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CAFX vs ILTB

Congress Intermediate Bond ETF vs iShares Core 10+ Year USD Bond ETF

CAFX

Congress Intermediate Bond ETF

Congress

Annual cost

0.35%

Fund size

$325M

ILTB

iShares Core 10+ Year USD Bond ETF

iShares

Annual cost

0.06%

Fund size

$588M

Key differences

  • ILTB costs 0.29% less per year.
  • CAFX follows a active selection strategy; ILTB uses index tracking.
  • ILTB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CAFXILTB
Annual cost (TER)0.35%0.06%
Fund size (AUM)$325M$588M
Since20242009
Dividend yield3.99%4.94%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+4.3%+8.2%
CAGR 3YN/A+2.5%
CAGR 5YN/A-2.7%
Sharpe 3YN/A-0.04
Volatility 1Y2.91%8.07%
Max drawdown-2.63%-36.89%

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

Similar to CAFX and ILTB