Compare MER, AUM, yield, inception, and returns at a glance.
Data updates daily; holdings and allocations monthly.
|
Ticker
|
Provider
|
Category
|
MER
|
AUM
|
Yield
|
Inception
|
1Y
|
YTD
|
|
|---|---|---|---|---|---|---|---|---|---|
| CBLN | CIBC | Asset Allocation | 0.17% | $210.3M | 1.62% | Nov 2025 | |||
| FBAL | Fidelity | Asset Allocation | 0.41% | $9B | Jan 2021 | 16.8% | 7.1% | ||
| TBAL | TD | Asset Allocation | 0.17% | $341.3M | 2.40% | Aug 2020 | 18.5% | ||
| VBAL | Vanguard | Asset Allocation | 0.24% | $5.4B | 1.99% | Jan 2018 | 19.3% | 4.1% | |
| XBAL | iShares | Asset Allocation | 0.19% | $3.2B | 1.73% | Jun 2007 | 19.3% | 7.6% | |
| ZBAL | BMO | Asset Allocation | 0.18% | $597.2M | 1.35% | Feb 2019 | 19.8% | 7.8% |