XBAL.TO vs. GBAL.TO
Compare and contrast key facts about iShares Core Balanced ETF Portfolio (XBAL.TO) and iShares ESG Balanced ETF Portfolio (GBAL.TO).
XBAL.TO and GBAL.TO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XBAL.TO is an actively managed fund by iShares. It was launched on Jun 21, 2007. GBAL.TO is an actively managed fund by iShares. It was launched on Sep 2, 2020.
Performance
XBAL.TO vs. GBAL.TO - Performance Comparison
Loading graphics...
XBAL.TO vs. GBAL.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
XBAL.TO iShares Core Balanced ETF Portfolio | 0.80% | 11.87% | 15.76% | 13.01% | -11.19% | 10.11% | 6.65% |
GBAL.TO iShares ESG Balanced ETF Portfolio | -0.84% | 11.77% | 17.38% | 14.48% | -11.94% | 11.32% | 6.10% |
Returns By Period
In the year-to-date period, XBAL.TO achieves a 0.80% return, which is significantly higher than GBAL.TO's -0.84% return.
XBAL.TO
- 1D
- 0.51%
- 1M
- -2.76%
- YTD
- 0.80%
- 6M
- 0.72%
- 1Y
- 11.80%
- 3Y*
- 11.96%
- 5Y*
- 7.10%
- 10Y*
- 7.24%
GBAL.TO
- 1D
- 0.60%
- 1M
- -2.88%
- YTD
- -0.84%
- 6M
- -1.33%
- 1Y
- 11.13%
- 3Y*
- 12.34%
- 5Y*
- 7.34%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
XBAL.TO vs. GBAL.TO - Expense Ratio Comparison
XBAL.TO has a 0.20% expense ratio, which is lower than GBAL.TO's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
XBAL.TO vs. GBAL.TO — Risk / Return Rank
XBAL.TO
GBAL.TO
XBAL.TO vs. GBAL.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core Balanced ETF Portfolio (XBAL.TO) and iShares ESG Balanced ETF Portfolio (GBAL.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.
| XBAL.TO | GBAL.TO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.16 | 1.09 | +0.07 |
Sortino ratioReturn per unit of downside risk | 1.60 | 1.53 | +0.06 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.21 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.55 | 1.70 | -0.16 |
Martin ratioReturn relative to average drawdown | 6.33 | 5.99 | +0.34 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| XBAL.TO | GBAL.TO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.16 | 1.09 | +0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.83 | 0.77 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.87 | -0.22 |
Correlation
The correlation between XBAL.TO and GBAL.TO is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
XBAL.TO vs. GBAL.TO - Dividend Comparison
XBAL.TO's dividend yield for the trailing twelve months is around 2.24%, more than GBAL.TO's 1.89% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XBAL.TO iShares Core Balanced ETF Portfolio | 2.24% | 2.24% | 2.68% | 2.40% | 2.09% | 1.74% | 1.99% | 2.26% | 3.39% | 2.93% | 3.64% | 3.29% |
GBAL.TO iShares ESG Balanced ETF Portfolio | 1.89% | 1.83% | 1.84% | 2.40% | 1.87% | 1.43% | 0.96% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
XBAL.TO vs. GBAL.TO - Drawdown Comparison
The maximum XBAL.TO drawdown since its inception was -28.83%, which is greater than GBAL.TO's maximum drawdown of -18.92%. Use the drawdown chart below to compare losses from any high point for XBAL.TO and GBAL.TO.
Loading graphics...
Drawdown Indicators
| XBAL.TO | GBAL.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.83% | -18.92% | -9.91% |
Max Drawdown (1Y)Largest decline over 1 year | -7.68% | -6.50% | -1.18% |
Max Drawdown (5Y)Largest decline over 5 years | -17.12% | -18.92% | +1.80% |
Max Drawdown (10Y)Largest decline over 10 years | -20.93% | — | — |
Current DrawdownCurrent decline from peak | -3.35% | -3.77% | +0.42% |
Average DrawdownAverage peak-to-trough decline | -3.41% | -4.42% | +1.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.87% | 1.85% | +0.02% |
Volatility
XBAL.TO vs. GBAL.TO - Volatility Comparison
The current volatility for iShares Core Balanced ETF Portfolio (XBAL.TO) is 4.12%, while iShares ESG Balanced ETF Portfolio (GBAL.TO) has a volatility of 4.73%. This indicates that XBAL.TO experiences smaller price fluctuations and is considered to be less risky than GBAL.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| XBAL.TO | GBAL.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.12% | 4.73% | -0.61% |
Volatility (6M)Calculated over the trailing 6-month period | 6.57% | 7.68% | -1.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.21% | 10.28% | -0.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.63% | 9.56% | -0.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.26% | 9.49% | -0.23% |