Rechercher un FNB ou un titre
Frais, rendements et composition.
Trouvez les FNB qui vous conviennent.
Les FNB d'allocation d'actifs sont des portefeuilles complets qui combinent actions et obligations dans des proportions prédéfinies. Ils se rééquilibrent automatiquement et offrent une solution simple pour investir.
Simplicité maximale: un seul FNB pour un portefeuille complet. Rééquilibrage automatique. Frais très bas pour une gestion diversifiée.
Choisissez selon votre profil de risque: conservateur (60% obligations), équilibré (60% actions), croissance (80% actions), ou 100% actions.
Les populaires incluent VGRO, VBAL, VCNS (Vanguard), XGRO, XBAL (iShares), ZGRO, ZBAL (BMO).
Tous les comptes — Convient à tous les comptes - la simplicité prime sur l'optimisation fiscale.
Les deux offrent une allocation 80% actions / 20% obligations avec rééquilibrage automatique. VGRO (Vanguard) a un MER de 0.24%, XGRO (iShares) de 0.20%. La composition géographique diffère légèrement mais les performances sont très similaires.
Non, c'est le principal avantage! Le rééquilibrage est automatique et inclus dans les frais. Vous n'avez qu'à acheter régulièrement sans vous soucier des proportions.
Oui, XEQT et VEQT versent des distributions trimestrielles provenant des dividendes des milliers d'actions qu'ils détiennent. Le rendement est généralement de 1.5-2.5% par an, réinvesti automatiquement si vous activez le DRIP.
Composition | Stratégie | Fréq. dist. | Marché | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
TD TGRO TD Growth ETF Portfolio | +13.25% | 0.15% | +1 | 1.71% | 2020 | 406M$ | 0.97 | Indiciel | Mens. | 49K | 🇨🇦 Canada | ||
IS GGRO ESG Growth ETF Portfolio | +11.23% | 0.24% | +2 | 1.04% | 2020 | 256M$ | 0.47 | Thématique | Trim. | 2K | 🇨🇦 Canada | ||
VA VGRO Growth ETF Portfolio | +10.93% | 0.17% | +3 | 1.26% | 2018 | 10.2G$ | 1.00 | Indiciel | Trim. | 202K | 🇨🇦 Canada | ||
IS XGRO Core Growth ETF Portfolio | +10.86% | 0.17% | +2 | 1.28% | 2007 | 4.9G$ | 0.73 | Indiciel | Trim. | 114K | 🇨🇦 Canada | ||
FI FTHI BuyWrite Income ETF | +9.54% | 0.76% | +155 | 8.99% | 2014 | 2.0G$ | 0.62 | Actif | Mens. | 768K | 🇺🇸 États-Unis | ||
MA MBAL Balanced Allocation ETF | +9.49% | 0.17% | +1 | 2.01% | 2020 | 223M$ | 0.97 | Indiciel | Trim. | 4K | 🇨🇦 Canada | ||
TD TBAL TD Balanced ETF Portfolio | +9.30% | 0.15% | +1 | 2.19% | 2020 | 341M$ | 0.74 | Indiciel | Mens. | 48K | 🇨🇦 Canada | ||
IS GBAL ESG Balanced ETF Portfolio | +8.96% | 0.22% | +2 | 1.51% | 2020 | 257M$ | 1.09 | Thématique | Trim. | 3K | 🇨🇦 Canada | ||
BM ZESG Balanced ESG ETF | +8.53% | 0.18% | +1 | 0.45% | 2020 | 104M$ | 0.73 | Thématique | Trim. | 5K | 🇨🇦 Canada | ||
