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
2.33%
Price
$23.63
Holdings
41
AUM
$9.7M
Inception
Aug 2025
Asset Allocation
100%
Stocks 100%
XEG iShares

iShares S&P/TSX Capped Energy Index ETF

Sector - Energy
MER
0.61%
Yield
2.52%
Price
$27.47
Holdings
27
AUM
$2.5B
Inception
Mar 2001
Asset Allocation
100%
Stocks 100%

Performance Comparison

ETF 1M 3M 6M YTD 1Y 3Y 5Y 10Y Since Inception
CEQY 0.20% 1.60% 15.30% 15.70% 19.10% — — — 22.20% (Aug 2025)
XEG 12.67% 14.32% 16.12% 67.26% 76.96% 26.91% 29.01% 12.57% 8.64% (Mar 2001)
As of: Sep 30, 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 — — — — — —
XEG 16.57% 14.10% 3.58% 53.17% 83.78% -34.48%
As of: Sep 30, 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 45.9%
United States 45.8%
United States 45.0%
Canada 27.5%
Canada 27.0%
Canada 26.5%
Japan 5.8%
Japan 5.7%
Sector Allocation
Technology 25.4%
Technology 25.0%
Technology 23.2%
Financial Services 22.2%
Financial Services 21.5%
Financial Services 21.2%
Industrials 11.0%
Industrials 10.6%

XEG — Mix

Geographic Allocation
Canada 100.0%
Sector Allocation
Energy 100.0%
Cash and/or Derivatives 0.0%

Top 10 Holdings

Latest reported top holdings for each ETF

CEQY CIBC All-Equity ETF Portfolio

CIBC doesn't publish the full holdings list for this ETF (or its underlying ETFs), so in this comparison, CEQY only includes its top 40 holdings out of a total of 2,293, representing about 35% of the fund's assets.
# Holding Weight
1 NVIDIA Corp 3.64%
2 Apple Inc 3.39%
3 Microsoft Corp 2.51%
4 Royal Bank of Canada 2.12%
5 Amazon.com Inc 1.67%
6 The Toronto-Dominion Bank 1.51%
7 iShares Core MSCI EAFE ETF 1.45%
8 Shopify Inc Registered Shs -A- Subord Vtg 1.4%
9 Alphabet Inc Class A 1.4%
10 Meta Platforms Inc Class A 1.1%

XEG iShares S&P/TSX Capped Energy Index ETF

# Holding Weight
1 SUNCOR ENERGY INC 26.8%
2 CANADIAN NATURAL RESOURCES LTD 25.11%
3 CENOVUS ENERGY 13.57%
4 IMPERIAL OIL LTD 6.32%
5 TOURMALINE OIL CORP 5.76%
6 WHITECAP RESOURCES INC 5.47%
7 PRAIRIESKY ROYALTY 1.97%
8 TAMARACK VALLEY ENERGY LTD 1.57%
9 ATHABASCA OIL 1.32%
10 PEYTO EXPLORATION & DEVELOPMENT 1.21%
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