CASV.TO vs. CAGE.TO

Last updated Apr 3, 2026

Compare and contrast key facts about Avantis CIBC Global Small Cap Value ETF (CASV.TO) and Avantis CIBC All-Equity Asset Allocation ETF (CAGE.TO).

CASV.TO and CAGE.TO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CASV.TO is an actively managed fund by Avantis. It was launched on Mar 13, 2026. CAGE.TO is an actively managed fund by Avantis. It was launched on Mar 18, 2026.

Performance

CASV.TO vs. CAGE.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Avantis CIBC Global Small Cap Value ETF (CASV.TO) and Avantis CIBC All-Equity Asset Allocation ETF (CAGE.TO). The values are adjusted to include any dividend payments, if applicable.

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

	2026 (YTD)
CASV.TO Avantis CIBC Global Small Cap Value ETF	5.35%
CAGE.TO Avantis CIBC All-Equity Asset Allocation ETF	2.33%

Returns By Period

CASV.TO

• 1D: 0.60%
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

CAGE.TO

• 1D: 0.10%
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

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

CASV.TO

Avantis CIBC Global Small Cap Value ETF

Return for Risk

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

This table presents a comparison of risk-adjusted performance metrics for Avantis CIBC Global Small Cap Value ETF (CASV.TO) and Avantis CIBC All-Equity Asset Allocation ETF (CAGE.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.

Sharpe Ratios by Period

	CASV.TO	CAGE.TO	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	10.69	3.42	+7.28

Correlation

The correlation between CASV.TO and CAGE.TO is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Dividends

CASV.TO vs. CAGE.TO - Dividend Comparison

Neither CASV.TO nor CAGE.TO has paid dividends to shareholders.

Tickers have no history of dividend payments

Drawdowns

CASV.TO vs. CAGE.TO - Drawdown Comparison

The maximum CASV.TO drawdown since its inception was -1.96%, smaller than the maximum CAGE.TO drawdown of -2.93%. Use the drawdown chart below to compare losses from any high point for CASV.TO and CAGE.TO.

Drawdown Indicators

	CASV.TO	CAGE.TO	Difference
Max Drawdown Largest peak-to-trough decline	-1.96%	-2.93%	+0.97%
Current Drawdown Current decline from peak	0.00%	0.00%	0.00%
Average Drawdown Average peak-to-trough decline	-0.41%	-0.89%	+0.48%

Volatility

Volatility by Period

	CASV.TO	CAGE.TO	Difference
Volatility (1Y) Calculated over the trailing 1-year period	17.29%	21.36%	-4.07%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.29%	21.36%	-4.07%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.29%	21.36%	-4.07%