iShares Diversified Monthly Income ETF (XTR.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 XTR.TO. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to XTR.TO
XTR.TO charges 0.61% annually. There are 23 ETFs in the Diversified Portfolio category with lower expense ratios, going as low as 0.15%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| TD Growth ETF Portfolio | 0.15% | — | Aug 2020 | XTR.TO vs TGRO.TO | |
| BMO Conservative ETF | 0.15% | 101.45M | Feb 2019 | XTR.TO vs ZCON.TO | |
| BMO Monthly Income ETF | 0.18% | 234.41M | Jan 2011 | XTR.TO vs ZMI.TO | |
| BMO Balanced ESG ETF | 0.18% | 103.83M | Jan 2020 | XTR.TO vs ZESG.TO | |
| iShares Core Conservative Balanced ETF Portfolio | 0.20% | 398.47M | Aug 2019 | XTR.TO vs XCNS.TO |
Best Risk-Adjusted Alternatives to XTR.TO
XTR.TO has a PortfoliosLab risk / return rank of 85. There are 2 ETFs in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Franklin Growth ETF Portfolio | 90 | — | Feb 2019 | XTR.TO vs GRO.TO | |
| CI Equity Asset Allocation ETF | 90 | — | May 2023 | XTR.TO vs CEQT.TO | |
| Mackenzie Growth Allocation ETF | 83 | — | Sep 2020 | XTR.TO vs MGRW.TO | |
| TD Growth ETF Portfolio | 77 | — | Aug 2020 | XTR.TO vs TGRO.TO | |
| Global X Balanced Asset Allocation ETF | 77 | 178.67M | Aug 2018 | XTR.TO vs HBAL.TO |
Top Performing XTR.TO Alternatives (YTD)
XTR.TO is at 6.55% YTD. There are 17 ETFs in the Diversified Portfolio category with higher YTD returns, going as high as 13.14%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| CI Equity Asset Allocation ETF | 13.14% | — | May 2023 | XTR.TO vs CEQT.TO | |
| iShares ESG Growth ETF Portfolio | 11.53% | 251.75M | Sep 2020 | XTR.TO vs GGRO.TO | |
| iShares Core Growth ETF Portfolio | 10.38% | 4.82B | Jun 2007 | XTR.TO vs XGRO.TO | |
| Vanguard Growth ETF Portfolio | 10.34% | 10.14B | Jan 2018 | XTR.TO vs VGRO.TO | |
| Fidelity All-in-One Equity ETF Fund | 10.30% | — | Jan 2022 | XTR.TO vs FEQT.NEO |
Lowest Volatility Alternatives to XTR.TO
XTR.TO has 4.59% 1-year volatility. There are 2 ETFs in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.00%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| CIBC Sustainable Balanced Growth Solution ETF | 0.00% | — | Jun 2021 | XTR.TO vs CSBG.NEO | |
| Purpose Premium Yield Fund Series ETF | 3.20% | 708.70M | Nov 2018 | XTR.TO vs PYF.TO | |
| Vanguard Conservative Income ETF Portfolio | 4.70% | 254.60M | Jan 2019 | XTR.TO vs VCIP.TO | |
| iShares Core Income Balanced ETF Portfolio | 4.93% | 122.26M | Aug 2019 | XTR.TO vs XINC.TO | |
| Vanguard Retirement Income ETF Portfolio | 5.37% | 357.83M | Sep 2020 | XTR.TO vs VRIF.TO |
Lowest Drawdown Alternatives to XTR.TO
XTR.TO has a 1-year max drawdown of -3.29%. There are 2 ETFs in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as 0.00%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| CIBC Sustainable Balanced Growth Solution ETF | 0.00% | — | Jun 2021 | XTR.TO vs CSBG.NEO | |
| Purpose Premium Yield Fund Series ETF | -2.11% | 708.70M | Nov 2018 | XTR.TO vs PYF.TO | |
| iShares Core Income Balanced ETF Portfolio | -3.65% | 122.26M | Aug 2019 | XTR.TO vs XINC.TO | |
| Vanguard Conservative Income ETF Portfolio | -3.80% | 254.60M | Jan 2019 | XTR.TO vs VCIP.TO | |
| BMO Conservative ETF | -4.54% | 101.45M | Feb 2019 | XTR.TO vs ZCON.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.
Often Compared With XTR.TO
Investors most often compare XTR.TO with FIE.TO, HXT.TO, XBAL.TO. These 15 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare XTR.TO with Any Fund or Stock
Compare XTR.TO with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair XTR.TO with funds that move differently
iShares Diversified Monthly Income ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to XTR.TO.
Explore XTR.TO Diversifiers