Bond Index ETF	22.7%
2	Vanguard FTSE Developed All Cap ex North America Index ETF	11.3%
3	Vanguard Global ex-U.S. Aggregate Bond Index ETF (CAD-hedged)	7.84%
4	Vanguard U.S. Aggregate Bond Index ETF (CAD-hedged)	7.52%
5	NVIDIA Corp	1.82%
6	Apple Inc	1.58%
7	Royal Bank of Canada	1.31%
8	Microsoft Corp	1.2%
9	Amazon.com Inc	1.01%
10	Toronto-Dominion Bank/The	0.94%