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%
VEQT Vanguard

Vanguard All-Equity ETF Portfolio

Asset Allocation
MER
0.22%
Yield
1.26%
Price
$61.47
Holdings
11,470
AUM
$14.7B
Inception
Jan 2019
Asset Allocation
100%
Stocks 100%

Performance Comparison

ETF 1M 3M 6M YTD 1Y 3Y 5Y 10Y Since Inception
CEQY
VEQT 5.01% 6.44% 12.05% 32.04% 22.93% 14.16% 14.45% (Jan 2019)
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
VEQT 20.37% 25.00% 16.71% -10.78% 19.59% 11.29%
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%

VEQT — Mix

Geographic Allocation
United States 44.9%
United States 44.5%
Canada 30.7%
Canada 30.4%
Japan 4.1%
Japan 4.1%
United Kingdom 2.4%
United Kingdom 2.4%
Sector Allocation
Technology 24.1%
Financials 20.2%
Industrials 12.1%
Consumer Discretionary 10.0%
Energy 8.3%
Basic Materials 7.9%
Health Care 5.8%
Utilities 3.4%

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%

VEQT Vanguard All-Equity ETF Portfolio

# Holding Weight
1 Vanguard FTSE Developed All Cap ex North America Index ETF 17.72%
2 NVIDIA Corp 2.95%
3 Apple Inc 2.55%
4 Royal Bank of Canada 2.18%
5 Microsoft Corp 1.94%
6 Amazon.com Inc 1.64%
7 Toronto-Dominion Bank/The 1.57%
8 Alphabet Inc 1.43%
9 Shopify Inc 1.29%
10 Broadcom Inc 1.27%
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