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% | $245.6M | 2.45% | Nov 2025 | |||
| FBAL | Fidelity | Asset Allocation | 0.40% | $10.1B | Jan 2021 | 14.5% | 8.7% | ||
| TBAL | TD | Asset Allocation | 0.17% | $393.3M | 2.21% | Aug 2020 | 15.1% | ||
| VBAL | Vanguard | Asset Allocation | 0.22% | $5.9B | 2.21% | Jan 2018 | 14.9% | 9.2% | |
| XBAL | iShares | Asset Allocation | 0.18% | $3.5B | 3.11% | Jun 2007 | 15.1% | 9.4% | |
| ZBAL | BMO | Asset Allocation | 0.18% | $675.4M | 1.47% | Feb 2019 | 14.9% | 9.1% |