ETF Comparison

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XBAL iShares

iShares Core Balanced ETF Portfolio

Asset Allocation

MER

0.19%

Yield

3.13%

Price

$35.62

Holdings

9,984

AUM

$3.4B

Inception

Jun 2007

Asset Allocation

60%

40%

Stocks 60% Bonds 40%

View XBAL details → Provider page

Performance Comparison

ETF	1M	3M	6M	YTD	1Y	3Y	5Y	10Y	Since Inception
XBAL	-0.92%	4.02%	6.85%	8.18%	16.10%	14.02%	8.08%	7.67%	6.27% (Jun 2007)

As of: Jul 31, 2026

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

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: Jul 31, 2026

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.

XBAL — Mix

Geographic Allocation

Canada 43.7%

United States 36.0%

Japan 4.1%

United Kingdom 2.6%

France 1.6%

Germany 1.5%

Switzerland 1.5%

Australia 1.2%

Sector Allocation

Corporate Bonds 15.3%

Financials 13.8%

Information Technology 13.5%

Federal 10.3%

Industrials 7.8%

Provincial 7.2%

Consumer Discretionary 4.7%

Health Care 4.4%

Top 10 Holdings

Latest reported top holdings for each ETF

XBAL iShares Core Balanced ETF Portfolio

#	Holding	Weight
1	CANADA (GOVERNMENT OF)	17.75%
2	TREASURY NOTE	3.69%
3	APPLE INC	1.89%
4	NVIDIA CORP	1.82%
5	MICROSOFT CORP	1.29%
6	ROYAL BANK OF CANADA	1.28%
7	AMAZON.COM INC	0.89%
8	TORONTO DOMINION	0.87%
9	ALPHABET INC CLASS A	0.76%
10	ROYAL BANK OF CANADA RegS	0.75%