Canadian-Listed Balanced Multi-Asset ETFs
One-ticket funds with stocks and bonds in roughly equal parts.
About this category
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.
Plain funds46
Plain fund assetsCA$24.6B
Largest companies, share of the money
- Nvidia1.8%
- Apple1.7%
- Microsoft1.4%
- Royal Bank of Canada1.2%
- Fidelity Advantage Bitcoin ETFTM0.9%
- Together7.0%
Weighted by fund assets. Holdings data covers 44 of 46 funds.
The funds
| Returns | ||||||||
|---|---|---|---|---|---|---|---|---|
| Select | Watchlist | Fund | ||||||
| FBAL.NEFidelity All-in-One Balanced ETF | CA$10.6B | 0.40% | +8.2% | +9.1% | +15.9% | 1.5% | ||
| VBAL.TOVanguard Balanced ETF Portfolio | CA$5.9B | 0.22% | +7.9% | +7.9% | +14.8% | 2.2% | ||
| XBAL.TOiShares Core Balanced ETF Portfolio | CA$3.5B | 0.18% | +9.2% | +9.3% | +15.3% | 2.2% | ||
| ZBAL.TOBMO Balanced ETF | CA$675M | 0.18% | +8.6% | +8.6% | +15.0% | 1.6% | ||
| TBAL.TOTD Balanced ETF Portfolio | CA$399M | 0.17% | +8.4% | +8.7% | +15.1% | 2.2% | ||
| VRIF.TOVanguard Retirement Income ETF Portfolio | CA$372M | 0.31% | +4.2% | +4.2% | +9.9% | 3.9% | ||
| XTR.TOiShares Diversified Monthly Income ETF | CA$366M | 0.60% | +9.5% | +10.8% | +12.1% | 3.9% | ||
| RTA.NEPurpose Tactical Asset Allocation Fund ETF | CA$345M | 0.82% | +13.7% | +14.4% | Under review | 3.6% | ||
| PABF.TOPurpose Active Balanced Fund | CA$333M | 0.34% | +9.4% | +10.7% | +14.4% | 3.6% | ||
| GBAL.TOiShares ESG Balanced ETF Portfolio | CA$300M | 0.24% | +9.0% | +8.7% | +17.2% | 1.6% | ||
| ZMI.TOBMO Monthly Income ETF | CA$251M | 0.20% | +9.9% | +11.3% | +13.9% | 3.4% | ||
| MBAL.TOMackenzie Balanced Allocation ETF | CA$250M | 0.18% | +8.2% | +8.8% | +15.4% | 2.0% | ||
| DXR.TODynamic Retirement Income Fund | CA$232M | 0.87% | +8.0% | +10.3% | No return data | 4.7% | ||
| CBAL.TOCI Balanced Asset Allocation ETF | CA$196M | 0.30% | +8.1% | +8.7% | +14.7% | 2.0% | ||
| HBAL.TOGlobal X Balanced Asset Allocation ETF | CA$180M | 0.20% | +7.5% | +7.7% | +14.7% | 2.4% | ||
| XINC.TOiShares Core Income Balanced ETF Portfolio | CA$128M | 0.18% | +3.1% | +2.7% | +8.2% | 3.4% | ||
| ZBAL.T.TOBMO Balanced ETF | CA$112M | 0.18% | +8.0% | +7.9% | +14.8% | 5.3% | ||
| ZESG.TOBMO Balanced ESG ETF | CA$105M | 0.20% | +7.4% | +7.3% | +15.4% | 1.9% | ||
| CBGR.TOCI Balanced Growth Asset Allocation ETF | CA$48M | 0.30% | +9.4% | +10.2% | +16.9% | 2.5% | ||
| IGAF.TOIA Clarington Loomis Global Allocation Fund | CA$40M | 1.05% | +6.1% | +5.8% | +14.8% | 1.2% | ||
| MBAP.TOManulife Balanced ETF Portfolio | CA$37M | 0.35%mgmt | New fund | Yield shown after 12 months of payments | ||||
| FGEB.TOFidelity Global Equity+ Balanced Fund | CA$36M | 1.07% | +13.8% | Under review | Too new | 1.3% | ||
| CBIN.TOCI Balanced Income Asset Allocation ETF | CA$28M | 0.30% | +5.6% | +5.6% | Under review | 3.0% | ||
| CGAA.TOCI Global Asset Allocation Private Pool | CA$23M | 0.81% | +1.0% | -0.3% | +11.8% | 1.8% | ||
