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
ZBAL BMO Asset Allocation 0.20% $500,586,587 2.03% 3424 60% 40% 0% Quarterly View
As of: 2026-03-19

Performance Comparison

ETF 1M 3M 6M YTD 1Y 3Y 5Y 10Y Since Inception
ZBAL 2.51% 3.19% 9.40% 3.88% 14.04% 14.04% 8.51% — 8.98% (Feb 2019)
As of: 2026-02-28
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
ZBAL 15.89% 12.48% -10.95% 10.32% 10.25%
As of: 2026-02-28

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

ZBAL — BMO Balanced ETF

Holding Weight
BMO US Aggregate Bond Index ETF 11.72%
Canadian Government Bond . 0.50% 12/01/2030 3.15%
NVIDIA Corporation 1.94%
Apple Inc. 1.76%
Canadian Government Bond 1.75% 12/01/2053 1.44%
Microsoft Corporation 1.31%
Royal Bank of Canada 1.04%
Canadian Government Bond . 0.25% 03/01/2026 0.95%
Amazon.com, Inc. 0.92%
Province Of Quebec 1.50% 09/01/2031 0.83%