ETF Comparison

Compare ETFs and analyze holdings overlap

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ETF Details

ETF Provider Category MER AUM Yield # Holdings Stocks Bonds Cash Distribution Fund Fact
XBAL iShares Asset Allocation 0.20% $2,852,980,859 2.49% 9423 60% 40% 0% Quarterly View
As of: Mar 19, 2026

Performance Comparison

ETF 1M 3M 6M YTD 1Y 3Y 5Y 10Y Since Inception
XBAL 2.66% 3.42% 9.38% 3.95% 14.68% 14.27% 8.70% 8.26% 6.19% (Jun 2007)
As of: Feb 28, 2026
3 Year, 5 Year, 10 Year, and since inception returns are annualized, not cumulative.

Calendar Year Returns

Last six full-calendar years

ETF 2025 2024 2023 2022 2021 2020
XBAL 13.33% 16.13% 12.78% -11.08% 11.06% 10.58%
As of: Feb 28, 2026

Growth of $10,000

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.

Top 10 Holdings

Latest reported top holdings for each ETF

XBAL — iShares Core Balanced ETF Portfolio

Holding Weight
CANADA (GOVERNMENT OF) 8.07%
TREASURY NOTE 2.93%
ONTARIO (PROVINCE OF) 2.91%
CANADA HOUSING TRUST NO.1 144A 1.77%
ROYAL BANK OF CANADA 1.76%
NVIDIA CORP 1.76%
QUEBEC (PROVINCE OF) MTN 1.66%
APPLE INC 1.6%
TORONTO DOMINION 1.43%
MICROSOFT CORP 1.18%