ETF Comparison

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CAGE CIBC

Avantis CIBC All-Equity Asset Allocation ETF

Asset Allocation
MER
Yield
1.85%
Price
$22.57
Holdings
7,314
AUM
$822M
Inception
Mar 2026
Asset Allocation
100%
Stocks 100%
ZUT BMO

BMO Equal Weight Utilities Index ETF

Sector - Utilities
MER
0.61%
Yield
2.61%
Price
$30.39
Holdings
13
AUM
$862.2M
Inception
Jan 2010
Asset Allocation
100%
Stocks 100%

Performance Comparison

ETF 1M 3M 6M YTD 1Y 3Y 5Y 10Y Since Inception
CAGE
ZUT 1.72% 5.39% 21.70% 21.70% 30.31% 15.74% 7.71% 10.39% 8.91% (Jan 2010)
As of: Jun 30, 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: Jun 30, 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 45.1%
Canada 30.3%
Canada 30.0%
Canada 29.2%
Japan 5.2%
Japan 5.1%
Sector Allocation
Financial Services 22.0%
Financial Services 21.8%
Financial Services 21.0%
Technology 16.9%
Technology 14.6%
Technology 13.8%
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 NVIDIA Corp 2.11%
2 Royal Bank of Canada 1.97%
3 Apple Inc 1.92%
4 Toronto-Dominion Bank 1.59%
5 Amazon.com Inc 1.38%
6 Microsoft Corp 1.3%
7 Micron Technology Inc 0.99%
8 Bank of Montreal 0.92%
9 Suncor Energy Inc 0.87%
10 Canadian Imperial Bank of Commerce 0.86%

ZUT BMO Equal Weight Utilities Index ETF

# Holding Weight
1 Boralex Inc. 9.56%
2 Altagas Ltd. 8.4%
3 Atco Ltd. 8.37%
4 Canadian Utilities Limited 8.05%
5 BROOKFIELD INFRASTRUCTURE PARTNERS LP 7.99%
6 Brookfield Renewable Partners L.P. 7.78%
7 Capital Power Corporation 7.56%
8 Emera Incorporated 7.35%
9 Northland Power Inc. 7.16%
10 Fortis Inc. 7.08%
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