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
$227.1M
Inception
Nov 2025
Asset Allocation
60%
40%
Stocks 60% Bonds 40%
XBAL iShares

iShares Core Balanced ETF Portfolio

Asset Allocation
MER
0.19%
Yield
3.13%
Price
$35.62
Holdings
9,984
AUM
$3.4B
Inception
Jun 2007
Asset Allocation
60%
40%
Stocks 60% Bonds 40%

Performance Comparison

ETF 1M 3M 6M YTD 1Y 3Y 5Y 10Y Since Inception
CBLN
XBAL -0.92% 4.02% 6.85% 8.18% 16.10% 14.02% 8.08% 7.67% 6.27% (Jun 2007)
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
XBAL 13.33% 16.13% 12.78% -11.08% 11.06% 10.58%
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%

XBAL — Mix

Geographic Allocation
Canada 43.7%
United States 36.0%
Japan 4.1%
United Kingdom 2.6%
France 1.6%
Germany 1.5%
Switzerland 1.5%
Australia 1.2%
Sector Allocation
Corporate Bonds 15.3%
Financials 13.8%
Information Technology 13.5%
Federal 10.3%
Industrials 7.8%
Provincial 7.2%
Consumer Discretionary 4.7%
Health Care 4.4%

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%

XBAL iShares Core Balanced ETF Portfolio

# Holding Weight
1 CANADA (GOVERNMENT OF) 17.75%
2 TREASURY NOTE 3.69%
3 APPLE INC 1.89%
4 NVIDIA CORP 1.82%
5 MICROSOFT CORP 1.29%
6 ROYAL BANK OF CANADA 1.28%
7 AMAZON.COM INC 0.89%
8 TORONTO DOMINION 0.87%
9 ALPHABET INC CLASS A 0.76%
10 ROYAL BANK OF CANADA RegS 0.75%
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