XBAL.TO Alternatives & Similar ETFs

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

Cheapest Alternatives to XBAL.TO

XBAL.TO charges 0.20% annually. There are 5 ETFs in the Diversified Portfolio category with lower expense ratios, going as low as 0.15%.

Symbol	Name	Expense Ratio	AUM	Inception
ZCON.TO	BMO Conservative ETF	0.15%	108.71M	Feb 2019	XBAL.TO vs ZCON.TO
TGRO.TO	TD Growth ETF Portfolio	0.17%	—	Aug 2020	XBAL.TO vs TGRO.TO
ZMI.TO	BMO Monthly Income ETF	0.18%	247.56M	Jan 2011	XBAL.TO vs ZMI.TO
ZESG.TO	BMO Balanced ESG ETF	0.18%	103.99M	Jan 2020	XBAL.TO vs ZESG.TO
ZGRO.TO	BMO Growth ETF	0.18%	767.58M	Feb 2019	XBAL.TO vs ZGRO.TO

Best Risk-Adjusted Alternatives to XBAL.TO

XBAL.TO has a PortfoliosLab risk / return rank of 67. There are 18 ETFs in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 94.

Symbol	Name	Risk / Return Rank	AUM	Inception
GRO.TO	Franklin Growth ETF Portfolio	94	—	Feb 2019	XBAL.TO vs GRO.TO
CEQT.TO	CI Equity Asset Allocation ETF	93	—	May 2023	XBAL.TO vs CEQT.TO
MGRW.TO	Mackenzie Growth Allocation ETF	86	—	Sep 2020	XBAL.TO vs MGRW.TO
TGRO.TO	TD Growth ETF Portfolio	84	—	Aug 2020	XBAL.TO vs TGRO.TO
VGRO.TO	Vanguard Growth ETF Portfolio	83	10.51B	Jan 2018	XBAL.TO vs VGRO.TO

Top Performing XBAL.TO Alternatives (YTD)

XBAL.TO is at 7.66% YTD. There are 13 ETFs in the Diversified Portfolio category with higher YTD returns, going as high as 13.45%.

Symbol	Name	YTD Return	AUM	Inception
CEQT.TO	CI Equity Asset Allocation ETF	13.45%	—	May 2023	XBAL.TO vs CEQT.TO
GGRO.TO	iShares ESG Growth ETF Portfolio	11.47%	264.61M	Sep 2020	XBAL.TO vs GGRO.TO
FEQT.NEO	Fidelity All-in-One Equity ETF Fund	11.38%	—	Jan 2022	XBAL.TO vs FEQT.NEO
GRO.TO	Franklin Growth ETF Portfolio	10.52%	—	Feb 2019	XBAL.TO vs GRO.TO
TGRO.TO	TD Growth ETF Portfolio	10.16%	—	Aug 2020	XBAL.TO vs TGRO.TO

Lowest Volatility Alternatives to XBAL.TO

XBAL.TO has 9.22% 1-year volatility. There are 15 ETFs in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.49%.

Symbol	Name	Volatility 1Y	AUM	Inception
CSBG.NEO	CIBC Sustainable Balanced Growth Solution ETF	0.49%	—	Jun 2021	XBAL.TO vs CSBG.NEO
PYF.TO	Purpose Premium Yield Fund Series ETF	3.25%	684.20M	Nov 2018	XBAL.TO vs PYF.TO
VCIP.TO	Vanguard Conservative Income ETF Portfolio	4.80%	257.87M	Jan 2019	XBAL.TO vs VCIP.TO
XINC.TO	iShares Core Income Balanced ETF Portfolio	4.99%	126.79M	Aug 2019	XBAL.TO vs XINC.TO
VRIF.TO	Vanguard Retirement Income ETF Portfolio	5.62%	363.73M	Sep 2020	XBAL.TO vs VRIF.TO

Lowest Drawdown Alternatives to XBAL.TO

XBAL.TO has a 1-year max drawdown of -6.06%. There are 15 ETFs in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as 0.00%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
CSBG.NEO	CIBC Sustainable Balanced Growth Solution ETF	0.00%	—	Jun 2021	XBAL.TO vs CSBG.NEO
PYF.TO	Purpose Premium Yield Fund Series ETF	-2.11%	684.20M	Nov 2018	XBAL.TO vs PYF.TO
XINC.TO	iShares Core Income Balanced ETF Portfolio	-3.65%	126.79M	Aug 2019	XBAL.TO vs XINC.TO
VCIP.TO	Vanguard Conservative Income ETF Portfolio	-3.80%	257.87M	Jan 2019	XBAL.TO vs VCIP.TO
XTR.TO	iShares Diversified Monthly Income ETF	-3.84%	374.22M	Dec 2005	XBAL.TO vs XTR.TO

