ETF Comparison

Compare ETFs and analyze holdings overlap

See CAKE vs CSBG overlap
You can view this comparison once without logging in. Create a free account to keep using it.

Select ETFs to Compare

Search and add ETFs. Minimum 2 for comparison.

CAKE CIBC

Avantis CIBC Balanced Asset Allocation ETF

Asset allocation
MER
—
Yield
4.42%
Price
$19.93
Holdings
67
AUM
$7.2M
Inception
Aug 2026
CSBG CIBC

CIBC Sustainable Balanced Growth Solution – ETF Series

Asset allocation
MER
0.90%
Yield
4.18%
Price
$20.45
Holdings
5
AUM
$20.7M
Inception
Jun 2021

Performance Comparison

ETF 1M 3M 6M YTD 1Y 3Y 5Y 10Y Since Inception
CAKE — — — — — — — — —
CSBG 0.00% 0.90% 10.90% 6.60% 7.70% 13.60% 6.10% — 5.90% (Jun 2021)
As of: Sep 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
CAKE — — — — — —
CSBG 10.20% 15.40% 9.60% -14.20% — —
As of: Sep 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.

CAKE — Mix

Geographic Allocation
Canada 49.2%
United States 33.1%
Japan 3.0%
United Kingdom 1.8%
France 1.6%
Taiwan 1.5%
Australia 1.2%
South Korea 1.1%
Sector Allocation
Financial Services 23.3%
Technology 18.5%
Industrials 11.2%
Energy 11.0%
Basic Materials 10.1%
Consumer Cyclical 9.2%
Healthcare 5.0%
Communication Services 4.8%

CSBG — Mix

Geographic Allocation
United States 40.7%
Canada 40.6%
Canada 39.8%
Canada 39.2%
United States 38.7%
United States 37.5%
Japan 3.3%
Japan 2.9%
Sector Allocation
Technology 27.0%
Technology 27.0%
Financial Services 26.9%
Financial Services 26.6%
Technology 26.6%
Financial Services 24.1%
Industrials 11.9%
Consumer Cyclical 10.3%

Top 10 Holdings

Latest reported top holdings for each ETF

CAKE Avantis CIBC Balanced Asset Allocation ETF

Showing 10 holdings (~23% of fund weight). Provider does not publish the full constituent list.
# Holding Weight
1 Canada (Government of) 3.25% 4.03%
2 China (People's Republic Of) 1.43% 2.0%
3 NVIDIA Corp 1.36%
4 Royal Bank of Canada 1.18%
5 Apple Inc 1.15%
6 Microsoft Corp 1.02%
7 The Toronto-Dominion Bank 0.9%
8 Amazon.com Inc 0.85%
9 Shopify Inc Registered Shs -A- Subord Vtg 0.68%
10 Canadian Natural Resources Ltd 0.5%

CSBG CIBC Sustainable Balanced Growth Solution – ETF Series

# Holding Weight
1 CIBC Sustainable Global Equity O 57.58%
2 CIBC Sustainable Canadian Cor Pl Bd O 24.56%
3 CIBC Sustainable Canadian Equity O 17.44%
4 Cash & Cash Equivalents 0.34%
5 Other Assets, Less Liabilities 0.09%
🎓
Course

New to DIY investing? Skip the guesswork.