ETF Comparison

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CGRW CIBC

CIBC Balanced Growth ETF Portfolio

Asset Allocation
MER
1.11%
Yield
1.43%
Price
$22.05
Holdings
9
AUM
$374M
Inception
Nov 2025
Asset Allocation
75%
25%
Stocks 75% Bonds 25%
ZBAL BMO

BMO Balanced ETF

Asset Allocation
MER
0.18%
Yield
1.34%
Price
$16.08
Holdings
2,706
AUM
$617.3M
Inception
Feb 2019
Asset Allocation
60%
40%
Stocks 60% Bonds 40%

Performance Comparison

ETF 1M 3M 6M YTD 1Y 3Y 5Y 10Y Since Inception
CGRW
ZBAL 3.70% 3.78% 7.08% 7.81% 19.76% 14.92% 8.75% 9.21% (Feb 2019)
As of: May 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
ZBAL 13.03% 15.89% 12.48% -10.95% 10.32% 10.25%
As of: May 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 36.0%
Canada 36.0%
United States 35.5%
United States 35.5%
Japan 5.6%
Japan 5.6%
United Kingdom 3.3%
United Kingdom 3.3%
Sector Allocation
Financial Services 21.5%
Financial Services 21.5%
Technology 21.4%
Technology 21.4%
Industrials 11.6%
Industrials 11.6%
Energy 8.0%
Energy 8.0%

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 30.01%
2 CIBC MSCI Canada Equity Index ETF 21.05%
3 CIBC MSCI EAFE Equity Index ETF 18.91%
4 CIBC Canadian Bond Index ETF 13.2%
5 CIBC Glb Bd exCan Index ETF (CAD-Hedged) 8.38%
6 CIBC MSCI Emerging Markets Eq Idx ETF 5.2%
7 CIBC Canadian Short-Term Bond Index ETF 2.4%
8 Cash & Cash Equivalents 0.45%
9 Other Assets, Less Liabilities 0.42%

ZBAL BMO Balanced ETF

# Holding Weight
1 Canadian Government Bond . 0.50% 12/01/2030 18.61%
2 BMO US Aggregate Bond Index ETF 11.32%
3 BMO MSCI EAFE Index ETF 10.43%
4 NVIDIA Corporation 2.24%
5 Apple Inc. 2.0%
6 Microsoft Corporation 1.46%
7 Amazon.com, Inc. 1.16%
8 Royal Bank of Canada 1.09%
9 Alphabet Inc. Cl A 0.97%
10 Broadcom Inc. 0.93%
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