ETF Comparison

Compare ETFs and analyze holdings overlap

See CEQY vs FBAL overlap
You can view this comparison once without logging in. Create a free account to keep using it.

Select ETFs to Compare

Search and add ETFs. Minimum 2 for comparison.

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%
FBAL Fidelity

Fidelity All-in-One Balanced ETF

Asset Allocation
MER
0.40%
Yield
—
Price
$15.56
Holdings
—
AUM
$10.6B
Inception
Jan 2021
Asset Allocation
60%
40%
Stocks 60% Bonds 40%

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)
FBAL -0.70% -1.42% 3.90% 8.16% 9.24% 16.62% 9.34% — 9.37% (Jan 2021)
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 — — — — — —
FBAL 13.04% 19.42% 14.08% -9.67% — —
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%

FBAL — Mix

Geographic Allocation
United States 40.6%
Canada 38.3%
Japan 4.4%
United Kingdom 2.4%
Multinational 2.2%
France 1.8%
Germany 1.3%
Switzerland 1.2%
Sector Allocation
Information Technology 12.9%
Financials 12.4%
Industrials 6.3%
Energy 5.3%
Materials 4.9%
Consumer Staples 4.3%
Consumer Disc. 4.1%
Real Estate 3.3%

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%

FBAL Fidelity All-in-One Balanced ETF

Holdings data not available for this ETF.
# Holding Weight
No holdings available
🎓
Course

New to DIY investing? Skip the guesswork.