ETF Comparison

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XINC iShares

iShares Core Income Balanced ETF Portfolio

Asset Allocation

MER

0.19%

Yield

3.43%

Price

$21.35

Holdings

9,984

AUM

$126.5M

Inception

Aug 2019

Asset Allocation

20%

80%

Stocks 20% Bonds 80%

View XINC details → Provider page

Performance Comparison

ETF	1M	3M	6M	YTD	1Y	3Y	5Y	10Y	Since Inception
XINC	-1.23%	1.38%	2.07%	2.80%	6.65%	7.34%	2.79%	—	3.66% (Aug 2019)

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
XINC	6.61%	7.87%	8.41%	-11.14%	1.97%	9.35%

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.

XINC — Mix

Geographic Allocation

Canada 65.7%

United States 25.5%

Japan 1.5%

United Kingdom 1.2%

Germany 0.9%

France 0.8%

Switzerland 0.6%

Australia 0.5%

Sector Allocation

Corporate Bonds 33.2%

Federal 22.0%

Provincial 15.3%

Treasuries 7.8%

Financials 4.4%

Information Technology 4.3%

Industrials 2.5%

Consumer Discretionary 1.5%

Top 10 Holdings

Latest reported top holdings for each ETF

XINC iShares Core Income Balanced ETF Portfolio

#	Holding	Weight
1	CANADA (GOVERNMENT OF)	37.97%
2	TREASURY NOTE	7.84%
3	ROYAL BANK OF CANADA RegS	1.66%
4	TORONTO-DOMINION BANK/THE	1.54%
5	BANK OF NOVA SCOTIA RegS	1.1%
6	BANK OF MONTREAL	1.09%
7	CANADIAN IMPERIAL BANK OF COMMERCE	1.01%
8	ENBRIDGE INC	0.81%
9	NATIONAL BANK OF CANADA	0.75%
10	CAD CASH	0.62%