ETF Comparison

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CEQY CIBC

CIBC All-Equity ETF Portfolio

Asset Allocation
MER
0.18%
Yield
—
Price
$24.80
Holdings
172
AUM
$8.9M
Inception
Aug 2025
Asset Allocation
100%
Stocks 100%

Performance Comparison

ETF 1M 3M 6M YTD 1Y 3Y 5Y 10Y Since Inception
CEQY 0.20% 1.60% 15.30% 15.70% 19.10% — — — 22.20% (Aug 2025)
As of: Sep 30, 2026
3Y, 5Y, 10Y, and Since Inception returns are annualized.

Calendar Year Returns

Last six full-calendar years

ETF 2025 2024 2023 2022 2021 2020
CEQY — — — — — —
As of: Sep 30, 2026

Growth of $10,000

Initial Investment
$
Monthly Contribution
$

TWR = Time-Weighted Return (measures fund performance). MWRR = Money-Weighted Return (measures your personal return including contribution timing). Past performance does not guarantee future results.

CEQY — Mix

Geographic Allocation
United States 45.8%
United States 45.8%
United States 45.8%
Canada 27.0%
Canada 26.7%
Canada 26.5%
Japan 5.4%
Japan 5.3%
Sector Allocation
Technology 24.2%
Technology 24.1%
Technology 23.2%
Financial Services 22.2%
Financial Services 21.5%
Financial Services 20.5%
Industrials 11.0%
Industrials 11.0%

Top 10 Holdings

Latest reported top holdings for each ETF

CEQY CIBC All-Equity ETF Portfolio

Showing 10 holdings (~55% of fund weight). Provider does not publish the full constituent list.
# Holding Weight
1 United States Treasury Notes 4% 22.13%
2 NVIDIA Corp 4.05%
3 Apple Inc 3.18%
4 Microsoft Corp 2.45%
5 Royal Bank of Canada 2.09%
6 Amazon.com Inc 1.72%
7 The Toronto-Dominion Bank 1.47%
8 Alphabet Inc Class A 1.35%
9 Shopify Inc Registered Shs -A- Subord Vtg 1.32%
10 Broadcom Inc 1.14%
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