XTR.TO Alternatives & Similar ETFs

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 24 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%	108.41M	Feb 2019	XTR.TO vs ZCON.TO
TGRO.TO	TD Growth ETF Portfolio	0.17%	—	Aug 2020	XTR.TO vs TGRO.TO
ZMI.TO	BMO Monthly Income ETF	0.18%	245.54M	Jan 2011	XTR.TO vs ZMI.TO
ZESG.TO	BMO Balanced ESG ETF	0.18%	105.35M	Jan 2020	XTR.TO vs ZESG.TO
ZGRO.TO	BMO Growth ETF	0.18%	778.93M	Feb 2019	XTR.TO vs ZGRO.TO

Best Risk-Adjusted Alternatives to XTR.TO

XTR.TO has a PortfoliosLab risk / return rank of 71. There are 17 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	XTR.TO vs GRO.TO
CEQT.TO	CI Equity Asset Allocation ETF	92	—	May 2023	XTR.TO vs CEQT.TO
MGRW.TO	Mackenzie Growth Allocation ETF	87	—	Sep 2020	XTR.TO vs MGRW.TO
VGRO.TO	Vanguard Growth ETF Portfolio	87	10.51B	Jan 2018	XTR.TO vs VGRO.TO
TGRO.TO	TD Growth ETF Portfolio	87	—	Aug 2020	XTR.TO vs TGRO.TO

Top Performing XTR.TO Alternatives (YTD)

XTR.TO is at 8.29% YTD. There are 16 ETFs in the Diversified Portfolio category with higher YTD returns, going as high as 13.87%.

Symbol	Name	YTD Return	AUM	Inception
CEQT.TO	CI Equity Asset Allocation ETF	13.87%	—	May 2023	XTR.TO vs CEQT.TO
GGRO.TO	iShares ESG Growth ETF Portfolio	13.25%	266.53M	Sep 2020	XTR.TO vs GGRO.TO
FEQT.NEO	Fidelity All-in-One Equity ETF Fund	12.75%	—	Jan 2022	XTR.TO vs FEQT.NEO
VGRO.TO	Vanguard Growth ETF Portfolio	11.62%	10.51B	Jan 2018	XTR.TO vs VGRO.TO
TGRO.TO	TD Growth ETF Portfolio	11.56%	—	Aug 2020	XTR.TO vs TGRO.TO

Lowest Volatility Alternatives to XTR.TO

XTR.TO has 5.68% 1-year volatility. There are 5 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	XTR.TO vs CSBG.NEO
PYF.TO	Purpose Premium Yield Fund Series ETF	3.20%	685.40M	Nov 2018	XTR.TO vs PYF.TO
VCIP.TO	Vanguard Conservative Income ETF Portfolio	4.79%	257.87M	Jan 2019	XTR.TO vs VCIP.TO
XINC.TO	iShares Core Income Balanced ETF Portfolio	4.99%	127.03M	Aug 2019	XTR.TO vs XINC.TO
VRIF.TO	Vanguard Retirement Income ETF Portfolio	5.61%	363.73M	Sep 2020	XTR.TO vs VRIF.TO

Lowest Drawdown Alternatives to XTR.TO

XTR.TO has a 1-year max drawdown of -3.84%. There are 4 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	XTR.TO vs CSBG.NEO
PYF.TO	Purpose Premium Yield Fund Series ETF	-2.11%	685.40M	Nov 2018	XTR.TO vs PYF.TO
XINC.TO	iShares Core Income Balanced ETF Portfolio	-3.65%	127.03M	Aug 2019	XTR.TO vs XINC.TO
VCIP.TO	Vanguard Conservative Income ETF Portfolio	-3.80%	257.87M	Jan 2019	XTR.TO vs VCIP.TO
VRIF.TO	Vanguard Retirement Income ETF Portfolio	-4.57%	363.73M	Sep 2020	XTR.TO vs VRIF.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	87	14.16%	20.34B	Aug 2019	XTR.TO vs XEQT.TO
XDIV.TO	iShares Core MSCI Canadian Quality Dividend Index ...	Dividend, Large Cap Value Equities	98	26.60%	5.78B	Jun 2017	XTR.TO vs XDIV.TO
XEI.TO	iShares S&P/TSX Composite High Dividend Index ETF	Canada Equities	98	27.27%	4.25B	Apr 2011	XTR.TO vs XEI.TO
XIC.TO	iShares Core S&P/TSX Capped Composite Index ETF	Canada Equities	89	12.97%	31.16B	Feb 2001	XTR.TO vs XIC.TO
XIU.TO	iShares S&P/TSX 60 Index ETF	Canada Equities	93	13.97%	23.77B	Sep 1999	XTR.TO vs XIU.TO
XQQ.TO	iShares NASDAQ 100 Index ETF (CAD-Hedged)	Nasdaq-100	42	15.40%	5.51B	May 2011	XTR.TO vs XQQ.TO
XEF.TO	iShares Core MSCI EAFE IMI Index ETF	Foreign Large Cap Equities	65	13.03%	22.53B	Apr 2013	XTR.TO vs XEF.TO
XGRO.TO	iShares Core Growth ETF Portfolio	Diversified Portfolio	78	11.53%	5.03B	Jun 2007	XTR.TO vs XGRO.TO
XUS.TO	iShares Core S&P 500 Index ETF	S&P 500	78	13.69%	13.11B	Apr 2013	XTR.TO vs XUS.TO
XAW.TO	iShares Core MSCI All Country World ex Canada Inde...	Global Equities	81	14.82%	4.49B	Feb 2015	XTR.TO vs XAW.TO

