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CAFX vs YLD

Congress Intermediate Bond ETF vs Principal Active High Yield ETF

CAFX

Congress Intermediate Bond ETF

Congress

Annual cost

0.35%

Fund size

$325M

YLD

Principal Active High Yield ETF

Principal Funds

Annual cost

0.39%

Fund size

$524M

Key differences

  • CAFX is classified as fixed income, while YLD is alternative — different risk/return profiles.
  • CAFX covers north america markets; YLD covers global.
  • CAFX follows a active selection strategy; YLD uses multi strategy.
  • YLD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CAFXYLD
Annual cost (TER)0.35%0.39%
Fund size (AUM)$325M$524M
Since20242015
Dividend yield3.99%7.31%
Asset classfixed incomealternative
Regionnorth americaglobal
Strategyactive selectionmulti strategy
CAGR 1Y+4.3%+8.3%
CAGR 3YN/A+8.9%
CAGR 5YN/A+5.0%
Sharpe 3YN/A0.90
Volatility 1Y2.91%4.32%
Max drawdown-2.63%-28.34%

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

Similar to CAFX and YLD