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CAFX vs XCCC

Congress Intermediate Bond ETF vs BondBloxx CCC Rated USD High Yield Corporate Bond ETF

CAFX

Congress Intermediate Bond ETF

Annual cost

0.35%

Fund size

$326M

XCCC

BondBloxx CCC Rated USD High Yield Corporate Bond ETF

Annual cost

0.40%

Fund size

$314M

Key differences

Both CAFX and XCCC are fixed income ETFs. CAFX charges 0.35% a year and XCCC 0.40%. The main difference: CAFX follows a active selection strategy; XCCC uses index tracking.

  • CAFX follows a active selection strategy; XCCC uses index tracking.
  • CAFX costs 0.05% less per year.

Side-by-side comparison

CAFXXCCC
Annual cost (TER)0.35%0.40%
Fund size (AUM)$326M$314M
Since20242022
Dividend yield4.00%9.94%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+3.8%+6.2%
CAGR 3YN/A+10.9%
CAGR 5YN/AN/A
Sharpe 3YN/A0.95
Volatility 1Y2.88%5.31%
Max drawdown-2.63%-11.00%

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

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