ETF Comparison

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CSBA CIBC

CIBC Sustainable Balanced Solution – ETF Series

Asset allocation
MER
0.84%
Yield
0.79%
Price
$20.10
Holdings
5
AUM
$26.5M
Inception
Jun 2021
CSBG CIBC

CIBC Sustainable Balanced Growth Solution – ETF Series

Asset allocation
MER
0.90%
Yield
4.15%
Price
$20.45
Holdings
5
AUM
$19.8M
Inception
Jun 2021

Performance Comparison

ETF 1M 3M 6M YTD 1Y 3Y 5Y 10Y Since Inception
CSBA 3.00% 2.00% 2.10% 3.30% 10.60% 10.10% 4.80% (Jun 2021)
CSBG 3.50% 2.60% 2.40% 3.70% 12.30% 11.50% 5.70% (Jun 2021)
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
CSBA 8.90% 13.10% 9.20% -13.50%
CSBG 10.20% 15.40% 9.60% -14.20%
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.

CSBA — Mix

Geographic Allocation
Canada 50.6%
Canada 49.7%
Canada 49.7%
United States 34.2%
United States 34.2%
United States 33.3%
Japan 2.6%
Japan 2.5%
Sector Allocation
Technology 26.6%
Technology 25.6%
Technology 25.6%
Financial Services 24.6%
Financial Services 22.2%
Financial Services 22.2%
Industrials 12.8%
Industrials 12.8%

CSBG — Mix

Geographic Allocation
United States 40.9%
United States 40.9%
United States 40.1%
Canada 39.9%
Canada 39.0%
Canada 39.0%
Japan 3.3%
Japan 3.2%
Sector Allocation
Technology 26.9%
Technology 25.9%
Technology 25.9%
Financial Services 24.1%
Financial Services 21.9%
Financial Services 21.9%
Industrials 12.9%
Industrials 12.9%

Top 10 Holdings

Latest reported top holdings for each ETF

CSBA CIBC Sustainable Balanced Solution – ETF Series

# Holding Weight
1 CIBC Sustainable Global Equity O 44.76%
2 CIBC Sustainable Canadian Cor Pl Bd O 39.31%
3 CIBC Sustainable Canadian Equity O 15.1%
4 Other Assets, Less Liabilities 0.45%
5 Cash & Cash Equivalents 0.38%

CSBG CIBC Sustainable Balanced Growth Solution – ETF Series

# Holding Weight
1 CIBC Sustainable Global Equity O 58.07%
2 CIBC Sustainable Canadian Cor Pl Bd O 24.66%
3 CIBC Sustainable Canadian Equity O 17.79%
4 Cash & Cash Equivalents 0.33%
5 Other Assets, Less Liabilities -0.85%
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