| FMPB.TOFidelity Global Balanced Portfolio | CA$18M | 1.05% | +9.7% | +4.2% | Too new | 0.2% | ||
| MBQG.TOMackenzie GQE Global Balanced ETF | CA$16M | 0.79% | New fund | Yield shown after 12 months of payments | ||||
| ETP.TOFirst Trust Global Risk Managed Income Index ETF | CA$15M | 0.85% | +3.7% | +4.9% | +11.1% | 3.5% | ||
| MIPC.TOMiddlefield Income Plus Class | CA$11M | 1.21% | New fund | Yield shown after 12 months of payments | ||||
| ZBCB.NEBMO Canadian Core Plus Balanced ETF | CA$11M | 0.45% | +6.5% | +8.0% | Too new | 2.0% | ||
| CAKE.TOAvantis CIBC Balanced Asset Allocation ETF | CA$9M | 0.28%mgmt | New fund | Yield shown after 12 months of payments | ||||
| PIN.TOPurpose Monthly Income Fund | CA$8M | 0.79% | +9.5% | +11.6% | +13.2% | 5.0% | ||
| CBLN.TOCIBC Balanced ETF Portfolio | CA$8M | 0.17% | New fund | Yield shown after 12 months of payments | ||||
| PBAL.TOPIMCO Managed Balanced Portfolio | CA$6M | 0.29%mgmt | New fund | Yield shown after 12 months of payments | ||||
| FMPI.TOFidelity Global Income Portfolio | CA$6M | 0.94% | +6.1% | +6.9% | Too new | 0.9% | ||
| CGRW.TOCIBC Balanced Growth ETF Portfolio | CA$5M | 0.17% | New fund | Yield shown after 12 months of payments | ||||
| CBAP.TOCI Balanced+ Asset Allocation ETF Fund | CA$4M | 0.03% | New fund | Yield shown after 12 months of payments | ||||
| CBL.TOFranklin Core ETF Portfolio | CA$4M | 0.20% | +7.6% | +8.0% | Too new | 2.4% | ||
| EGIF.TOExemplar Growth and Income Fund | CA$2M | 1.17% | +10.6% | +11.2% | +14.9% | 3.0% | ||
| FMAB.TOFidelity Multi-Alt Balanced Fund | CA$1M | 1.31% | New fund | Yield shown after 12 months of payments | ||||
| SBBA.NEScotia Balanced ETF | CA$1M | – | n/a | n/a | No return data | Yield shown after 12 months of payments | ||
| FGBL.TOForstrong Global Balanced ETF | CA$1M | 1.63% | +5.2% | +5.9% | Too new | 1.7% | ||
| NMBL.TOMeritage Tactical ETF Balanced Portfolio | CA$1M | 0.57% | New fund | Yield shown after 12 months of payments | ||||
| NMMO.TOMeritage Tactical ETF Moderate Portfolio | CA$1M | 0.58% | New fund | Yield shown after 12 months of payments | ||||
| NEBP.TONEI Balanced ETF Portfolio | CA$1M | 0.15%mgmt | New fund | Yield shown after 12 months of payments | ||||
| NBLD.TONBI Balanced ETF Portfolio | CA$991,000 | 0.35%mgmt | New fund | Yield shown after 12 months of payments | ||||
| NBAL.TONinepoint Balanced+ Fund | CA$579,750 | 1.57% | +8.9% | +12.4% | Too new | 4.7% | ||
- FBAL.NE1 yr+9.1%Fidelity All-in-One Balanced ETFAssets CA$10.6BMER 0.40%
- VBAL.TO1 yr+7.9%Vanguard Balanced ETF PortfolioAssets CA$5.9BMER 0.22%
- XBAL.TO1 yr+9.3%iShares Core Balanced ETF PortfolioAssets CA$3.5BMER 0.18%
- ZBAL.TO1 yr+8.6%BMO Balanced ETFAssets CA$675MMER 0.18%
- TBAL.TO1 yr+8.7%TD Balanced ETF PortfolioAssets CA$399MMER 0.17%
- VRIF.TO1 yr+4.2%Vanguard Retirement Income ETF PortfolioAssets CA$372MMER 0.31%
- XTR.TO1 yr+10.8%iShares Diversified Monthly Income ETFAssets CA$366MMER 0.60%
