FGRO.NEO vs. CSBG.NEO

Last updated Apr 2, 2026

Compare and contrast key facts about Fidelity All-in-One Growth ETF (FGRO.NEO) and CIBC Sustainable Balanced Growth Solution ETF (CSBG.NEO).

FGRO.NEO and CSBG.NEO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FGRO.NEO is an actively managed fund by Fidelity. It was launched on Jan 21, 2021. CSBG.NEO is an actively managed fund by CIBC. It was launched on Jun 18, 2021.

Performance

FGRO.NEO vs. CSBG.NEO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Fidelity All-in-One Growth ETF (FGRO.NEO) and CIBC Sustainable Balanced Growth Solution ETF (CSBG.NEO). The values are adjusted to include any dividend payments, if applicable.

FGRO.NEO vs. CSBG.NEO - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
FGRO.NEO Fidelity All-in-One Growth ETF	1.81%	17.00%	25.97%	16.92%	-6.29%	9.19%
CSBG.NEO CIBC Sustainable Balanced Growth Solution ETF	0.00%	0.00%	1.17%	1.22%	1.69%	2.60%

Returns By Period

FGRO.NEO

• 1D: 0.81%
• 1M: -3.27%
• YTD: 1.81%
• 6M: 3.61%
• 1Y: 16.60%
• 3Y*: 18.32%
• 5Y*: 13.52%
• 10Y*: —

CSBG.NEO

• 1D: 0.00%
• 1M: 0.00%
• YTD: 0.00%
• 6M: 0.00%
• 1Y: 0.00%
• 3Y*: 0.80%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

FGRO.NEO vs. CSBG.NEO - Expense Ratio Comparison

FGRO.NEO has a 0.42% expense ratio, which is lower than CSBG.NEO's 0.90% expense ratio.

CSBG.NEO

CIBC Sustainable Balanced Growth Solution ETF

FGRO.NEO

Fidelity All-in-One Growth ETF

Return for Risk

FGRO.NEO vs. CSBG.NEO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FGRO.NEO

FGRO.NEO Risk / Return Rank: 70
FGRO.NEO Sharpe Ratio Rank: 75
FGRO.NEO Sortino Ratio Rank: 72
FGRO.NEO Omega Ratio Rank: 73
FGRO.NEO Calmar Ratio Rank: 64
FGRO.NEO Martin Ratio Rank: 66

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FGRO.NEO vs. CSBG.NEO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity All-in-One Growth ETF (FGRO.NEO) and CIBC Sustainable Balanced Growth Solution ETF (CSBG.NEO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	FGRO.NEO	CSBG.NEO	Difference
Sharpe ratio Return per unit of total volatility	1.41	—	—
Sortino ratio Return per unit of downside risk	1.90	—	—
Omega ratio Gain probability vs. loss probability	1.28	—	—
Calmar ratio Return relative to maximum drawdown	1.72	—	—
Martin ratio Return relative to average drawdown	7.02	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	FGRO.NEO	CSBG.NEO	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.41	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	1.30	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.28	1.10	+0.18

Correlation

The correlation between FGRO.NEO and CSBG.NEO is 0.03, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

FGRO.NEO vs. CSBG.NEO - Dividend Comparison

FGRO.NEO's dividend yield for the trailing twelve months is around 1.22%, while CSBG.NEO has not paid dividends to shareholders.

	TTM	2025	2024	2023	2022	2021
FGRO.NEO Fidelity All-in-One Growth ETF	1.22%	1.24%	1.09%	1.39%	4.58%	0.94%
CSBG.NEO CIBC Sustainable Balanced Growth Solution ETF	0.00%	0.00%	1.16%	1.21%	1.66%	0.00%

Drawdowns

FGRO.NEO vs. CSBG.NEO - Drawdown Comparison

The maximum FGRO.NEO drawdown since its inception was -15.23%, which is greater than CSBG.NEO's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for FGRO.NEO and CSBG.NEO.

Drawdown Indicators

	FGRO.NEO	CSBG.NEO	Difference
Max Drawdown Largest peak-to-trough decline	-15.23%	0.00%	-15.23%
Max Drawdown (1Y) Largest decline over 1 year	-9.71%	0.00%	-9.71%
Max Drawdown (5Y) Largest decline over 5 years	-15.23%	—	—
Current Drawdown Current decline from peak	-3.91%	0.00%	-3.91%
Average Drawdown Average peak-to-trough decline	-2.58%	0.00%	-2.58%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.38%	0.00%	+2.38%

Volatility

FGRO.NEO vs. CSBG.NEO - Volatility Comparison

Fidelity All-in-One Growth ETF (FGRO.NEO) has a higher volatility of 4.87% compared to CIBC Sustainable Balanced Growth Solution ETF (CSBG.NEO) at 0.00%. This indicates that FGRO.NEO's price experiences larger fluctuations and is considered to be riskier than CSBG.NEO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	FGRO.NEO	CSBG.NEO	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.87%	0.00%	+4.87%
Volatility (6M) Calculated over the trailing 6-month period	7.78%	0.00%	+7.78%
Volatility (1Y) Calculated over the trailing 1-year period	11.82%	0.00%	+11.82%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	10.49%	1.30%	+9.19%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	10.46%	1.30%	+9.16%