ETF Comparison

Compare ETFs and analyze holdings overlap

See CBLN vs CGRW overlap
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CBLN CIBC

CIBC Balanced ETF Portfolio

Asset Allocation
MER
0.17%
Yield
2.45%
Price
$21.59
Holdings
9
AUM
$245.6M
Inception
Nov 2025
Asset Allocation
60%
40%
Stocks 60% Bonds 40%
CGRW CIBC

CIBC Balanced Growth ETF Portfolio

Asset Allocation
MER
1.11%
Yield
2.23%
Price
$22.18
Holdings
9
AUM
$421.5M
Inception
Nov 2025
Asset Allocation
75%
25%
Stocks 75% Bonds 25%

Performance Comparison

ETF 1M 3M 6M YTD 1Y 3Y 5Y 10Y Since Inception
CBLN
CGRW
As of: Aug 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
CBLN
CGRW
As of: Aug 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.

CBLN — Mix

Geographic Allocation
Canada 41.6%
Canada 41.5%
Canada 41.5%
United States 33.2%
United States 33.1%
United States 32.2%
Japan 5.5%
Japan 5.4%
Sector Allocation
Technology 23.5%
Technology 22.7%
Financial Services 22.6%
Technology 21.7%
Financial Services 21.2%
Financial Services 21.0%
Industrials 11.5%
Industrials 11.3%

CGRW — Mix

Geographic Allocation
Canada 36.2%
Canada 36.1%
Canada 36.1%
United States 35.5%
United States 35.5%
United States 34.9%
Japan 5.8%
Japan 5.6%
Sector Allocation
Technology 23.3%
Financial Services 22.8%
Technology 22.5%
Technology 21.5%
Financial Services 21.5%
Financial Services 21.2%
Industrials 11.5%
Industrials 11.3%

Top 10 Holdings

Latest reported top holdings for each ETF

CBLN CIBC Balanced ETF Portfolio

# Holding Weight
1 CIBC MSCI USA Equity Index ETF 25.21%
2 CIBC Canadian Bond Index ETF 21.25%
3 CIBC MSCI Canada Equity Index ETF 16.23%
4 CIBC MSCI EAFE Equity Index ETF 15.08%
5 CIBC Glb Bd exCan Index ETF (CAD-Hedged) 13.37%
6 CIBC Canadian Short-Term Bond Index ETF 4.46%
7 CIBC MSCI Emerging Markets Eq Idx ETF 3.59%
8 Cash & Cash Equivalents 0.43%
9 Other Assets, Less Liabilities 0.36%

CGRW CIBC Balanced Growth ETF Portfolio

# Holding Weight
1 CIBC MSCI USA Equity Index ETF 30.17%
2 CIBC MSCI Canada Equity Index ETF 20.66%
3 CIBC MSCI EAFE Equity Index ETF 19.03%
4 CIBC Canadian Bond Index ETF 13.34%
5 CIBC Glb Bd exCan Index ETF (CAD-Hedged) 8.42%
6 CIBC MSCI Emerging Markets Eq Idx ETF 5.12%
7 CIBC Canadian Short-Term Bond Index ETF 2.44%
8 Cash & Cash Equivalents 0.47%
9 Other Assets, Less Liabilities 0.34%
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