ETF Comparison

Compare ETFs and analyze holdings overlap

See CAKE vs CSCB overlap
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CAKE CIBC

Avantis CIBC Balanced Asset Allocation ETF

Asset allocation
MER
Yield
Price
Holdings
AUM
Inception
CSCB CIBC

CIBC Sustainable Conservative Balanced Solution – ETF Series

Asset allocation
MER
0.79%
Yield
2.51%
Price
$20.27
Holdings
5
AUM
$10.8M
Inception
Jul 2021

Performance Comparison

ETF 1M 3M 6M YTD 1Y 3Y 5Y 10Y Since Inception
CAKE
CSCB -0.90% 2.80% 3.30% 3.00% 7.50% 8.00% 3.10% 3.20% (Jul 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
CSCB 6.70% 10.10% 8.30% -13.40%

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.

CSCB — Mix

Geographic Allocation
Canada 63.2%
Canada 61.8%
Canada 61.1%
United States 26.7%
United States 26.6%
United States 25.4%
Japan 1.7%
France 1.7%
Sector Allocation
Financial Services 27.2%
Technology 26.6%
Technology 26.6%
Technology 26.6%
Financial Services 24.7%
Financial Services 24.6%
Industrials 11.9%
Industrials 11.8%

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

CSCB CIBC Sustainable Conservative Balanced Solution – ETF Series

# Holding Weight
1 CIBC Sustainable Canadian Cor Pl Bd O 59.36%
2 CIBC Sustainable Global Equity O 30.32%
3 CIBC Sustainable Canadian Equity O 9.97%
4 Cash & Cash Equivalents 0.34%
5 Other Assets, Less Liabilities
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