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CAFX vs MSTI

Congress Intermediate Bond ETF vs Madison Short-Term Strategic Income ETF

CAFX

Congress Intermediate Bond ETF

Annual cost

0.35%

Fund size

$326M

MSTI

Madison Short-Term Strategic Income ETF

Annual cost

0.36%

Fund size

$49M

Key differences

Both CAFX and MSTI are fixed income ETFs. CAFX charges 0.35% a year and MSTI 0.36%. The main difference: CAFX is much larger than MSTI. Larger funds are usually more liquid and less likely to close.

  • CAFX is much larger than MSTI. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

CAFXMSTI
Annual cost (TER)0.35%0.36%
Fund size (AUM)$326M$49M
Since20242023
Dividend yield4.00%5.31%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+3.8%+4.2%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y2.88%2.44%
Max drawdown-2.63%-1.47%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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