ETF Comparison

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CBLN CIBC

CIBC Balanced ETF Portfolio

Asset Allocation
MER
0.17%
Yield
1.62%
Price
$21.69
Holdings
9
AUM
$215.3M
Inception
Nov 2025
Asset Allocation
60%
40%
Stocks 60% Bonds 40%
FGRO Fidelity

Fidelity All-in-One Growth ETF

Asset Allocation
MER
0.42%
Yield
Price
$18.89
Holdings
AUM
$4.7B
Inception
Jan 2021
Asset Allocation
80%
20%
Stocks 80% Bonds 20%

Performance Comparison

ETF 1M 3M 6M YTD 1Y 3Y 5Y 10Y Since Inception
CBLN
FGRO 3.42% 8.26% 11.39% 10.25% 22.05% 21.49% 14.10% 13.73% (Jan 2021)
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
FGRO 16.96% 26.09% 16.88% -8.97%
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 41.5%
Canada 41.5%
United States 33.0%
United States 33.0%
Japan 5.4%
Japan 5.4%
United Kingdom 3.0%
United Kingdom 3.0%
Sector Allocation
Technology 21.6%
Technology 21.6%
Financial Services 21.3%
Financial Services 21.3%
Industrials 11.5%
Industrials 11.5%
Energy 7.9%
Energy 7.9%

FGRO — Mix

Geographic Allocation
United States 44.8%
Canada 29.4%
Japan 5.7%
United Kingdom 3.4%
Multinational 2.8%
France 2.2%
Switzerland 1.8%
Germany 1.6%
Sector Allocation
Financials 18.5%
Information Technology 16.2%
Industrials 10.1%
Materials 8.4%
Consumer Disc. 6.6%
Consumer Staples 4.4%
Utilities 4.0%
Health Care 3.9%

Top 10 Holdings

Latest reported top holdings for each ETF

CBLN CIBC Balanced ETF Portfolio

# Holding Weight
1 CIBC MSCI USA Equity Index ETF 24.89%
2 CIBC Canadian Bond Index ETF 21.29%
3 CIBC MSCI Canada Equity Index ETF 16.57%
4 CIBC MSCI EAFE Equity Index ETF 14.92%
5 CIBC Glb Bd exCan Index ETF (CAD-Hedged) 13.41%
6 CIBC Canadian Short-Term Bond Index ETF 4.46%
7 CIBC MSCI Emerging Markets Eq Idx ETF 3.6%
8 Cash & Cash Equivalents 0.51%
9 Other Assets, Less Liabilities 0.36%

FGRO Fidelity All-in-One Growth ETF

Holdings data not available for this ETF.
# Holding Weight
No holdings available
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