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%
ZGRO BMO

BMO Growth ETF

Asset Allocation
MER
0.18%
Yield
1.28%
Price
$19.38
Holdings
1,296
AUM
$763.1M
Inception
Feb 2019
Asset Allocation
80%
20%
Stocks 80% Bonds 20%

Performance Comparison

ETF 1M 3M 6M YTD 1Y 3Y 5Y 10Y Since Inception
CGRW
ZGRO 4.57% 5.34% 9.53% 10.10% 25.86% 18.87% 11.64% 11.82% (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
ZGRO 16.44% 20.49% 14.65% -10.53% 14.87% 10.66%
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%

ZGRO BMO Growth ETF

# Holding Weight
1 BMO S&P/TSX Capped Composite Index ETF 19.32%
2 BMO MSCI EAFE Index ETF 13.71%
3 Canadian Government Bond . 0.50% 12/01/2030 9.14%
4 BMO MSCI Emerging Markets Index ETF 7.87%
5 BMO US Aggregate Bond Index ETF 5.57%
6 NVIDIA Corporation 2.94%
7 Apple Inc. 2.63%
8 BMO S&P US Mid Cap Index ETF 2.08%
9 Microsoft Corporation 1.92%
10 Amazon.com, Inc. 1.52%
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