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 | -0.92% | 4.02% | 6.85% | 8.18% | 16.10% | 14.02% | 8.08% | 7.67% | 6.27% (Jun 2007) |
| ZBAL | -1.13% | 3.92% | 6.60% | 8.03% | 15.86% | 13.71% | 8.02% | — | 9.03% (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) | 17.75% |
| 2 | TREASURY NOTE | 3.69% |
| 3 | APPLE INC | 1.89% |
| 4 | NVIDIA CORP | 1.82% |
| 5 | MICROSOFT CORP | 1.29% |
| 6 | ROYAL BANK OF CANADA | 1.28% |
| 7 | AMAZON.COM INC | 0.89% |
| 8 | TORONTO DOMINION | 0.87% |
| 9 | ALPHABET INC CLASS A | 0.76% |
| 10 | ROYAL BANK OF CANADA RegS | 0.75% |
| # | Holding | Weight |
|---|---|---|
| 1 | Canadian Government Bond . 0.50% 12/01/2030 | 17.89% |
| 2 | BMO US Aggregate Bond Index ETF | 11.84% |
| 3 | NVIDIA Corporation | 2.07% |
| 4 | Apple Inc. | 1.93% |
| 5 | Microsoft Corporation | 1.47% |
| 6 | Gov. of Canada 1.00% 06/01/2027 | 1.39% |
| 7 | Royal Bank of Canada | 1.25% |
| 8 | Amazon.com, Inc. | 1.13% |
| 9 | Alphabet Inc. Cl A | 0.89% |
| 10 | Toronto-Dominion Bank | 0.85% |
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