CBLN
CIBC Balanced Portfolio ETF

Full CBLN fund page
VS
XIC
iShares Core S&P/TSX Capped Composite Index ETF

Full XIC fund page

When evaluating costs, CBLN features a management fee (MER) of 0.17%, compared to 0.05% for XIC. Performance-wise, CBLN has returned 7.57% year-to-date with +$1 M in net flows, whereas XIC is at 12.5% with +$7 B. Use the comparison tool below to benchmark these funds across top 10 holdings, yield, sector weights and historical returns.

NAV Performance and Flows

-1.0-0.50.00.51.0%Jun 17Jun 24Jul 2Jul 9Jul 16

Key Data

Historical performance and flows

As of July 17, 2026
1M3MYTD1Y3Y
Perf.
CBLN
-1.19%+3.11%+7.57%--
XIC
+0.59%+3.22%+12.50%+31.70%+89.28%
Flows
CBLN
+$0 M+$1 M+$1 M--
XIC
+$820 M+$1,912 M+$6,530 M+$7,821 M+$12,618 M

CBLN vs XIC exposure

Countries

CBLN
Exposure data will be available soon
XIC
Canada
96.25%

Sectors

CBLN
Exposure data will be available soon
XIC
Finance
42.08%
Energy
16.27%
Non-Energy Materials
15.91%
Industrials
8.25%
Other
17.49%
As of July 17, 2026

Top 10 Holdings

CBLN
Exposure data will be available soon
XIC
Royal Bank of Canada
8.22%
The Toronto-Dominion Bank
5.77%
Shopify, Inc.
3.97%
Bank of Montreal
3.52%
Enbridge, Inc.
3.36%
The Bank of Nova Scotia
3.04%
Canadian Imperial Bank of Commerce
3.01%
Brookfield Corp.
2.59%
Canadian Natural Resources Ltd.
2.35%
Agnico Eagle Mines Ltd.
2.25%

Diversification

CBLN
Exposure data will be available soon
XIC
Total weight of top 10 holdings out of 221 total
38.08%

Characteristics

Compare
CBLN
XIC
ProviderCIBCiShares
ManagementActively managedPassively managed
Benchmark-S&P/TSX Capped Composite Total Return Index - CAD
Replication MethodDirect (Physical)
Asset ClassEquity, Fixed IncomeEquity
Dividend PolicyDistributingDistributing
Trailing 12m distribution yield-2.00%
Meets ESG criteriaNoNo
Inception DateNovember 6, 2025February 16, 2001

Frequently asked questions about CBLN and XIC

Which ETF has performed better year to date: CBLN or XIC?
As of July 17, 2026, CBLN has returned 7.57% year to date, while XIC has returned 12.50%. XIC is ahead on YTD performance.
Which ETF is larger by assets under management: CBLN or XIC?
As of July 17, 2026, CBLN manages $2.34 M in assets, while XIC manages $31.31 B. XIC is the larger fund by AUM.
How are CBLN and XIC managed?
CBLN is actively managed by CIBC. It does not track an index. XIC is passively managed by iShares. It tracks the S&P/TSX Capped Composite Total Return Index - CAD benchmark.
Which ETF is attracting more investor flows: CBLN or XIC?
Year to date, CBLN has seen +$1.05 M in net flows, compared with +$6,530.40 M for XIC. XIC has attracted more net investor money so far.
How do the fees of CBLN and XIC compare?
CBLN has an expense ratio of 0.17%, while XIC has an expense ratio of 0.06%.

Recent articles about CBLN and XIC

CboeTrackinsight
The ETF Market Canada is brought to you by Cboe in partnership with Trackinsight SA who is providing all the data, analysis and editorial content on this site. Unless explicitly stated as such, any information that you receive is not real-time.

All content on the ETF Market Canada is for your general information use only, Cboe is not responsible for any use of content by you outside this scope. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement by Cboe and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions.
diamonds