ETF Comparison

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CAGE CIBC

Avantis CIBC All-Equity Asset Allocation ETF

Asset Allocation
MER
Yield
1.85%
Price
$23.01
Holdings
7,655
AUM
$993.8M
Inception
Mar 2026
Asset Allocation
100%
Stocks 100%
FBAL Fidelity

Fidelity All-in-One Balanced ETF

Asset Allocation
MER
0.40%
Yield
Price
$15.62
Holdings
AUM
$10.1B
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 -0.73% 0.82% 7.06% 8.67% 14.47% 15.90% 9.40% 9.79% (Jan 2021)
As of: Aug 31, 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: Aug 31, 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 44.5%
Canada 30.0%
Canada 29.2%
Canada 28.8%
Japan 5.2%
Japan 5.1%
Sector Allocation
Financial Services 23.7%
Financial Services 22.0%
Financial Services 21.8%
Technology 16.9%
Technology 16.9%
Technology 14.6%
Energy 13.1%
Industrials 12.7%

FBAL — Mix

Geographic Allocation
United States 41.6%
Canada 38.4%
Japan 4.4%
United Kingdom 2.8%
France 1.8%
Multinational 1.6%
Germany 1.3%
Switzerland 1.2%
Sector Allocation
Financials 14.7%
Information Technology 11.8%
Industrials 7.4%
Materials 5.4%
Consumer Disc. 4.5%
Energy 3.6%
Consumer Staples 3.3%
Utilities 3.3%

Top 10 Holdings

Latest reported top holdings for each ETF

CAGE Avantis CIBC All-Equity Asset Allocation ETF

# Holding Weight
1 Royal Bank of Canada 2.13%
2 NVIDIA Corp 2.04%
3 Apple Inc 1.97%
4 Toronto-Dominion Bank 1.54%
5 Microsoft Corp 1.48%
6 Amazon.com Inc 1.47%
7 Suncor Energy Inc 0.98%
8 Bank of Montreal 0.88%
9 Canadian Natural Resources Limited 0.86%
10 Canadian Imperial Bank of Commerce 0.85%

FBAL Fidelity All-in-One Balanced ETF

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