BM ZBAL Balanced ETF | +8.52% | 0.15% | +1 | 0.35% | 2019 | 597M$ | 1.19 | Indiciel | Mens. | 41K | 🇨🇦 Canada | ||
IS XBAL Core Balanced ETF Portfolio | +8.19% | 0.17% | +2 | 1.57% | 2007 | 3.2G$ | 0.89 | Indiciel | Trim. | 88K | 🇨🇦 Canada | ||
VA VBAL Balanced ETF Portfolio | +7.90% | 0.17% | 1.50% | 2018 | 5.5G$ | 0.33 | Indiciel | Trim. | 153K | 🇨🇦 Canada | |||
GL HBAL Balanced Asset Allocation ETF | +7.89% | 0.20% | 2.15% | 2018 | 179M$ | 1.20 | Indiciel | Mens. | 5K | 🇨🇦 Canada | |||
ST GAL State Street Global Allocation ETF | +7.09% | 0.35% | +8 | 3.37% | 2012 | 288M$ | 0.89 | Indiciel | Trim. | 16K | 🇺🇸 États-Unis | ||
IS AOR Core 60/40 Balanced Allocation ETF | +6.98% | 0.15% | 2.53% | 2008 | 3.5G$ | 0.93 | Indiciel | Trim. | 351K | 🇺🇸 États-Unis | |||
IS GCNS ESG Conservative Balanced ETF Portfolio | +6.81% | 0.22% | +2 | 1.61% | 2020 | 77M$ | 0.39 | Thématique | Trim. | 675 | 🇨🇦 Canada | ||
MA MCON Conservative Allocation ETF | +6.65% | 0.17% | +1 | 2.23% | 2020 | 39M$ | 0.86 | Indiciel | Trim. | 1K | 🇨🇦 Canada | ||
IS EAOR ESG Aware 60/40 Balanced Allocation ETF | +6.48% | 0.18% | +884 | 2.48% | 2020 | 30M$ | 0.95 | Thématique | Trim. | 2K | 🇺🇸 États-Unis | ||
CA GAA Cambria Global Asset Allocation ETF | +6.26% | 0.40% | +20 | 3.77% | 2014 | 66M$ | 0.82 | Indiciel | Trim. | 5K | 🇺🇸 États-Unis | ||
PU PINC Multi-Asset Income Fund | +6.10% | 0.85% | +2 | 4.69% | 2018 | 64M$ | 0.77 | Actif | Mens. | 513 | 🇨🇦 Canada | ||
AR GYLD Arrow Dow Jones Global Yield ETF | +5.79% | 0.75% | +135 | 7.83% | 2012 | 27M$ | 0.93 | Indiciel | Mens. | 22K | 🇺🇸 États-Unis | ||
BM ZCON Conservative ETF | +5.76% | 0.15% | +1 | 0.37% | 2019 | 102M$ | 0.67 | Indiciel | Trim. | 10K | 🇨🇦 Canada | ||
TD TCON TD Conservative ETF Portfolio | +5.73% | 0.15% | +1 | 2.48% | 2020 | 123M$ | 0.63 | Indiciel | Mens. | 11K | 🇨🇦 Canada | ||
IS XCNS Core Conservative Balanced ETF Portfolio | +5.67% | 0.17% | +2 | 1.86% | 2019 | 402M$ | 0.92 | Indiciel | Trim. | 16K | 🇨🇦 Canada | ||
FI FCEF Income Opportunity ETF | +5.42% | 3.69% | +64 | 6.57% | 2016 | 71M$ | 0.99 | Actif | Mens. | 17K | 🇺🇸 États-Unis | ||
EV DIVS Active Canadian Preferred Share Fund | +5.09% | 0.65% | 5.80% | 2017 | 28M$ | -0.00 | Actif | Mens. | 483 | 🇨🇦 Canada | |||
GL HCON Conservative Asset Allocation ETF | +4.93% | 0.18% | 2.81% | 2018 | 36M$ | 0.86 | Indiciel | Mens. | 1K | 🇨🇦 Canada | |||
VA VCNS Conservative ETF Portfolio | +4.91% | 0.17% | 1.76% | 2018 | 898M$ | 0.91 | Indiciel | Trim. | 38K | 🇨🇦 Canada | |||
IS AOM Core 40/60 Moderate Allocation ETF | +4.77% | 0.15% | 3.04% | 2008 | 1.7G$ | 0.77 | Indiciel | Trim. | 147K | 🇺🇸 États-Unis | |||
