XMS vs. XBAL ETF Comparison

Comparison of iShares Edge MSCI Min Vol USA Index ETF (CAD-Hedged) (XMS) to Ishares Core Balanced ETF Portfolio (XBAL)

XMS

iShares Edge MSCI Min Vol USA Index ETF (CAD-Hedged)

XMS Description

The investment seeks to replicate, net of expense, the MSCI USA Minimum Volatility (USD) 100% Hedged to CAD Index. The MSCI USA Minimum Volatility (USD) 100% Hedged to CAD Index measures the performance of equity securities in the top 85% by market capitalization of equity securities listed on stock exchanges in the United States.

Grade (RS Rating)

Last Trade

$34.55

Average Daily Volume

1,091

Number of Holdings ^*

* 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 ^*

* may have additional holdings in another (foreign) market

Performance

Period	XMS	XBAL
30 Days	1.83%	0.94%
60 Days	0.88%	1.05%
90 Days	3.07%	3.55%
12 Months	11.76%	10.42%

0 Overlapping Holdings

	Symbol	Grade	Weight in XMS	Weight in XBAL	Overlap

XMS Overweight 1 Positions Relative to XBAL

	Symbol	Grade	Weight
	XMU	A	99.9%

XMS Underweight 4 Positions Relative to XBAL

Symbol	Grade	Weight
XBB	C	-25.52%
XEF	A	-14.98%
XIC	A	-14.92%
XEC	A	-2.99%

XMS: Top Represented Industries & Keywords

Industries:

Keywords: Blackrock Developed Market Exchange Traded Funds Financial Markets Ishares Mathematical Finance Technical Analysis VIX Volatility

XBAL: Top Represented Industries & Keywords

Industries: