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%
ZEQT BMO

BMO All-Equity ETF

Asset Allocation
MER
0.18%
Yield
1.27%
Price
$23.43
Holdings
3,155
AUM
$1.1B
Inception
Jan 2022
Asset Allocation
100%
Stocks 100%

Performance Comparison

ETF 1M 3M 6M YTD 1Y 3Y 5Y 10Y Since Inception
CAGE
ZEQT 1.77% 2.92% 10.02% 15.70% 24.90% 21.80% 15.22% (Jan 2022)
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
ZEQT 19.89% 25.03% 16.78%
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%

ZEQT — Mix

Sector Allocation
Information Technology 25.1%
Financials 21.0%
Industrials 10.8%
Materials 7.5%
Consumer Discretionary 7.4%
Energy 7.0%
Health Care 6.6%
Communication Services 6.0%

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%

ZEQT BMO All-Equity ETF

# Holding Weight
1 NVIDIA Corporation 3.66%
2 Apple Inc. 3.19%
3 Microsoft Corporation 2.58%
4 ROYAL BANK OF CANADA 1.95%
5 Amazon.com, Inc. 1.74%
6 TORONTO DOMINION BANK 1.38%
7 Alphabet Inc. Cl A 1.36%
8 Taiwan Semiconductor Manufacturing Co Ltd 1.28%
9 Shopify Inc. 1.23%
10 Broadcom Inc. 1.2%
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