Compare ETFs and analyze holdings overlap
Search and add ETFs. Minimum 2 for comparison.
| ETF | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Since Inception |
|---|---|---|---|---|---|---|---|---|---|
| CEQY | — | — | — | — | — | — | — | — | — |
| XBAL | 3.42% | 3.48% | 7.01% | 7.56% | 19.26% | 15.05% | 8.75% | 7.96% | 6.30% (Jun 2007) |
Last six full-calendar years
| ETF | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|
| CEQY | — | — | — | — | — | — |
| XBAL | 13.33% | 16.13% | 12.78% | -11.08% | 11.06% | 10.58% |
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.
Latest reported top holdings for each ETF
| # | 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% |
| # | 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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