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 |
|---|---|---|---|---|---|---|---|---|---|
| CGRW | — | — | — | — | — | — | — | — | — |
| XBAL | -0.92% | 4.02% | 6.85% | 8.18% | 16.10% | 14.02% | 8.08% | 7.67% | 6.27% (Jun 2007) |
Last six full-calendar years
| ETF | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|
| CGRW | — | — | — | — | — | — |
| 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 | 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% |
| # | Holding | Weight |
|---|---|---|
| 1 | CANADA (GOVERNMENT OF) | 17.75% |
| 2 | TREASURY NOTE | 3.69% |
| 3 | APPLE INC | 1.89% |
| 4 | NVIDIA CORP | 1.82% |
| 5 | MICROSOFT CORP | 1.29% |
| 6 | ROYAL BANK OF CANADA | 1.28% |
| 7 | AMAZON.COM INC | 0.89% |
| 8 | TORONTO DOMINION | 0.87% |
| 9 | ALPHABET INC CLASS A | 0.76% |
| 10 | ROYAL BANK OF CANADA RegS | 0.75% |
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