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CAFX vs GVI

Congress Intermediate Bond ETF vs iShares Intermediate Government/Credit Bond ETF

CAFX

Congress Intermediate Bond ETF

Congress

Annual cost

0.35%

Fund size

$325M

GVI

iShares Intermediate Government/Credit Bond ETF

iShares

Annual cost

0.20%

Fund size

$3.8B

Key differences

  • GVI costs 0.15% less per year.
  • GVI is significantly larger than CAFX — larger funds tend to be more liquid and less likely to close.
  • CAFX follows a active selection strategy; GVI uses index tracking.
  • GVI has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CAFXGVI
Annual cost (TER)0.35%0.20%
Fund size (AUM)$325M$3.8B
Since20242007
Dividend yield3.99%3.56%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+4.3%+4.3%
CAGR 3YN/A+3.9%
CAGR 5YN/A+1.0%
Sharpe 3YN/A0.12
Volatility 1Y2.91%2.52%
Max drawdown-2.63%-12.93%

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

Similar to CAFX and GVI