CAFX vs. EAGG
CAFX (Congress Intermediate Bond ETF) and EAGG (iShares ESG Aware US Aggregate Bond ETF) are both Intermediate Core Bond funds. CAFX is actively managed, while EAGG is passively managed. Over the past year, CAFX returned 3.34% vs 4.42% for EAGG. Their correlation of 0.84 suggests significant overlap in exposure. CAFX charges 0.35%/yr vs 0.10%/yr for EAGG.
Performance
CAFX vs. EAGG - Performance Comparison
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Returns By Period
In the year-to-date period, CAFX achieves a 0.18% return, which is significantly lower than EAGG's 0.34% return.
CAFX
- 1D
- -0.19%
- 1M
- 0.20%
- YTD
- 0.18%
- 6M
- 0.34%
- 1Y
- 3.34%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
EAGG
- 1D
- -0.25%
- 1M
- 0.59%
- YTD
- 0.34%
- 6M
- 0.43%
- 1Y
- 4.42%
- 3Y*
- 3.84%
- 5Y*
- -0.03%
- 10Y*
- —
CAFX vs. EAGG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
CAFX Congress Intermediate Bond ETF | 0.18% | 6.46% | -1.50% |
EAGG iShares ESG Aware US Aggregate Bond ETF | 0.34% | 7.18% | -3.21% |
Correlation
The correlation between CAFX and EAGG is 0.82, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.82 |
Correlation (All Time) Calculated using the full available price history since Sep 10, 2024 | 0.84 |
The correlation between CAFX and EAGG has been stable across timeframes, ranging from 0.82 to 0.84 - a consistent structural relationship.
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Return for Risk
CAFX vs. EAGG — Risk / Return Rank
CAFX
EAGG
CAFX vs. EAGG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Congress Intermediate Bond ETF (CAFX) and iShares ESG Aware US Aggregate Bond ETF (EAGG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CAFX | EAGG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.03 | ||
| Sortino ratioReturn per unit of downside risk | -0.02 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.21 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 1.88 | 1.61 | +0.27 |
| Martin ratioReturn relative to average drawdown | 5.20 | 4.68 | +0.51 |
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Drawdowns
CAFX vs. EAGG - Drawdown Comparison
The maximum CAFX drawdown since its inception was -2.63%, smaller than the maximum EAGG drawdown of -18.74%. Use the drawdown chart below to compare losses from any high point for CAFX and EAGG.
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Drawdown Indicators
| CAFX | EAGG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -2.63% | -18.74% | +16.11% |
Max Drawdown (1Y)Largest decline over 1 year | -1.79% | -2.75% | +0.96% |
Max Drawdown (3Y)Largest decline over 3 years | — | -6.20% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -17.98% | — |
Current DrawdownCurrent decline from peak | -1.03% | -2.71% | +1.68% |
Average DrawdownAverage peak-to-trough decline | -0.74% | -6.02% | +5.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.64% | 0.94% | -0.30% |
Volatility
CAFX vs. EAGG - Volatility Comparison
The current volatility for Congress Intermediate Bond ETF (CAFX) is 0.80%, while iShares ESG Aware US Aggregate Bond ETF (EAGG) has a volatility of 1.06%. This indicates that CAFX experiences smaller price fluctuations and is considered to be less risky than EAGG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CAFX | EAGG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.80% | 1.06% | -0.26% |
Volatility (6M)Calculated over the trailing 6-month period | 1.94% | 2.76% | -0.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.91% | 3.74% | -0.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.16% | 6.03% | -2.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.16% | 5.49% | -2.33% |
CAFX vs. EAGG - Expense Ratio Comparison
CAFX has a 0.35% expense ratio, which is higher than EAGG's 0.10% expense ratio.
Dividends
CAFX vs. EAGG - Dividend Comparison
CAFX's dividend yield for the trailing twelve months is around 4.01%, which matches EAGG's 4.00% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
CAFX Congress Intermediate Bond ETF | 4.01% | 3.92% | 0.96% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
EAGG iShares ESG Aware US Aggregate Bond ETF | 4.00% | 3.92% | 3.93% | 3.24% | 2.07% | 1.09% | 1.82% | 3.17% | 0.61% |
Frequently Asked Questions
CAFX and EAGG have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EAGG has higher volatility (1.06%) compared to CAFX (0.80%). In terms of maximum drawdown, CAFX dropped -2.63% vs EAGG's -18.74%.
On 1-year performance, EAGG leads with 4.42% vs 3.34% for CAFX. On fees, EAGG is cheaper at 0.10% per year. On volatility, CAFX has been the lower-risk option at 0.80%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, EAGG has performed better with a 4.42% return vs 3.34%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
EAGG is cheaper with a 0.10% expense ratio, compared with 0.35% for CAFX.
CAFX and EAGG have nearly identical dividend yields, around 4.01%.
They also come from different issuers: Congress and iShares. Their fees differ too: 0.35% for CAFX and 0.10% for EAGG.
EAGG currently has the higher Sharpe Ratio (1.19 vs 1.16), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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