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 0.18% $550,341,973 1.40% 3423 60% 40% 0% Quarterly View
As of: 2026-05-05

Performance Comparison

ETF 1M 3M 6M YTD 1Y 3Y 5Y 10Y Since Inception
ZBAL 3.75% 2.59% 3.90% 3.96% 18.93% 12.83% 8.09% — 8.78% (Feb 2019)
As of: 2026-04-30
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 13.03% 15.89% 12.48% -10.95% 10.32% 10.25%
As of: 2026-04-30

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 11.8%
Canadian Government Bond . 0.50% 12/01/2030 3.6%
NVIDIA Corporation 2.3%
Apple Inc. 1.8%
Canadian Government Bond 1.00% 06/01/2027 1.46%
Canadian Government Bond 1.75% 12/01/2053 1.45%
Microsoft Corporation 1.43%
Amazon.com, Inc. 1.16%
Royal Bank of Canada 1.03%
Alphabet Inc. Cl A 0.92%