ETF Comparison

Compare ETFs and analyze holdings overlap

See CAKE vs CSBG overlap
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CAKE CIBC

Avantis CIBC Balanced Asset Allocation ETF

Asset allocation
MER
Yield
Price
Holdings
AUM
Inception
CSBG CIBC

CIBC Sustainable Balanced Growth Solution – ETF Series

Asset allocation
MER
0.90%
Yield
1.53%
Price
$20.45
Holdings
5
AUM
$20.4M
Inception
Jun 2021

Performance Comparison

ETF 1M 3M 6M YTD 1Y 3Y 5Y 10Y Since Inception
CAKE
CSBG -0.30% 5.00% 6.20% 5.20% 11.90% 11.40% 5.80% 5.90% (Jun 2021)
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%

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.

CSBG — Mix

Geographic Allocation
United States 40.7%
United States 40.1%
Canada 39.9%
Canada 39.8%
Canada 39.2%
United States 38.7%
Japan 3.3%
Japan 3.3%
Sector Allocation
Technology 27.0%
Technology 27.0%
Technology 26.9%
Financial Services 26.6%
Financial Services 24.1%
Financial Services 24.1%
Industrials 12.0%
Industrials 11.9%

Top 10 Holdings

Latest reported top holdings for each ETF

CAKE Avantis CIBC Balanced Asset Allocation ETF

Holdings data not available for this ETF.
# Holding Weight
No holdings available

CSBG CIBC Sustainable Balanced Growth Solution – ETF Series

# Holding Weight
1 CIBC Sustainable Global Equity O 58.13%
2 CIBC Sustainable Canadian Cor Pl Bd O 24.19%
3 CIBC Sustainable Canadian Equity O 17.3%
4 Cash & Cash Equivalents 0.35%
5 Other Assets, Less Liabilities 0.04%
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