ETF Comparison

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XCNS iShares

iShares Core Conservative Balanced ETF Portfolio

Asset Allocation

MER

0.19%

Yield

2.33%

Price

$26.75

Holdings

10,044

AUM

$405.6M

Inception

Aug 2019

Asset Allocation

40%

60%

Stocks 40% Bonds 60%

View XCNS details → Provider page

Performance Comparison

ETF	1M	3M	6M	YTD	1Y	3Y	5Y	10Y	Since Inception
XCNS	2.67%	2.16%	4.79%	5.44%	13.77%	11.46%	6.11%	—	6.63% (Aug 2019)

As of: May 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
XCNS	10.25%	11.99%	10.56%	-11.19%	6.57%	10.33%

As of: May 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.

XCNS — Mix

Geographic Allocation

Canada 54.4%

United States 31.0%

Japan 2.8%

United Kingdom 1.8%

Germany 1.3%

France 1.2%

Switzerland 1.0%

Australia 0.9%

Sector Allocation

Corporate Bonds 23.5%

Federal 15.6%

Provincial 11.4%

Information Technology 10.1%

Financials 8.7%

Treasuries 5.4%

Industrials 5.3%

Consumer Discretionary 3.4%

Top 10 Holdings

Latest reported top holdings for each ETF

XCNS iShares Core Conservative Balanced ETF Portfolio

#	Holding	Weight
1	CANADA (GOVERNMENT OF)	27.44%
2	TREASURY NOTE	5.4%
3	NVIDIA CORP	1.38%
4	ROYAL BANK OF CANADA RegS	1.25%
5	APPLE INC	1.23%
6	TORONTO-DOMINION BANK/THE	1.18%
7	MICROSOFT CORP	0.9%
8	BANK OF MONTREAL	0.83%
9	ROYAL BANK OF CANADA	0.78%
10	BANK OF NOVA SCOTIA RegS	0.76%