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Vanguard Balanced ETF Portfolio (VBAL $36.97)
- $36.97 P/E (TTM): 1.06X Cap: $4.16B
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Global X Balanced Asset Allocation ETF (HBAL $17.50)
- $17.50 P/E (TTM): 15.97X Cap: $162M
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iShares Core Balanced ETF Portfolio (XBAL $33.46)
- $33.46 P/E (TTM): 4.68X Cap: $2.46B
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BMO Balanced ETF (ZBAL $14.91)
- $14.91 P/E (TTM): 12.15X Cap: $424M
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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

Asked by Dave on October 10, 2025

5i Research Answer:

Most of the major ETF providers have all-in-one offerings such as this. We will focus on the balanced versions. Most have a 60/40 Equity/Fixed Income allocation. And most are 40/40 Canada/US. iShares stands out a bit here at 44% Canada and 34% US while Vanguard is 45% US and 30% Canada. Fees are similar at 0.2% for most but Fidelity is a bit higher at 0.4%

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