Compare ETFs and analyze holdings overlap
Search and add ETFs. Minimum 2 for comparison.
| ETF | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Since Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBLN | — | — | — | — | — | — | — | — | — |
| XBAL | -0.62% | -0.10% | 3.92% | 8.07% | 8.14% | 15.71% | 7.84% | 7.78% | 6.18% (Jun 2007) |
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% |
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.
Latest reported top holdings for each ETF
| # | Holding | Weight |
|---|---|---|
| 1 | CIBC MSCI USA Equity Index ETF | 25.15% |
| 2 | CIBC Canadian Bond Index ETF | 21.44% |
| 3 | CIBC MSCI Canada Equity Index ETF | 16.38% |
| 4 | CIBC MSCI EAFE Equity Index ETF | 14.86% |
| 5 | CIBC Glb Bd exCan Index ETF (CAD-Hedged) | 13.42% |
| 6 | CIBC Canadian Short-Term Bond Index ETF | 4.5% |
| 7 | CIBC MSCI Emerging Markets Eq Idx ETF | 3.53% |
| 8 | Cash & Cash Equivalents | 0.95% |
| # | Holding | Weight |
|---|---|---|
| 1 | CANADA (GOVERNMENT OF) | 19.34% |
| 2 | TREASURY NOTE | 4.02% |
| 3 | NVIDIA | 1.87% |
| 4 | APPLE | 1.84% |
| 5 | MICROSOFT | 1.42% |
| 6 | ROYAL BANK OF CANADA | 1.18% |
| 7 | TORONTO DOMINION | 0.87% |
| 8 | AMAZON.COM INC | 0.87% |
| 9 | SHOPIFY SUBORDINATE VOTING CLASS A | 0.84% |
| 10 | ROYAL BANK OF CANADA RegS | 0.79% |
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