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

XINC.TO vs. XBAL.TO

Last updated Apr 1, 2026

Compare and contrast key facts about iShares Core Income Balanced ETF Portfolio (XINC.TO) and iShares Core Balanced ETF Portfolio (XBAL.TO).

XINC.TO and XBAL.TO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XINC.TO is an actively managed fund by iShares. It was launched on Aug 7, 2019. XBAL.TO is an actively managed fund by iShares. It was launched on Jun 21, 2007.

Performance

XINC.TO vs. XBAL.TO - 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 iShares Core Balanced ETF Portfolio (XBAL.TO). The values are adjusted to include any dividend payments, if applicable.

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XINC.TO vs. XBAL.TO - Yearly Performance Comparison

2026 (YTD)2025202420232022202120202019
XINC.TO
iShares Core Income Balanced ETF Portfolio		0.19%6.71%7.76%8.51%-11.25%1.27%9.16%1.23%
XBAL.TO
iShares Core Balanced ETF Portfolio		0.29%11.87%15.76%13.01%-11.19%10.11%10.67%5.57%

Returns By Period

In the year-to-date period, XINC.TO achieves a 0.19% return, which is significantly lower than XBAL.TO's 0.29% return.

XINC.TO

1D
0.87%
1M
-2.34%
YTD
0.19%
6M
0.52%
1Y
5.35%
3Y*
6.41%
5Y*
2.76%
10Y*
—

XBAL.TO

1D
1.71%
1M
-3.45%
YTD
0.29%
6M
0.54%
1Y
11.30%
3Y*
11.77%
5Y*
6.99%
10Y*
7.19%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

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iShares Core Income Balanced ETF Portfolio

iShares Core Balanced ETF Portfolio

Often compared with XINC.TO:
XINC.TO vs. XCNS.TOXINC.TO vs. XEQT.TOXINC.TO vs. VFV.TOXINC.TO vs. XGRO.TOXINC.TO vs. XSUS.TOXINC.TO vs. ZMMK.TOXINC.TO vs. SWDA.L
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

XINC.TO vs. XBAL.TO - Expense Ratio Comparison

Both XINC.TO and XBAL.TO have an expense ratio of 0.20%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.

XINC.TO
iShares Core Income Balanced ETF Portfolio
XBAL.TO
iShares Core Balanced ETF Portfolio

Return for Risk

XINC.TO vs. XBAL.TO — 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: 5757
Overall Rank
XINC.TO Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
XINC.TO Sortino Ratio Rank: 5555
Sortino Ratio Rank
XINC.TO Omega Ratio Rank: 5656
Omega Ratio Rank
XINC.TO Calmar Ratio Rank: 6363
Calmar Ratio Rank
XINC.TO Martin Ratio Rank: 5454
Martin Ratio Rank
XBAL.TO
XBAL.TO Risk / Return Rank: 6565
Overall Rank
XBAL.TO Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
XBAL.TO Sortino Ratio Rank: 6363
Sortino Ratio Rank
XBAL.TO Omega Ratio Rank: 6565
Omega Ratio Rank
XBAL.TO Calmar Ratio Rank: 6565
Calmar Ratio Rank
XBAL.TO Martin Ratio Rank: 6767
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.

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

This table presents a comparison of risk-adjusted performance metrics for iShares Core Income Balanced ETF Portfolio (XINC.TO) and iShares Core Balanced ETF Portfolio (XBAL.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.

XINC.TOXBAL.TODifference

Sharpe ratio

Return per unit of total volatility

1.02

1.11

-0.09

Sortino ratio

Return per unit of downside risk

1.40

1.53

-0.13

Omega ratio

Gain probability vs. loss probability

1.20

1.23

-0.03

Calmar ratio

Return relative to maximum drawdown

1.53

1.53

+0.01

Martin ratio

Return relative to average drawdown

5.12

6.31

-1.19

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. XBAL.TO - Sharpe Ratio Comparison

The current XINC.TO Sharpe Ratio is 1.02, which is comparable to the XBAL.TO Sharpe Ratio of 1.11. The chart below compares the historical Sharpe Ratios of XINC.TO and XBAL.TO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Sharpe Ratios by Period

XINC.TOXBAL.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.02

1.11

-0.09

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.44

0.81

-0.38

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

—

0.78

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.49

0.64

-0.15

Correlation

The correlation between XINC.TO and XBAL.TO is 0.52, 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

XINC.TO vs. XBAL.TO - Dividend Comparison

XINC.TO's dividend yield for the trailing twelve months is around 3.30%, more than XBAL.TO's 2.25% yield.

TTM20252024202320222021202020192018201720162015
XINC.TO
iShares Core Income Balanced ETF Portfolio		3.30%3.16%2.81%2.87%2.54%2.02%2.40%0.93%0.00%0.00%0.00%0.00%
XBAL.TO
iShares Core Balanced ETF Portfolio		2.25%2.24%2.68%2.40%2.09%1.74%1.99%2.26%3.39%2.93%3.64%3.29%

Drawdowns

XINC.TO vs. XBAL.TO - Drawdown Comparison

The maximum XINC.TO drawdown since its inception was -15.40%, smaller than the maximum XBAL.TO drawdown of -28.83%. Use the drawdown chart below to compare losses from any high point for XINC.TO and XBAL.TO.

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Drawdown Indicators

XINC.TOXBAL.TODifference

Max Drawdown

Largest peak-to-trough decline

-15.40%

-28.83%

+13.43%

Max Drawdown (1Y)

Largest decline over 1 year

-3.65%

-7.68%

+4.03%

Max Drawdown (5Y)

Largest decline over 5 years

-15.40%

-17.12%

+1.72%

Max Drawdown (10Y)

Largest decline over 10 years

—

-20.93%

—

Current Drawdown

Current decline from peak

-2.34%

-3.84%

+1.50%

Average Drawdown

Average peak-to-trough decline

-3.82%

-3.41%

-0.41%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.09%

1.86%

-0.77%

Volatility

XINC.TO vs. XBAL.TO - Volatility Comparison

The current volatility for iShares Core Income Balanced ETF Portfolio (XINC.TO) is 2.58%, while iShares Core Balanced ETF Portfolio (XBAL.TO) has a volatility of 4.28%. This indicates that XINC.TO experiences smaller price fluctuations and is considered to be less risky than XBAL.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

XINC.TOXBAL.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

2.58%

4.28%

-1.70%

Volatility (6M)

Calculated over the trailing 6-month period

3.49%

6.56%

-3.07%

Volatility (1Y)

Calculated over the trailing 1-year period

5.24%

10.21%

-4.97%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.35%

8.64%

-2.29%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.74%

9.27%

-2.53%