ETF Comparison

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CGRW CIBC

CIBC Balanced Growth ETF Portfolio

Asset Allocation
MER
1.11%
Yield
2.23%
Price
$22.06
Holdings
9
AUM
$435.4M
Inception
Nov 2025
Asset Allocation
75%
25%
Stocks 75% Bonds 25%

Performance Comparison

ETF 1M 3M 6M YTD 1Y 3Y 5Y 10Y Since Inception
CGRW — — — — — — — — —
As of: Aug 31, 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
CGRW — — — — — —
As of: Aug 31, 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.

CGRW — Mix

Geographic Allocation
Canada 36.1%
Canada 36.1%
Canada 36.0%
United States 35.5%
United States 35.5%
United States 34.9%
Japan 5.8%
Japan 5.8%
Sector Allocation
Technology 23.3%
Technology 23.3%
Financial Services 22.8%
Technology 22.5%
Financial Services 22.2%
Financial Services 21.2%
Industrials 11.3%
Industrials 11.3%

Top 10 Holdings

Latest reported top holdings for each ETF

CGRW CIBC Balanced Growth ETF Portfolio

# Holding Weight
1 CIBC MSCI USA Equity Index ETF 30.05%
2 CIBC MSCI Canada Equity Index ETF 20.71%
3 CIBC MSCI EAFE Equity Index ETF 18.97%
4 CIBC Canadian Bond Index ETF 13.48%
5 CIBC Glb Bd exCan Index ETF (CAD-Hedged) 8.46%
6 CIBC MSCI Emerging Markets Eq Idx ETF 5.13%
7 CIBC Canadian Short-Term Bond Index ETF 2.46%
8 Cash & Cash Equivalents 0.48%
9 Other Assets, Less Liabilities 0.26%
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