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%
VEQT Vanguard

Vanguard All-Equity ETF Portfolio

Asset Allocation
MER
0.22%
Yield
1.22%
Price
$61.88
Holdings
12,078
AUM
$17B
Inception
Jan 2019
Asset Allocation
100%
Stocks 100%

Performance Comparison

ETF 1M 3M 6M YTD 1Y 3Y 5Y 10Y Since Inception
CAGE
VEQT 2.11% 3.12% 15.55% 24.75% 21.94% 13.19% 14.40% (Jan 2019)
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
VEQT 20.37% 25.00% 16.71% -10.78% 19.59% 11.29%
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%

VEQT — Mix

Geographic Allocation
United States 45.6%
United States 45.2%
Canada 30.3%
Canada 30.0%
Japan 4.2%
Japan 4.2%
United Kingdom 2.3%
United Kingdom 2.3%
Sector Allocation
Technology 24.8%
Financials 21.5%
Industrials 11.8%
Consumer Discretionary 9.7%
Energy 7.5%
Basic Materials 7.3%
Health Care 6.0%
Consumer Staples 3.4%

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%

VEQT Vanguard All-Equity ETF Portfolio

# Holding Weight
1 NVIDIA Corp 2.87%
2 Apple Inc 2.83%
3 ROYAL BANK OF CANADA 2.5%
4 Microsoft Corp 2.15%
5 TORONTO DOMINION BANK 1.71%
6 Amazon.com Inc 1.64%
7 Alphabet Inc 1.3%
8 Shopify Inc 1.23%
9 Broadcom Inc 1.15%
10 BANK OF MONTREAL 1.08%
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