ETF Comparison

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CGRW CIBC

CIBC Balanced Growth ETF Portfolio

Asset Allocation
MER
1.11%
Yield
2.23%
Price
$22.18
Holdings
9
AUM
$421.5M
Inception
Nov 2025
Asset Allocation
75%
25%
Stocks 75% Bonds 25%
FEQT Fidelity

Fidelity All-in-One Equity ETF

Asset Allocation
MER
0.43%
Yield
Price
$19.10
Holdings
AUM
$5.8B
Inception
Jan 2022
Asset Allocation
100%
Stocks 100%

Performance Comparison

ETF 1M 3M 6M YTD 1Y 3Y 5Y 10Y Since Inception
CGRW
FEQT -1.09% 2.19% 12.02% 14.39% 22.96% 23.36% 16.22% (Jan 2022)
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
CGRW
FEQT 19.41% 29.52% 18.05%
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.

CGRW — Mix

Geographic Allocation
Canada 36.2%
Canada 36.1%
Canada 36.1%
United States 35.5%
United States 35.5%
United States 34.9%
Japan 5.8%
Japan 5.6%
Sector Allocation
Technology 23.3%
Financial Services 22.8%
Technology 22.5%
Technology 21.5%
Financial Services 21.5%
Financial Services 21.2%
Industrials 11.5%
Industrials 11.3%

FEQT — Mix

Geographic Allocation
United States 48.2%
Canada 23.6%
Japan 6.9%
United Kingdom 3.9%
Multinational 2.5%
France 2.4%
Switzerland 1.8%
Germany 1.5%
Sector Allocation
Financials 23.1%
Information Technology 18.7%
Industrials 11.8%
Materials 8.6%
Consumer Disc. 7.2%
Energy 5.8%
Utilities 5.3%
Consumer Staples 5.2%

Top 10 Holdings

Latest reported top holdings for each ETF

CGRW CIBC Balanced Growth ETF Portfolio

# Holding Weight
1 CIBC MSCI USA Equity Index ETF 30.17%
2 CIBC MSCI Canada Equity Index ETF 20.66%
3 CIBC MSCI EAFE Equity Index ETF 19.03%
4 CIBC Canadian Bond Index ETF 13.34%
5 CIBC Glb Bd exCan Index ETF (CAD-Hedged) 8.42%
6 CIBC MSCI Emerging Markets Eq Idx ETF 5.12%
7 CIBC Canadian Short-Term Bond Index ETF 2.44%
8 Cash & Cash Equivalents 0.47%
9 Other Assets, Less Liabilities 0.34%

FEQT Fidelity All-in-One Equity ETF

Holdings data not available for this ETF.
# Holding Weight
No holdings available
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