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 | 0.22% | 1.44% | Jan 2018 | 20.8% | 10.6% | ||
| VRIF | Vanguard | Asset Allocation | 0.31% | 3.81% | Sep 2020 | 9.6% | 4.4% | ||
| XBAL | iShares | Asset Allocation | 0.19% | $3.4B | 3.13% | Jun 2007 | 16.1% | 8.2% | |
| XCNS | iShares | Asset Allocation | 0.19% | $419.4M | 3.19% | Aug 2019 | 11.4% | 5.6% | |
| XEQT | iShares | Asset Allocation | 0.20% | $20.8B | 2.87% | Aug 2019 | 25.8% | 13.5% | |
| XGRO | iShares | Asset Allocation | 0.20% | $5B | 3.01% | Jun 2007 | 20.8% | 10.8% | |
| XINC | iShares | Asset Allocation | 0.19% | $126.5M | 3.43% | Aug 2019 | 6.7% | 2.8% | |
| ZBAL | BMO | Asset Allocation | 0.18% | $645.2M | 1.48% | Feb 2019 | 18.7% | 9.3% | |
| ZCON | BMO | Asset Allocation | 0.18% | $111.3M | 1.65% | Feb 2019 | 13.1% | 6.6% | |
| ZEQT | BMO | Asset Allocation | 0.18% | $924.6M | 1.29% | Jan 2022 | 30.3% | 14.7% | |
| ZGRO | BMO | Asset Allocation | 0.18% | $779M | 1.35% | Feb 2019 | 24.4% | 12.0% |