CAUV.TO vs. CAGE.TO

Last updated Apr 5, 2026

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

CAUV.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. CAUV.TO is an actively managed fund by Avantis. It was launched on Feb 20, 2026. CAGE.TO is an actively managed fund by Avantis. It was launched on Mar 18, 2026.

Performance

CAUV.TO vs. CAGE.TO - Performance Comparison

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

Returns By Period

CAUV.TO

• 1D: 0.76%
• 1M: 1.65%
• 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)

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

	2026 (YTD)
CAUV.TO Avantis CIBC U.S. Small Cap Value ETF	5.38%
CAGE.TO Avantis CIBC All-Equity Asset Allocation ETF	2.33%

Correlation

The correlation between CAUV.TO and CAGE.TO is 0.65, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined. Holding both can reduce overall portfolio volatility compared to holding either one alone.

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

CAUV.TO

Avantis CIBC U.S. Small Cap Value ETF

Return for Risk

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

This table presents a comparison of risk-adjusted performance metrics for Avantis CIBC U.S. Small Cap Value ETF (CAUV.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

	CAUV.TO	CAGE.TO	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	-0.85	3.42	-4.27

Drawdowns

CAUV.TO vs. CAGE.TO - Drawdown Comparison

The maximum CAUV.TO drawdown since its inception was -7.68%, which is greater than CAGE.TO's maximum drawdown of -2.93%. Use the drawdown chart below to compare losses from any high point for CAUV.TO and CAGE.TO.

Drawdown Indicators

	CAUV.TO	CAGE.TO	Difference
Max Drawdown Largest peak-to-trough decline	-7.68%	-2.93%	-4.75%
Current Drawdown Current decline from peak	-1.98%	0.00%	-1.98%
Average Drawdown Average peak-to-trough decline	-4.24%	-0.89%	-3.35%

Volatility

Volatility by Period

	CAUV.TO	CAGE.TO	Difference
Volatility (1Y) Calculated over the trailing 1-year period	19.12%	21.36%	-2.24%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	19.12%	21.36%	-2.24%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.12%	21.36%	-2.24%

Dividends

CAUV.TO vs. CAGE.TO - Dividend Comparison

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

Tickers have no history of dividend payments