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%
ZUT BMO

BMO Equal Weight Utilities Index ETF

Sector - Utilities
MER
0.61%
Yield
2.82%
Price
$28.06
Holdings
13
AUM
$816.2M
Inception
Jan 2010
Asset Allocation
100%
Stocks 100%

Performance Comparison

ETF 1M 3M 6M YTD 1Y 3Y 5Y 10Y Since Inception
CAGE
ZUT -5.32% -3.91% 2.70% 14.97% 20.39% 14.67% 6.07% 9.72% 8.44% (Jan 2010)
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
ZUT 17.76% 14.15% -5.35% -8.66% 5.56% 28.23%
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%

ZUT — Mix

Sector Allocation
Utilities 100.0%

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%

ZUT BMO Equal Weight Utilities Index ETF

# Holding Weight
1 Altagas Ltd. 9.48%
2 Atco Ltd. 9.14%
3 Canadian Utilities Limited 8.78%
4 Brookfield Renewable Partners L.P. 8.71%
5 Capital Power Corporation 8.58%
6 BROOKFIELD INFRASTRUCTURE PARTNERS LP 8.38%
7 Emera Incorporated 7.99%
8 Northland Power Inc. 7.97%
9 Fortis Inc. 7.96%
10 TransAlta Corporation 7.91%
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