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GVI vs CAFX

iShares Intermediate Government/Credit Bond ETF vs Congress Intermediate Bond ETF

GVI

iShares Intermediate Government/Credit Bond ETF

iShares

Annual cost

0.20%

Fund size

$3.8B

CAFX

Congress Intermediate Bond ETF

Congress

Annual cost

0.35%

Fund size

$325M

Key differences

  • GVI costs 0.15% less per year.
  • GVI is significantly larger than CAFX — larger funds tend to be more liquid and less likely to close.
  • GVI follows a index tracking strategy; CAFX uses active selection.
  • GVI has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

GVICAFX
Annual cost (TER)0.20%0.35%
Fund size (AUM)$3.8B$325M
Since20072024
Dividend yield3.56%3.99%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+4.3%+4.3%
CAGR 3Y+3.9%N/A
CAGR 5Y+1.0%N/A
Sharpe 3Y0.12N/A
Volatility 1Y2.52%2.91%
Max drawdown-12.93%-2.63%

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

Similar to GVI and CAFX