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
$21.59
Holdings
9
AUM
$245.6M
Inception
Nov 2025
Asset Allocation
60%
40%
Stocks 60% Bonds 40%
XCNS iShares

iShares Core Conservative Balanced ETF Portfolio

Asset Allocation
MER
0.18%
Yield
3.18%
Price
$26.32
Holdings
10,008
AUM
$434.6M
Inception
Aug 2019
Asset Allocation
40%
60%
Stocks 40% Bonds 60%

Performance Comparison

ETF 1M 3M 6M YTD 1Y 3Y 5Y 10Y Since Inception
CBLN
XCNS 0.73% 0.84% 3.02% 6.33% 10.54% 11.18% 5.39% 6.52% (Aug 2019)
As of: Aug 31, 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
XCNS 10.25% 11.99% 10.56% -11.19% 6.57% 10.33%
As of: Aug 31, 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 32.2%
Japan 5.5%
Japan 5.4%
Sector Allocation
Technology 23.5%
Technology 22.7%
Financial Services 22.6%
Technology 21.7%
Financial Services 21.2%
Financial Services 21.0%
Industrials 11.5%
Industrials 11.3%

XCNS — Mix

Geographic Allocation
Canada 54.6%
United States 31.6%
Japan 2.6%
United Kingdom 1.8%
Germany 1.2%
France 1.1%
Switzerland 1.0%
Australia 0.8%
Sector Allocation
Corporate Bonds 24.4%
Federal 16.4%
Provincial 11.2%
Information Technology 9.3%
Financials 8.6%
Treasuries 5.9%
Industrials 4.9%
Materials 3.1%

Top 10 Holdings

Latest reported top holdings for each ETF

CBLN CIBC Balanced ETF Portfolio

# Holding Weight
1 CIBC MSCI USA Equity Index ETF 25.21%
2 CIBC Canadian Bond Index ETF 21.25%
3 CIBC MSCI Canada Equity Index ETF 16.23%
4 CIBC MSCI EAFE Equity Index ETF 15.08%
5 CIBC Glb Bd exCan Index ETF (CAD-Hedged) 13.37%
6 CIBC Canadian Short-Term Bond Index ETF 4.46%
7 CIBC MSCI Emerging Markets Eq Idx ETF 3.59%
8 Cash & Cash Equivalents 0.43%
9 Other Assets, Less Liabilities 0.36%

XCNS iShares Core Conservative Balanced ETF Portfolio

# Holding Weight
1 CANADA (GOVERNMENT OF) 28.05%
2 TREASURY NOTE 5.94%
3 NVIDIA 1.34%
4 ROYAL BANK OF CANADA RegS 1.2%
5 TORONTO-DOMINION BANK/THE 1.2%
6 APPLE 1.2%
7 MICROSOFT 0.97%
8 BANK OF MONTREAL 0.82%
9 BANK OF NOVA SCOTIA RegS 0.8%
10 ROYAL BANK OF CANADA 0.76%
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