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Screener

IG vs CAFX

Principal Investment Grade Corporate ETF vs Congress Intermediate Bond ETF

IG

Principal Investment Grade Corporate ETF

Principal Funds

Annual cost

0.19%

Fund size

$179M

CAFX

Congress Intermediate Bond ETF

Congress

Annual cost

0.35%

Fund size

$325M

Key differences

  • IG costs 0.16% less per year.
  • IG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IGCAFX
Annual cost (TER)0.19%0.35%
Fund size (AUM)$179M$325M
Since20182024
Dividend yield5.06%3.99%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+7.0%+4.3%
CAGR 3Y+5.1%N/A
CAGR 5Y+0.2%N/A
Sharpe 3Y0.27N/A
Volatility 1Y4.81%2.91%
Max drawdown-23.17%-2.63%

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

Similar to IG and CAFX