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% | $227.1M | 2.45% | Nov 2025 | |||
| FBAL | Fidelity | Asset Allocation | 0.40% | $9.8B | Jan 2021 | 15.0% | 8.0% | ||
| TBAL | TD | Asset Allocation | 0.17% | $374.1M | 2.26% | Aug 2020 | 18.0% | ||
| VBAL | Vanguard | Asset Allocation | 0.22% | 1.90% | Jan 2018 | 15.8% | 7.9% | ||
| XBAL | iShares | Asset Allocation | 0.19% | $3.4B | 3.13% | Jun 2007 | 16.1% | 8.2% | |
| ZBAL | BMO | Asset Allocation | 0.18% | $645.2M | 1.48% | Feb 2019 | 18.7% | 9.3% |