- RTA.NE1 yr+14.4%Purpose Tactical Asset Allocation Fund ETFAssets CA$345MMER 0.82%
- PABF.TO1 yr+10.7%Purpose Active Balanced FundAssets CA$333MMER 0.34%
- GBAL.TO1 yr+8.7%iShares ESG Balanced ETF PortfolioAssets CA$300MMER 0.24%
- ZMI.TO1 yr+11.3%BMO Monthly Income ETFAssets CA$251MMER 0.20%
- MBAL.TO1 yr+8.8%Mackenzie Balanced Allocation ETFAssets CA$250MMER 0.18%
- DXR.TO1 yr+10.3%Dynamic Retirement Income FundAssets CA$232MMER 0.87%
- CBAL.TO1 yr+8.7%CI Balanced Asset Allocation ETFAssets CA$196MMER 0.30%
- HBAL.TO1 yr+7.7%Global X Balanced Asset Allocation ETFAssets CA$180MMER 0.20%
- XINC.TO1 yr+2.7%iShares Core Income Balanced ETF PortfolioAssets CA$128MMER 0.18%
- ZBAL.T.TO1 yr+7.9%BMO Balanced ETFAssets CA$112MMER 0.18%
- ZESG.TO1 yr+7.3%BMO Balanced ESG ETFAssets CA$105MMER 0.20%
- CBGR.TO1 yr+10.2%CI Balanced Growth Asset Allocation ETFAssets CA$48MMER 0.30%
- IGAF.TO1 yr+5.8%IA Clarington Loomis Global Allocation FundAssets CA$40MMER 1.05%
- MBAP.TONew fundManulife Balanced ETF PortfolioAssets CA$37MMgmt fee 0.35%
- FGEB.TO1 yrUnder reviewFidelity Global Equity+ Balanced FundAssets CA$36MMER 1.07%
- CBIN.TO1 yr+5.6%CI Balanced Income Asset Allocation ETFAssets CA$28MMER 0.30%
- CGAA.TO1 yr-0.3%CI Global Asset Allocation Private PoolAssets CA$23MMER 0.81%
- FMPB.TO1 yr+4.2%Fidelity Global Balanced PortfolioAssets CA$18MMER 1.05%
- MBQG.TONew fundMackenzie GQE Global Balanced ETFAssets CA$16MMER 0.79%
- ETP.TO1 yr+4.9%First Trust Global Risk Managed Income Index ETFAssets CA$15MMER 0.85%
- MIPC.TONew fundMiddlefield Income Plus ClassAssets CA$11MMER 1.21%
- ZBCB.NE1 yr+8.0%BMO Canadian Core Plus Balanced ETFAssets CA$11MMER 0.45%
- CAKE.TONew fundAvantis CIBC Balanced Asset Allocation ETFAssets CA$9MMgmt fee 0.28%
- PIN.TO1 yr+11.6%Purpose Monthly Income FundAssets CA$8MMER 0.79%
- CBLN.TONew fundCIBC Balanced ETF PortfolioAssets CA$8MMER 0.17%
- PBAL.TONew fundPIMCO Managed Balanced PortfolioAssets CA$6MMgmt fee 0.29%
- FMPI.TO1 yr+6.9%Fidelity Global Income PortfolioAssets CA$6MMER 0.94%
- CGRW.TONew fundCIBC Balanced Growth ETF PortfolioAssets CA$5MMER 0.17%
- CBAP.TONew fundCI Balanced+ Asset Allocation ETF FundAssets CA$4MMER 0.03%
- CBL.TO1 yr+8.0%Franklin Core ETF PortfolioAssets CA$4MMER 0.20%
- EGIF.TO1 yr+11.2%Exemplar Growth and Income FundAssets CA$2MMER 1.17%
- FMAB.TONew fundFidelity Multi-Alt Balanced FundAssets CA$1MMER 1.31%
- SBBA.NE1 yrn/aScotia Balanced ETFAssets CA$1MFee –
- FGBL.TO1 yr+5.9%Forstrong Global Balanced ETFAssets CA$1MMER 1.63%
- NMBL.TONew fundMeritage Tactical ETF Balanced PortfolioAssets CA$1MMER 0.57%
- NMMO.TONew fundMeritage Tactical ETF Moderate PortfolioAssets CA$1MMER 0.58%
- NEBP.TONew fundNEI Balanced ETF PortfolioAssets CA$1MMgmt fee 0.15%
- NBLD.TONew fundNBI Balanced ETF PortfolioAssets CA$991,000Mgmt fee 0.35%
- NBAL.TO1 yr+12.4%Ninepoint Balanced+ FundAssets CA$579,750MER 1.57%
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.
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