ETF Comparison

Compare ETFs and analyze holdings overlap

See XBAL vs ZBAL overlap
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XBAL iShares

iShares Core Balanced ETF Portfolio

Asset Allocation
MER
0.19%
Yield
1.78%
Price
$35.34
Holdings
9,467
AUM
$3.1B
Inception
Jun 2007
Asset Allocation
60%
40%
Stocks 60% Bonds 40%
View XBAL details → Provider page
ZBAL BMO

BMO Balanced ETF

Asset Allocation
MER
0.18%
Yield
1.39%
Price
$15.55
Holdings
3,423
AUM
$563M
Inception
Feb 2019
Asset Allocation
60%
40%
Stocks 60% Bonds 40%
View ZBAL details → Provider page

Performance Comparison

ETF 1M 3M 6M YTD 1Y 3Y 5Y 10Y Since Inception
XBAL 3.51% 2.72% 4.06% 4.00% 18.93% 13.10% 8.16% 7.72% 6.14% (Jun 2007)
ZBAL 3.75% 2.59% 3.90% 3.96% 18.93% 12.83% 8.09% — 8.78% (Feb 2019)
As of: Apr 30, 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
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%
As of: Apr 30, 2026

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.

XBAL — Mix

Geographic Allocation
Canada 44.6%
United States 35.4%
Japan 4.0%
United Kingdom 2.5%
France 1.6%
Germany 1.5%
Switzerland 1.4%
Australia 1.2%
Sector Allocation
Information Technology 13.0%
Financials 12.7%
Federal 10.4%
Industrials 7.8%
Provincial 7.5%
Energy 6.9%
Financial 5.6%
Consumer Discretionary 4.9%

Top 10 Holdings

Latest reported top holdings for each ETF

XBAL iShares Core Balanced ETF Portfolio

# Holding Weight
1 CANADA (GOVERNMENT OF) 8.02%
2 TREASURY NOTE 2.93%
3 ONTARIO (PROVINCE OF) 2.86%
4 NVIDIA CORP 2.03%
5 ROYAL BANK OF CANADA 1.9%
6 CANADA HOUSING TRUST NO.1 144A 1.79%
7 QUEBEC (PROVINCE OF) MTN 1.64%
8 APPLE INC 1.6%
9 TORONTO DOMINION 1.55%
10 MICROSOFT CORP 1.26%

ZBAL BMO Balanced ETF

# Holding Weight
1 BMO US Aggregate Bond Index ETF 11.8%
2 Canadian Government Bond . 0.50% 12/01/2030 3.6%
3 NVIDIA Corporation 2.3%
4 Apple Inc. 1.8%
5 Canadian Government Bond 1.00% 06/01/2027 1.46%
6 Canadian Government Bond 1.75% 12/01/2053 1.45%
7 Microsoft Corporation 1.43%
8 Amazon.com, Inc. 1.16%
9 Royal Bank of Canada 1.03%
10 Alphabet Inc. Cl A 0.92%
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