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%
ZGRO BMO

BMO Growth ETF

Asset Allocation
MER
0.18%
Yield
1.34%
Price
$19.42
Holdings
3,352
AUM
$816.2M
Inception
Feb 2019
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)
ZGRO 1.40% 2.08% 7.53% 12.39% 19.84% 18.05% 10.65% 11.71% (Feb 2019)
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
ZGRO 16.44% 20.49% 14.65% -10.53% 14.87% 10.66%
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%

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%

ZGRO BMO Growth ETF

# Holding Weight
1 Canadian Government Bond . 0.50% 12/01/2030 9.53%
2 BMO US Aggregate Bond Index ETF 5.82%
3 NVIDIA Corporation 2.95%
4 Apple Inc. 2.57%
5 Microsoft Corporation 2.08%
6 ROYAL BANK OF CANADA 1.58%
7 Amazon.com, Inc. 1.4%
8 The Toronto-Dominion Bank 1.11%
9 Alphabet Inc. Cl A 1.1%
10 Taiwan Semiconductor Manufacturing Co Ltd 1.03%
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