ETF Comparison

Compare ETFs and analyze holdings overlap

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CCON CIBC

CIBC Conservative ETF Portfolio

Asset Allocation
MER
0.17%
Yield
2.80%
Price
$20.80
Holdings
9
AUM
$154.5M
Inception
Nov 2025
Asset Allocation
40%
60%
Stocks 40% Bonds 60%

TD Conservative ETF Portfolio

Asset Allocation
MER
0.17%
Yield
2.58%
Price
$17.33
Holdings
2,119
AUM
$128.9M
Inception
Aug 2020
Asset Allocation
40%
60%
Stocks 40% Bonds 60%

Performance Comparison

ETF 1M 3M 6M YTD 1Y 3Y 5Y 10Y Since Inception
CCON
TCON 0.93% 5.99% 6.33% 12.98% 10.72% 5.65% 5.59% (Aug 2020)
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
CCON
TCON
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.

CCON — Mix

Geographic Allocation
Canada 46.9%
Canada 46.7%
Canada 46.7%
United States 27.8%
United States 27.7%
United States 27.6%
Japan 6.0%
Japan 6.0%
Sector Allocation
Technology 22.6%
Financial Services 21.7%
Financial Services 21.6%
Financial Services 21.4%
Technology 20.9%
Technology 20.8%
Industrials 12.1%
Industrials 12.0%

TCON — Mix

Geographic Allocation
Canada 66.8%
United States 14.7%
Other 7.7%
European Union 5.7%
Japan 2.7%
Asia/Pacific Rim 1.2%
Other European 1.1%
Africa and Middle East 0.2%
Sector Allocation
Fixed Income 51.5%
Financial Services 10.1%
Technology 8.8%
Other 7.7%
Basic Materials 3.4%
Energy 3.4%
Materials 3.4%
Consumer Services 2.7%

Top 10 Holdings

Latest reported top holdings for each ETF

CCON CIBC Conservative ETF Portfolio

# Holding Weight
1 CIBC Canadian Bond Index ETF 29.7%
2 CIBC Glb Bd exCan Index ETF (CAD-Hedged) 21.66%
3 CIBC MSCI USA Equity Index ETF 15.11%
4 CIBC MSCI EAFE Equity Index ETF 11.95%
5 CIBC MSCI Canada Equity Index ETF 10.38%
6 CIBC Canadian Short-Term Bond Index ETF 7.41%
7 CIBC MSCI Emerging Markets Eq Idx ETF 2.57%
8 Other Assets, Less Liabilities 0.88%
9 Cash & Cash Equivalents 0.35%

TCON TD Conservative ETF Portfolio

# Holding Weight
1 Canadian Government Bond 3.25 % 01-06-2036 42.77%
2 Royal Bank of Canada 1.23%
3 NVIDIA Corp 1.11%
4 Apple Inc 1.05%
5 Alphabet Inc 0.92%
6 Toronto-Dominion Bank 0.85%
7 Microsoft Corp 0.81%
8 Amazon.com Inc 0.62%
9 Shopify Inc 0.58%
10 Bank of Montreal 0.53%
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