ETF Comparison

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CGRW CIBC

CIBC Balanced Growth ETF Portfolio

Asset Allocation
MER
1.11%
Yield
1.96%
Price
$21.57
Holdings
8
AUM
$430.8M
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
$15.56
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
CGRW — — — — — — — — —
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
CGRW — — — — — —
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.

CGRW — Mix

Geographic Allocation
Canada 36.1%
Canada 36.0%
Canada 36.0%
United States 35.7%
United States 35.7%
United States 34.9%
Japan 6.0%
Japan 6.0%
Sector Allocation
Technology 24.5%
Technology 24.5%
Financial Services 22.8%
Technology 22.5%
Financial Services 21.9%
Financial Services 21.9%
Industrials 11.3%
Industrials 10.8%

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

CGRW CIBC Balanced Growth ETF Portfolio

# Holding Weight
1 CIBC MSCI USA Equity Index ETF 30.27%
2 CIBC MSCI Canada Equity Index ETF 20.83%
3 CIBC MSCI EAFE Equity Index ETF 18.84%
4 CIBC Canadian Bond Index ETF 13.35%
5 CIBC Glb Bd exCan Index ETF (CAD-Hedged) 8.39%
6 CIBC MSCI Emerging Markets Eq Idx ETF 5.07%
7 CIBC Canadian Short-Term Bond Index ETF 2.44%
8 Cash & Cash Equivalents 0.83%

FBAL Fidelity All-in-One Balanced ETF

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