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CAFX vs IGEB

Congress Intermediate Bond ETF vs iShares Investment Grade Systematic Bond ETF

CAFX

Congress Intermediate Bond ETF

Congress

Annual cost

0.35%

Fund size

$325M

IGEB

iShares Investment Grade Systematic Bond ETF

iShares

Annual cost

0.18%

Fund size

$1.4B

Key differences

  • IGEB costs 0.17% less per year.
  • IGEB is significantly larger than CAFX — larger funds tend to be more liquid and less likely to close.
  • CAFX follows a active selection strategy; IGEB uses index tracking.
  • IGEB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CAFXIGEB
Annual cost (TER)0.35%0.18%
Fund size (AUM)$325M$1.4B
Since20242017
Dividend yield3.99%5.03%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+4.3%+6.9%
CAGR 3YN/A+5.8%
CAGR 5YN/A+1.2%
Sharpe 3YN/A0.40
Volatility 1Y2.91%4.24%
Max drawdown-2.63%-21.13%

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

Similar to CAFX and IGEB