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CAFX vs IGSB

Congress Intermediate Bond ETF vs iShares 1-5 Year Investment Grade Corporate Bond ETF

CAFX

Congress Intermediate Bond ETF

Congress

Annual cost

0.35%

Fund size

$325M

IGSB

iShares 1-5 Year Investment Grade Corporate Bond ETF

iShares

Annual cost

0.04%

Fund size

$21.9B

Key differences

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

Side-by-side comparison

CAFXIGSB
Annual cost (TER)0.35%0.04%
Fund size (AUM)$325M$21.9B
Since20242007
Dividend yield3.99%4.53%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+4.3%+5.0%
CAGR 3YN/A+5.5%
CAGR 5YN/A+2.4%
Sharpe 3YN/A0.74
Volatility 1Y2.91%1.94%
Max drawdown-2.63%-13.38%

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

Similar to CAFX and IGSB