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
|
|
|---|---|---|---|---|---|---|---|---|---|
| VGRO | Vanguard | Asset Allocation | 0.24% | $10.1B | 1.53% | Jan 2018 | 25.8% | 5.4% | |
| VRIF | Vanguard | Asset Allocation | 0.32% | $357.8M | 3.90% | Sep 2020 | 11.5% | 2.5% | |
| XBAL | iShares | Asset Allocation | 0.19% | $3.2B | 1.73% | Jun 2007 | 19.3% | 7.6% | |
| XCNS | iShares | Asset Allocation | 0.19% | $402.3M | 2.33% | Aug 2019 | 13.8% | 5.4% | |
| XEQT | iShares | Asset Allocation | 0.20% | $18.7B | 0.81% | Aug 2019 | 30.9% | 11.8% | |
| XGRO | iShares | Asset Allocation | 0.20% | $4.9B | 1.22% | Jun 2007 | 25.0% | 9.7% | |
| XINC | iShares | Asset Allocation | 0.19% | $122M | 2.94% | Aug 2019 | 8.2% | 3.3% | |
| ZBAL | BMO | Asset Allocation | 0.18% | $597.2M | 1.35% | Feb 2019 | 19.8% | 7.8% | |
| ZCON | BMO | Asset Allocation | 0.18% | $101.9M | 1.45% | Feb 2019 | 13.9% | 5.5% | |
| ZEQT | BMO | Asset Allocation | 0.18% | $801.7M | 1.25% | Jan 2022 | 32.2% | 12.4% | |
| ZGRO | BMO | Asset Allocation | 0.18% | $748M | 1.29% | Feb 2019 | 25.9% | 10.1% |