Often Compared With XTR.TO

Investors most often compare XTR.TO with FIE.TO, XCNS.TO, HXT.TO. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FIE.TO	iShares Canadian Financial Monthly Income ETF	Financials Equities, Canada Equities	95	18.97%	1.44B	Apr 2010	XTR.TO vs FIE.TO
XCNS.TO	iShares Core Conservative Balanced ETF Portfolio	Diversified Portfolio	76	6.15%	415.95M	Aug 2019	XTR.TO vs XCNS.TO
HXT.TO	Global X S&P/TSX 60 Index Corporate Class ETF	Canada Equities	93	13.87%	5.40B	Sep 2010	XTR.TO vs HXT.TO
XCB.TO	iShares Core Canadian Corporate Bond Index ETF	Corporate Bonds	45	1.34%	3.32B	Nov 2006	XTR.TO vs XCB.TO
XBAL.TO	iShares Core Balanced ETF Portfolio	Diversified Portfolio	71	8.75%	3.36B	Jun 2007	XTR.TO vs XBAL.TO
ZWQT.TO	BMO Global Enhanced Income Fund Series ETF	Global Allocation	94	14.77%	55.39M	Jun 2023	XTR.TO vs ZWQT.TO
TCON.TO	TD Conservative ETF Portfolio	Diversified Portfolio	78	5.93%	—	Aug 2020	XTR.TO vs TCON.TO
VCNS.TO	Vanguard Conservative ETF Portfolio	Diversified Portfolio	65	5.99%	932.14M	Jan 2018	XTR.TO vs VCNS.TO
CEQP.TO	CI Equity+ Asset Allocation ETF	Diversified Portfolio	—	—	—	Jan 2026	XTR.TO vs CEQP.TO
HBAL.TO	Global X Balanced Asset Allocation ETF	Diversified Portfolio	83	8.71%	183.77M	Aug 2018	XTR.TO vs HBAL.TO
MIX.TO	Hamilton Enhanced Mixed Asset ETF	Diversified Portfolio	54	5.73%	—	Apr 2025	XTR.TO vs MIX.TO
GCNS.TO	iShares ESG Conservative Balanced ETF Portfolio	Diversified Portfolio	43	7.59%	81.12M	Sep 2020	XTR.TO vs GCNS.TO
VBAL.TO	Vanguard Balanced ETF Portfolio	Diversified Portfolio	78	8.73%	5.67B	Jan 2018	XTR.TO vs VBAL.TO
FGRO.NEO	Fidelity All-in-One Growth ETF	Diversified Portfolio	79	10.79%	4.95B	Jan 2021	XTR.TO vs FGRO.NEO
FBAL.NEO	Fidelity All-in-One Balanced ETF	Diversified Portfolio	78	8.35%	9.45B	Jan 2021	XTR.TO vs FBAL.NEO
GBAL.TO	iShares ESG Balanced ETF Portfolio	Diversified Portfolio	63	10.21%	270.27M	Sep 2020	XTR.TO vs GBAL.TO
XSP.TO	iShares Core S&P 500 Index ETF (CAD-Hedged)	S&P 500	59	9.73%	15.74B	May 2001	XTR.TO vs XSP.TO
RBNK.TO	RBC Canadian Bank Yield Index ETF	Financials Equities	98	37.31%	508.88M	Oct 2017	XTR.TO vs RBNK.TO
BMAX.TO	Brompton Enhanced Multi-Asset Income ETF	Diversified Portfolio	69	11.20%	65.40M	—	XTR.TO vs BMAX.TO
TBAL.TO	TD Balanced ETF Portfolio	Global Allocation	84	8.36%	—	Aug 2020	XTR.TO vs TBAL.TO

Compare XTR.TO with Any Fund or Stock

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

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Diversifiers

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

iShares Diversified Monthly Income ETF (XTR.TO) Alternatives