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CAFX vs FIAX

Congress Intermediate Bond ETF vs Nicholas Fixed Income Alternative ETF

CAFX

Congress Intermediate Bond ETF

Congress

Annual cost

0.35%

Fund size

$325M

FIAX

Nicholas Fixed Income Alternative ETF

Nicholas Wealth Management

Annual cost

0.97%

Fund size

$135M

Key differences

  • CAFX costs 0.62% less per year.
  • CAFX is classified as fixed income, while FIAX is alternative — different risk/return profiles.
  • CAFX follows a active selection strategy; FIAX uses option income.

Side-by-side comparison

CAFXFIAX
Annual cost (TER)0.35%0.97%
Fund size (AUM)$325M$135M
Since20242022
Dividend yield3.99%8.18%
Asset classfixed incomealternative
Regionnorth americanorth america
Strategyactive selectionoption income
CAGR 1Y+4.1%+5.6%
CAGR 3YN/A+3.5%
CAGR 5YN/AN/A
Sharpe 3YN/A0.00
Volatility 1Y2.90%4.27%
Max drawdown-2.63%-6.26%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to CAFX and FIAX