iShares ESG Equity ETF Portfolio (GEQT) and Franklin Core ETF Portfolio ETF (CBL) offer distinct profiles for Canadian ETF investors. A direct comparison shows that GEQT focuses its top 3 sector exposures on Finance, Technology, and Non-Energy Materials, while CBL leans towards Finance, Technology, and Industrials. When evaluating costs, GEQT features a management fee (MER) of 0.22%, compared to 0.13% for CBL. Performance-wise, GEQT has returned 19.42% year-to-date with +$80 M in net flows, whereas CBL is at 9.05% with +$1 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
| AuM | $317.18 M | $3.77 M |
| Management Fees | 0.22% | 0.13% |
| Exp. ratio | 0.25% | 0.20% |
| Tracking Difference | - | - |
Historical performance and flows
| 1M | 3M | YTD | 1Y | 3Y | ||
|---|---|---|---|---|---|---|
| Perf. | GEQT | +3.05% | +2.73% | +19.42% | +21.80% | +106.04% |
CBL | +0.70% | +0.86% | +9.05% | +10.51% | - | |
| Flows | GEQT | +$12 M | +$32 M | +$80 M | +$94 M | +$161 M |
CBL | +$0 M | +$0 M | +$1 M | +$1 M | - |
GEQT vs CBL exposure
Countries
Sectors
Top 10 Holdings
Diversification
Characteristics
| Provider | iShares | Franklin Templeton |
| Management | Actively managed | Actively managed |
| Benchmark | - | - |
| Replication Method | - | - |
| Asset Class | Equity | Equity, Fixed Income |
| Dividend Policy | Distributing | Distributing |
| Trailing 12m distribution yield | 1.11% | 2.33% |
| Meets ESG criteria | Yes | No |
| Inception Date | September 11, 2020 | June 5, 2024 |
Frequently asked questions about GEQT and CBL
Which ETF has performed better year to date: GEQT or CBL?
Which ETF is larger by assets under management: GEQT or CBL?
How are GEQT and CBL managed?
What sectors do GEQT and CBL emphasize?
Which ETF is attracting more investor flows: GEQT or CBL?
How do the fees of GEQT and CBL compare?
What are the top holdings of GEQT and CBL?
Which ETF is more diversified: GEQT or CBL?
Recent articles about GEQT and CBL
Franklin Multi-Asset ETF Portfolios: Diversified Investing for Every Risk Tolerance
Rob Marrocco, Global Head of ETFs for Cboe Global Markets chats with Mike Greenberg, SVP and Global Head of Americas Portfolio Management for Franklin Templeton about the firm’s Multi-Asset ETF Portfolios, highlighting its variety and competitive edge.
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