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CAFX vs SYSB

Congress Intermediate Bond ETF vs iShares Systematic Bond ETF

CAFX

Congress Intermediate Bond ETF

Congress

Annual cost

0.35%

Fund size

$325M

SYSB

iShares Systematic Bond ETF

iShares

Annual cost

0.25%

Fund size

$1.0B

Key differences

  • SYSB costs 0.10% less per year.
  • SYSB is significantly larger than CAFX — larger funds tend to be more liquid and less likely to close.
  • CAFX follows a active selection strategy; SYSB uses index tracking.
  • SYSB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CAFXSYSB
Annual cost (TER)0.35%0.25%
Fund size (AUM)$325M$1.0B
Since20242015
Dividend yield3.99%4.64%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+4.3%+5.7%
CAGR 3YN/A+6.5%
CAGR 5YN/A+1.5%
Sharpe 3YN/A0.66
Volatility 1Y2.91%3.78%
Max drawdown-2.63%-18.47%

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

Similar to CAFX and SYSB