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CAFX vs NYM

Congress Intermediate Bond ETF vs AB New York Intermediate Municipal ETF

CAFX

Congress Intermediate Bond ETF

Congress

Annual cost

0.35%

Fund size

$325M

NYM

AB New York Intermediate Municipal ETF

AllianceBernstein

Annual cost

0.27%

Fund size

$1.3B

Key differences

  • NYM costs 0.08% less per year.
  • NYM is significantly larger than CAFX — larger funds tend to be more liquid and less likely to close.
  • NYM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CAFXNYM
Annual cost (TER)0.35%0.27%
Fund size (AUM)$325M$1.3B
Since20241989
Dividend yield3.99%2.74%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+4.3%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y2.91%
Max drawdown-2.63%-1.76%

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

Similar to CAFX and NYM