ETF Comparison

Compare ETFs and analyze holdings 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%
VGRO Vanguard

Vanguard Growth ETF Portfolio

Asset Allocation
MER
0.22%
Yield
1.44%
Price
$47.03
Holdings
10,761
AUM
Inception
Jan 2018
Asset Allocation
80%
20%
Stocks 80% Bonds 20%

Performance Comparison

ETF 1M 3M 6M YTD 1Y 3Y 5Y 10Y Since Inception
CBLN
VGRO -1.08% 4.91% 10.56% 20.80% 17.27% 10.59% 9.96% (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
VGRO 16.95% 20.15% 14.83% -11.19% 14.90% 10.89%
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%

VGRO — Mix

Geographic Allocation
Canada 61.0%
United States 45.6%
United States 45.3%
Canada 29.5%
Canada 29.1%
United States 19.9%
Japan 4.3%
Japan 4.3%
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%

VGRO Vanguard Growth ETF Portfolio

Showing 10 holdings (~62% of fund weight). Provider does not publish the full constituent list.
# Holding Weight
1 Canadian Government Bond 7.96%
2 Royal Bank of Canada 2.0%
3 UNITED STATES TREASURY BILL 19-11-2026 1.76%
4 Toronto-Dominion Bank/The 1.41%
5 Shopify Inc 0.97%
6 Taiwan Semiconductor Manufacturing Co Ltd 0.89%
7 Bank of Montreal 0.86%
8 Enbridge Inc 0.82%
9 Bank of Nova Scotia/The 0.74%
10 Canadian Imperial Bank of Commerce 0.73%
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