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CAFX vs SLQD

Congress Intermediate Bond ETF vs iShares 0-5 Year Investment Grade Corporate Bond ETF

CAFX

Congress Intermediate Bond ETF

Congress

Annual cost

0.35%

Fund size

$325M

SLQD

iShares 0-5 Year Investment Grade Corporate Bond ETF

iShares

Annual cost

0.06%

Fund size

$2.3B

Key differences

  • SLQD costs 0.29% less per year.
  • SLQD is significantly larger than CAFX — larger funds tend to be more liquid and less likely to close.
  • CAFX follows a active selection strategy; SLQD uses index tracking.
  • SLQD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CAFXSLQD
Annual cost (TER)0.35%0.06%
Fund size (AUM)$325M$2.3B
Since20242013
Dividend yield3.99%4.25%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+4.3%+4.7%
CAGR 3YN/A+5.2%
CAGR 5YN/A+2.5%
Sharpe 3YN/A0.79
Volatility 1Y2.91%1.49%
Max drawdown-2.63%-12.69%

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

Similar to CAFX and SLQD