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  5. XBAL: Which one do you like more for a 3-year hold? [iShares Core Balanced ETF Portfolio]
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Q: Which one do you like more for a 3-year hold?
Asked by David Michael on November 12, 2024
5i Research Answer:

XBAL currently has slightly more equity exposure, and more US exposure in equities (45% vs 25%). We are constructive on the market and think the US is better positioned, so we would side with XBAL today. XBAL also has a better 5-year performance record (by 0.40%). 

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