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%
XBAL iShares

iShares Core Balanced ETF Portfolio

Asset Allocation
MER
0.19%
Yield
1.73%
Price
$35.99
Holdings
10,041
AUM
$3.3B
Inception
Jun 2007
Asset Allocation
60%
40%
Stocks 60% Bonds 40%

Performance Comparison

ETF 1M 3M 6M YTD 1Y 3Y 5Y 10Y Since Inception
CCON
XBAL 3.42% 3.48% 7.01% 7.56% 19.26% 15.05% 8.75% 7.96% 6.30% (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
CCON
XBAL 13.33% 16.13% 12.78% -11.08% 11.06% 10.58%
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%

XBAL — Mix

Geographic Allocation
Canada 44.1%
United States 35.9%
Japan 4.1%
United Kingdom 2.4%
France 1.6%
Germany 1.6%
Switzerland 1.4%
Australia 1.2%
Sector Allocation
Corporate Bonds 15.3%
Information Technology 14.5%
Financials 12.7%
Federal 10.3%
Industrials 7.8%
Provincial 7.5%
Consumer Discretionary 4.9%
Materials 4.8%

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%

XBAL iShares Core Balanced ETF Portfolio

# Holding Weight
1 CANADA (GOVERNMENT OF) 18.08%
2 TREASURY NOTE 3.63%
3 NVIDIA CORP 1.98%
4 APPLE INC 1.76%
5 MICROSOFT CORP 1.29%
6 ROYAL BANK OF CANADA 1.15%
7 AMAZON.COM INC 1.02%
8 ALPHABET INC CLASS A 0.85%
9 TORONTO DOMINION 0.82%
10 BROADCOM INC 0.82%
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