ETF Comparison

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XINC iShares

iShares Core Income Balanced ETF Portfolio

Asset Allocation
MER
0.19%
Yield
2.93%
Price
$21.68
Holdings
10,044
AUM
$123.6M
Inception
Aug 2019
Asset Allocation
20%
80%
Stocks 20% Bonds 80%

Performance Comparison

ETF 1M 3M 6M YTD 1Y 3Y 5Y 10Y Since Inception
XINC 1.86% 0.78% 2.49% 3.28% 8.18% 7.69% 3.39% 3.82% (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
XINC 6.61% 7.87% 8.41% -11.14% 1.97% 9.35%
As of: May 31, 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.

XINC — Mix

Geographic Allocation
Canada 66.3%
United States 25.0%
Japan 1.5%
United Kingdom 1.2%
Germany 0.9%
France 0.8%
Switzerland 0.6%
Australia 0.5%
Sector Allocation
Corporate Bonds 33.0%
Federal 21.8%
Provincial 15.9%
Treasuries 7.8%
Information Technology 4.7%
Financials 4.2%
Industrials 2.6%
Materials 1.6%

Top 10 Holdings

Latest reported top holdings for each ETF

XINC iShares Core Income Balanced ETF Portfolio

# Holding Weight
1 CANADA (GOVERNMENT OF) 38.29%
2 TREASURY NOTE 7.77%
3 ROYAL BANK OF CANADA RegS 1.75%
4 TORONTO-DOMINION BANK/THE 1.64%
5 BANK OF MONTREAL 1.15%
6 BANK OF NOVA SCOTIA RegS 1.07%
7 CANADIAN IMPERIAL BANK OF COMMERCE 1.04%
8 ENBRIDGE INC 0.78%
9 NATIONAL BANK OF CANADA 0.68%
10 BELL CANADA MTN RegS 0.65%
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