CSBA
CIBC Sustainable Balanced Solution ETF

Full CSBA fund page
VS
ZSP
BMO S&P 500 Index ETF

Full ZSP fund page

When evaluating costs, CSBA features a management fee (MER) of 0.7%, compared to 0.08% for ZSP. Use the comparison tool below to benchmark these funds across top 10 holdings, yield, sector weights and historical returns.

NAV Performance and Flows

-100-50050100%Sep 18Oct 18

Key Data

Historical performance and flows

As of October 16, 2026
1M3MYTD1Y3Y
Perf.
CSBA
-----
ZSP
+2.58%+2.55%+16.08%+17.32%+87.54%
Flows
CSBA
-----
ZSP
+$435 M+$776 M+$1,033 M+$1,834 M+$5,678 M

CSBA vs ZSP exposure

Countries

CSBA
Exposure data will be available soon
ZSP
USA
97.65%

Sectors

CSBA
Exposure data will be available soon
ZSP
Technology
45.20%
Finance
13.72%
Healthcare
9.09%
Consumer Non-Cyclicals
8.98%
Industrials
7.57%
Other
15.44%
As of October 16, 2026

Top 10 Holdings

CSBA
Exposure data will be available soon
ZSP
NVIDIA Corp.
7.95%
Apple, Inc.
7.09%
Microsoft Corp.
5.75%
Amazon.com, Inc.
3.93%
Alphabet, Inc.
3.06%
Broadcom Inc.
2.64%
Alphabet, Inc.
2.44%
Meta Platforms, Inc.
1.92%
Micron Technology, Inc.
1.59%
Tesla, Inc.
1.48%

Diversification

CSBA
Exposure data will be available soon
ZSP
Total weight of top 10 holdings out of 502 total
37.84%

Characteristics

Compare
CSBA
ZSP
ProviderCIBCBMO
ManagementActively managedPassively managed
Benchmark-S&P 500 CAD Total Return Index - CAD
Replication Method-Direct (Physical)
Asset ClassEquity, Fixed IncomeEquity
Dividend PolicyDistributingDistributing
Trailing 12m distribution yield-0.77%
Meets ESG criteriaYesNo
Inception DateJuly 19, 2021November 14, 2012

Frequently asked questions about CSBA and ZSP

How do the fees of CSBA and ZSP compare?
CSBA has an expense ratio of 0.84%, while ZSP has an expense ratio of 0.09%.
How are CSBA and ZSP managed?
CSBA is actively managed by CIBC. It does not track an index. ZSP is passively managed by BMO. It tracks the S&P 500 CAD Total Return Index - CAD benchmark.

Recent articles about CSBA and ZSP

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