ETF Comparison

Compare ETFs and analyze holdings overlap

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CEQY CIBC

CIBC All-Equity ETF Portfolio

Asset Allocation
MER
0.18%
Yield
2.33%
Price
$23.63
Holdings
41
AUM
$9.7M
Inception
Aug 2025
Asset Allocation
100%
Stocks 100%
CGRW CIBC

CIBC Balanced Growth ETF Portfolio

Asset Allocation
MER
1.11%
Yield
1.96%
Price
$21.57
Holdings
8
AUM
$430.8M
Inception
Nov 2025
Asset Allocation
75%
25%
Stocks 75% Bonds 25%

Performance Comparison

ETF 1M 3M 6M YTD 1Y 3Y 5Y 10Y Since Inception
CEQY 0.20% 1.60% 15.30% 15.70% 19.10% — — — 22.20% (Aug 2025)
CGRW — — — — — — — — —
As of: Sep 30, 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
CEQY — — — — — —
CGRW — — — — — —
As of: Sep 30, 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.

CEQY — Mix

Geographic Allocation
United States 45.9%
United States 45.8%
United States 45.0%
Canada 27.5%
Canada 27.0%
Canada 26.5%
Japan 5.8%
Japan 5.7%
Sector Allocation
Technology 25.4%
Technology 25.0%
Technology 23.2%
Financial Services 22.2%
Financial Services 21.5%
Financial Services 21.2%
Industrials 11.0%
Industrials 10.6%

CGRW — Mix

Geographic Allocation
Canada 36.1%
Canada 36.0%
Canada 36.0%
United States 35.7%
United States 35.7%
United States 34.9%
Japan 6.0%
Japan 6.0%
Sector Allocation
Technology 24.5%
Technology 24.5%
Financial Services 22.8%
Technology 22.5%
Financial Services 21.9%
Financial Services 21.9%
Industrials 11.3%
Industrials 10.8%

Top 10 Holdings

Latest reported top holdings for each ETF

CEQY CIBC All-Equity ETF Portfolio

CIBC doesn't publish the full holdings list for this ETF (or its underlying ETFs), so in this comparison, CEQY only includes its top 40 holdings out of a total of 2,293, representing about 35% of the fund's assets.
# Holding Weight
1 NVIDIA Corp 3.64%
2 Apple Inc 3.39%
3 Microsoft Corp 2.51%
4 Royal Bank of Canada 2.12%
5 Amazon.com Inc 1.67%
6 The Toronto-Dominion Bank 1.51%
7 iShares Core MSCI EAFE ETF 1.45%
8 Shopify Inc Registered Shs -A- Subord Vtg 1.4%
9 Alphabet Inc Class A 1.4%
10 Meta Platforms Inc Class A 1.1%

CGRW CIBC Balanced Growth ETF Portfolio

# Holding Weight
1 CIBC MSCI USA Equity Index ETF 30.27%
2 CIBC MSCI Canada Equity Index ETF 20.83%
3 CIBC MSCI EAFE Equity Index ETF 18.84%
4 CIBC Canadian Bond Index ETF 13.35%
5 CIBC Glb Bd exCan Index ETF (CAD-Hedged) 8.39%
6 CIBC MSCI Emerging Markets Eq Idx ETF 5.07%
7 CIBC Canadian Short-Term Bond Index ETF 2.44%
8 Cash & Cash Equivalents 0.83%
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