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XBAL.TO vs. KXI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

XBAL.TO vs. KXI

Last updated Jun 9, 2026

XBAL.TO (iShares Core Balanced ETF Portfolio) and KXI (iShares Global Consumer Staples ETF) are both exchange-traded funds - XBAL.TO is a Diversified Portfolio fund actively managed by iShares, while KXI is a Consumer Staples Equities fund tracking the S&P Global Consumer Staples Index. XBAL.TO is actively managed, while KXI is passively managed. Over the past 10 years, XBAL.TO returned 7.64%/yr vs 6.64%/yr for KXI. At a 0.32 correlation, their price movements are largely independent. XBAL.TO charges 0.20%/yr vs 0.46%/yr for KXI.

Performance

XBAL.TO vs. KXI - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in iShares Core Balanced ETF Portfolio (XBAL.TO) and iShares Global Consumer Staples ETF (KXI). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

XBAL.TO is traded in CAD, while KXI is traded in USD. To make them comparable, the KXI values have been converted to CAD using the latest available exchange rates.

Returns By Period

In the year-to-date period, XBAL.TO achieves a 7.00% return, which is significantly higher than KXI's 5.89% return. Over the past 10 years, XBAL.TO has outperformed KXI with an annualized return of 7.64%, while KXI has yielded a comparatively lower 6.64% annualized return.

XBAL.TO

1D
-1.00%
1M
1.25%
YTD
7.00%
6M
5.87%
1Y
16.40%
3Y*
14.11%
5Y*
7.96%
10Y*
7.64%

KXI

1D
0.01%
1M
-0.01%
YTD
5.89%
6M
5.86%
1Y
5.44%
3Y*
7.77%
5Y*
7.01%
10Y*
6.64%
*Multi-year figures are annualized to reflect compound growth (CAGR)

XBAL.TO vs. KXI - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
XBAL.TO
iShares Core Balanced ETF Portfolio		7.00%11.90%15.80%13.05%-11.16%10.16%10.73%15.34%-2.73%5.55%
KXI
iShares Global Consumer Staples ETF		5.89%4.67%13.02%-0.02%-0.07%13.65%5.14%18.31%-3.20%9.64%

Correlation

The correlation between XBAL.TO and KXI is 0.19, which is low. Their price movements are largely independent, making them effective diversification partners.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.19

Correlation (3Y)
Calculated over the trailing 3-year period

0.29

Correlation (5Y)
Calculated over the trailing 5-year period

0.39

Correlation (10Y)
Calculated over the trailing 10-year period

0.40

Correlation (All Time)
Calculated using the full available price history since Jun 22, 2007

0.32

The correlation between XBAL.TO and KXI shifts across timeframes, from 0.19 (1 year) to 0.40 (10 years), reflecting how their relationship changes across market environments.

XBAL.TO vs. KXI - Sectors Allocation Comparison

Sectors
XBAL.TO
KXI

Technology

21.6%

-

Financial Services

20.5%

-

Industrials

12.4%

-

Consumer Cyclical

8.0%
3.1%

Energy

7.5%

-

Basic Materials

7.4%

-

Healthcare

6.6%

-

Communication Services

6.4%

-

Consumer Defensive

4.6%
96.9%

Utilities

2.9%

-

Real Estate

2.3%

-

Technology

XBAL.TO
21.6%
KXI

-

Financial Services

XBAL.TO
20.5%
KXI

-

Industrials

XBAL.TO
12.4%
KXI

-

Consumer Cyclical

XBAL.TO
8.0%
KXI
3.1%

Energy

XBAL.TO
7.5%
KXI

-

Basic Materials

XBAL.TO
7.4%
KXI

-

Healthcare

XBAL.TO
6.6%
KXI

-

Communication Services

XBAL.TO
6.4%
KXI

-

Consumer Defensive

XBAL.TO
4.6%
KXI
96.9%

Utilities

XBAL.TO
2.9%
KXI

-

Real Estate

XBAL.TO
2.3%
KXI

-

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

iShares Core Balanced ETF Portfolio

iShares Global Consumer Staples ETF

Often compared with XBAL.TO:
XBAL.TO vs. XEQT.TOXBAL.TO vs. VBAL.TOXBAL.TO vs. XCNS.TOXBAL.TO vs. XEI.TOXBAL.TO vs. ZBAL.TOXBAL.TO vs. ZLB.TOXBAL.TO vs. GBAL.TO
Often compared with KXI:
KXI vs. VDCKXI vs. XLPKXI vs. IYKKXI vs. RXIKXI vs. FXGKXI vs. VCSAXKXI vs. EXI

