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CAFX vs IUSB

Congress Intermediate Bond ETF vs iShares Core Universal USD Bond ETF

CAFX

Congress Intermediate Bond ETF

Congress

Annual cost

0.35%

Fund size

$325M

IUSB

iShares Core Universal USD Bond ETF

iShares

Annual cost

0.06%

Fund size

$36.5B

Key differences

  • IUSB costs 0.29% less per year.
  • IUSB is significantly larger than CAFX — larger funds tend to be more liquid and less likely to close.
  • CAFX follows a active selection strategy; IUSB uses index tracking.
  • IUSB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CAFXIUSB
Annual cost (TER)0.35%0.06%
Fund size (AUM)$325M$36.5B
Since20242014
Dividend yield3.99%4.24%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+4.3%+6.0%
CAGR 3YN/A+4.2%
CAGR 5YN/A+0.5%
Sharpe 3YN/A0.15
Volatility 1Y2.91%3.66%
Max drawdown-2.63%-17.90%

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

Similar to CAFX and IUSB