Compare · 2 funds side by side · dividends reinvested

CAFX and BOND

CAFXCongress×BONDPIMCO×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,134BOND · best of the two

02 / 04

CAFX and BOND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Congress Intermediate Bond ETFBonds & Cash · Other bonds0.35%4.10%+0.1%+0.9%[…][…]−2.8%2.8%$303M1.2

PIMCO Active Bond Exchange-Traded FundBonds & Cash · Other bonds0.53%5.31%−0.1%+0.5%+6.6%+0.3%−5.5%4.5%$9.1B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: CAFX 2024 · BOND 2012

Head to Head

Swap sides Versus in desk

Head to Head

Congress Intermediate Bond ETF · $303M[…]

CAFX

BOND

PIMCO Active Bond Exchange-Traded Fund · $9.1B$10,134

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

CAFXMeasureBOND

+0.1%Year to dateJan 1 → Nov 4−0.1%

+0.9%1 yearTotal return+0.5%

[…]3 years · per year$10,000 became […] · $12,120+6.6%

[…]5 years · per year$10,000 became […] · $10,134+0.3%

0.35%Expense ratio$35 · $53 a year on $10k · lower is better0.53%

4.10%Trailing 12-mo yield$410 · $531 a year on $10k5.31%

−2.8%Worst dropSmaller is better−5.5%

2.8%VolatilityLower is calmer4.5%

CAFXBOND Winner of the row, in its colourEach row: the bigger of the two fills its side

5–1CAFX wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CAFX vs BOND: Top 5 Holdings

Today

CAFX

20.9%in top 5

BOND

in top 54.2%

CAFXStockBOND

4.7%91282CMMnot top 5

4.4%91282CLWnot top 5

4.2%91282CHQnot top 5

3.9%91282CQEnot top 5

not top 5PMBS3.8%

3.8%91282CFVnot top 5

not top 5PRFD0.2%

not top 5LONZ0.2%

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

CAFX vs BOND Returns, Every Period

CongressCAFX

+0.9%

past year

BONDPIMCO

+0.5%

past year

CAFXBONDFaded: behind in that period

2–0CAFX wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

CAFX vs BOND

YTD

CongressCAFX

+0.1%

BONDPIMCO

−0.1%

+0.1%Year to date−0.1%

−2.8%Worst drop · 1Y−5.5%

2.8%Volatility · 1Y4.5%

4.1%Yield5.3%

$303MAssets$9.1B

3–1CAFX wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CAFX, BOND

Today

0.35%lowest, CAFX

FundExpense ratioFee$10k

CAFX0.35%$35

BOND0.53%$53

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: CAFX, BOND

5.31%highest, BOND

FundTrailing yieldYield$10k

BOND5.31%$531

CAFX4.10%$410

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$478most kept, BOND

BOND$531 − $53 = $478

CAFX$410 − $35 = $375

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: CAFX, BOND

Today

0.0%most shared, CAFX and BOND

CAFXBOND

CAFX—0.0%

BOND0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+0.9%CAFX, at 2.8% volatility

CAFXWorst drop−2.8%2.8% vol

BONDWorst drop−5.5%4.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

BONDCAFX

−0.1%Year to date+0.1%

5.3%Yield4.1%

+0.5%Past year+0.9%

0.53%Fee0.35%

3–1CAFX wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026