Compare ETFs and analyze holdings overlap
Search and add ETFs. Minimum 2 for comparison.
| ETF | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Since Inception |
|---|---|---|---|---|---|---|---|---|---|
| XBAL | -0.60% | -0.41% | 8.23% | 8.74% | 10.55% | 15.63% | 8.38% | 7.72% | 6.24% (Jun 2007) |
| ZBAL | -0.45% | -0.57% | 8.42% | 8.65% | 10.39% | 15.41% | 8.32% | — | 8.90% (Feb 2019) |
Last six full-calendar years
| ETF | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|
| XBAL | 13.33% | 16.13% | 12.78% | -11.08% | 11.06% | 10.58% |
| ZBAL | 13.03% | 15.89% | 12.48% | -10.95% | 10.32% | 10.25% |
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.
Latest reported top holdings for each ETF
| # | Holding | Weight |
|---|---|---|
| 1 | CANADA (GOVERNMENT OF) | 19.17% |
| 2 | TREASURY NOTE | 4.03% |
| 3 | NVIDIA | 2.04% |
| 4 | APPLE | 1.78% |
| 5 | MICROSOFT | 1.4% |
| 6 | ROYAL BANK OF CANADA | 1.16% |
| 7 | AMAZON.COM INC | 0.9% |
| 8 | TORONTO DOMINION | 0.82% |
| 9 | ROYAL BANK OF CANADA RegS | 0.78% |
| 10 | TORONTO-DOMINION BANK/THE | 0.78% |
| # | Holding | Weight |
|---|---|---|
| 1 | Canadian Government Bond . 0.50% 12/01/2030 | 19.49% |
| 2 | BMO US Aggregate Bond Index ETF | 11.72% |
| 3 | NVIDIA Corporation | 2.34% |
| 4 | Apple Inc. | 2.04% |
| 5 | Microsoft Corporation | 1.61% |
| 6 | ROYAL BANK OF CANADA | 1.15% |
| 7 | Amazon.com, Inc. | 1.03% |
| 8 | Alphabet Inc. Cl A | 0.85% |
| 9 | Taiwan Semiconductor Manufacturing Co Ltd | 0.83% |
| 10 | The Toronto-Dominion Bank | 0.82% |
Our in-depth Canadian investing course covers ETFs, TFSAs, RRSPs, and building a portfolio you can stick with.