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
0.91%
Price
$24.54
Holdings
2,247
AUM
$8.8M
Inception
Aug 2025
Asset Allocation
100%
Stocks 100%
FBAL Fidelity

Fidelity All-in-One Balanced ETF

Asset Allocation
MER
0.40%
Yield
Price
$15.62
Holdings
AUM
$10.1B
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 1.90% 3.30% 10.00% 15.50% 24.70% 24.00% (Aug 2025)
FBAL -0.73% 0.82% 7.06% 8.67% 14.47% 15.90% 9.40% 9.79% (Jan 2021)
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
CEQY
FBAL 13.04% 19.42% 14.08% -9.67%
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.

CEQY — Mix

Geographic Allocation
United States 45.8%
United States 45.8%
United States 45.4%
Canada 27.0%
Canada 26.9%
Canada 26.5%
Japan 5.4%
Japan 5.3%
Sector Allocation
Technology 24.2%
Technology 23.2%
Financial Services 22.2%
Technology 22.2%
Financial Services 20.9%
Financial Services 20.5%
Industrials 11.3%
Industrials 11.0%

FBAL — Mix

Geographic Allocation
United States 41.6%
Canada 38.4%
Japan 4.4%
United Kingdom 2.8%
France 1.8%
Multinational 1.6%
Germany 1.3%
Switzerland 1.2%
Sector Allocation
Financials 14.7%
Information Technology 11.8%
Industrials 7.4%
Materials 5.4%
Consumer Disc. 4.5%
Energy 3.6%
Consumer Staples 3.3%
Utilities 3.3%

Top 10 Holdings

Latest reported top holdings for each ETF

CEQY CIBC All-Equity ETF Portfolio

# Holding Weight
1 NVIDIA Corp 3.24%
2 Apple Inc 3.18%
3 Microsoft Corp 2.3%
4 Royal Bank of Canada 2.26%
5 iShares Core MSCI EAFE ETF 2.11%
6 Amazon.com Inc 1.84%
7 Toronto-Dominion Bank 1.54%
8 Alphabet Inc Class A 1.45%
9 Broadcom Inc 1.23%
10 Alphabet Inc Class C 1.15%

FBAL Fidelity All-in-One Balanced ETF

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