ETF Comparison

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CAGE CIBC

Avantis CIBC All-Equity Asset Allocation ETF

Asset Allocation
MER
—
Yield
1.36%
Price
$22.16
Holdings
491
AUM
$1.1B
Inception
Mar 2026
Asset Allocation
100%
Stocks 100%
FBAL Fidelity

Fidelity All-in-One Balanced ETF

Asset Allocation
MER
0.40%
Yield
—
Price
$15.56
Holdings
—
AUM
$10.6B
Inception
Jan 2021
Asset Allocation
60%
40%
Stocks 60% Bonds 40%

Performance Comparison

ETF 1M 3M 6M YTD 1Y 3Y 5Y 10Y Since Inception
CAGE — — — — — — — — —
FBAL -0.70% -1.42% 3.90% 8.16% 9.24% 16.62% 9.34% — 9.37% (Jan 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
CAGE — — — — — —
FBAL 13.04% 19.42% 14.08% -9.67% — —
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.

CAGE — Mix

Geographic Allocation
United States 44.6%
United States 44.5%
United States 44.2%
Canada 29.5%
Canada 29.0%
Canada 28.8%
Japan 5.1%
Japan 5.1%
Sector Allocation
Financial Services 23.7%
Financial Services 22.8%
Financial Services 22.7%
Technology 19.2%
Technology 19.1%
Technology 16.9%
Industrials 12.3%
Industrials 11.3%

FBAL — Mix

Geographic Allocation
United States 40.6%
Canada 38.3%
Japan 4.4%
United Kingdom 2.4%
Multinational 2.2%
France 1.8%
Germany 1.3%
Switzerland 1.2%
Sector Allocation
Information Technology 12.9%
Financials 12.4%
Industrials 6.3%
Energy 5.3%
Materials 4.9%
Consumer Staples 4.3%
Consumer Disc. 4.1%
Real Estate 3.3%

Top 10 Holdings

Latest reported top holdings for each ETF

CAGE Avantis CIBC All-Equity Asset Allocation ETF

CIBC doesn't publish the full holdings list for this ETF (or its underlying ETFs), so in this comparison, CAGE only includes its top 490 holdings out of a total of 9,205, representing about 62% of the fund's assets.
# Holding Weight
1 NVIDIA Corp 2.32%
2 Apple Inc 2.04%
3 Royal Bank of Canada 2.01%
4 Microsoft Corp 1.89%
5 The Toronto-Dominion Bank 1.43%
6 Amazon.com Inc 1.32%
7 Shopify Inc Registered Shs -A- Subord Vtg 1.2%
8 Suncor Energy Inc 0.84%
9 Meta Platforms Inc Class A 0.82%
10 Micron Technology Inc 0.81%

FBAL Fidelity All-in-One Balanced ETF

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