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 | 1.52% | 8.67% | 9.19% | 9.19% | 18.45% | 14.92% | 8.57% | 7.97% | 6.35% (Jun 2007) |
| ZBAL | 1.35% | 9.04% | 9.27% | 9.27% | 18.67% | 14.69% | 8.50% | — | 9.30% (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) | 17.9% |
| 2 | TREASURY NOTE | 3.75% |
| 3 | NVIDIA CORP | 1.86% |
| 4 | APPLE INC | 1.63% |
| 5 | ROYAL BANK OF CANADA | 1.26% |
| 6 | MICROSOFT CORP | 1.08% |
| 7 | AMAZON.COM INC | 0.93% |
| 8 | TORONTO DOMINION | 0.88% |
| 9 | ALPHABET INC CLASS A | 0.82% |
| 10 | ROYAL BANK OF CANADA RegS | 0.8% |
| # | Holding | Weight |
|---|---|---|
| 1 | Canadian Government Bond . 0.50% 12/01/2030 | 19.31% |
| 2 | BMO US Aggregate Bond Index ETF | 11.9% |
| 3 | NVIDIA Corporation | 2.06% |
| 4 | Apple Inc. | 1.81% |
| 5 | Royal Bank of Canada | 1.23% |
| 6 | Microsoft Corporation | 1.18% |
| 7 | Amazon.com, Inc. | 0.99% |
| 8 | Alphabet Inc. Cl A | 0.89% |
| 9 | The Toronto-Dominion Bank | 0.86% |
| 10 | Taiwan Semiconductor Manufacturing Co Ltd | 0.82% |
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