ETF Comparison

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CAGE CIBC

Avantis CIBC All-Equity Asset Allocation ETF

Asset Allocation
MER
Yield
1.85%
Price
$22.60
Holdings
7,314
AUM
$825.4M
Inception
Mar 2026
Asset Allocation
100%
Stocks 100%

TD Balanced ETF Portfolio

Asset Allocation
MER
0.17%
Yield
2.26%
Price
$22.42
Holdings
2,119
AUM
$374.1M
Inception
Aug 2020
Asset Allocation
60%
40%
Stocks 60% Bonds 40%

Performance Comparison

ETF 1M 3M 6M YTD 1Y 3Y 5Y 10Y Since Inception
CAGE
TBAL 1.20% 8.33% 8.56% 18.01% 15.07% 9.22% 9.86% (Aug 2020)
As of: Jun 30, 2026
3Y, 5Y, 10Y, and Since Inception returns are annualized.

Calendar Year Returns

Last six full-calendar years

ETF 2025 2024 2023 2022 2021 2020
CAGE
TBAL
As of: Jun 30, 2026

Growth of $10,000

Initial Investment
$
Monthly Contribution
$

TWR = Time-Weighted Return (measures fund performance). MWRR = Money-Weighted Return (measures your personal return including contribution timing). Past performance does not guarantee future results.

CAGE — Mix

Geographic Allocation
United States 45.9%
United States 45.5%
United States 45.1%
Canada 30.3%
Canada 30.0%
Canada 29.2%
Japan 5.2%
Japan 5.1%
Sector Allocation
Financial Services 22.0%
Financial Services 21.8%
Financial Services 21.0%
Technology 16.9%
Technology 14.6%
Technology 13.8%
Energy 13.1%
Industrials 12.7%

TBAL — Mix

Geographic Allocation
Canada 54.2%
United States 24.3%
European Union 8.5%
Other 5.4%
Japan 4.0%
Asia/Pacific Rim 1.8%
Other European 1.6%
Africa and Middle East 0.2%
Sector Allocation
Fixed Income 34.1%
Financial Services 14.4%
Technology 14.1%
Other 5.4%
Energy 4.7%
Materials 4.6%
Basic Materials 4.6%
Consumer Services 4.1%

Top 10 Holdings

Latest reported top holdings for each ETF

CAGE Avantis CIBC All-Equity Asset Allocation ETF

# Holding Weight
1 NVIDIA Corp 2.11%
2 Royal Bank of Canada 1.97%
3 Apple Inc 1.92%
4 Toronto-Dominion Bank 1.59%
5 Amazon.com Inc 1.38%
6 Microsoft Corp 1.3%
7 Micron Technology Inc 0.99%
8 Bank of Montreal 0.92%
9 Suncor Energy Inc 0.87%
10 Canadian Imperial Bank of Commerce 0.86%

TBAL TD Balanced ETF Portfolio

# Holding Weight
1 Canadian Government Bond 3.25 % 01-06-2036 28.33%
2 NVIDIA Corp 1.83%
3 Apple Inc 1.73%
4 Royal Bank of Canada 1.62%
5 Alphabet Inc 1.52%
6 Microsoft Corp 1.33%
7 Toronto-Dominion Bank 1.12%
8 Amazon.com Inc 1.02%
9 Shopify Inc 0.77%
10 Broadcom Inc 0.71%
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