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CAFX vs SPSB

Congress Intermediate Bond ETF vs State Street SPDR Portfolio Short Term Corporate Bond ETF

CAFX

Congress Intermediate Bond ETF

Congress

Annual cost

0.35%

Fund size

$325M

SPSB

State Street SPDR Portfolio Short Term Corporate Bond ETF

State Street Investment Management

Annual cost

0.04%

Fund size

$10.1B

Key differences

  • SPSB costs 0.31% less per year.
  • SPSB is significantly larger than CAFX — larger funds tend to be more liquid and less likely to close.
  • CAFX follows a active selection strategy; SPSB uses index tracking.
  • SPSB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CAFXSPSB
Annual cost (TER)0.35%0.04%
Fund size (AUM)$325M$10.1B
Since20242009
Dividend yield3.99%4.44%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+4.3%+4.6%
CAGR 3YN/A+5.2%
CAGR 5YN/A+2.7%
Sharpe 3YN/A0.93
Volatility 1Y2.91%1.33%
Max drawdown-2.63%-11.75%

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

Similar to CAFX and SPSB