Other ETFs from iShares

The 10 most viewed iShares ETFs shown here include XEQT.TO, XDIV.TO, XEI.TO and span 8 categories. AUM among these funds goes as high as $31B.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
XEQT.TO	iShares Core Equity ETF Portfolio	Global Equities	84	12.34%	20.38B	Aug 2019	XBAL.TO vs XEQT.TO
XDIV.TO	iShares Core MSCI Canadian Quality Dividend Index ...	Dividend, Large Cap Value Equities	98	26.40%	5.84B	Jun 2017	XBAL.TO vs XDIV.TO
XEI.TO	iShares S&P/TSX Composite High Dividend Index ETF	Canada Equities	98	26.77%	4.29B	Apr 2011	XBAL.TO vs XEI.TO
XIC.TO	iShares Core S&P/TSX Capped Composite Index ETF	Canada Equities	88	11.61%	31.26B	Feb 2001	XBAL.TO vs XIC.TO
XIU.TO	iShares S&P/TSX 60 Index ETF	Canada Equities	91	12.53%	23.86B	Sep 1999	XBAL.TO vs XIU.TO
XQQ.TO	iShares NASDAQ 100 Index ETF (CAD-Hedged)	Nasdaq-100	36	11.95%	5.47B	May 2011	XBAL.TO vs XQQ.TO
XEF.TO	iShares Core MSCI EAFE IMI Index ETF	Foreign Large Cap Equities	62	11.06%	22.58B	Apr 2013	XBAL.TO vs XEF.TO
XGRO.TO	iShares Core Growth ETF Portfolio	Diversified Portfolio	74	10.05%	5.00B	Jun 2007	XBAL.TO vs XGRO.TO
XUS.TO	iShares Core S&P 500 Index ETF	S&P 500	74	11.99%	13.05B	Apr 2013	XBAL.TO vs XUS.TO
XAW.TO	iShares Core MSCI All Country World ex Canada Inde...	Global Equities	77	12.85%	4.44B	Feb 2015	XBAL.TO vs XAW.TO

Often Compared With XBAL.TO

Investors most often compare XBAL.TO with VBAL.TO, XCNS.TO, ZBAL.TO. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VBAL.TO	Vanguard Balanced ETF Portfolio	Diversified Portfolio	73	7.52%	5.67B	Jan 2018	XBAL.TO vs VBAL.TO
XCNS.TO	iShares Core Conservative Balanced ETF Portfolio	Diversified Portfolio	73	5.39%	416.76M	Aug 2019	XBAL.TO vs XCNS.TO
ZBAL.TO	BMO Balanced ETF	Global Allocation	68	7.64%	637.43M	Jan 2022	XBAL.TO vs ZBAL.TO
ZLB.TO	BMO Low Volatility Canadian Equity ETF	Canada Equities	57	8.10%	6.32B	Oct 2011	XBAL.TO vs ZLB.TO
GBAL.TO	iShares ESG Balanced ETF Portfolio	Diversified Portfolio	58	8.93%	270.14M	Sep 2020	XBAL.TO vs GBAL.TO
TBAL.TO	TD Balanced ETF Portfolio	Global Allocation	82	7.40%	—	Aug 2020	XBAL.TO vs TBAL.TO
CASH	Meta Financial Group, Inc.		56	25.98%	—	—	XBAL.TO vs CASH
SPY	State Street SPDR S&P 500 ETF	S&P 500	63	9.40%	790.12B	Jan 1993	XBAL.TO vs SPY
FBAL.NEO	Fidelity All-in-One Balanced ETF	Diversified Portfolio	74	7.31%	9.45B	Jan 2021	XBAL.TO vs FBAL.NEO
ZLU.TO	BMO Low Volatility US Equity ETF (CAD)	Large Cap Blend Equities	40	12.59%	2.49B	Mar 2013	XBAL.TO vs ZLU.TO
VT	Vanguard Total World Stock ETF	Global Equities	62	10.03%	97.00B	Jun 2008	XBAL.TO vs VT
UCON	First Trust TCW Unconstrained Plus Bond ETF	Nontraditional Bonds	54	0.44%	3.29B	Jun 2018	XBAL.TO vs UCON
QQQ	Invesco QQQ ETF	Nasdaq-100	51	13.58%	465.90B	Mar 1999	XBAL.TO vs QQQ
GEQT.TO	iShares ESG Equity ETF Portfolio	Global Equities	63	14.23%	281.54M	Sep 2020	XBAL.TO vs GEQT.TO
PRA.TO	Purpose Diversified Real Asset Fund		94	22.76%	331.30M	—	XBAL.TO vs PRA.TO
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	91	21.36%	100.79B	Oct 2011	XBAL.TO vs SCHD
DJIA	Global X Dow 30 Covered Call ETF	Derivative Income	74	6.07%	183.90M	Feb 2022	XBAL.TO vs DJIA
EIGMX	Eaton Vance Global Macro Absolute Return Fund	Nontraditional Bonds	99	5.07%	—	Jun 2007	XBAL.TO vs EIGMX
ENB-PD.TO	Enbridge Inc.		98	13.15%	—	—	XBAL.TO vs ENB-PD.TO
PFIA.TO	Picton Mahoney Fortified Income Alternative Fund		67	1.15%	353.70M	—	XBAL.TO vs PFIA.TO

Compare XBAL.TO with Any Fund or Stock

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

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Diversifiers

Pair XBAL.TO with funds that move differently

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

Explore XBAL.TO Diversifiers

iShares Core Balanced ETF Portfolio (XBAL.TO) Alternatives