ETF Comparison

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CAGE CIBC

Avantis CIBC All-Equity Asset Allocation ETF

Asset Allocation
MER
Yield
1.85%
Price
$22.60
Holdings
7,314
AUM
$825.4M
Inception
Mar 2026
Asset Allocation
100%
Stocks 100%
ZGRO BMO

BMO Growth ETF

Asset Allocation
MER
0.18%
Yield
1.35%
Price
$19.22
Holdings
3,350
AUM
$779M
Inception
Feb 2019
Asset Allocation
80%
20%
Stocks 80% Bonds 20%

Performance Comparison

ETF 1M 3M 6M YTD 1Y 3Y 5Y 10Y Since Inception
CAGE
ZGRO 1.70% 11.66% 11.97% 11.97% 24.38% 18.51% 11.36% 11.94% (Feb 2019)
As of: Jun 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
ZGRO 16.44% 20.49% 14.65% -10.53% 14.87% 10.66%
As of: Jun 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 45.9%
United States 45.5%
United States 45.1%
Canada 30.3%
Canada 30.0%
Canada 29.2%
Japan 5.2%
Japan 5.1%
Sector Allocation
Financial Services 22.0%
Financial Services 21.8%
Financial Services 21.0%
Technology 16.9%
Technology 14.6%
Technology 13.8%
Energy 13.1%
Industrials 12.7%

Top 10 Holdings

Latest reported top holdings for each ETF

CAGE Avantis CIBC All-Equity Asset Allocation ETF

# Holding Weight
1 NVIDIA Corp 2.11%
2 Royal Bank of Canada 1.97%
3 Apple Inc 1.92%
4 Toronto-Dominion Bank 1.59%
5 Amazon.com Inc 1.38%
6 Microsoft Corp 1.3%
7 Micron Technology Inc 0.99%
8 Bank of Montreal 0.92%
9 Suncor Energy Inc 0.87%
10 Canadian Imperial Bank of Commerce 0.86%

ZGRO BMO Growth ETF

# Holding Weight
1 Canadian Government Bond . 0.50% 12/01/2030 8.91%
2 BMO US Aggregate Bond Index ETF 5.9%
3 NVIDIA Corporation 2.75%
4 Apple Inc. 2.56%
5 Microsoft Corporation 1.95%
6 Royal Bank of Canada 1.65%
7 Amazon.com, Inc. 1.5%
8 Alphabet Inc. Cl A 1.18%
9 Toronto-Dominion Bank 1.13%
10 Taiwan Semiconductor Manufacturing Co Ltd 1.05%
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