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Screener

CAFX vs TLH

Congress Intermediate Bond ETF vs iShares 10-20 Year Treasury Bond ETF

CAFX

Congress Intermediate Bond ETF

Annual cost

0.35%

Fund size

$326M

TLH

iShares 10-20 Year Treasury Bond ETF

Annual cost

0.15%

Fund size

$11.4B

Key differences

Both CAFX and TLH are fixed income ETFs. CAFX charges 0.35% a year and TLH 0.15%. The main difference: CAFX follows a active selection strategy; TLH uses index tracking.

  • CAFX follows a active selection strategy; TLH uses index tracking.
  • TLH costs 0.20% less per year.
  • TLH is much larger than CAFX. Larger funds are usually more liquid and less likely to close.
  • TLH has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CAFXTLH
Annual cost (TER)0.35%0.15%
Fund size (AUM)$326M$11.4B
Since20242007
Dividend yield4.00%4.39%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+3.8%+4.6%
CAGR 3YN/A+1.1%
CAGR 5YN/A-3.7%
Sharpe 3YN/A-0.17
Volatility 1Y2.88%7.92%
Max drawdown-2.63%-41.14%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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