CBLN
CIBC Balanced Portfolio ETF

Full CBLN fund page
VS
ZUT
BMO Equal Weight Utilities Index ETF

Full ZUT fund page

When evaluating costs, CBLN features a management fee (MER) of 0.17%, compared to 0.55% for ZUT. Performance-wise, CBLN has returned 7.57% year-to-date with +$1 M in net flows, whereas ZUT is at 22.25% with -$127 M. Use the comparison tool below to benchmark these funds across top 10 holdings, yield, sector weights and historical returns.

NAV Performance and Flows

-1.0-0.50.00.51.01.5%Jun 22Jun 29Jul 7Jul 14

Key Data

Historical performance and flows

As of July 20, 2026
1M3MYTD1Y3Y
Perf.
CBLN
-1.19%+3.11%+7.57%--
ZUT
+1.08%+6.43%+22.25%+25.92%+52.94%
Flows
CBLN
+$0 M+$1 M+$1 M--
ZUT
-$5 M-$67 M-$127 M-$50 M+$186 M

CBLN vs ZUT exposure

Countries

CBLN
Exposure data will be available soon
ZUT
Canada
84.68%
Bermuda
15.32%

Sectors

CBLN
Exposure data will be available soon
ZUT
Utilities
85.04%
Energy
7.95%
Industrials
7.01%
As of July 20, 2026

Top 10 Holdings

CBLN
Exposure data will be available soon
ZUT
Boralex, Inc.
9.46%
Capital Power Corp.
8.42%
Brookfield Renewable Partners LP
8.31%
AltaGas Ltd.
7.95%
ATCO Ltd.
7.77%
TransAlta Corp.
7.74%
Canadian Utilities Ltd.
7.65%
Emera, Inc.
7.38%
Fortis, Inc.
7.23%
Northland Power, Inc.
7.14%

Diversification

CBLN
Exposure data will be available soon
ZUT
Total weight of top 10 holdings out of 13 total
79.05%

Characteristics

Compare
CBLN
ZUT
ProviderCIBCBMO
ManagementActively managedPassively managed
Benchmark-Solactive Equal Weight Canada Utilities Total Return Index - CAD
Replication MethodDirect (Physical)
Asset ClassEquity, Fixed IncomeEquity
Dividend PolicyDistributingDistributing
Trailing 12m distribution yield-2.72%
Meets ESG criteriaNoNo
Inception DateNovember 6, 2025January 19, 2010

Frequently asked questions about CBLN and ZUT

Which ETF has performed better year to date: CBLN or ZUT?
As of July 20, 2026, CBLN has returned 7.57% year to date, while ZUT has returned 22.25%. ZUT is ahead on YTD performance.
Which ETF is larger by assets under management: CBLN or ZUT?
As of July 20, 2026, CBLN manages $2.34 M in assets, while ZUT manages $853.07 M. ZUT is the larger fund by AUM.
How are CBLN and ZUT managed?
CBLN is actively managed by CIBC. It does not track an index. ZUT is passively managed by BMO. It tracks the Solactive Equal Weight Canada Utilities Total Return Index - CAD benchmark.
Which ETF is attracting more investor flows: CBLN or ZUT?
Year to date, CBLN has seen +$1.05 M in net flows, compared with -$127.21 M for ZUT. CBLN has attracted more net investor money so far.
How do the fees of CBLN and ZUT compare?
CBLN has an expense ratio of 0.17%, while ZUT has an expense ratio of 0.61%.

Recent articles about CBLN and ZUT

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