Skip to content
Beacon
Screener

CAFX vs SCHJ

Congress Intermediate Bond ETF vs Schwab 1-5 Year Corporate Bond ETF

CAFX

Congress Intermediate Bond ETF

Congress

Annual cost

0.35%

Fund size

$325M

SCHJ

Schwab 1-5 Year Corporate Bond ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$759M

Key differences

  • SCHJ costs 0.32% less per year.
  • CAFX follows a active selection strategy; SCHJ uses index tracking.
  • SCHJ has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CAFXSCHJ
Annual cost (TER)0.35%0.03%
Fund size (AUM)$325M$759M
Since20242019
Dividend yield3.99%4.48%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+4.3%+4.8%
CAGR 3YN/A+5.4%
CAGR 5YN/A+2.3%
Sharpe 3YN/A0.70
Volatility 1Y2.91%1.87%
Max drawdown-2.63%-13.62%

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

Similar to CAFX and SCHJ