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iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO) and CIBC 2029 Investment Grade Bond Fund (CTBE) offer distinct profiles for Canadian ETF investors. A direct comparison shows that CBO focuses its top 3 sector exposures on Finance, Industrials, and Utilities, while CTBE leans towards Finance, Energy, and Utilities. When evaluating costs, CBO features a management fee (MER) of 0.25%, compared to 0.15% for CTBE. Performance-wise, CBO has returned 0.92% year-to-date with +$170 M in net flows, whereas CTBE is at 1.02% with +$40 M. Use the comparison tool below to benchmark these funds across top 10 holdings, yield, sector weights and historical returns.
NAV Performance and Flows
Key Data
Compare
CBO
CTBE
| AuM | $941.79 M | $76.96 M |
| Management Fees | 0.25% | 0.15% |
| Exp. ratio | 0.27% | 0.23% |
| Tracking Difference | - | - |
Historical performance and flows
As of September 2, 2026
| 1M | 3M | YTD | 1Y | 3Y | ||
|---|---|---|---|---|---|---|
| Perf. | CBO | -0.50% | -0.20% | +0.92% | +2.34% | +17.55% |
CTBE | -0.36% | -0.01% | +1.02% | +2.38% | - | |
| Flows | CBO | +$15 M | +$37 M | +$170 M | +$179 M | +$168 M |
CTBE | +$3 M | +$18 M | +$40 M | +$52 M | - |
CBO vs CTBE exposure
Countries
CBO
Canada
91.36%
USA
8.39%
CTBE
Canada
90.58%
USA
8.34%
Sectors
CBO
Finance
58.12%
Industrials
13.82%
Utilities
12.83%
Other
15.23%
CTBE
Finance
29.49%
Energy
17.43%
Utilities
15.24%
Telecommunications
10.56%
Consumer Non-Cyclicals
9.59%
Other
17.69%
As of September 2, 2026
Top 10 Holdings
CBO
Toronto-Dominion Bank, 4.133% 9jan2033, CAD
3.89%
Pacific Life Global Funding II, 4.195% 29jul2032, CAD (2025-8)
1.72%
New York Life Global Funding, 4% 17jun2032, CAD (2025-8)
1.72%
Coastal Gaslink Pipeline LP, 4.907% 30jun2031, CAD (C)
1.39%
Massmutual Global Funding II, 4.127% 15jul2032, CAD (2025-5)
1.29%
Greater Toronto Airports Authority, 7.1% 4jun2031, CAD (2001-1)
1.29%
ProLogis LP, 3.6% 15feb2032, CAD
1.27%
Hydro One Inc, 1.69% 16jan2031, CAD (49)
1.09%
Toronto-Dominion Bank, 3.605% 10sep2031, CAD
1.07%
Sun Life Financial, 2.06% 1oct2035, CAD (2020-2)
1.07%
CTBE
Province of Ontario, 1.55% 1nov2029, CAD (DMTN251)
5.63%
Canada Pension Plan Investment Board, 1.95% 30sep2029, CAD (14)
4.96%
SmartCentres REIT, 3.526% 20dec2029, CAD
4.96%
Ontario Power Generation, 2.977% 13sep2029, CAD (4)
4.90%
Allied Properties REIT, 3.394% 15aug2029, CAD (D)
4.90%
TransCanada PipeLines, 3% 18sep2029, CAD
4.87%
AIMCo Realty Investors LP, 2.712% 1jun2029, CAD
4.83%
Nestle Holdings, 2.192% 26jan2029, CAD (114)
4.80%
Dollarama Inc., 2.443% 9jul2029, CAD
4.79%
CT Real Estate Investment Trust, 3.029% 5feb2029, CAD (H)
4.58%
Diversification
CBO
Total weight of top 10 holdings out of 454 total
15.79%
CTBE
Total weight of top 10 holdings out of 30 total
49.23%
Characteristics
Compare
CBO
CTBE
| Provider | iShares | CIBC |
| Management | Passively managed | Actively managed |
| Benchmark | FTSE Canada 1-5 Year Laddered Corporate Bond TR Index - CAD | - |
| Replication Method | Direct (Physical) | |
| Asset Class | Fixed Income | Fixed Income |
| Dividend Policy | Distributing | Distributing |
| Trailing 12m distribution yield | 3.53% | 2.49% |
| Meets ESG criteria | No | No |
| Inception Date | February 25, 2009 | July 16, 2024 |
Frequently asked questions about CBO and CTBE
Which ETF has performed better year to date: CBO or CTBE?
As of September 2, 2026, CBO has returned 0.92% year to date, while CTBE has returned 1.02%. CTBE is ahead on YTD performance.
Which ETF is larger by assets under management: CBO or CTBE?
As of September 2, 2026, CBO manages $941.79 M in assets, while CTBE manages $76.96 M. CBO is the larger fund by AUM.
How are CBO and CTBE managed?
CBO is passively managed by iShares. It tracks the FTSE Canada 1-5 Year Laddered Corporate Bond TR Index - CAD benchmark. CTBE is actively managed by CIBC. It does not track an index.
What sectors do CBO and CTBE emphasize?
CBO is most exposed to Finance, Industrials, and Utilities. CTBE is most exposed to Finance, Energy, and Utilities.
Which ETF is attracting more investor flows: CBO or CTBE?
Year to date, CBO has seen +$169.52 M in net flows, compared with +$40.31 M for CTBE. CBO has attracted more net investor money so far.
How do the fees of CBO and CTBE compare?
CBO has an expense ratio of 0.27%, while CTBE has an expense ratio of 0.23%.
What are the top holdings of CBO and CTBE?
CBO's largest holdings include Toronto-Dominion Bank, 4.133% 9jan2033, CAD, Pacific Life Global Funding II, 4.195% 29jul2032, CAD (2025-8), and New York Life Global Funding, 4% 17jun2032, CAD (2025-8). CTBE's top holdings include Province of Ontario, 1.55% 1nov2029, CAD (DMTN251), Canada Pension Plan Investment Board, 1.95% 30sep2029, CAD (14), and SmartCentres REIT, 3.526% 20dec2029, CAD.
Which ETF is more diversified: CBO or CTBE?
CBO holds 454 securities, while CTBE holds 30. On holdings count, CBO is the more diversified portfolio.
Recent articles about CBO and CTBE
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