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Screener

CAFX vs IG

Congress Intermediate Bond ETF vs Principal Investment Grade Corporate ETF

CAFX

Congress Intermediate Bond ETF

Congress

Annual cost

0.35%

Fund size

$325M

IG

Principal Investment Grade Corporate ETF

Principal Funds

Annual cost

0.19%

Fund size

$179M

Key differences

  • IG costs 0.16% less per year.
  • IG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CAFXIG
Annual cost (TER)0.35%0.19%
Fund size (AUM)$325M$179M
Since20242018
Dividend yield3.99%5.06%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+4.3%+7.0%
CAGR 3YN/A+5.1%
CAGR 5YN/A+0.2%
Sharpe 3YN/A0.27
Volatility 1Y2.91%4.81%
Max drawdown-2.63%-23.17%

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

Similar to CAFX and IG