Skip to content
Beacon
Screener

CAFX vs YEAR

Congress Intermediate Bond ETF vs AB Ultra Short Income ETF

CAFX

Congress Intermediate Bond ETF

Congress

Annual cost

0.35%

Fund size

$325M

YEAR

AB Ultra Short Income ETF

AllianceBernstein

Annual cost

0.25%

Fund size

$1.5B

Key differences

  • YEAR costs 0.10% less per year.
  • YEAR is significantly larger than CAFX — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

CAFXYEAR
Annual cost (TER)0.35%0.25%
Fund size (AUM)$325M$1.5B
Since20242022
Dividend yield3.99%4.21%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+4.3%+4.0%
CAGR 3YN/A+5.0%
CAGR 5YN/AN/A
Sharpe 3YN/A1.27
Volatility 1Y2.91%0.77%
Max drawdown-2.63%-0.79%

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

Similar to CAFX and YEAR