Balanced Funds Canada: VBAL vs XBAL vs Your Bank's 2% Fund

Everything you need to know about balanced mutual funds and all-in-one ETFs — with real numbers and an honest verdict.

VBAL · XBAL · ZBAL 60/40 Portfolios Updated 2026

What a Balanced Fund Actually Does

A balanced fund holds both stocks and bonds in a single product. Buy one fund, get instant diversification across asset classes. The fund rebalances automatically when the mix drifts too far from the target.

Balanced funds are the largest fund category by assets under management in Canada — over $600 billion CAD. They've been the default "middle of the road" choice for Canadian investors for decades. The problem is that "balanced" describes the structure, not the quality. A 2.2% MER balanced fund and a 0.20% MER balanced ETF both hold stocks and bonds. Only one of them is worth owning.

The Bank Balanced Fund Reality

Most balanced mutual funds sold at Canadian bank branches are mediocre after fees. That's not a shot at the managers — it's arithmetic. When your fund charges 2% annually, it needs to outperform its benchmark by 2% every year just to match what a passive alternative would deliver. That's a very high bar.

Here's where the major bank balanced funds stand:

Fund MER Equity/Bond Split 5-yr Return (Approx.) Min. Investment Verdict
RBC Balanced Fund (RBF268) 2.02% ~60/40 ~5.4%/yr $500 Expensive
TD Balanced Growth Portfolio 2.17% ~70/30 ~6.1%/yr $100 Expensive
Fidelity Canadian Balanced Fund 2.28% ~60/40 ~5.8%/yr $500 Expensive
Mawer Balanced Fund (MAW104) 0.97% ~60/40 ~8.2%/yr $5,000 Advisor-only; genuinely good
VBAL (Vanguard) 0.24% 60/40 ~7.9%/yr ~$35/share Best choice for most
XBAL (iShares/BlackRock) 0.20% 60/40 ~7.8%/yr ~$35/share Best choice for most
ZBAL (BMO) 0.20% 60/40 ~7.6%/yr ~$30/share Solid alternative
TBAL (TD One-Click) 0.25% 60/40 ~7.7%/yr ~$25/share Solid alternative

On Mawer: Mawer Balanced (MAW104) is the notable exception among higher-fee Canadian balanced funds. It has a legitimate long-term track record and genuinely good active management. The catch: it's only available through advisors, and its MER is still 4–5x higher than XBAL or VBAL. If you're in a fee-based advisory relationship and your advisor suggests Mawer, that's a reasonable recommendation. If a bank branch teller is pushing you into a 2.2% MER product, that's a different conversation.

The All-in-One ETF Revolution (2018 to Now)

Vanguard Canada launched VBAL in February 2018. iShares followed with XBAL. BMO added ZBAL. TD launched TBAL. These four products collectively changed how Canadians should think about balanced investing.

Each one holds a globally diversified portfolio of stocks and bonds in a single ETF — exactly what a balanced mutual fund does — but at a fraction of the cost. They rebalance automatically. You don't need to do anything except hold them.

The Four Main All-in-One Balanced ETFs

ETF Issuer MER AUM Equity/Bond Canadian Equity %
VBAL Vanguard Canada 0.24% ~$3.5B 60/40 ~30% of equity
XBAL iShares (BlackRock) 0.20% ~$2.8B 60/40 ~23% of equity
ZBAL BMO Asset Management 0.20% ~$1.1B 60/40 ~28% of equity
TBAL TD Asset Management 0.25% ~$0.4B 60/40 ~25% of equity

VBAL has the largest AUM of the group — it launched first and has more time to accumulate assets. XBAL charges 0.04% less per year. Over 20 years, the difference is negligible. Pick either one and don't second-guess it.

How Automatic Rebalancing Actually Works

VBAL and XBAL don't rebalance on a set schedule. They use threshold-based rules — the fund only rebalances when allocations drift beyond a certain band. VBAL rebalances when any holding drifts more than 2% from target. XBAL uses a relative 10% drift rule (meaning a holding needs to drift 10% relative to its target weight before triggering a rebalance).

What this means for you: you never need to do anything. No annual rebalancing trades. No capital gains triggered in a non-registered account from your rebalancing activity. The ETF handles it internally.

The Fee Gap: $95,000 Over 20 Years

This is the number that matters. Here's the math on a $200,000 portfolio with a 6% gross annual return, comparing a 2.0% MER bank balanced fund to a 0.20% MER all-in-one ETF:

Worked Example: $200,000 Over 20 Years at 6% Gross Return

Starting balance $200,000
Gross annual return (assumed) 6.0%
Bank balanced fund net return (6% − 2.0% MER) 4.0%
All-in-one ETF net return (6% − 0.20% MER) 5.8%
Bank fund ending balance (20 years) ~$438,000
ETF ending balance (20 years) ~$533,000
Difference ~$95,000

That $95,000 gap is entirely fees. Not performance. Not skill. Just the cost of not switching. On a $500,000 portfolio the difference exceeds $230,000 over the same period.

