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XINC.TO vs. CSBG.NEO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

XINC.TO vs. CSBG.NEO

Last updated Jun 5, 2026

XINC.TO (iShares Core Income Balanced ETF Portfolio) and CSBG.NEO (CIBC Sustainable Balanced Growth Solution ETF) are both Diversified Portfolio funds. Both are actively managed. Over the past 3 years, XINC.TO returned 7.73%/yr vs 0.80%/yr for CSBG.NEO. At a 0.03 correlation, their price movements are largely independent. XINC.TO charges 0.20%/yr vs 0.90%/yr for CSBG.NEO.

Performance

XINC.TO vs. CSBG.NEO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in iShares Core Income Balanced ETF Portfolio (XINC.TO) and CIBC Sustainable Balanced Growth Solution ETF (CSBG.NEO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

XINC.TO

1D
0.09%
1M
2.26%
YTD
3.53%
6M
3.10%
1Y
8.23%
3Y*
7.73%
5Y*
3.19%
10Y*
—

CSBG.NEO

1D
0.00%
1M
0.00%
YTD
0.00%
6M
0.00%
1Y
0.00%
3Y*
0.80%
5Y*
—
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

XINC.TO vs. CSBG.NEO - Yearly Performance Comparison

2026 (YTD)20252024202320222021
XINC.TO
iShares Core Income Balanced ETF Portfolio		3.53%6.71%7.76%8.51%-11.25%0.26%
CSBG.NEO
CIBC Sustainable Balanced Growth Solution ETF		0.00%0.00%1.17%1.22%1.69%2.60%

Correlation

The correlation between XINC.TO and CSBG.NEO is 0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

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

0.04

Correlation (All Time)
Calculated using the full available price history since Jul 20, 2021

0.03

Compare stocks, funds, or ETFs

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iShares Core Income Balanced ETF Portfolio

CIBC Sustainable Balanced Growth Solution ETF

Often compared with XINC.TO:
XINC.TO vs. XCNS.TOXINC.TO vs. VFV.TOXINC.TO vs. XEQT.TOXINC.TO vs. XGRO.TOXINC.TO vs. XSUS.TOXINC.TO vs. ZMMK.TOXINC.TO vs. XBAL.TO
Often compared with CSBG.NEO:
CSBG.NEO vs. CEQT.TOCSBG.NEO vs. GRO.TOCSBG.NEO vs. PYF.TOCSBG.NEO vs. TCON.TOCSBG.NEO vs. HBAL.TOCSBG.NEO vs. ATMPCSBG.NEO vs. CCAD.TO

Return for Risk

XINC.TO vs. CSBG.NEO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
XINC.TO
XINC.TO Risk / Return Rank: 5050
Overall Rank
XINC.TO Sharpe Ratio Rank: 4949
Sharpe Ratio Rank
XINC.TO Sortino Ratio Rank: 5151
Sortino Ratio Rank
XINC.TO Omega Ratio Rank: 5353
Omega Ratio Rank
XINC.TO Calmar Ratio Rank: 4646
Calmar Ratio Rank
XINC.TO Martin Ratio Rank: 5151
Martin Ratio Rank
CSBG.NEO
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.

XINC.TO vs. CSBG.NEO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Core Income Balanced ETF Portfolio (XINC.TO) and CIBC Sustainable Balanced Growth Solution ETF (CSBG.NEO). 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.

XINC.TOCSBG.NEODifference
Sharpe ratioReturn per unit of total volatility
1.68

—

—

Sortino ratioReturn per unit of downside risk
2.44

—

—

Omega ratioGain probability vs. loss probability

1.33

—

—

Calmar ratioReturn relative to maximum drawdown

2.26

—

—

Martin ratioReturn relative to average drawdown

8.54

—

—

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

XINC.TO vs. CSBG.NEO - Sharpe Ratio Comparison

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Sharpe Ratios by Period

XINC.TOCSBG.NEODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.68

—

—

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.50

—

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.56

1.08

-0.52

Drawdowns

XINC.TO vs. CSBG.NEO - Drawdown Comparison

The maximum XINC.TO drawdown since its inception was -15.40%, which is greater than CSBG.NEO's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for XINC.TO and CSBG.NEO.

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Drawdown Indicators

XINC.TOCSBG.NEODifference

Max Drawdown

Largest peak-to-trough decline

-15.40%

0.00%

-15.40%

Max Drawdown (1Y)

Largest decline over 1 year

-3.65%

0.00%

-3.65%

Max Drawdown (3Y)

Largest decline over 3 years

-4.36%

0.00%

-4.36%

Max Drawdown (5Y)

Largest decline over 5 years

-15.40%

—

—

Current Drawdown

Current decline from peak

-0.05%

0.00%

-0.05%

Average Drawdown

Average peak-to-trough decline

-3.74%

0.00%

-3.74%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.97%

0.00%

+0.97%

Volatility

XINC.TO vs. CSBG.NEO - Volatility Comparison

iShares Core Income Balanced ETF Portfolio (XINC.TO) has a higher volatility of 1.92% compared to CIBC Sustainable Balanced Growth Solution ETF (CSBG.NEO) at 0.00%. This indicates that XINC.TO's price experiences larger fluctuations and is considered to be riskier than CSBG.NEO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

XINC.TOCSBG.NEODifference

Volatility (1M)

Calculated over the trailing 1-month period

1.92%

0.00%

+1.92%

Volatility (6M)

Calculated over the trailing 6-month period

4.13%

0.00%

+4.13%

Volatility (1Y)

Calculated over the trailing 1-year period

4.93%

0.00%

+4.93%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.42%

1.27%

+5.15%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.73%

1.27%

+5.46%

XINC.TO vs. CSBG.NEO - Expense Ratio Comparison

XINC.TO has a 0.20% expense ratio, which is lower than CSBG.NEO's 0.90% expense ratio.

Dividends

XINC.TO vs. CSBG.NEO - Dividend Comparison

XINC.TO's dividend yield for the trailing twelve months is around 3.19%, while CSBG.NEO has not paid dividends to shareholders.

PositionTTM2025202420232022202120202019
CSBG.NEO
CIBC Sustainable Balanced Growth Solution ETF		0.00%0.00%1.16%1.21%1.66%0.00%0.00%0.00%
XINC.TO
iShares Core Income Balanced ETF Portfolio		3.19%3.16%2.81%2.87%2.54%2.02%2.40%0.93%

Frequently Asked Questions

XINC.TO and CSBG.NEO have a correlation of 0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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

XINC.TO is cheaper with a 0.20% expense ratio, compared with 0.90% for CSBG.NEO.

They also come from different issuers: iShares and CIBC. Their fees differ too: 0.20% for XINC.TO and 0.90% for CSBG.NEO.

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