• Vanguard Balanced ETF Portfolio (VBAL $37.04)
  • $37.04 P/E (TTM): 1.06X Cap: $4.18B
  • View VBAL Profile
  • View Questions on VBAL
• Global X Balanced Asset Allocation ETF (HBAL $17.53)
  • $17.53 P/E (TTM): 15.97X Cap: $162M
  • View HBAL Profile
  • View Questions on HBAL
• iShares Core Balanced ETF Portfolio (XBAL $33.52)
  • $33.52 P/E (TTM): 4.68X Cap: $2.45B
  • View XBAL Profile
  • View Questions on XBAL
• BMO Balanced ETF (ZBAL $14.95)
  • $14.95 P/E (TTM): 12.15X Cap: $425M
  • View ZBAL Profile
  • View Questions on ZBAL

Q: I was intrigued by this ETF and also looked up these other fidelity funds. can you give me your assessment of these three as a one stop shop for a retired senior looking for some fixed and growth investments being somewhat conservative. Any other suggestions for a income/ balanced, and equity ETF

Thanks Dave

Upvote 4

Read Answer Asked by Dave on October 10, 2025

• Vanguard Balanced ETF Portfolio (VBAL $37.04)
  • $37.04 P/E (TTM): 1.06X Cap: $4.18B
  • View VBAL Profile
  • View Questions on VBAL
• iShares Core Balanced ETF Portfolio (XBAL $33.52)
  • $33.52 P/E (TTM): 4.68X Cap: $2.45B
  • View XBAL Profile
  • View Questions on XBAL

Q: I am looking for some suggestions for good balanced funds now that I am retired.

Upvote 5

Read Answer Asked by Jackie on October 09, 2025

• iShares Russell 2000 Growth ETF (IWO $330.87)
  • $330.87 P/E (TTM): 21.85X Cap: $13.38B
  • View IWO Profile
  • View Questions on IWO
• BMO Covered Call Utilities ETF (ZWU $11.40)
  • $11.40 P/E (TTM): 18.8X Cap: $1.93B
  • View ZWU Profile
  • View Questions on ZWU
• BMO S&P 500 Index ETF (ZSP $105.26)
  • $105.26 P/E (TTM): 26.73X Cap: $20.81B
  • View ZSP Profile
  • View Questions on ZSP
• Vanguard FTSE Canada All Cap Index ETF (VCN $61.49)
  • $61.49 P/E (TTM): 6.36X Cap: $11.76B
  • View VCN Profile
  • View Questions on VCN
• Vanguard FTSE Developed Europe All Cap Index ETF (VE $43.70)
  • $43.70 P/E (TTM): 8.4X Cap: $474M
  • View VE Profile
  • View Questions on VE
• BMO Canadian High Dividend Covered Call ETF (ZWC $19.68)
  • $19.68 Cap: $1.84B
  • View ZWC Profile
  • View Questions on ZWC
• iShares MSCI USA Momentum Factor ETF (MTUM $258.02)
  • $258.02 P/E (TTM): 33.1X Cap: $19.69B
  • View MTUM Profile
  • View Questions on MTUM
• Vanguard All-Equity ETF Portfolio (VEQT $54.08)
  • $54.08 P/E (TTM): 1.85X Cap: $9.67B
  • View VEQT Profile
  • View Questions on VEQT
• iShares Core Balanced ETF Portfolio (XBAL $33.52)
  • $33.52 P/E (TTM): 4.68X Cap: $2.45B
  • View XBAL Profile
  • View Questions on XBAL
• iShares Core Growth ETF Portfolio (XGRO $34.93)
  • $34.93 P/E (TTM): 4.76X Cap: $3.94B
  • View XGRO Profile
  • View Questions on XGRO
• Hamilton Enhanced Canadian Bank ETF (HCAL $32.55)
  • $32.55 P/E (TTM): 11.55X Cap: $715M
  • View HCAL Profile
  • View Questions on HCAL
• Global X S&P/TSX 60 Covered Call ETF (CNCC $13.38)
  • $13.38 P/E (TTM): 8.87X Cap: $125M
  • View CNCC Profile
  • View Questions on CNCC

Q: Hello, would like to know for total returns of these ETFs (ZWC, ZWU, CNCC, HCAL, ZSP, VCN, VE, XGRO, VEQT, XBAL) which is your favorite in order for each and in which account type is each best suited for. Also please give me your number 1 top pick of all Canadian listed ETFs for each account type.

Thank you

Upvote 13

Read Answer Asked by Kim on August 18, 2025