ST HNDL Nasdaq 7 Handl Index ETF | +4.69% | 0.95% | +14 | 6.67% | 2018 | 651M$ | 1.10 | Indiciel | Mens. | 66K | 🇺🇸 États-Unis | ||
IN RISN Capital Appreciation ETF | +4.68% | 0.72% | +285 | 1.11% | 2020 | 82M$ | 1.13 | Actif | Trim. | 18K | 🇺🇸 États-Unis | ||
VA VRIF Retirement Income ETF Portfolio | +4.48% | 0.29% | 3.76% | 2020 | 357M$ | 0.70 | Indiciel | Mens. | 26K | 🇨🇦 Canada | |||
IS EAOM ESG Aware 40/60 Moderate Allocation ETF | +4.37% | 0.18% | +884 | 2.92% | 2020 | 8M$ | 0.80 | Thématique | Trim. | 1K | 🇺🇸 États-Unis | ||
IN PCEF CEF Income Composite ETF | +4.21% | 2.71% | +103 | 7.83% | 2010 | 818M$ | 1.02 | Actif | Mens. | 148K | 🇺🇸 États-Unis | ||
IS CVD Convertible Bond Index ETF | +3.96% | 0.49% | +7 | 4.97% | 2011 | 126M$ | 0.13 | Indiciel | Mens. | 4K | 🇨🇦 Canada | ||
IS AOK Core 30/70 Conservative Allocation ETF | +3.59% | 0.15% | +884 | 3.32% | 2008 | 756M$ | 0.68 | Indiciel | Mens. | 211K | 🇺🇸 États-Unis | ||
IS EAOK ESG Aware 30/70 Conservative Allocation ETF | +3.15% | 0.18% | 3.25% | 2020 | 9M$ | 0.73 | Thématique | Mens. | 833 | 🇺🇸 États-Unis | |||
IS XINC Core Income Balanced ETF Portfolio | +3.08% | 0.17% | +2 | 2.21% | 2019 | 122M$ | 0.71 | Indiciel | Trim. | 4K | 🇨🇦 Canada | ||
IN PIN India ETF | +3.06% | 0.78% | +40 | 0.00% | 2008 | 177M$ | 0.36 | Actif | Ann. | 56K | 🇺🇸 États-Unis | ||
PU PRP Conservative Income Fund | +2.63% | 0.73% | 3.26% | 2016 | 1M$ | 0.44 | Actif | Mens. | 0 | 🇨🇦 Canada | |||
VA VCIP Conservative Income ETF Portfolio | +2.49% | 0.17% | 2.05% | 2019 | 255M$ | 0.71 | Indiciel | Trim. | 7K | 🇨🇦 Canada | |||
PI PCON Managed Conservative Bond Pool | +2.43% | 0.59% | +5 | 5.96% | 2020 | 22M$ | 0.25 | Indiciel | Trim. | 2K | 🇨🇦 Canada | ||
EV RPAR RPAR Risk Parity ETF | +1.95% | 0.51% | 2.14% | 2019 | 585M$ | 1.16 | Indiciel | Trim. | 25K | 🇺🇸 États-Unis | |||
AM YYY Amplify CEF High Income ETF | +1.90% | 3.23% | +51 | 12.34% | 2012 | 716M$ | 0.96 | Actif | Mens. | 394K | 🇺🇸 États-Unis | ||
CI CCNS CIBC Conservative Fixed Income Pool | +1.62% | 0.30% | +8 | 3.96% | 2020 | 7M$ | 0.32 | Indiciel | Mens. | 286 | 🇨🇦 Canada | ||
IS XSC Conservative Short Term Strategic Fixed Income ETF | +1.23% | 0.44% | 3.34% | 2015 | 69M$ | 0.27 | Actif | Mens. | 1K | 🇨🇦 Canada | |||
IS XSE Conservative Strategic Fixed Income ETF | +0.07% | 0.55% | 3.13% | 2015 | 65M$ | 0.51 | Actif | Mens. | 2K | 🇨🇦 Canada | |||
AC INCM Diversified Credit Income Fund | — | 0.75% | 13.38% | 2024 | 63M$ | 0.00 | Actif | Mens. | 16K | 🇨🇦 Canada | |||
CI CBAL Balanced Asset Allocation ETF | — | 0.22% | 1.67% | 2023 | 141M$ | 0.73 | Indiciel | Trim. | 4K | 🇨🇦 Canada | |||
CI CBGR Balanced Growth Asset Allocation ETF | — | 0.22% | 1.54% | 2023 | 44M$ | 0.73 | Indiciel | Trim. | 576 | 🇨🇦 Canada |