The 2.0% MER in this example is actually conservative — some bank balanced funds charge 2.2% or more. Every additional 0.1% in annual fees costs roughly $5,000–$7,000 on a $200K portfolio over 20 years.

When Bank Balanced Funds Still Make Sense

There are legitimate reasons to own a higher-fee balanced fund. They're just narrower than most people think.

These are real exceptions, not excuses to stay in a 2.2% MER product indefinitely. Run the switching payoff calculator if you're on the fence.

Growth vs Balanced vs Conservative: Choosing Your Mix

Each ETF issuer offers a family of all-in-one ETFs covering different risk profiles. The naming conventions differ slightly between providers, but the structure is consistent.

iShares ETF Vanguard ETF Equity/Bond Split Who It's For
XGRO VGRO 80/20 Long time horizon (15+ years), can handle volatility
XBAL VBAL 60/40 Medium horizon (10–15 years), moderate risk tolerance
XCNS VCNS 40/60 Short horizon (<10 years), lower risk tolerance
XINC 20/80 Near or in retirement, capital preservation focus

The general rule: the further you are from needing the money, the more equity you can hold. XGRO or VGRO for investors with 15+ years. XBAL or VBAL for 10–15 years. XCNS or VCNS when you're within a decade of drawing down the portfolio.

Some investors hold XGRO or VGRO for their entire accumulation phase and shift to XBAL in the decade before retirement. Others just stay in XBAL forever. Both approaches are reasonable — the right answer depends on your actual risk tolerance, not a formula.

For a deep dive on the all-equity options, see the XEQT vs VEQT comparison and the top Canadian ETFs guide.

Tax Considerations for Balanced ETFs

All-in-one balanced ETFs generate annual distributions — typically a mix of dividends, interest income, and capital gains. In a registered account (RRSP, TFSA, RRIF), this doesn't matter. In a non-registered account, it does.

Interest income from bond holdings is taxed at your full marginal rate — the least tax-efficient type of investment income. Canadian dividends from equity holdings get the dividend tax credit. Capital gains get the partial inclusion treatment.

All-in-one ETFs that hold international equity may generate more foreign income distributions than Canadian-equity-only funds. Foreign dividends are taxed as ordinary income in non-registered accounts (no dividend tax credit), and are subject to foreign withholding tax depending on where the underlying fund holds the securities.

The practical implication: if you hold a balanced ETF in a non-registered account and want to maximize tax efficiency, check whether the ETF uses a "fund of funds" structure (like VBAL and XBAL do) or holds securities directly. Fund-of-funds structures may have higher internal tax drag in non-registered accounts due to how distributions flow through.

For most investors, the tax drag difference between XBAL in a TFSA versus a non-registered account is overwhelmed by the MER advantage over bank mutual funds. Tax optimization is worth thinking about, but not at the cost of switching to a 2% product.

For full detail on non-registered investment taxes, see the mutual fund tax guide for Canada.

VBAL vs XBAL: Which One?

Both are excellent. The differences are minor. Here's the honest comparison:

Pick one, set up automatic contributions, and move on. Spending time agonizing over VBAL vs XBAL is time not spent on decisions that actually matter.

Available on both Questrade and Wealthsimple: VBAL, XBAL, and ZBAL are all available commission-free on Wealthsimple Trade, and at zero commission for ETF buys on Questrade. There's no platform advantage to choose between them based on this factor alone.

Comparison Table: 8 Products at a Glance

Bank balanced mutual funds vs all-in-one ETFs, side by side.

Product MER 5-yr Return 60/40 Split Available Accounts Min. Investment
RBC Balanced Fund 2.02% ~5.4%/yr ~Yes RBC branch / RBC DI $500
TD Balanced Growth 2.17% ~6.1%/yr ~70/30 TD branch / TD DI $100
Fidelity Canadian Balanced 2.28% ~5.8%/yr ~Yes Advisor / select brokers $500
Mawer Balanced (MAW104) 0.97% ~8.2%/yr ~Yes Advisor-only $5,000
VBAL (Vanguard) 0.24% ~7.9%/yr 60/40 Any self-directed brokerage ~$35/share
XBAL (iShares) 0.20% ~7.8%/yr 60/40 Any self-directed brokerage ~$35/share
ZBAL (BMO) 0.20% ~7.6%/yr 60/40 Any self-directed brokerage ~$30/share
TBAL (TD) 0.25% ~7.7%/yr 60/40 Any self-directed brokerage ~$25/share

Returns are approximate 5-year annualized figures as of early 2026. Past returns don't guarantee future results. MERs may change.

Related Reading

Paying 2% at a Bank?

See exactly how much switching to XBAL or VBAL saves over your time horizon.

Run the Numbers Understand MERs

This page is for educational purposes only and does not constitute financial advice. All returns and MERs are approximate and may change. Consult a registered financial advisor before making investment decisions. Best practices for your situation depend on your tax bracket, account type, time horizon, and risk tolerance.