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% | $256.3M | 2.18% | Nov 2025 | |||
| FBAL | Fidelity | Asset Allocation | 0.40% | $10.6B | Jan 2021 | 9.2% | 8.2% | ||
| TBAL | TD | Asset Allocation | 0.17% | $402.5M | 2.20% | Aug 2020 | 8.5% | ||
| VBAL | Vanguard | Asset Allocation | 0.22% | $6B | 2.22% | Jan 2018 | 7.8% | 7.8% | |
| XBAL | iShares | Asset Allocation | 0.18% | $3.5B | 1.84% | Jun 2007 | 8.1% | 8.1% | |
| ZBAL | BMO | Asset Allocation | 0.18% | $733.2M | 1.55% | Feb 2019 | 7.8% | 7.9% |