ETF Comparison

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CEQY CIBC

CIBC All-Equity ETF Portfolio

Asset Allocation
MER
0.18%
Yield
1.21%
Price
$24.10
Holdings
2,292
AUM
$6.3M
Inception
Aug 2025
Asset Allocation
100%
Stocks 100%

TD All-Equity ETF Portfolio

Asset Allocation
MER
0.17%
Yield
Price
$22.46
Holdings
1,651
AUM
$82.4M
Inception
Apr 2025
Asset Allocation
100%
Stocks 100%

Performance Comparison

ETF 1M 3M 6M YTD 1Y 3Y 5Y 10Y Since Inception
CEQY
TEQT 6.32% 4.35% 6.17% 30.78% 33.14% (Apr 2025)
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
CEQY
TEQT
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.

CEQY — Mix

Geographic Allocation
United States 45.5%
United States 45.5%
Canada 27.0%
Canada 27.0%
Japan 5.1%
Japan 5.1%
United Kingdom 3.4%
United Kingdom 3.4%
Sector Allocation
Technology 20.8%
Technology 20.8%
Financial Services 20.6%
Financial Services 20.6%
Industrials 11.1%
Industrials 11.1%
Energy 8.3%
Energy 8.3%

TEQT — Mix

Geographic Allocation
United States 53.8%
Canada 24.7%
European Union 11.3%
Japan 5.1%
Asia/Pacific Rim 2.3%
Other European 2.1%
Other 0.4%
Africa and Middle East 0.3%
Sector Allocation
Technology 29.3%
Financial Services 19.0%
Basic Materials 7.1%
Consumer Services 7.1%
Materials 7.1%
Energy 6.7%
Healthcare 6.5%
Industrial Goods 6.3%

Top 10 Holdings

Latest reported top holdings for each ETF

CEQY CIBC All-Equity ETF Portfolio

# Holding Weight
1 NVIDIA Corp 3.47%
2 Apple Inc 2.86%
3 Microsoft Corp 2.06%
4 Royal Bank of Canada 1.95%
5 Amazon.com Inc 1.83%
6 Alphabet Inc Class A 1.6%
7 TORONTO DOMINION 1.4%
8 Broadcom Inc 1.35%
9 Alphabet Inc Class C 1.33%
10 SHOPIFY SUBORDINATE VOTING INC CLA 1.14%

TEQT TD All-Equity ETF Portfolio

# Holding Weight
1 NVIDIA Corp 4.15%
2 Apple Inc 3.76%
3 Alphabet Inc 3.47%
4 Microsoft Corp 2.78%
5 Amazon.com Inc 2.19%
6 Royal Bank of Canada 1.82%
7 Broadcom Inc 1.75%
8 Toronto-Dominion Bank 1.31%
9 Tesla Inc 1.23%
10 Meta Platforms Inc 1.17%
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