TBAL.TO Alternatives & Similar ETFs

TD Balanced ETF Portfolio (TBAL.TO) belongs to the Global Allocation category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with TBAL.TO. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to TBAL.TO

TBAL.TO charges 0.15% annually. No ETFs in the Global Allocation category have lower expense ratios; the lowest-cost alternatives shown here go as low as 0.18%.

Symbol	Name	Expense Ratio	AUM	Inception
ZBAL.TO	BMO Balanced ETF	0.18%	639.52M	Jan 2022	TBAL.TO vs ZBAL.TO
ZGRO.TO	BMO Growth ETF	0.18%	778.93M	Feb 2019	TBAL.TO vs ZGRO.TO
HCON.TO	Global X Conservative Asset Allocation ETF	0.22%	36.67M	Aug 2018	TBAL.TO vs HCON.TO
FCGI.TO	Fidelity Global Monthly High Income ETF	0.55%	22.80M	Jan 2020	TBAL.TO vs FCGI.TO
ZWQT.TO	BMO Global Enhanced Income Fund Series ETF	0.87%	55.39M	Jun 2023	TBAL.TO vs ZWQT.TO

Best Risk-Adjusted Alternatives to TBAL.TO

TBAL.TO has a PortfoliosLab risk / return rank of 84. There are 2 ETFs in the Global Allocation category with higher risk-adjusted ranks, going as high as 94.

Symbol	Name	Risk / Return Rank	AUM	Inception
ZWQT.TO	BMO Global Enhanced Income Fund Series ETF	94	55.39M	Jun 2023	TBAL.TO vs ZWQT.TO
FCGI.TO	Fidelity Global Monthly High Income ETF	93	22.80M	Jan 2020	TBAL.TO vs FCGI.TO
CGRA.TO	CI Global Real Asset Private Pool	82	9.11M	May 2020	TBAL.TO vs CGRA.TO
ZGRO.TO	BMO Growth ETF	79	778.93M	Feb 2019	TBAL.TO vs ZGRO.TO
ZBAL.TO	BMO Balanced ETF	71	639.52M	Jan 2022	TBAL.TO vs ZBAL.TO

Top Performing TBAL.TO Alternatives (YTD)

TBAL.TO is at 8.36% YTD. There are 5 ETFs in the Global Allocation category with higher YTD returns, going as high as 15.41%.

Symbol	Name	YTD Return	AUM	Inception
CGRA.TO	CI Global Real Asset Private Pool	15.41%	9.11M	May 2020	TBAL.TO vs CGRA.TO
ZWQT.TO	BMO Global Enhanced Income Fund Series ETF	14.77%	55.39M	Jun 2023	TBAL.TO vs ZWQT.TO
ZGRO.TO	BMO Growth ETF	11.48%	778.93M	Feb 2019	TBAL.TO vs ZGRO.TO
FCGI.TO	Fidelity Global Monthly High Income ETF	9.21%	22.80M	Jan 2020	TBAL.TO vs FCGI.TO
ZBAL.TO	BMO Balanced ETF	8.66%	639.52M	Jan 2022	TBAL.TO vs ZBAL.TO

Lowest Volatility Alternatives to TBAL.TO

TBAL.TO has 8.18% 1-year volatility. There are 2 ETFs in the Global Allocation category with lower 1-year volatility, going as low as 7.01%.

Symbol	Name	Volatility 1Y	AUM	Inception
FCGI.TO	Fidelity Global Monthly High Income ETF	7.01%	22.80M	Jan 2020	TBAL.TO vs FCGI.TO
HCON.TO	Global X Conservative Asset Allocation ETF	7.11%	36.67M	Aug 2018	TBAL.TO vs HCON.TO
CGRA.TO	CI Global Real Asset Private Pool	8.46%	9.11M	May 2020	TBAL.TO vs CGRA.TO
ZBAL.TO	BMO Balanced ETF	9.31%	639.52M	Jan 2022	TBAL.TO vs ZBAL.TO
ZWQT.TO	BMO Global Enhanced Income Fund Series ETF	9.71%	55.39M	Jun 2023	TBAL.TO vs ZWQT.TO

Lowest Drawdown Alternatives to TBAL.TO

TBAL.TO has a 1-year max drawdown of -5.98%. There are 4 ETFs in the Global Allocation category with shallower 1-year drawdowns, going as shallow as -3.79%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
FCGI.TO	Fidelity Global Monthly High Income ETF	-3.79%	22.80M	Jan 2020	TBAL.TO vs FCGI.TO
HCON.TO	Global X Conservative Asset Allocation ETF	-4.71%	36.67M	Aug 2018	TBAL.TO vs HCON.TO
ZWQT.TO	BMO Global Enhanced Income Fund Series ETF	-5.47%	55.39M	Jun 2023	TBAL.TO vs ZWQT.TO
ZBAL.TO	BMO Balanced ETF	-5.81%	639.52M	Jan 2022	TBAL.TO vs ZBAL.TO
CGRA.TO	CI Global Real Asset Private Pool	-6.43%	9.11M	May 2020	TBAL.TO vs CGRA.TO

