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 4 ETFs in the Diversified Portfolio category with lower expense ratios, going as low as 0.15%.

Symbol	Name	Expense Ratio	AUM	Inception
TGRO.TO	TD Growth ETF Portfolio	0.15%	—	Aug 2020	XBAL.TO vs TGRO.TO
ZCON.TO	BMO Conservative ETF	0.15%	101.45M	Feb 2019	XBAL.TO vs ZCON.TO
ZMI.TO	BMO Monthly Income ETF	0.18%	234.41M	Jan 2011	XBAL.TO vs ZMI.TO
ZESG.TO	BMO Balanced ESG ETF	0.18%	103.83M	Jan 2020	XBAL.TO vs ZESG.TO
VGRO.TO	Vanguard Growth ETF Portfolio	0.20%	10.14B	Jan 2018	XBAL.TO vs VGRO.TO

Best Risk-Adjusted Alternatives to XBAL.TO

XBAL.TO has a PortfoliosLab risk / return rank of 61. There are 18 ETFs in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 90.

Symbol	Name	Risk / Return Rank	AUM	Inception
GRO.TO	Franklin Growth ETF Portfolio	90	—	Feb 2019	XBAL.TO vs GRO.TO
CEQT.TO	CI Equity Asset Allocation ETF	90	—	May 2023	XBAL.TO vs CEQT.TO
XTR.TO	iShares Diversified Monthly Income ETF	85	373.65M	Dec 2005	XBAL.TO vs XTR.TO
MGRW.TO	Mackenzie Growth Allocation ETF	83	—	Sep 2020	XBAL.TO vs MGRW.TO
TGRO.TO	TD Growth ETF Portfolio	77	—	Aug 2020	XBAL.TO vs TGRO.TO

Top Performing XBAL.TO Alternatives (YTD)

XBAL.TO is at 7.81% YTD. There are 14 ETFs in the Diversified Portfolio category with higher YTD returns, going as high as 13.14%.

Symbol	Name	YTD Return	AUM	Inception
CEQT.TO	CI Equity Asset Allocation ETF	13.14%	—	May 2023	XBAL.TO vs CEQT.TO
GGRO.TO	iShares ESG Growth ETF Portfolio	11.53%	251.75M	Sep 2020	XBAL.TO vs GGRO.TO
XGRO.TO	iShares Core Growth ETF Portfolio	10.38%	4.82B	Jun 2007	XBAL.TO vs XGRO.TO
VGRO.TO	Vanguard Growth ETF Portfolio	10.34%	10.14B	Jan 2018	XBAL.TO vs VGRO.TO
FEQT.NEO	Fidelity All-in-One Equity ETF Fund	10.30%	—	Jan 2022	XBAL.TO vs FEQT.NEO

Lowest Volatility Alternatives to XBAL.TO

XBAL.TO has 8.51% 1-year volatility. There are 17 ETFs in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.00%.

Symbol	Name	Volatility 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	3.20%	708.70M	Nov 2018	XBAL.TO vs PYF.TO
XTR.TO	iShares Diversified Monthly Income ETF	4.59%	373.65M	Dec 2005	XBAL.TO vs XTR.TO
VCIP.TO	Vanguard Conservative Income ETF Portfolio	4.70%	254.60M	Jan 2019	XBAL.TO vs VCIP.TO
XINC.TO	iShares Core Income Balanced ETF Portfolio	4.93%	122.26M	Aug 2019	XBAL.TO vs XINC.TO

Lowest Drawdown Alternatives to XBAL.TO

XBAL.TO has a 1-year max drawdown of -6.06%. There are 16 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%	708.70M	Nov 2018	XBAL.TO vs PYF.TO
XTR.TO	iShares Diversified Monthly Income ETF	-3.29%	373.65M	Dec 2005	XBAL.TO vs XTR.TO
XINC.TO	iShares Core Income Balanced ETF Portfolio	-3.65%	122.26M	Aug 2019	XBAL.TO vs XINC.TO
VCIP.TO	Vanguard Conservative Income ETF Portfolio	-3.80%	254.60M	Jan 2019	XBAL.TO vs VCIP.TO

