ETF Comparison

Compare ETFs and analyze holdings overlap

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CBLN CIBC

CIBC Balanced ETF Portfolio

Asset Allocation
MER
0.17%
Yield
1.62%
Price
$21.69
Holdings
9
AUM
$215.3M
Inception
Nov 2025
Asset Allocation
60%
40%
Stocks 60% Bonds 40%
XGRO iShares

iShares Core Growth ETF Portfolio

Asset Allocation
MER
0.20%
Yield
1.22%
Price
$38.52
Holdings
10,041
AUM
$4.9B
Inception
Jun 2007
Asset Allocation
80%
20%
Stocks 80% Bonds 20%

Performance Comparison

ETF 1M 3M 6M YTD 1Y 3Y 5Y 10Y Since Inception
CBLN
XGRO 4.18% 4.85% 9.30% 9.72% 25.01% 18.91% 11.48% 10.44% 6.15% (Jun 2007)
As of: May 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
XGRO 16.96% 20.47% 14.92% -11.00% 15.17% 11.42%
As of: May 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 41.5%
Canada 41.5%
United States 33.0%
United States 33.0%
Japan 5.4%
Japan 5.4%
United Kingdom 3.0%
United Kingdom 3.0%
Sector Allocation
Technology 21.6%
Technology 21.6%
Financial Services 21.3%
Financial Services 21.3%
Industrials 11.5%
Industrials 11.5%
Energy 7.9%
Energy 7.9%

XGRO — Mix

Geographic Allocation
United States 40.6%
Canada 34.7%
Japan 5.1%
United Kingdom 2.9%
France 1.9%
Germany 1.8%
Switzerland 1.7%
Australia 1.4%
Sector Allocation
Information Technology 18.8%
Financials 16.3%
Industrials 10.0%
Corporate Bonds 7.8%
Consumer Discretionary 6.3%
Materials 6.1%
Federal 5.6%
Energy 5.5%

Top 10 Holdings

Latest reported top holdings for each ETF

CBLN CIBC Balanced ETF Portfolio

# Holding Weight
1 CIBC MSCI USA Equity Index ETF 24.89%
2 CIBC Canadian Bond Index ETF 21.29%
3 CIBC MSCI Canada Equity Index ETF 16.57%
4 CIBC MSCI EAFE Equity Index ETF 14.92%
5 CIBC Glb Bd exCan Index ETF (CAD-Hedged) 13.41%
6 CIBC Canadian Short-Term Bond Index ETF 4.46%
7 CIBC MSCI Emerging Markets Eq Idx ETF 3.6%
8 Cash & Cash Equivalents 0.51%
9 Other Assets, Less Liabilities 0.36%

XGRO iShares Core Growth ETF Portfolio

# Holding Weight
1 CANADA (GOVERNMENT OF) 9.78%
2 NVIDIA CORP 2.54%
3 APPLE INC 2.27%
4 TREASURY NOTE 1.9%
5 MICROSOFT CORP 1.66%
6 ROYAL BANK OF CANADA 1.47%
7 AMAZON.COM INC 1.31%
8 ALPHABET INC CLASS A 1.1%
9 TORONTO DOMINION 1.05%
10 BROADCOM INC 1.05%
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