Screener
CAFX vs UTHY
Congress Intermediate Bond ETF vs F/m US Treasury 30 Year Bond ETF
Key differences
Both CAFX and UTHY are fixed income ETFs. CAFX charges 0.35% a year and UTHY 0.15%. The main difference: CAFX follows a active selection strategy; UTHY uses index tracking.
- CAFX follows a active selection strategy; UTHY uses index tracking.
- UTHY costs 0.20% less per year.
- CAFX is much larger than UTHY. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| CAFX | UTHY | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.15% |
| Fund size (AUM) | $326M | $24M |
| Since | 2024 | 2023 |
| Dividend yield | 4.00% | 5.02% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +3.7% | +3.4% |
| CAGR 3Y | N/A | -2.3% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | -0.37 |
| Volatility 1Y | 2.86% | 9.26% |
| Max drawdown | -2.63% | -21.86% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.