Other ETFs from iShares

The 10 most viewed iShares ETFs shown here include XEQT.TO, XDIV.TO, XEI.TO and span 7 categories. AUM among these funds goes as high as $30B.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
XEQT.TO	iShares Core Equity ETF Portfolio	Global Equities	75	12.29%	18.41B	Aug 2019	XBAL.TO vs XEQT.TO
XDIV.TO	iShares Core MSCI Canadian Quality Dividend Index ...	Dividend, Large Cap Value Equities	98	19.17%	5.25B	Jun 2017	XBAL.TO vs XDIV.TO
XEI.TO	iShares S&P/TSX Composite High Dividend Index ETF	Canada Equities	98	22.21%	4.02B	Apr 2011	XBAL.TO vs XEI.TO
XIC.TO	iShares Core S&P/TSX Capped Composite Index ETF	Canada Equities	80	10.75%	29.66B	Feb 2001	XBAL.TO vs XIC.TO
XIU.TO	iShares S&P/TSX 60 Index ETF	Canada Equities	82	10.14%	22.52B	Sep 1999	XBAL.TO vs XIU.TO
XQQ.TO	iShares NASDAQ 100 Index ETF (CAD-Hedged)	Nasdaq-100	66	19.81%	5.56B	May 2011	XBAL.TO vs XQQ.TO
XEF.TO	iShares Core MSCI EAFE IMI Index ETF	Foreign Large Cap Equities	47	9.95%	21.46B	Apr 2013	XBAL.TO vs XEF.TO
XUS.TO	iShares Core S&P 500 Index ETF	S&P 500	73	12.21%	12.60B	Apr 2013	XBAL.TO vs XUS.TO
XAW.TO	iShares Core MSCI All Country World ex Canada Inde...	Global Equities	76	13.70%	4.25B	Feb 2015	XBAL.TO vs XAW.TO
XSP.TO	iShares Core S&P 500 Index ETF (CAD-Hedged)	S&P 500	61	9.64%	15.61B	May 2001	XBAL.TO vs XSP.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	68	8.13%	5.44B	Jan 2018	XBAL.TO vs VBAL.TO
XCNS.TO	iShares Core Conservative Balanced ETF Portfolio	Diversified Portfolio	56	5.57%	398.47M	Aug 2019	XBAL.TO vs XCNS.TO
ZBAL.TO	BMO Balanced ETF	Global Allocation	72	8.07%	591.92M	Jan 2022	XBAL.TO vs ZBAL.TO
ZLB.TO	BMO Low Volatility Canadian Equity ETF	Canada Equities	54	3.14%	6.10B	Oct 2011	XBAL.TO vs ZLB.TO
GBAL.TO	iShares ESG Balanced ETF Portfolio	Diversified Portfolio	58	9.21%	253.48M	Sep 2020	XBAL.TO vs GBAL.TO
TBAL.TO	TD Balanced ETF Portfolio	Global Allocation	71	7.35%	—	Aug 2020	XBAL.TO vs TBAL.TO
CASH	Meta Financial Group, Inc.		37	9.55%	—	—	XBAL.TO vs CASH
SPY	State Street SPDR S&P 500 ETF	S&P 500	70	10.91%	781.00B	Jan 1993	XBAL.TO vs SPY
VT	Vanguard Total World Stock ETF	Global Equities	67	12.24%	90.20B	Jun 2008	XBAL.TO vs VT
ZLU.TO	BMO Low Volatility US Equity ETF (CAD)	Large Cap Blend Equities	26	9.40%	2.35B	Mar 2013	XBAL.TO vs ZLU.TO
FBAL.NEO	Fidelity All-in-One Balanced ETF	Diversified Portfolio	63	6.89%	8.37B	Jan 2021	XBAL.TO vs FBAL.NEO
UCON	First Trust TCW Unconstrained Plus Bond ETF	Nontraditional Bonds	52	0.58%	3.28B	Jun 2018	XBAL.TO vs UCON
QQQ	Invesco QQQ ETF	Nasdaq-100	73	21.30%	493.99B	Mar 1999	XBAL.TO vs QQQ
GEQT.TO	iShares ESG Equity ETF Portfolio	Global Equities	65	14.67%	260.56M	Sep 2020	XBAL.TO vs GEQT.TO
PRA.TO	Purpose Diversified Real Asset Fund		94	24.32%	303.40M	—	XBAL.TO vs PRA.TO
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	80	19.01%	94.95B	Oct 2011	XBAL.TO vs SCHD
DJIA	Global X Dow 30 Covered Call ETF	Derivative Income	51	3.46%	175.19M	Feb 2022	XBAL.TO vs DJIA
EIGMX	Eaton Vance Global Macro Absolute Return Fund	Nontraditional Bonds	99	4.26%	—	Jun 2007	XBAL.TO vs EIGMX
PFIA.TO	Picton Mahoney Fortified Income Alternative Fund		47	0.42%	353.70M	—	XBAL.TO vs PFIA.TO
ENB-PD.TO	Enbridge Inc.		96	8.25%	—	—	XBAL.TO vs ENB-PD.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