★ XGRO · iSHARES CORE GROWTH ETF PORTFOLIO · TICKER REVIEW

The 80/20 bridge between XEQT and XBAL.

XGRO holds 80% global equities and 20% bonds in one ticker — the textbook "growth" allocation. 0.20% MER. For investors who want most of the upside of all-equity but with a partial bond cushion for the inevitable rough years (2022's -11.2% would have been -18% without bonds).

PRICE$28.20CAD · TSX
5YR RETURN+42.5%Through today
★ 5-YEAR PRICE HISTORY ★

Live Yahoo Finance data

★ THE 80/20 SWEET SPOT

Why 20% bonds matters more than you think.

The data: a 100% equity portfolio (XEQT) suffered a 22% peak-to-trough drawdown in March 2020. XGRO's 80/20 mix? Just 14%. The 20% bond allocation lopped 8 percentage points off the worst month most investors will ever see. Long-run returns are ~1.5% lower than XEQT, but XGRO's sleep-at-night factor is the difference between sticking with your plan and panic-selling at the bottom.

XEQT-22%Mar 2020 drawdown
XGRO-14%Mar 2020 drawdown
XBAL-10%Mar 2020 drawdown
★ FINE PRINT ★

The numbers

MER0.20%Same as XEQT/XBAL
INCEPTIONAug 2019iShares Core launch
EQUITY/BOND80/20Global stocks + Canadian bonds
YIELD~1.9%Higher than XEQT (bonds help)
HOLDINGS9,000+Across 5 underlying funds
AUM$2.4B2nd most popular iShares one-ticket
9.3/10
FINAL VERDICT

The Goldilocks one-ticket — not too aggressive, not too cautious.

XGRO is the right answer for investors 5-15 years from retirement who want most of XEQT's upside with meaningfully better downside protection. The 20% bonds smooth the worst months without giving up much long-term return. For accumulators under 35, XEQT still wins. For 60+, switch to XBAL.