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SMTH vs CAFX

ALPS Smith Core Plus Bond ETF vs Congress Intermediate Bond ETF

SMTH

ALPS Smith Core Plus Bond ETF

ALPS

Annual cost

0.59%

Fund size

$2.7B

CAFX

Congress Intermediate Bond ETF

Congress

Annual cost

0.35%

Fund size

$325M

Key differences

  • CAFX costs 0.24% less per year.
  • SMTH is significantly larger than CAFX — larger funds tend to be more liquid and less likely to close.
  • SMTH follows a index tracking strategy; CAFX uses active selection.

Side-by-side comparison

SMTHCAFX
Annual cost (TER)0.59%0.35%
Fund size (AUM)$2.7B$325M
Since20232024
Dividend yield4.41%3.99%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+5.8%+4.3%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y3.95%2.91%
Max drawdown-4.10%-2.63%

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

Similar to SMTH and CAFX