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Vanguard Balanced ETF Portfolio (VBAL $36.98)
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iShares Core Balanced ETF Portfolio (XBAL $33.52)
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BMO Balanced ETF (ZBAL $14.92)
Q: Do you have any preference re these balanced all-in-ones?
5i Research Answer:
All have very similar returns over the years, but below is a quick breakdown of some key stats for each:
VBAL: $4.9B AUM, 2.1% yield, 0.24% MER
XBAL: $2.9B AUM, 2.5% yield, 0.20% MER
ZBAL: $503M AUM, 2.0% yield, 0.20% MER
While VBAL has the highest MER, we typically would not worry with a less than 0.20% spread between MERs, and this has a 0.04% higher MER than the rest. As XBAL has a decent AUM, slightly lower MER, and a good yield, and historically the highest total return of the three, we would give XBAL the slight edge today, although it is a very minor difference between all three.