ETF Comparison

Compare ETFs and analyze holdings overlap

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CCON CIBC

CIBC Conservative ETF Portfolio

Asset Allocation
MER
0.17%
Yield
1.83%
Price
$20.99
Holdings
9
AUM
$143.2M
Inception
Nov 2025
Asset Allocation
40%
60%
Stocks 40% Bonds 60%

TD Conservative ETF Portfolio

Asset Allocation
MER
0.17%
Yield
2.62%
Price
$17.42
Holdings
2,125
AUM
$125.5M
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 2.29% 1.66% 2.60% 12.72% 9.29% 5.41% 5.10% (Aug 2020)
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
CCON
TCON
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.

CCON — Mix

Geographic Allocation
Canada 46.7%
Canada 46.7%
United States 27.8%
United States 27.8%
Japan 6.0%
Japan 6.0%
United Kingdom 3.1%
United Kingdom 3.1%
Sector Allocation
Financial Services 21.7%
Financial Services 21.7%
Technology 20.8%
Technology 20.8%
Industrials 12.0%
Industrials 12.0%
Energy 7.7%
Energy 7.7%

TCON — Mix

Geographic Allocation
Canada 69.2%
United States 14.9%
Other 5.6%
European Union 5.4%
Japan 2.6%
Asia/Pacific Rim 1.1%
Other European 1.0%
Africa and Middle East 0.2%
Sector Allocation
Fixed Income 54.0%
Technology 9.1%
Financial Services 9.1%
Other 5.6%
Basic Materials 3.9%
Materials 3.9%
Energy 3.4%
Consumer Services 2.5%

Top 10 Holdings

Latest reported top holdings for each ETF

CCON CIBC Conservative ETF Portfolio

# Holding Weight
1 CIBC Canadian Bond Index ETF 29.78%
2 CIBC Glb Bd exCan Index ETF (CAD-Hedged) 21.92%
3 CIBC MSCI USA Equity Index ETF 15.18%
4 CIBC MSCI EAFE Equity Index ETF 11.87%
5 CIBC MSCI Canada Equity Index ETF 10.57%
6 CIBC Canadian Short-Term Bond Index ETF 7.33%
7 CIBC MSCI Emerging Markets Eq Idx ETF 2.59%
8 Cash & Cash Equivalents 0.56%
9 Other Assets, Less Liabilities 0.21%

TCON TD Conservative ETF Portfolio

# Holding Weight
1 Canada Government 2.50% 01-Aug-2027 29.73%
2 Ontario Province 4.45% 02-Dec-2056 6.05%
3 Quebec Province 4.40% 01-Dec-2055 3.65%
4 Province of Ontario 2.13%
5 NVIDIA Corp 1.14%
6 Royal Bank of Canada 1.1%
7 Apple Inc 1.04%
8 Alphabet Inc 0.96%
9 Canadian Government Bond 0.87%
10 Toronto-Dominion Bank 0.79%
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