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CAFX vs PFIG

Congress Intermediate Bond ETF vs Invesco Fundamental Investment Grade Corporate Bond ETF

CAFX

Congress Intermediate Bond ETF

Congress

Annual cost

0.35%

Fund size

$325M

PFIG

Invesco Fundamental Investment Grade Corporate Bond ETF

Invesco

Annual cost

0.22%

Fund size

$113M

Key differences

  • PFIG costs 0.13% less per year.
  • CAFX follows a active selection strategy; PFIG uses index tracking.
  • PFIG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CAFXPFIG
Annual cost (TER)0.35%0.22%
Fund size (AUM)$325M$113M
Since20242011
Dividend yield3.99%4.37%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+4.3%+5.5%
CAGR 3YN/A+5.0%
CAGR 5YN/A+1.4%
Sharpe 3YN/A0.35
Volatility 1Y2.91%3.10%
Max drawdown-2.63%-15.73%

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

Similar to CAFX and PFIG