ETF Comparison

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CGRW CIBC

CIBC Balanced Growth ETF Portfolio

Asset Allocation
MER
1.11%
Yield
2.23%
Price
$22.18
Holdings
9
AUM
$421.5M
Inception
Nov 2025
Asset Allocation
75%
25%
Stocks 75% Bonds 25%
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
CGRW
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
CGRW
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.

CGRW — Mix

Geographic Allocation
Canada 36.2%
Canada 36.1%
Canada 36.1%
United States 35.5%
United States 35.5%
United States 34.9%
Japan 5.8%
Japan 5.6%
Sector Allocation
Technology 23.3%
Financial Services 22.8%
Technology 22.5%
Technology 21.5%
Financial Services 21.5%
Financial Services 21.2%
Industrials 11.5%
Industrials 11.3%

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

CGRW CIBC Balanced Growth ETF Portfolio

# Holding Weight
1 CIBC MSCI USA Equity Index ETF 30.17%
2 CIBC MSCI Canada Equity Index ETF 20.66%
3 CIBC MSCI EAFE Equity Index ETF 19.03%
4 CIBC Canadian Bond Index ETF 13.34%
5 CIBC Glb Bd exCan Index ETF (CAD-Hedged) 8.42%
6 CIBC MSCI Emerging Markets Eq Idx ETF 5.12%
7 CIBC Canadian Short-Term Bond Index ETF 2.44%
8 Cash & Cash Equivalents 0.47%
9 Other Assets, Less Liabilities 0.34%

FBAL Fidelity All-in-One Balanced ETF

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