Screener
CAFX vs ICVT
Congress Intermediate Bond ETF vs iShares Convertible Bond ETF
Key differences
Both CAFX and ICVT are fixed income ETFs. CAFX charges 0.35% a year and ICVT 0.20%. The main difference: CAFX follows a active selection strategy; ICVT uses index tracking.
- CAFX follows a active selection strategy; ICVT uses index tracking.
- ICVT costs 0.15% less per year.
- ICVT is much larger than CAFX. Larger funds are usually more liquid and less likely to close.
- ICVT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CAFX | ICVT | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.20% |
| Fund size (AUM) | $326M | $7.1B |
| Since | 2024 | 2015 |
| Dividend yield | 4.00% | 1.33% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +3.7% | +32.5% |
| CAGR 3Y | N/A | +18.4% |
| CAGR 5Y | N/A | +6.7% |
| Sharpe 3Y | N/A | 1.19 |
| Volatility 1Y | 2.86% | 15.11% |
| Max drawdown | -2.63% | -33.25% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.