Congress Intermediate Bond ETF (CAFX) belongs to the Intermediate Core Bond category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with CAFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CAFX
CAFX charges 0.35% annually. There are 39 ETFs in the Intermediate Core Bond category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Intermediate-Term Bond Index ETF | 0.03% | 52.70B | Apr 2007 | CAFX vs BIV | |
| JPMorgan BetaBuilders U.S. Aggregate Bond ETF | 0.03% | 995.29M | Dec 2018 | CAFX vs BBAG | |
| iShares iBonds Dec 2032 Term Treasury ETF | 0.07% | 558.40M | Jul 2022 | CAFX vs IBTM | |
| iShares iBonds Dec 2033 Term Treasury ETF | 0.07% | 463.80M | Jun 2023 | CAFX vs IBTO | |
| iShares iBonds Dec 2044 Term Treasury ETF | 0.07% | 101.98M | Jun 2024 | CAFX vs IBGA |
Best Risk-Adjusted Alternatives to CAFX
CAFX has a PortfoliosLab risk / return rank of 36. There are 13 ETFs in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SGI Enhanced Core ETF | 97 | 364.51M | Feb 2024 | CAFX vs USDX | |
| Aptus Enhanced Yield ETF | 92 | 316.83M | Oct 2022 | CAFX vs JUCY | |
| 3EDGE Dynamic Fixed Income ETF | 76 | 236.02M | Oct 2024 | CAFX vs EDGF | |
| State Street My2029 Corporate Bond ETF | 76 | 35.78M | Sep 2024 | CAFX vs MYCI | |
| Hartford Schroders Tax-Aware Bond ETF | 65 | 288.21M | Apr 2018 | CAFX vs HTAB |
Top Performing CAFX Alternatives (YTD)
CAFX is at -0.07% YTD. There are 13 ETFs in the Intermediate Core Bond category with higher YTD returns, going as high as 3.47%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Aptus Enhanced Yield ETF | 3.47% | 316.83M | Oct 2022 | CAFX vs JUCY | |
| SGI Enhanced Core ETF | 2.99% | 364.51M | Feb 2024 | CAFX vs USDX | |
| Defined Duration 5 ETF | 2.35% | — | Nov 2025 | CAFX vs DDV | |
| 3EDGE Dynamic Fixed Income ETF | 1.00% | 236.02M | Oct 2024 | CAFX vs EDGF | |
| Overlay Shares Core Bond ETF | 0.93% | 33.20M | Sep 2019 | CAFX vs OVB |
Lowest Volatility Alternatives to CAFX
CAFX has 2.87% 1-year volatility. There are 7 ETFs in the Intermediate Core Bond category with lower 1-year volatility, going as low as 1.87%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| 3EDGE Dynamic Fixed Income ETF | 1.87% | 236.02M | Oct 2024 | CAFX vs EDGF | |
| SGI Enhanced Core ETF | 2.10% | 364.51M | Feb 2024 | CAFX vs USDX | |
| State Street My2029 Corporate Bond ETF | 2.12% | 35.78M | Sep 2024 | CAFX vs MYCI | |
| Frontier Asset Core Bond ETF | 2.32% | 43.77M | Dec 2024 | CAFX vs FCBD | |
| ClearShares Piton Intermediate Fixed Income ETF | 2.62% | 97.67M | Oct 2020 | CAFX vs PIFI |
Lowest Drawdown Alternatives to CAFX
CAFX has a 1-year max drawdown of -1.79%. There are 7 ETFs in the Intermediate Core Bond category with shallower 1-year drawdowns, going as shallow as -0.64%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| 3EDGE Dynamic Fixed Income ETF | -0.64% | 236.02M | Oct 2024 | CAFX vs EDGF | |
| SGI Enhanced Core ETF | -0.94% | 364.51M | Feb 2024 | CAFX vs USDX | |
| Aptus Enhanced Yield ETF | -0.94% | 316.83M | Oct 2022 | CAFX vs JUCY | |
| BrandywineGLOBAL - U.S. Fixed Income ETF | -1.11% | 9.71M | Jul 2023 | CAFX vs USFI | |
| Build Bond Innovation ETF | -1.20% | 10.78M | Feb 2022 | CAFX vs BFIX |
Other ETFs from Congress
The 2 most viewed Congress ETFs shown here include CAML, CSMD and span 2 categories. AUM among these funds goes as high as $455M.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Congress Large Cap Growth ETF | Large Cap Growth Equities | 17 | 2.44% | 365.94M | Aug 2023 | CAFX vs CAML | |
| Congress SMID Growth ETF | Mid Cap Growth Equities | 17 | 6.61% | 454.81M | Aug 2023 | CAFX vs CSMD |
Often Compared With CAFX
Investors most often compare CAFX with HCRB, AGGH, TAGG. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare CAFX with Any Fund or Stock
Compare CAFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CAFX with funds that move differently
Congress Intermediate Bond ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CAFX.
Explore CAFX Diversifiers