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RFIX vs CAFX

Simplify Bond Bull ETF vs Congress Intermediate Bond ETF

RFIX

Simplify Bond Bull ETF

Simplify Asset Management

Annual cost

0.50%

Fund size

$56M

CAFX

Congress Intermediate Bond ETF

Congress

Annual cost

0.35%

Fund size

$325M

Key differences

  • CAFX costs 0.15% less per year.
  • CAFX is significantly larger than RFIX — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

RFIXCAFX
Annual cost (TER)0.50%0.35%
Fund size (AUM)$56M$325M
Since20242024
Dividend yield4.61%3.99%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y-12.8%+4.3%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y30.02%2.91%
Max drawdown-38.79%-2.63%

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

Similar to RFIX and CAFX