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CAGE.TO vs. XMY.TO
Performance
Return for Risk
Dividends
Drawdowns
Volatility

CAGE.TO vs. XMY.TO

Last updated Apr 1, 2026

Compare and contrast key facts about Avantis CIBC All-Equity Asset Allocation ETF (CAGE.TO) and iShares MSCI Min Vol Global Index ETF (CAD-Hedged) (XMY.TO).

CAGE.TO and XMY.TO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CAGE.TO is an actively managed fund by Avantis. It was launched on Mar 18, 2026. XMY.TO is a passively managed fund by iShares that tracks the performance of the Morningstar Gbl GR CAD. It was launched on Apr 5, 2016.

Performance

CAGE.TO vs. XMY.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Avantis CIBC All-Equity Asset Allocation ETF (CAGE.TO) and iShares MSCI Min Vol Global Index ETF (CAD-Hedged) (XMY.TO). The values are adjusted to include any dividend payments, if applicable.

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CAGE.TO vs. XMY.TO - Yearly Performance Comparison

2026 (YTD)
CAGE.TO
Avantis CIBC All-Equity Asset Allocation ETF		1.44%
XMY.TO
iShares MSCI Min Vol Global Index ETF (CAD-Hedged)		-1.59%

Returns By Period

CAGE.TO

1D
2.40%
1M
—
YTD
—
6M
—
1Y
—
3Y*
—
5Y*
—
10Y*
—

XMY.TO

1D
-0.09%
1M
-4.73%
YTD
-0.70%
6M
0.21%
1Y
3.37%
3Y*
9.25%
5Y*
6.30%
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

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Avantis CIBC All-Equity Asset Allocation ETF

iShares MSCI Min Vol Global Index ETF (CAD-Hedged)

Often compared with CAGE.TO:
CAGE.TO vs. XEQT.TOCAGE.TO vs. VEQT.TOCAGE.TO vs. FGEP.TOCAGE.TO vs. MEQT.TOCAGE.TO vs. TINF.TOCAGE.TO vs. CYH.TOCAGE.TO vs. BREA.TO
Often compared with XMY.TO:
XMY.TO vs. XMU.TOXMY.TO vs. XMV.TOXMY.TO vs. XML.TOXMY.TO vs. FCIN.NEOXMY.TO vs. XMW.TOXMY.TO vs. XEQT.TOXMY.TO vs. VMO.TO

CAGE.TO vs. XMY.TO - Expense Ratio Comparison

XMY.TO
iShares MSCI Min Vol Global Index ETF (CAD-Hedged)

Return for Risk

CAGE.TO vs. XMY.TO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
CAGE.TO
XMY.TO
XMY.TO Risk / Return Rank: 2020
Overall Rank
XMY.TO Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
XMY.TO Sortino Ratio Rank: 1818
Sortino Ratio Rank
XMY.TO Omega Ratio Rank: 2020
Omega Ratio Rank
XMY.TO Calmar Ratio Rank: 1919
Calmar Ratio Rank
XMY.TO Martin Ratio Rank: 2222
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CAGE.TO vs. XMY.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Avantis CIBC All-Equity Asset Allocation ETF (CAGE.TO) and iShares MSCI Min Vol Global Index ETF (CAD-Hedged) (XMY.TO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

CAGE.TO vs. XMY.TO - Sharpe Ratio Comparison

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Sharpe Ratios by Period

CAGE.TOXMY.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

—

0.31

—

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

—

0.65

—

Sharpe Ratio (All Time)

Calculated using the full available price history

2.21

0.61

+1.60

Correlation

The correlation between CAGE.TO and XMY.TO is -0.40. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Dividends

CAGE.TO vs. XMY.TO - Dividend Comparison

CAGE.TO has not paid dividends to shareholders, while XMY.TO's dividend yield for the trailing twelve months is around 1.91%.

TTM2025202420232022202120202019201820172016
CAGE.TO
Avantis CIBC All-Equity Asset Allocation ETF		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
XMY.TO
iShares MSCI Min Vol Global Index ETF (CAD-Hedged)		1.91%1.90%1.91%1.90%1.71%1.40%1.37%2.16%1.45%1.58%2.07%

Drawdowns

CAGE.TO vs. XMY.TO - Drawdown Comparison

The maximum CAGE.TO drawdown since its inception was -2.93%, smaller than the maximum XMY.TO drawdown of -29.00%. Use the drawdown chart below to compare losses from any high point for CAGE.TO and XMY.TO.

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Drawdown Indicators

CAGE.TOXMY.TODifference

Max Drawdown

Largest peak-to-trough decline

-2.93%

-29.00%

+26.07%

Max Drawdown (1Y)

Largest decline over 1 year

—

-8.05%

—

Max Drawdown (5Y)

Largest decline over 5 years

—

-13.89%

—

Current Drawdown

Current decline from peak

0.00%

-5.06%

+5.06%

Average Drawdown

Average peak-to-trough decline

-1.09%

-3.30%

+2.21%

Ulcer Index

Depth and duration of drawdowns from previous peaks

—

1.75%

—

Volatility

CAGE.TO vs. XMY.TO - Volatility Comparison

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Volatility by Period

CAGE.TOXMY.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

—

3.09%

—

Volatility (6M)

Calculated over the trailing 6-month period

—

5.64%

—

Volatility (1Y)

Calculated over the trailing 1-year period

23.65%

10.93%

+12.72%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.65%

9.73%

+13.92%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.65%

11.53%

+12.12%