FBAL.NEO vs. GCNS.TO
Compare and contrast key facts about Fidelity All-in-One Balanced ETF (FBAL.NEO) and iShares ESG Conservative Balanced ETF Portfolio (GCNS.TO).
FBAL.NEO and GCNS.TO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FBAL.NEO is an actively managed fund by Fidelity. It was launched on Jan 21, 2021. GCNS.TO is an actively managed fund by iShares. It was launched on Sep 2, 2020.
Performance
FBAL.NEO vs. GCNS.TO - Performance Comparison
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FBAL.NEO vs. GCNS.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
FBAL.NEO Fidelity All-in-One Balanced ETF | 1.39% | 12.92% | 19.42% | 13.96% | -7.02% | 11.50% |
GCNS.TO iShares ESG Conservative Balanced ETF Portfolio | -2.35% | 7.23% | 15.54% | 11.66% | -10.94% | 7.46% |
Returns By Period
In the year-to-date period, FBAL.NEO achieves a 1.39% return, which is significantly higher than GCNS.TO's -2.35% return.
FBAL.NEO
- 1D
- 0.48%
- 1M
- -2.80%
- YTD
- 1.39%
- 6M
- 2.66%
- 1Y
- 12.15%
- 3Y*
- 14.02%
- 5Y*
- 10.00%
- 10Y*
- —
GCNS.TO
- 1D
- -0.27%
- 1M
- -3.78%
- YTD
- -2.35%
- 6M
- -2.80%
- 1Y
- 5.80%
- 3Y*
- 9.07%
- 5Y*
- 5.25%
- 10Y*
- —
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FBAL.NEO vs. GCNS.TO - Expense Ratio Comparison
FBAL.NEO has a 0.40% expense ratio, which is higher than GCNS.TO's 0.25% expense ratio.
Return for Risk
FBAL.NEO vs. GCNS.TO — Risk / Return Rank
FBAL.NEO
GCNS.TO
FBAL.NEO vs. GCNS.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity All-in-One Balanced ETF (FBAL.NEO) and iShares ESG Conservative Balanced ETF Portfolio (GCNS.TO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| FBAL.NEO | GCNS.TO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.37 | 0.67 | +0.70 |
Sortino ratioReturn per unit of downside risk | 1.85 | 0.96 | +0.89 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.16 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.67 | 1.16 | +0.51 |
Martin ratioReturn relative to average drawdown | 6.49 | 3.66 | +2.83 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FBAL.NEO | GCNS.TO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.37 | 0.67 | +0.70 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.17 | 0.65 | +0.51 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.13 | 0.73 | +0.40 |
Correlation
The correlation between FBAL.NEO and GCNS.TO is 0.28, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
FBAL.NEO vs. GCNS.TO - Dividend Comparison
FBAL.NEO's dividend yield for the trailing twelve months is around 1.59%, less than GCNS.TO's 2.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
FBAL.NEO Fidelity All-in-One Balanced ETF | 1.59% | 1.61% | 1.42% | 1.71% | 4.48% | 1.08% | 0.00% |
GCNS.TO iShares ESG Conservative Balanced ETF Portfolio | 2.17% | 2.07% | 2.03% | 2.88% | 2.09% | 1.60% | 2.49% |
Drawdowns
FBAL.NEO vs. GCNS.TO - Drawdown Comparison
The maximum FBAL.NEO drawdown since its inception was -13.83%, smaller than the maximum GCNS.TO drawdown of -15.37%. Use the drawdown chart below to compare losses from any high point for FBAL.NEO and GCNS.TO.
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Drawdown Indicators
| FBAL.NEO | GCNS.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.83% | -15.37% | +1.54% |
Max Drawdown (1Y)Largest decline over 1 year | -7.39% | -5.05% | -2.34% |
Max Drawdown (5Y)Largest decline over 5 years | -13.83% | -15.37% | +1.54% |
Current DrawdownCurrent decline from peak | -3.32% | -4.69% | +1.37% |
Average DrawdownAverage peak-to-trough decline | -2.48% | -3.65% | +1.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.90% | 1.60% | +0.30% |
Volatility
FBAL.NEO vs. GCNS.TO - Volatility Comparison
Fidelity All-in-One Balanced ETF (FBAL.NEO) has a higher volatility of 3.90% compared to iShares ESG Conservative Balanced ETF Portfolio (GCNS.TO) at 2.25%. This indicates that FBAL.NEO's price experiences larger fluctuations and is considered to be riskier than GCNS.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FBAL.NEO | GCNS.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.90% | 2.25% | +1.65% |
Volatility (6M)Calculated over the trailing 6-month period | 6.05% | 4.92% | +1.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.91% | 9.56% | -0.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.60% | 8.07% | +0.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.57% | 7.80% | +0.77% |