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Canadian-Listed Balanced Multi-Asset ETFs

Compare Canadian-listed ETFs in the Balanced Multi-Asset category. Balanced allocation ETFs generally hold a target equity weight between roughly 40% and 65%, with the remainder in fixed income or other asset classes. The stated equity weight, underlying funds and rebalancing policy can differ by fund.

Largest underlying holdingsApple Inc · NVIDIA Corporation · Bitcoin · Microsoft · Royal Bank of CanadaRanked by AUM-weighted exposure across 47 plain CAD-listed funds. Holdings data covers 100% of their assets.
Fund lineup
47 funds. Click a column to sort.

Prices and AUM are shown in Canadian dollars. Return percentages are calculated from the CAD-listed class. Listing currency does not by itself describe the currency exposure of the fund's holdings. CAD hedging is shown separately.

#ETF
1
EGIF.TOExemplar Growth and Income Fund
+23.8%
2
PIN.TOPurpose Monthly Income Fund
+13.7%
3
CBGR.TOCI Balanced Growth Asset Allocation ETF
+13.6%
4
DXR.TODynamic Retirement Income Fund
+12.5%
5
RTA.NEPURPOSE TACTICAL ASSET ALLOCATION FUND
+12.2%
6
PABF.TOPurpose Active Balanced Fund
+12.2%
7
CBL.TOFranklin Core ETF Portfolio
+11.8%
8
MBAL.TOMackenzie Balanced Allocation ETF
+11.8%
9
ZBAL.T.TOBMO Balanced ETF
+11.0%
10
CBAL.TOCI Balanced Asset Allocation ETF
+10.9%
11
TBAL.TOTD Balanced ETF Portfolio
+10.8%
12
HBAL.TOGlobal X Balanced Asset Allocation ETF
+10.7%
13
ZBCB.NEBMO CANADIAN CORE PLUS US BALANCED ETF
+10.3%
14
FBAL.NEFIDELITY ALL-IN-ONE BALANCED ETF
+10.2%
15
ZBAL.TOBMO Balanced ETF
+9.8%
16
GBAL.TOiShares ESG Balanced ETF Portfolio
+9.4%
17
VBAL.TOVanguard Balanced ETF Portfolio
+9.3%
18
XBAL.TOiShares Core Balanced ETF Portfolio
+9.2%
19
ZESG.TOBMO Balanced ESG ETF
+9.0%
20
IGAF.TOIA Clarington Loomis Global Allocation Fund
+8.9%
21
ZMI.TOBMO Monthly Income ETF
+8.8%
22
CBIN.TOCI Balanced Income Asset Allocation ETF
+7.0%
23
ETP.TOFirst Trust Global Risk Managed Income Index ETF
+6.8%
24
XTR.TOiShares Diversified Monthly Income ETF
+5.8%
25
VRIF.TOVanguard Retirement Income ETF Portfolio
+5.5%
26
FGEB.TOFidelity Global Equity+ Balanced Fund
+5.3%
27
FGBL.TOForstrong Global Balanced ETF
+5.1%
28
CGAA.TOCI Global Asset Allocation Private Pool
+4.1%
29
XINC.TOiShares Core Income Balanced ETF Portfolio
+3.2%
30
FINC.TOForstrong Global Income ETF
+2.7%
31
PACF.TOPurpose Active Conservative Fund
n/a
32
FMPB.TOFidelity Global Balanced Portfolio
Less than 1 year
33
MBQG.TOMackenzie GQE Global Balanced ETF
Less than 1 year
34
MIPC.TOMiddlefield Income Plus Class
Less than 1 year
35
PBAL.TOPIMCO Managed Balanced Portfolio
Less than 1 year
36
FMPI.TOFidelity Global Income Portfolio
Less than 1 year
37
CBAP.TOCI Balanced+ Asset Allocation ETF Fund
Less than 1 year
38
CAGR.TOAvantis CIBC Growth Asset Allocation ETF
Less than 1 year
39
CAKE.TOAvantis CIBC Balanced Asset Allocation ETF
Less than 1 year
40
MBAP.TOManulife Balanced ETF Portfolio
Less than 1 year
41
FMAB.TOFidelity Multi-Alt Balanced Fund
Less than 1 year
42
CGRW.TOCIBC Balanced Growth ETF Portfolio
Less than 1 year
43
CBLN.TOCIBC Balanced ETF Portfolio
Less than 1 year
44
NMBL.TOMeritage Tactical ETF Balanced Portfolio
Less than 1 year
45
NMMO.TOMeritage Tactical ETF Moderate Portfolio
Less than 1 year
46
NBLD.TONBI Balanced ETF Portfolio
Less than 1 year
47
NBAL.TONinepoint Balanced+ Fund
n/a

Open Backtest Studio for a hypothetical comparison of balanced and equity ETFs

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Not registered. Not advice. DecodeETF is an information service. We are not registered as an adviser, dealer, or investment fund manager with the Ontario Securities Commission or any Canadian provincial regulator. Nothing on this site is a recommendation, solicitation, or offer to buy or sell any security. Past performance is not indicative of future results, and all investing carries risk including the loss of principal. Speak with a registered financial professional before making investment decisions.