ETF Comparison

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CAGE CIBC

Avantis CIBC All-Equity Asset Allocation ETF

Equity
MER
Yield
Price
$21.80
Holdings
6,115
AUM
$335.9M
Inception
Mar 2026
XEQT iShares

iShares Core Equity ETF Portfolio

Asset Allocation
MER
0.20%
Yield
0.84%
Price
$43.19
Holdings
8,511
AUM
$17.4B
Inception
Aug 2019
Asset Allocation
100%
Stocks 100%

Performance Comparison

ETF 1M 3M 6M YTD 1Y 3Y 5Y 10Y Since Inception
CAGE
XEQT 5.67% 4.78% 7.31% 6.64% 31.47% 19.93% 13.24% 14.04% (Aug 2019)
As of: Mar 31, 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
XEQT 20.45% 24.67% 17.05% -10.93% 19.57% 11.71%
As of: Mar 31, 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 45.1%
Canada 30.3%
Japan 5.1%
United Kingdom 2.7%
Switzerland 1.7%
France 1.5%
Germany 1.5%
Australia 1.5%
Sector Allocation
Financial Services 21.0%
Technology 13.8%
Industrials 12.7%
Energy 12.3%
Basic Materials 11.9%
Consumer Cyclical 9.8%
Healthcare 5.3%
Communication Services 4.7%

XEQT — Mix

Geographic Allocation
United States 44.8%
Canada 25.4%
Japan 6.1%
United Kingdom 3.5%
France 2.2%
Switzerland 2.1%
Germany 2.0%
Australia 1.8%
Sector Allocation
Information Technology 20.9%
Financials 20.6%
Industrials 12.5%
Consumer Discretionary 7.8%
Materials 7.6%
Energy 7.4%
Health Care 6.5%
Communication 6.2%

Top 10 Holdings

Latest reported top holdings for each ETF

CAGE Avantis CIBC All-Equity Asset Allocation ETF

# Holding Weight
1 Cash & Cash Equivalents 2.38%
2 NVIDIA Corp 1.89%
3 Apple Inc 1.88%
4 Royal Bank of Canada 1.88%
5 Amazon.com Inc 1.51%
6 Microsoft Corp 1.45%
7 The Toronto-Dominion Bank 1.44%
8 Suncor Energy Inc 0.99%
9 Shopify Inc Registered Shs -A- Subord Vtg 0.99%
10 Alphabet Inc Class A 0.96%

XEQT iShares Core Equity ETF Portfolio

# Holding Weight
1 NVIDIA CORP 3.26%
2 APPLE INC 2.54%
3 MICROSOFT CORP 2.02%
4 ROYAL BANK OF CANADA 1.8%
5 AMAZON.COM INC 1.65%
6 ALPHABET INC CLASS A 1.3%
7 TORONTO DOMINION 1.29%
8 BROADCOM INC 1.23%
9 SHOPIFY SUBORDINATE VOTING INC CLA 1.09%
10 ALPHABET INC CLASS C 1.04%
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