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CAFX vs BBBL

Congress Intermediate Bond ETF vs BondBloxx BBB Rated 10+ Year Corporate Bond ETF

CAFX

Congress Intermediate Bond ETF

Annual cost

0.35%

Fund size

$326M

BBBL

BondBloxx BBB Rated 10+ Year Corporate Bond ETF

Annual cost

0.19%

Fund size

$5M

Key differences

Both CAFX and BBBL are fixed income ETFs. CAFX charges 0.35% a year and BBBL 0.19%. The main difference: CAFX follows a active selection strategy; BBBL uses index tracking.

  • CAFX follows a active selection strategy; BBBL uses index tracking.
  • CAFX covers North America; BBBL covers global markets.
  • BBBL costs 0.16% less per year.
  • CAFX is much larger than BBBL. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

CAFXBBBL
Annual cost (TER)0.35%0.19%
Fund size (AUM)$326M$5M
Since20242024
Dividend yield4.00%5.69%
Asset classfixed incomefixed income
Regionnorth americaglobal
Strategyactive selectionindex tracking
CAGR 1Y+3.8%+7.0%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y2.88%7.88%
Max drawdown-2.63%-9.43%

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

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