skip to content
  1. Home
  2. >
  3. Questions
  4. >
  5. ZBAL: I was intrigued by this ETF and also looked up these other fidelity funds. [BMO Balanced ETF]
You can view 2 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

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%

Let us help YOU reach your financial goals today!

Start your FREE trial today and enjoy all the benefits of a 5i Membership including:

  • Access to a team of experts ready to answer your investments question 
  • Instant access to over 100,000 archived questions
  • A community of like-minded investors
  • Peace of mind knowing that 5i Research has only YOUR best interests in mind