ETF Comparison

Compare ETFs and analyze holdings overlap

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CEQY CIBC

CIBC All-Equity ETF Portfolio

Asset Allocation
MER
0.18%
Yield
0.91%
Price
$24.54
Holdings
2,247
AUM
$8.8M
Inception
Aug 2025
Asset Allocation
100%
Stocks 100%
VGRO Vanguard

Vanguard Growth ETF Portfolio

Asset Allocation
MER
0.22%
Yield
1.97%
Price
$47.66
Holdings
13,707
AUM
$10.8B
Inception
Jan 2018
Asset Allocation
80%
20%
Stocks 80% Bonds 20%

Performance Comparison

ETF 1M 3M 6M YTD 1Y 3Y 5Y 10Y Since Inception
CEQY 1.90% 3.30% 10.00% 15.50% 24.70% 24.00% (Aug 2025)
VGRO 1.64% 2.23% 12.37% 19.87% 18.13% 10.44% 10.06% (Jan 2018)
As of: Aug 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
VGRO 16.95% 20.15% 14.83% -11.19% 14.90% 10.89%
As of: Aug 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 45.8%
United States 45.8%
United States 45.4%
Canada 27.0%
Canada 26.9%
Canada 26.5%
Japan 5.4%
Japan 5.3%
Sector Allocation
Technology 24.2%
Technology 23.2%
Financial Services 22.2%
Technology 22.2%
Financial Services 20.9%
Financial Services 20.5%
Industrials 11.3%
Industrials 11.0%

VGRO — Mix

Geographic Allocation
Canada 61.1%
United States 45.4%
United States 45.1%
Canada 30.1%
Canada 29.7%
United States 20.2%
Japan 4.3%
Japan 4.3%
Sector Allocation
Technology 24.8%
Financials 21.5%
Industrials 11.9%
Consumer Discretionary 9.7%
Energy 7.5%
Basic Materials 7.3%
Health Care 6.1%
Consumer Staples 3.4%

Top 10 Holdings

Latest reported top holdings for each ETF

CEQY CIBC All-Equity ETF Portfolio

# Holding Weight
1 NVIDIA Corp 3.24%
2 Apple Inc 3.18%
3 Microsoft Corp 2.3%
4 Royal Bank of Canada 2.26%
5 iShares Core MSCI EAFE ETF 2.11%
6 Amazon.com Inc 1.84%
7 Toronto-Dominion Bank 1.54%
8 Alphabet Inc Class A 1.45%
9 Broadcom Inc 1.23%
10 Alphabet Inc Class C 1.15%

VGRO Vanguard Growth ETF Portfolio

# Holding Weight
1 CANADIAN GOVERNMENT 2.75% 01-SEP-2030 7.93%
2 NVIDIA Corp 2.34%
3 Apple Inc 2.3%
4 ROYAL BANK OF CANADA 2.06%
5 Microsoft Corp 1.75%
6 UNITED STATES TREASURY BILL 19-11-2026 1.72%
7 TORONTO DOMINION BANK 1.44%
8 Amazon.com Inc 1.33%
9 Alphabet Inc 1.06%
10 Shopify Inc 1.0%
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