ETF Comparison

Compare ETFs and analyze holdings overlap

See CBLN vs FGRO overlap
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CBLN CIBC

CIBC Balanced ETF Portfolio

Asset Allocation
MER
0.17%
Yield
2.45%
Price
$21.20
Holdings
9
AUM
$227M
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
$19.06
Holdings
AUM
$4.9B
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 0.47% 5.72% 9.36% 11.27% 21.67% 20.82% 13.86% 13.85% (Jan 2021)
As of: Jun 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
CBLN
FGRO 16.96% 26.09% 16.88% -8.97%
As of: Jun 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.

CBLN — Mix

Geographic Allocation
Canada 41.6%
Canada 41.5%
Canada 41.5%
United States 33.2%
United States 33.1%
United States 33.0%
Japan 5.5%
Japan 5.4%
Sector Allocation
Technology 23.5%
Technology 21.7%
Technology 21.6%
Financial Services 21.3%
Financial Services 21.2%
Financial Services 21.0%
Industrials 11.5%
Industrials 11.5%

Top 10 Holdings

Latest reported top holdings for each ETF

CBLN CIBC Balanced ETF Portfolio

# Holding Weight
1 CIBC MSCI USA Equity Index ETF 25.32%
2 CIBC Canadian Bond Index ETF 21.41%
3 CIBC MSCI Canada Equity Index ETF 16.41%
4 CIBC MSCI EAFE Equity Index ETF 15.04%
5 CIBC Glb Bd exCan Index ETF (CAD-Hedged) 13.39%
6 CIBC Canadian Short-Term Bond Index ETF 4.45%
7 CIBC MSCI Emerging Markets Eq Idx ETF 3.54%
8 Cash & Cash Equivalents 0.38%
9 Other Assets, Less Liabilities 0.05%

FGRO Fidelity All-in-One Growth ETF

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