Return for Risk

XBAL.TO vs. KXI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
XBAL.TO
XBAL.TO Risk / Return Rank: 6464
Overall Rank
XBAL.TO Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
XBAL.TO Sortino Ratio Rank: 6464
Sortino Ratio Rank
XBAL.TO Omega Ratio Rank: 6666
Omega Ratio Rank
XBAL.TO Calmar Ratio Rank: 6060
Calmar Ratio Rank
XBAL.TO Martin Ratio Rank: 6868
Martin Ratio Rank
KXI
KXI Risk / Return Rank: 1313
Overall Rank
KXI Sharpe Ratio Rank: 1414
Sharpe Ratio Rank
KXI Sortino Ratio Rank: 1313
Sortino Ratio Rank
KXI Omega Ratio Rank: 1313
Omega Ratio Rank
KXI Calmar Ratio Rank: 1313
Calmar Ratio Rank
KXI Martin Ratio Rank: 1313
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

XBAL.TO vs. KXI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Core Balanced ETF Portfolio (XBAL.TO) and iShares Global Consumer Staples ETF (KXI). 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.TOKXIDifference
Sharpe ratioReturn per unit of total volatility
1.92
0.42

+1.50

Sortino ratioReturn per unit of downside risk
2.67
0.68

+1.99

Omega ratioGain probability vs. loss probability

1.36

1.08

+0.28

Calmar ratioReturn relative to maximum drawdown

2.72

0.55

+2.16

Martin ratioReturn relative to average drawdown

11.39

1.24

+10.15

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

XBAL.TO vs. KXI - Sharpe Ratio Comparison

The current XBAL.TO Sharpe Ratio is 1.92, which is higher than the KXI Sharpe Ratio of 0.42. The chart below compares the historical Sharpe Ratios of XBAL.TO and KXI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Sharpe Ratios by Period

XBAL.TOKXIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.92

0.42

+1.50

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.91

0.50

+0.41

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.79

0.44

+0.35

Sharpe Ratio (All Time)

Calculated using the full available price history

0.65

0.55

+0.10

Drawdowns

XBAL.TO vs. KXI - Drawdown Comparison

The maximum XBAL.TO drawdown since its inception was -28.55%, which is greater than KXI's maximum drawdown of -25.89%. Use the drawdown chart below to compare losses from any high point for XBAL.TO and KXI.

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Drawdown Indicators

XBAL.TOKXIDifference

Max Drawdown

Largest peak-to-trough decline

-28.55%

-25.89%

-2.66%

Max Drawdown (1Y)

Largest decline over 1 year

-6.06%

-9.84%

+3.78%

Max Drawdown (3Y)

Largest decline over 3 years

-9.34%

-9.84%

+0.50%

Max Drawdown (5Y)

Largest decline over 5 years

-17.10%

-13.54%

-3.56%

Max Drawdown (10Y)

Largest decline over 10 years

-20.93%

-18.71%

-2.22%

Current Drawdown

Current decline from peak

-1.20%

-6.81%

+5.61%

Average Drawdown

Average peak-to-trough decline

-3.36%

-4.72%

+1.36%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.44%

4.40%

-2.96%

Volatility

XBAL.TO vs. KXI - Volatility Comparison

The current volatility for iShares Core Balanced ETF Portfolio (XBAL.TO) is 3.07%, while iShares Global Consumer Staples ETF (KXI) has a volatility of 4.07%. This indicates that XBAL.TO experiences smaller price fluctuations and is considered to be less risky than KXI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

XBAL.TOKXIDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.07%

4.07%

-1.00%

Volatility (6M)

Calculated over the trailing 6-month period

7.30%

10.28%

-2.98%

Volatility (1Y)

Calculated over the trailing 1-year period

8.59%

12.96%

-4.37%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

8.81%

14.05%

-5.24%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.77%

15.23%

-5.46%

XBAL.TO vs. KXI - Expense Ratio Comparison

XBAL.TO has a 0.20% expense ratio, which is lower than KXI's 0.46% expense ratio.

Dividends

XBAL.TO vs. KXI - Dividend Comparison

XBAL.TO's dividend yield for the trailing twelve months is around 2.13%, less than KXI's 2.21% yield.

PositionTTM20252024202320222021202020192018201720162015
KXI
iShares Global Consumer Staples ETF		2.21%2.29%2.51%2.99%1.98%2.26%2.34%2.17%2.97%2.17%2.34%2.20%
XBAL.TO
iShares Core Balanced ETF Portfolio		2.13%2.27%2.72%2.43%2.12%1.78%2.04%2.31%3.47%3.00%3.72%3.38%

Frequently Asked Questions

XBAL.TO and KXI have a correlation of 0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, XBAL.TO is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.

XBAL.TO is cheaper with a 0.20% expense ratio, compared with 0.46% for KXI.

XBAL.TO is categorized as Diversified Portfolio, while KXI is Consumer Staples Equities. Their fees differ too: 0.20% for XBAL.TO and 0.46% for KXI.

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