XBAL vs. ONEC ETF Comparison

Comparison of Ishares Core Balanced ETF Portfolio (XBAL) to Accelerate Onechoice Altnv Portfolio ETF (ONEC)
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

$29.71

Average Daily Volume

38,513

Number of Holdings *

5

* may have additional holdings in another (foreign) market
ONEC

Accelerate Onechoice Altnv Portfolio ETF

ONEC Description Accelerate Multi-Strategy Alternative Allocation Fund (GAIN)seeks to achieve long-term appreciation and a superior riskadjusted return relative to the Scotiabank Canadian Hedge FundIndex Equal Weighted. GAIN seeks to outperform the ScotiabankCanadian Hedge Fund Index Equal Weighted over the long termby investing in a diversified portfolio of listed alternative mutualfunds.

Grade (RS Rating)

Last Trade

$22.96

Average Daily Volume

1,378

Number of Holdings *

4

* may have additional holdings in another (foreign) market
Performance
Period XBAL ONEC
30 Days 0.58% 1.73%
60 Days 1.71% 3.89%
90 Days 3.74% 3.38%
12 Months 19.74% 16.14%
0 Overlapping Holdings
Symbol Grade Weight in XBAL Weight in ONEC Overlap
XBAL Overweight 5 Positions Relative to ONEC
Symbol Grade Weight
XBB C 24.98%
XIC B 15.25%
XEF D 14.78%
XSH A 6.2%
XEC B 3.13%
XBAL Underweight 4 Positions Relative to ONEC
Symbol Grade Weight
ATSX B -10.04%
CGR C -10.01%
HDGE A -9.97%
ARB C -9.93%
Compare ETFs