ETF Comparison

Compare ETFs and analyze holdings overlap

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CBLN CIBC

CIBC Balanced ETF Portfolio

Asset Allocation
MER
0.17%
Yield
1.62%
Price
$21.62
Holdings
9
AUM
$218.6M
Inception
Nov 2025
Asset Allocation
60%
40%
Stocks 60% Bonds 40%
CEQY CIBC

CIBC All-Equity ETF Portfolio

Asset Allocation
MER
0.18%
Yield
1.21%
Price
$24.10
Holdings
2,299
AUM
$6.3M
Inception
Aug 2025
Asset Allocation
100%
Stocks 100%

Performance Comparison

ETF 1M 3M 6M YTD 1Y 3Y 5Y 10Y Since Inception
CBLN
CEQY
As of: May 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
CBLN
CEQY
As of: May 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.

CBLN — Mix

Geographic Allocation
Canada 41.6%
Canada 41.5%
Canada 41.5%
United States 33.1%
United States 33.0%
United States 33.0%
Japan 5.4%
Japan 5.4%
Sector Allocation
Technology 21.7%
Technology 21.6%
Technology 21.6%
Financial Services 21.3%
Financial Services 21.3%
Financial Services 21.2%
Industrials 11.5%
Industrials 11.5%

CEQY — Mix

Geographic Allocation
United States 45.5%
United States 45.5%
United States 45.4%
Canada 27.0%
Canada 27.0%
Canada 26.9%
Japan 5.2%
Japan 5.1%
Sector Allocation
Technology 22.2%
Financial Services 20.9%
Technology 20.8%
Technology 20.8%
Financial Services 20.6%
Financial Services 20.6%
Industrials 11.3%
Industrials 11.1%

Top 10 Holdings

Latest reported top holdings for each ETF

CBLN CIBC Balanced ETF Portfolio

# Holding Weight
1 CIBC MSCI USA Equity Index ETF 25.14%
2 CIBC Canadian Bond Index ETF 21.39%
3 CIBC MSCI Canada Equity Index ETF 16.41%
4 CIBC MSCI EAFE Equity Index ETF 14.85%
5 CIBC Glb Bd exCan Index ETF (CAD-Hedged) 13.35%
6 CIBC Canadian Short-Term Bond Index ETF 4.44%
7 CIBC MSCI Emerging Markets Eq Idx ETF 3.6%
8 Cash & Cash Equivalents 0.49%
9 Other Assets, Less Liabilities 0.32%

CEQY CIBC All-Equity ETF Portfolio

# Holding Weight
1 NVIDIA Corp 3.48%
2 Apple Inc 3.11%
3 Microsoft Corp 2.16%
4 Royal Bank of Canada 2.04%
5 Amazon.com Inc 1.76%
6 Alphabet Inc Class A 1.5%
7 iShares Core MSCI EAFE ETF 1.5%
8 The Toronto-Dominion Bank 1.47%
9 Broadcom Inc 1.36%
10 Alphabet Inc Class C 1.24%
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