Other ETFs from TD

The 10 most viewed TD ETFs shown here include TEC.TO, TGRO.TO, TPU.TO and span 8 categories. AUM among these funds goes as high as $6B.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
TEC.TO	TD Global Technology Leaders Index ETF	Technology Equities	48	15.77%	5.05B	May 2019	TBAL.TO vs TEC.TO
TGRO.TO	TD Growth ETF Portfolio	Diversified Portfolio	87	11.56%	—	Aug 2020	TBAL.TO vs TGRO.TO
TPU.TO	TD U.S. Equity Index ETF	Large Cap Blend Equities	77	13.90%	6.18B	Mar 2016	TBAL.TO vs TPU.TO
TTP.TO	TD Canadian Equity Index ETF	Canada Equities	89	13.02%	6.31B	Mar 2016	TBAL.TO vs TTP.TO
TEQT.TO	TD All-Equity ETF Portfolio	Global Equities	88	13.62%	—	Apr 2025	TBAL.TO vs TEQT.TO
TQCD.TO	TD Q Canadian Dividend ETF	Canada Equities	96	18.51%	3.33B	Nov 2019	TBAL.TO vs TQCD.TO
TCSH.TO	TD Cash Management ETF	Ultrashort Bond	99	1.14%	—	Feb 2024	TBAL.TO vs TCSH.TO
TPE.TO	TD International Equity Index ETF	International Equity	63	13.27%	5.50B	Mar 2016	TBAL.TO vs TPE.TO
TBNK.TO	TD Canadian Bank Dividend Index ETF	Dividend	98	37.19%	400.72M	Apr 2023	TBAL.TO vs TBNK.TO
TECI.TO	TD Global Technology Innovators Index ETF	Technology Equities	80	39.75%	—	Nov 2021	TBAL.TO vs TECI.TO

Often Compared With TBAL.TO

Investors most often compare TBAL.TO with VBAL.TO, XBAL.TO, VDY.TO. These 20 comparison targets span 15 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VBAL.TO	Vanguard Balanced ETF Portfolio	Diversified Portfolio	78	8.73%	5.67B	Jan 2018	TBAL.TO vs VBAL.TO
XBAL.TO	iShares Core Balanced ETF Portfolio	Diversified Portfolio	71	8.75%	3.36B	Jun 2007	TBAL.TO vs XBAL.TO
VDY.TO	Vanguard FTSE Canadian High Dividend Yield Index E...	Dividend	99	29.59%	8.59B	Nov 2012	TBAL.TO vs VDY.TO
VCNS.TO	Vanguard Conservative ETF Portfolio	Diversified Portfolio	65	5.99%	932.14M	Jan 2018	TBAL.TO vs VCNS.TO
HDIV.TO	Hamilton Enhanced Canadian Covered Call ETF	Derivative Income	95	19.95%	1.74B	Jul 2021	TBAL.TO vs HDIV.TO
TDB.TO	TD Canadian Aggregate Bond Index ETF	Canadian Government Bonds	32	1.24%	4.07B	Mar 2016	TBAL.TO vs TDB.TO
TQGM.TO	TD Q Global Multifactor ETF	Multi-factor	91	14.87%	1.32B	Nov 2019	TBAL.TO vs TQGM.TO
TCON.TO	TD Conservative ETF Portfolio	Diversified Portfolio	78	5.93%	—	Aug 2020	TBAL.TO vs TCON.TO
TGFI.TO	TD Active Global Income ETF	Global Bonds	34	0.45%	375.73M	Nov 2019	TBAL.TO vs TGFI.TO
HMAX.TO	Hamilton Canadian Financials Yield Maximizer ETF	Derivative Income	97	21.82%	2.53B	Jan 2023	TBAL.TO vs HMAX.TO
THE.TO	TD International Equity CAD Hedged Index ETF	International Equity	75	12.26%	251.36M	Mar 2016	TBAL.TO vs THE.TO
TPRF.TO	TD Active Preferred Share ETF	Preferred Stock/Convertible Bonds	97	7.11%	462.87M	Nov 2018	TBAL.TO vs TPRF.TO
TULV.TO	TD Q U.S. Low Volatility ETF	Large Cap Blend Equities	34	5.36%	54.59M	May 2020	TBAL.TO vs TULV.TO
HEQL.TO	Global X Enhanced All-Equity Asset Allocation ETF ...	Leveraged Equities	—	—	—	Oct 2023	TBAL.TO vs HEQL.TO
TINF.TO	TD Active Global Infrastructure Equity ETF	Global Equities	73	14.35%	445.19M	May 2020	TBAL.TO vs TINF.TO
QQC.TO	Invesco NASDAQ 100 Index ETF CAD Hedged	Nasdaq-100	66	19.68%	3.73B	May 2021	TBAL.TO vs QQC.TO
TQSM.TO	TD Q U.S. Small-Mid-Cap Equity ETF	Mid Cap Value Equities	68	19.49%	973.44M	Jan 2025	TBAL.TO vs TQSM.TO
TQGD.TO	TD Q Global Dividend ETF	Global Equity Income	92	16.32%	858.35M	Nov 2019	TBAL.TO vs TQGD.TO
TGED.TO	TD Active Global Enhanced Dividend ETF	Global Equity Income	53	18.98%	1.85B	Mar 2022	TBAL.TO vs TGED.TO
TILV.TO	TD Q International Low Volatility ETF	Foreign Large Cap Equities	65	11.37%	130.72M	May 2019	TBAL.TO vs TILV.TO

Compare TBAL.TO with Any Fund or Stock

Compare TBAL.TO with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair TBAL.TO with funds that move differently

TD Balanced ETF Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TBAL.TO.

Explore TBAL.TO Diversifiers

TD Balanced ETF Portfolio (TBAL.TO) Alternatives