ETF Comparison

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CAGE CIBC

Avantis CIBC All-Equity Asset Allocation ETF

Asset Allocation
MER
Yield
Price
$22.70
Holdings
6,108
AUM
$622.1M
Inception
Mar 2026
Asset Allocation
100%
Stocks 100%
ZEQT BMO

BMO All-Equity ETF

Asset Allocation
MER
0.18%
Yield
1.24%
Price
$23.15
Holdings
2,519
AUM
$841M
Inception
Jan 2022
Asset Allocation
100%
Stocks 100%

Performance Comparison

ETF 1M 3M 6M YTD 1Y 3Y 5Y 10Y Since Inception
CAGE
ZEQT 5.43% 6.90% 12.00% 12.41% 32.18% 22.82% 15.41% (Jan 2022)
As of: May 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: May 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%
United States 45.1%
Canada 30.3%
Canada 30.3%
Japan 5.1%
Japan 5.1%
United Kingdom 2.7%
United Kingdom 2.7%
Sector Allocation
Financial Services 21.0%
Financial Services 21.0%
Technology 13.8%
Technology 13.8%
Industrials 12.7%
Industrials 12.7%
Energy 12.3%
Energy 12.3%

ZEQT — Mix

Sector Allocation
Information Technology 26.0%
Financials 19.7%
Industrials 11.1%
Consumer Discretionary 7.9%
Materials 7.0%
Energy 6.7%
Communication Services 6.6%
Health Care 6.1%

Top 10 Holdings

Latest reported top holdings for each ETF

CAGE Avantis CIBC All-Equity Asset Allocation ETF

# Holding Weight
1 Cash & Cash Equivalents 2.4%
2 NVIDIA Corp 1.89%
3 Royal Bank of Canada 1.88%
4 Apple Inc 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%

ZEQT BMO All-Equity ETF

# Holding Weight
1 BMO MSCI EAFE Index ETF 16.88%
2 NVIDIA Corporation 3.62%
3 Apple Inc. 3.23%
4 Microsoft Corporation 2.36%
5 Amazon.com, Inc. 1.87%
6 Royal Bank of Canada 1.77%
7 Alphabet Inc. Cl A 1.56%
8 Broadcom Inc. 1.5%
9 Taiwan Semiconductor Manufacturing Co Ltd 1.34%
10 The Toronto-Dominion Bank 1.27%
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