Compare · 2 funds side by side · dividends reinvested

CAFX and FLOT

CAFXCongress×FLOTiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,466FLOT · best of the two

02 / 04

CAFX and FLOT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Floating Rate Bond ETFBonds & Cash · Other bonds0.15%4.25%+3.5%+4.4%+5.3%+4.5%−0.4%0.7%$11.6B1.0

Congress Intermediate Bond ETFBonds & Cash · Other bonds0.35%4.10%+0.1%+0.9%[…][…]−2.8%2.8%$303M2.0

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 · FLOT 2011

Head to Head

Swap sides Versus in desk

Head to Head

Congress Intermediate Bond ETF · $303M[…]

CAFX

FLOT

iShares Floating Rate Bond ETF · $11.6B$12,466

$10,000 five years ago, dividends reinvested

CAFXMeasureFLOT

+0.1%Year to dateJan 1 → Nov 4+3.5%

+0.9%1 yearTotal return+4.4%

[…]3 years · per year$10,000 became […] · $11,689+5.3%

[…]5 years · per year$10,000 became […] · $12,466+4.5%

0.35%Expense ratio$35 · $15 a year on $10k · lower is better0.15%

4.10%Trailing 12-mo yield$410 · $425 a year on $10k4.25%

−2.8%Worst dropSmaller is better−0.4%

2.8%VolatilityLower is calmer0.7%

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

0–6FLOT 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 FLOT: Top 5 Holdings

Today

CAFX

20.9%in top 5

FLOT

in top 5[…]

CAFXStockFLOT

4.7%91282CMMnot top 5

4.4%91282CLWnot top 5

4.2%91282CHQnot top 5

3.9%91282CQEnot top 5

3.8%91282CFVnot top 5

Held in common[…]

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

CAFX vs FLOT Returns, Every Period

CongressCAFX

+0.9%

past year

FLOTiShares

+4.4%

past year

CAFXFLOTFaded: behind in that period

0–2FLOT wins

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

CAFX vs FLOT

YTD

CongressCAFX

+0.1%

FLOTiShares

+3.5%

+0.1%Year to date+3.5%

−2.8%Worst drop · 1Y−0.4%

2.8%Volatility · 1Y0.7%

4.1%Yield4.2%

$303MAssets$11.6B

4–0FLOT wins

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

Cost, Income and Risk

Fees: CAFX, FLOT

Today

0.15%lowest, FLOT

FundExpense ratioFee$10k

FLOT0.15%$15

CAFX0.35%$35

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

Yields: CAFX, FLOT

4.25%highest, FLOT

FundTrailing yieldYield$10k

FLOT4.25%$425

CAFX4.10%$410

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

Income After Fees on $10,000

$410most kept, FLOT

FLOT$425 − $15 = $410

CAFX$410 − $35 = $375

KeptFee

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

Overlap: CAFX, FLOT

Today

[…]holdings […]

CAFXFLOT

CAFX—[…]

FLOT[…]—

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

Return vs Bumpiness: 2 ETFs

+4.4%FLOT, at 0.7% volatility

FLOTWorst drop−0.4%0.7% vol

CAFXWorst drop−2.8%2.8% vol

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

Paid More vs Made More

YTD

FLOTCAFX

+3.5%Year to date+0.1%

4.2%Yield4.1%

+4.4%Past year+0.9%

0.15%Fee0.35%

4–0FLOT 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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026