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Screener

ACVT vs CAFX

Advent Convertible Bond ETF vs Congress Intermediate Bond ETF

ACVT

Advent Convertible Bond ETF

Annual cost

0.65%

Fund size

$32M

CAFX

Congress Intermediate Bond ETF

Annual cost

0.35%

Fund size

$326M

Key differences

Both ACVT and CAFX are fixed income ETFs. ACVT charges 0.65% a year and CAFX 0.35%. The main difference: CAFX costs 0.30% less per year.

  • CAFX costs 0.30% less per year.
  • CAFX is much larger than ACVT. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

ACVTCAFX
Annual cost (TER)0.65%0.35%
Fund size (AUM)$32M$326M
Since20252024
Dividend yield1.46%4.00%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+9.9%+3.7%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y5.68%2.86%
Max drawdown-4.81%-2.63%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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