CBAL vs. XBAL ETF Comparison

Comparison of CI Balanced Asset Allocation ETF (CBAL) to Ishares Core Balanced ETF Portfolio (XBAL)

CBAL

CI Balanced Asset Allocation ETF

CBAL Description

Grade (RS Rating)

Last Trade

$21.54

Average Daily Volume

1,126

Number of Holdings ^*

1

* may have additional holdings in another (foreign) market

XBAL

Ishares Core Balanced ETF Portfolio

XBAL Description

The Fund seeks to provide long-term capital growth and income by investing primarily in one or more exchange-traded funds managed by BlackRock Canada or an affiliate (“iShares ETFs”) that provide exposure to equity and/or fixed income securities.

Grade (RS Rating)

Last Trade

$28.02

Average Daily Volume

32,509

Number of Holdings ^*

4

* may have additional holdings in another (foreign) market

Performance

Period	CBAL	XBAL
30 Days	2.40%	0.94%
60 Days	2.40%	1.05%
90 Days	3.34%	3.55%
12 Months		10.42%

1 Overlapping Holdings

	Symbol	Grade	Weight in CBAL	Weight in XBAL	Overlap
	XBB	C	34.27%	25.52%	25.52%

CBAL Overweight 0 Positions Relative to XBAL

	Symbol	Grade	Weight

CBAL Underweight 3 Positions Relative to XBAL

	Symbol	Grade	Weight
	XEF	A	-14.98%
	XIC	A	-14.92%
	XEC	A	-2.99%

CBAL: Top Represented Industries & Keywords

Industries:

Keywords: Asset Management Blackrock Bloomberg Barclays Us Aggregate Bond Index Bond Market Indices Corporate Bond Credit Energy Financial Financial Markets Government Government Of Canada Guarantee Index Fund Infrastructure Ishares Municipal Bond Real Estate Securitization Tadawul Ff Index Universe

XBAL: Top Represented Industries & Keywords

Industries:

Keywords: Market Capitalization Asset Management Blackrock Financial Markets Index Fund Ishares Msci Eafe Stock Market Index Bloomberg Barclays Us Aggregate Bond Index Bond Market Indices Capitalization Weighted Index Corporate Bond Credit Economy Of Toronto Emerging Market Energy Exchange Traded Funds Financial Government Government Of Canada