Screener
XRLX vs CAFX
FundX Conservative ETF vs Congress Intermediate Bond ETF
Key differences
Both XRLX and CAFX are fixed income ETFs. XRLX charges 1.20% a year and CAFX 0.35%. The main difference: CAFX costs 0.85% less per year.
- CAFX costs 0.85% less per year.
- CAFX is much larger than XRLX. Larger funds are usually more liquid and less likely to close.
- XRLX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XRLX | CAFX | |
|---|---|---|
| Annual cost (TER) | 1.20% | 0.35% |
| Fund size (AUM) | $52M | $326M |
| Since | 2002 | 2024 |
| Dividend yield | 2.57% | 4.00% |
| Asset class | fixed income | fixed income |
| Region | — | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +15.1% | +3.4% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 8.39% | 2.88% |
| Max drawdown | -15.34% | -2.63% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.