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CAFX vs HYDB

Congress Intermediate Bond ETF vs iShares High Yield Systematic Bond ETF

CAFX

Congress Intermediate Bond ETF

Congress

Annual cost

0.35%

Fund size

$325M

HYDB

iShares High Yield Systematic Bond ETF

iShares

Annual cost

0.35%

Fund size

$1.5B

Key differences

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

Side-by-side comparison

CAFXHYDB
Annual cost (TER)0.35%0.35%
Fund size (AUM)$325M$1.5B
Since20242017
Dividend yield3.99%7.11%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+4.3%+8.0%
CAGR 3YN/A+9.5%
CAGR 5YN/A+4.7%
Sharpe 3YN/A1.06
Volatility 1Y2.91%3.82%
Max drawdown-2.63%-21.58%

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

Similar to CAFX and HYDB