ETF Comparison

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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%
VBAL Vanguard

Vanguard Balanced ETF Portfolio

Asset Allocation
MER
0.22%
Yield
1.90%
Price
$39.31
Holdings
10,761
AUM
Inception
Jan 2018
Asset Allocation
60%
40%
Stocks 60% Bonds 40%

Performance Comparison

ETF 1M 3M 6M YTD 1Y 3Y 5Y 10Y Since Inception
CBLN
VBAL -1.13% 3.64% 7.88% 15.79% 13.73% 7.79% 7.79% (Jan 2018)
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
VBAL 13.27% 15.79% 12.49% -11.37% 10.27% 10.24%
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%

VBAL — Mix

Geographic Allocation
Canada 59.9%
United States 45.4%
United States 45.0%
Canada 29.5%
Canada 29.1%
United States 20.4%
Japan 4.2%
Japan 4.2%
Sector Allocation
Technology 26.0%
Financials 20.7%
Industrials 12.0%
Consumer Discretionary 9.6%
Basic Materials 7.5%
Energy 6.8%
Health Care 6.0%
Consumer Staples 3.3%

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%

VBAL Vanguard Balanced ETF Portfolio

Showing 10 holdings (~71% of fund weight). Provider does not publish the full constituent list.
# Holding Weight
1 Canadian Government Bond 16.36%
2 UNITED STATES TREASURY BILL 19-11-2026 3.81%
3 Royal Bank of Canada 1.51%
4 Toronto-Dominion Bank/The 1.06%
5 Japan Government Five Year Bond 0.77%
6 Taiwan Semiconductor Manufacturing Co Ltd 0.73%
7 Shopify Inc 0.73%
8 Bank of Montreal 0.65%
9 Enbridge Inc 0.62%
10 French Republic Government Bond OAT 0.58%
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