GEQT vs. XBAL ETF Comparison

Comparison of Ishares ESG Equity ETF (GEQT) to Ishares Core Balanced ETF Portfolio (XBAL)
GEQT

Ishares ESG Equity ETF

GEQT Description

GEQT seeks to provide long-term capital growth by investing primarily in one or more iShares ETFs thatprovide exposure to equity securities. The iShares ETFs in which GEQT invests generally employ ESG-orientedinvestment strategies. See ?Investment Objectives?.

Grade (RS Rating)

Last Trade

$57.24

Average Daily Volume

1,430

Number of Holdings *

3

* 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

$28.28

Average Daily Volume

32,827

Number of Holdings *

5

* may have additional holdings in another (foreign) market
Performance
Period GEQT XBAL
30 Days 4.53% 3.29%
60 Days 2.14% 2.13%
90 Days 5.88% 4.12%
12 Months 23.10% 11.66%
0 Overlapping Holdings
Symbol Grade Weight in GEQT Weight in XBAL Overlap
GEQT Overweight 3 Positions Relative to XBAL
Symbol Grade Weight
XUSR A 52.6%
XCSR A 27.94%
XDSR A 19.22%
GEQT Underweight 5 Positions Relative to XBAL
Symbol Grade Weight
XBB B -25.45%
XEF A -15.04%
XIC A -14.99%
XSH B -6.44%
XEC A -3.12%

GEQT: Top Represented Industries & Keywords

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