ETF Comparison

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CGRW CIBC

CIBC Balanced Growth ETF Portfolio

Asset Allocation
MER
1.11%
Yield
2.23%
Price
$21.91
Holdings
9
AUM
$394.3M
Inception
Nov 2025
Asset Allocation
75%
25%
Stocks 75% Bonds 25%

TD Balanced ETF Portfolio

Asset Allocation
MER
0.17%
Yield
2.26%
Price
$22.42
Holdings
2,119
AUM
$374.1M
Inception
Aug 2020
Asset Allocation
60%
40%
Stocks 60% Bonds 40%

Performance Comparison

ETF 1M 3M 6M YTD 1Y 3Y 5Y 10Y Since Inception
CGRW
TBAL 1.20% 8.33% 8.56% 18.01% 15.07% 9.22% 9.86% (Aug 2020)
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
CGRW
TBAL
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.

CGRW — Mix

Geographic Allocation
Canada 36.2%
Canada 36.1%
Canada 36.0%
United States 35.5%
United States 35.5%
United States 35.5%
Japan 5.8%
Japan 5.6%
Sector Allocation
Technology 23.3%
Technology 21.5%
Financial Services 21.5%
Financial Services 21.5%
Technology 21.4%
Financial Services 21.2%
Industrials 11.6%
Industrials 11.5%

TBAL — Mix

Geographic Allocation
Canada 54.2%
United States 24.3%
European Union 8.5%
Other 5.4%
Japan 4.0%
Asia/Pacific Rim 1.8%
Other European 1.6%
Africa and Middle East 0.2%
Sector Allocation
Fixed Income 34.1%
Financial Services 14.4%
Technology 14.1%
Other 5.4%
Energy 4.7%
Materials 4.6%
Basic Materials 4.6%
Consumer Services 4.1%

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 30.23%
2 CIBC MSCI Canada Equity Index ETF 20.69%
3 CIBC MSCI EAFE Equity Index ETF 19.0%
4 CIBC Canadian Bond Index ETF 13.48%
5 CIBC Glb Bd exCan Index ETF (CAD-Hedged) 8.35%
6 CIBC MSCI Emerging Markets Eq Idx ETF 5.05%
7 CIBC Canadian Short-Term Bond Index ETF 2.41%
8 Cash & Cash Equivalents 0.47%
9 Other Assets, Less Liabilities 0.32%

TBAL TD Balanced ETF Portfolio

# Holding Weight
1 Canadian Government Bond 3.25 % 01-06-2036 28.33%
2 NVIDIA Corp 1.83%
3 Apple Inc 1.73%
4 Royal Bank of Canada 1.62%
5 Alphabet Inc 1.52%
6 Microsoft Corp 1.33%
7 Toronto-Dominion Bank 1.12%
8 Amazon.com Inc 1.02%
9 Shopify Inc 0.77%
10 Broadcom Inc 0.71%
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