ETF Comparison

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VBAL Vanguard

Vanguard Balanced ETF Portfolio

Asset Allocation

MER

0.22%

Yield

1.90%

Price

$39.31

Holdings

10,761

AUM

—

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	-1.13%	3.64%	—	7.88%	15.79%	13.73%	7.79%	—	7.79% (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 59.9%

United States 45.4%

United States 45.0%

Canada 29.5%

Canada 29.1%

United States 20.4%

Japan 4.2%

Sector Allocation

Technology 26.0%

Financials 20.7%

Industrials 12.0%

Consumer Discretionary 9.6%

Basic Materials 7.5%

Energy 6.8%

Health Care 6.0%

Consumer Staples 3.3%

Top 10 Holdings

Latest reported top holdings for each ETF

VBAL Vanguard Balanced ETF Portfolio

Showing 10 holdings (~71% of fund weight). Provider does not publish the full constituent list.

#	Holding	Weight
1	Canadian Government Bond	16.36%
2	UNITED STATES TREASURY BILL 19-11-2026	3.81%
3	Royal Bank of Canada	1.51%
4	Toronto-Dominion Bank/The	1.06%
5	Japan Government Five Year Bond	0.77%
6	Taiwan Semiconductor Manufacturing Co Ltd	0.73%
7	Shopify Inc	0.73%
8	Bank of Montreal	0.65%
9	Enbridge Inc	0.62%
10	French Republic Government Bond OAT	0.58%