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
$24.47
Holdings
2,247
AUM
$8.8M
Inception
Aug 2025
Asset Allocation
100%
Stocks 100%
XGRO iShares

iShares Core Growth ETF Portfolio

Asset Allocation
MER
0.19%
Yield
2.98%
Price
$38.55
Holdings
10,008
AUM
$5.2B
Inception
Jun 2007
Asset Allocation
80%
20%
Stocks 80% Bonds 20%

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)
XGRO 1.46% 2.50% 7.47% 12.46% 19.65% 18.24% 10.55% 10.28% 6.20% (Jun 2007)
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
XGRO 16.96% 20.47% 14.92% -11.00% 15.17% 11.42%
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%

XGRO — Mix

Geographic Allocation
United States 40.6%
Canada 34.5%
Japan 5.1%
United Kingdom 3.0%
France 1.8%
Germany 1.8%
Switzerland 1.8%
Australia 1.5%
Sector Allocation
Information Technology 18.2%
Financials 17.1%
Industrials 9.7%
Corporate Bonds 7.9%
Materials 6.3%
Consumer Discretionary 6.0%
Health Care 5.7%
Energy 5.5%

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%

XGRO iShares Core Growth ETF Portfolio

# Holding Weight
1 CANADA (GOVERNMENT OF) 9.31%
2 NVIDIA 2.55%
3 APPLE 2.27%
4 TREASURY NOTE 1.87%
5 MICROSOFT 1.85%
6 ROYAL BANK OF CANADA 1.53%
7 AMAZON.COM INC 1.26%
8 TORONTO DOMINION 1.09%
9 SHOPIFY SUBORDINATE VOTING CLASS A 1.0%
10 ALPHABET CLASS A 0.98%
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