MIX.TO vs. CSBG.NEO

Last updated Apr 1, 2026

Compare and contrast key facts about Hamilton Enhanced Mixed Asset ETF (MIX.TO) and CIBC Sustainable Balanced Growth Solution ETF (CSBG.NEO).

MIX.TO 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. MIX.TO is a passively managed fund by Hamilton that tracks the performance of the Solactive Hamilton Mixed Asset Index. It was launched on Apr 25, 2025. CSBG.NEO is an actively managed fund by CIBC. It was launched on Jun 18, 2021.

Performance

MIX.TO vs. CSBG.NEO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Hamilton Enhanced Mixed Asset ETF (MIX.TO) and CIBC Sustainable Balanced Growth Solution ETF (CSBG.NEO). The values are adjusted to include any dividend payments, if applicable.

MIX.TO vs. CSBG.NEO - Yearly Performance Comparison

	2026 (YTD)	2025
MIX.TO Hamilton Enhanced Mixed Asset ETF	-1.88%	25.24%
CSBG.NEO CIBC Sustainable Balanced Growth Solution ETF	0.00%	0.00%

Returns By Period

MIX.TO

• 1D: 2.22%
• 1M: -7.55%
• YTD: -1.88%
• 6M: 1.93%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 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)

MIX.TO vs. CSBG.NEO - Expense Ratio Comparison

MIX.TO has a 0.00% expense ratio, which is lower than CSBG.NEO's 0.90% expense ratio.

CSBG.NEO

CIBC Sustainable Balanced Growth Solution ETF

MIX.TO

Hamilton Enhanced Mixed Asset ETF

Return for Risk

MIX.TO vs. CSBG.NEO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Hamilton Enhanced Mixed Asset ETF (MIX.TO) 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	MIX.TO	CSBG.NEO	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	2.07	1.10	+0.97

Dividends

MIX.TO vs. CSBG.NEO - Dividend Comparison

MIX.TO's dividend yield for the trailing twelve months is around 1.26%, while CSBG.NEO has not paid dividends to shareholders.

	TTM	2025	2024	2023	2022
MIX.TO Hamilton Enhanced Mixed Asset ETF	1.26%	1.23%	0.00%	0.00%	0.00%
CSBG.NEO CIBC Sustainable Balanced Growth Solution ETF	0.00%	0.00%	1.16%	1.21%	1.66%

Drawdowns

MIX.TO vs. CSBG.NEO - Drawdown Comparison

The maximum MIX.TO drawdown since its inception was -10.71%, 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 MIX.TO and CSBG.NEO.

Drawdown Indicators

	MIX.TO	CSBG.NEO	Difference
Max Drawdown Largest peak-to-trough decline	-10.71%	0.00%	-10.71%
Max Drawdown (1Y) Largest decline over 1 year	—	0.00%	—
Current Drawdown Current decline from peak	-8.29%	0.00%	-8.29%
Average Drawdown Average peak-to-trough decline	-1.22%	0.00%	-1.22%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	0.00%	—

Volatility

Volatility by Period

	MIX.TO	CSBG.NEO	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	0.00%	—
Volatility (6M) Calculated over the trailing 6-month period	—	0.00%	—
Volatility (1Y) Calculated over the trailing 1-year period	12.14%	0.00%	+12.14%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	12.14%	1.30%	+10.84%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	12.14%	1.30%	+10.84%