Screener
CAFX vs PGX
Congress Intermediate Bond ETF vs Invesco Preferred ETF
Key differences
- CAFX costs 0.15% less per year.
- PGX is significantly larger than CAFX — larger funds tend to be more liquid and less likely to close.
- CAFX follows a active selection strategy; PGX uses index tracking.
- PGX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CAFX | PGX | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.50% |
| Fund size (AUM) | $325M | $3.9B |
| Since | 2024 | 2008 |
| Dividend yield | 3.99% | 6.16% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +4.1% | +7.3% |
| CAGR 3Y | N/A | +6.1% |
| CAGR 5Y | N/A | -0.3% |
| Sharpe 3Y | N/A | 0.31 |
| Volatility 1Y | 2.90% | 6.14% |
| Max drawdown | -2.63% | -34.10% |
Similar to CAFX and PGX
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