Question 1

What is XBAL?

Accepted Answer

XBAL — iShares Core Balanced ETF Portfolio — is a Canadian-listed ETF trading on the TSX. NA

Question 2

What is the XBAL ETF price today?

Accepted Answer

XBAL last traded at $35.79 CAD on the TSX. See the price chart above for recent performance.

Question 3

What are XBAL annualised returns?

Accepted Answer

XBAL historical returns: YTD: +6.93%, 1-year: +8.91%, 3-year annualised: +15.73%, 5-year annualised: +8.22%, 10-year annualised: +7.91%. Past performance is not a guarantee of future results. The 3-year Sharpe ratio is 1.71, which measures risk-adjusted return.

Question 4

Does XBAL pay dividends or distributions?

Accepted Answer

Yes, XBAL distributes income to unitholders. The current distribution yield is approximately 2.33%, paid quarterly. Distributions may include dividends, interest, capital gains, or return of capital depending on the fund's holdings. In a TFSA or RRSP, distributions are sheltered from tax.

Question 5

What does XBAL invest in?

Accepted Answer

XBAL's top holdings include iShares Core S&P Total U.S. Stock Market ETF (ITOT, 26.4%), iShares Canadian Universe Bond (XBB, 25.7%), iShares Core MSCI EAFE IMI (XEF, 15.4%), iShares Core S&P/TSX Capped Composite (XIC, 14.7%), iShares Core Canadian Short Term Corporate + Maple Bond (XSH, 5.8%) — and 3 more positions. See the full Top 10 Holdings table above for a complete breakdown. The fund tracks the Morningstar Can Neu Gbl Tgt Alloc NR CAD.

Question 6

What sectors does XBAL invest in?

Accepted Answer

XBAL's largest sector exposures are Technology (24.3%), Financial Services (21.8%), Industrials (11.8%). The full sector breakdown is shown in the Sector Weights table on this page.

Question 7

How large is XBAL? (Assets under management)

Accepted Answer

XBAL has approximately $3.55B in assets under management (AUM). Larger AUM generally means better liquidity, tighter bid-ask spreads, and a lower risk of the fund being wound down.

Question 8

When was XBAL launched?

Accepted Answer

XBAL was launched on June 21, 2007, giving it a 19-year track record. A longer history makes it easier to evaluate how the ETF performs across different market cycles.

Question 9

How do I buy XBAL in Canada?

Accepted Answer

XBAL trades on the TSX under the ticker XBAL. You can buy it through any Canadian brokerage, including Wealthsimple Trade (commission-free), Questrade, TD Direct Investing, RBC Direct, and CIBC Investor's Edge. It can be held in a TFSA, RRSP, FHSA, or taxable account.

Question 10

How risky is XBAL?

Accepted Answer

XBAL has a 1-year volatility of 6.73% and a beta of 1.14 (more volatile than the broad market). Its 3-year Sharpe ratio of 1.71 indicates solid risk-adjusted returns. As with all market-linked investments, past volatility does not predict future risk.

Date	Open	High	Low	Close	Adj Close	Volume
2026-10-29	$35.74	$35.82	$35.68	$35.79	$35.79	52,639
2026-10-28	$35.84	$35.84	$35.69	$35.73	$35.73	82,293
2026-10-27	$35.69	$35.82	$35.62	$35.79	$35.79	61,060
2026-10-26	$35.62	$35.70	$35.60	$35.63	$35.63	78,304
2026-10-23	$35.50	$35.54	$35.38	$35.48	$35.48	102,055
2026-10-22	$35.69	$35.70	$35.57	$35.63	$35.63	121,467
2026-10-21	$35.85	$35.90	$35.75	$35.84	$35.84	46,710
2026-10-20	$35.62	$35.80	$35.57	$35.72	$35.72	53,865
2026-10-19	$35.74	$35.91	$35.62	$35.91	$35.91	100,236
2026-10-16	$35.97	$36.00	$35.71	$35.77	$35.77	65,986

#	Ticker	Name	Weight
1	ITOT	iShares Core S&P Total U.S. Stock Market ETF	26.37%
2	XBB	iShares Canadian Universe Bond	25.66%
3	XEF	iShares Core MSCI EAFE IMI	15.37%
4	XIC	iShares Core S&P/TSX Capped Composite	14.68%
5	XSH	iShares Core Canadian Short Term Corporate + Maple Bond	5.77%
6	GOVT	iShares U.S. Treasury Bond ETF	4.21%
7	USIG	iShares Broad USD Investment Grade Corporate Bond ETF	4.02%
8	XEC	iShares Core MSCI Emerging Markets IMI Index ETF	3.15%

Sector	Weight
Technology	24.31%
Financial Services	21.80%
Industrials	11.81%
Healthcare	7.69%
Consumer Cyclicals	7.35%
Energy	7.21%
Basic Materials	6.97%
Communication Services	5.89%
Consumer Defensive	4.66%
Utilities	2.64%
Real Estate	2.12%

Ticker	Name	Price	1D
CGMD		$7.10	+11.64%
LLHE-U	Harvest Eli Lilly Enhanced High Income Shares ETF	$11.25	+9.22%
GASD		$6.29	+8.45%
GDXD	BetaPro Canadian Gold Miners -2x Daily Bear ETF	$9.91	+7.89%
SLVD	BetaPro Silver -2x Daily Bear ETF	$45.86	+7.83%
HND	BetaPro Natural Gas 2x Daily Bear	$29.33	+6.97%
LLHE	Harvest Eli Lilly Enhanced High Income Shares ETF - Class A Units	$11.55	+6.06%
QQQD		$6.98	+4.96%

iShares Core Balanced ETF Portfolio (XBAL : TSX)

Price Chart (30 Days)

Key Statistics

Recent Price History

Annualised Returns

Top 10 Holdings

Sector Weights

About iShares Core Balanced ETF Portfolio

ETF Details

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Frequently Asked Questions — XBAL