ETF Comparison

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CAGE CIBC

Avantis CIBC All-Equity Asset Allocation ETF

Asset Allocation
MER
Yield
1.85%
Price
$23.01
Holdings
7,655
AUM
$993.8M
Inception
Mar 2026
Asset Allocation
100%
Stocks 100%
XFN iShares

iShares S&P/TSX Capped Financials Index ETF

Sector - Financials
MER
0.61%
Yield
1.96%
Price
$93.72
Holdings
24
AUM
$2.3B
Inception
Mar 2001
Asset Allocation
100%
Stocks 100%

Performance Comparison

ETF 1M 3M 6M YTD 1Y 3Y 5Y 10Y Since Inception
CAGE
XFN -2.91% 6.56% 19.12% 20.32% 38.63% 32.02% 18.12% 14.88% 11.45% (Mar 2001)
As of: Aug 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
XFN 34.38% 29.21% 13.12% -9.90% 35.53% 1.02%
As of: Aug 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 45.9%
United States 45.5%
United States 44.5%
Canada 30.0%
Canada 29.2%
Canada 28.8%
Japan 5.2%
Japan 5.1%
Sector Allocation
Financial Services 23.7%
Financial Services 22.0%
Financial Services 21.8%
Technology 16.9%
Technology 16.9%
Technology 14.6%
Energy 13.1%
Industrials 12.7%

XFN — Mix

Geographic Allocation
Canada 100.0%
Sector Allocation
Financials 99.9%
Cash and/or Derivatives 0.1%

Top 10 Holdings

Latest reported top holdings for each ETF

CAGE Avantis CIBC All-Equity Asset Allocation ETF

# Holding Weight
1 Royal Bank of Canada 2.13%
2 NVIDIA Corp 2.04%
3 Apple Inc 1.97%
4 Toronto-Dominion Bank 1.54%
5 Microsoft Corp 1.48%
6 Amazon.com Inc 1.47%
7 Suncor Energy Inc 0.98%
8 Bank of Montreal 0.88%
9 Canadian Natural Resources Limited 0.86%
10 Canadian Imperial Bank of Commerce 0.85%

XFN iShares S&P/TSX Capped Financials Index ETF

# Holding Weight
1 ROYAL BANK OF CANADA 22.48%
2 TORONTO DOMINION 15.9%
3 BANK OF MONTREAL 9.39%
4 BANK OF NOVA SCOTIA 8.85%
5 CANADIAN IMPERIAL BANK OF COMMERCE 8.21%
6 BROOKFIELD CLASS A 6.92%
7 MANULIFE FINANCIAL 5.57%
8 NATIONAL BANK OF CANADA 4.65%
9 SUN LIFE FINANCIAL INC 3.42%
10 POWER CORPORATION OF CANADA 2.76%
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