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CAFX vs IGIB

Congress Intermediate Bond ETF vs iShares 5-10 Year Investment Grade Corporate Bond ETF

CAFX

Congress Intermediate Bond ETF

Congress

Annual cost

0.35%

Fund size

$325M

IGIB

iShares 5-10 Year Investment Grade Corporate Bond ETF

iShares

Annual cost

0.04%

Fund size

$17.9B

Key differences

  • IGIB costs 0.31% less per year.
  • IGIB is significantly larger than CAFX — larger funds tend to be more liquid and less likely to close.
  • CAFX follows a active selection strategy; IGIB uses index tracking.
  • IGIB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CAFXIGIB
Annual cost (TER)0.35%0.04%
Fund size (AUM)$325M$17.9B
Since20242007
Dividend yield3.99%4.73%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+4.3%+7.2%
CAGR 3YN/A+6.0%
CAGR 5YN/A+1.4%
Sharpe 3YN/A0.44
Volatility 1Y2.91%4.20%
Max drawdown-2.63%-20.63%

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

Similar to CAFX and IGIB