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
$24.05
Holdings
2,294
AUM
$7.5M
Inception
Aug 2025
Asset Allocation
100%
Stocks 100%
XGRO iShares

iShares Core Growth ETF Portfolio

Asset Allocation
MER
0.20%
Yield
3.01%
Price
$38.20
Holdings
9,984
AUM
$5B
Inception
Jun 2007
Asset Allocation
80%
20%
Stocks 80% Bonds 20%

Performance Comparison

ETF 1M 3M 6M YTD 1Y 3Y 5Y 10Y Since Inception
CEQY
XGRO -0.79% 5.25% 9.20% 10.84% 20.76% 17.50% 10.77% 10.17% 6.15% (Jun 2007)
As of: Jun 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
XGRO 16.96% 20.47% 14.92% -11.00% 15.17% 11.42%
As of: Jun 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 45.8%
United States 45.5%
United States 45.4%
Canada 27.0%
Canada 26.9%
Canada 26.5%
Japan 5.4%
Japan 5.2%
Sector Allocation
Technology 24.2%
Technology 22.2%
Financial Services 20.9%
Technology 20.8%
Financial Services 20.6%
Financial Services 20.5%
Industrials 11.3%
Industrials 11.1%

XGRO — Mix

Geographic Allocation
United States 40.4%
Canada 34.6%
Japan 5.1%
United Kingdom 3.1%
France 1.9%
Switzerland 1.8%
Germany 1.8%
Australia 1.5%
Sector Allocation
Financials 17.5%
Information Technology 17.4%
Industrials 9.9%
Corporate Bonds 8.1%
Consumer Discretionary 6.0%
Health Care 5.7%
Energy 5.6%
Federal 5.6%

Top 10 Holdings

Latest reported top holdings for each ETF

CEQY CIBC All-Equity ETF Portfolio

# Holding Weight
1 NVIDIA Corp 3.25%
2 Apple Inc 2.99%
3 Royal Bank of Canada 2.26%
4 Microsoft Corp 1.85%
5 Amazon.com Inc 1.62%
6 Toronto-Dominion Bank 1.57%
7 Alphabet Inc Class A 1.46%
8 iShares Core MSCI EAFE ETF 1.22%
9 Broadcom Inc 1.2%
10 Alphabet Inc Class C 1.15%

XGRO iShares Core Growth ETF Portfolio

# Holding Weight
1 CANADA (GOVERNMENT OF) 9.57%
2 APPLE INC 2.44%
3 NVIDIA CORP 2.35%
4 TREASURY NOTE 1.94%
5 MICROSOFT CORP 1.67%
6 ROYAL BANK OF CANADA 1.61%
7 AMAZON.COM INC 1.15%
8 TORONTO DOMINION 1.1%
9 ALPHABET INC CLASS A 0.97%
10 BROADCOM INC 0.91%
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