Compare · 2 funds side by side · dividends reinvested

CAFX and MUB

CAFXCongress×MUBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,414MUB · best of the two

02 / 04

CAFX and MUB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Congress Intermediate Bond ETFBonds & Cash · Other bonds0.35%4.09%+0.3%+1.3%[…][…]−2.8%2.8%$304M1.3

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.27%+0.5%+0.9%+4.5%+0.8%−6.3%3.7%$55.0B1.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: CAFX 2024 · MUB 2007

Head to Head

Swap sides Versus in desk

Head to Head

Congress Intermediate Bond ETF · $304M[…]

CAFX

MUB

iShares National Muni Bond ETF · $55.0B$10,414

$10,000 five years ago, dividends reinvested

CAFXMeasureMUB

+0.3%Year to dateJan 1 → Nov 6+0.5%

+1.3%1 yearTotal return+0.9%

[…]3 years · per year$10,000 became […] · $11,418+4.5%

[…]5 years · per year$10,000 became […] · $10,414+0.8%

0.35%Expense ratio$35 · $5 a year on $10k · lower is better0.05%

4.09%Trailing 12-mo yield$410 · $327 a year on $10k3.27%

−2.8%Worst dropSmaller is better−6.3%

2.8%VolatilityLower is calmer3.7%

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

4–2CAFX wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CAFX vs MUB: Top 5 Holdings

Today

CAFX

21.1%in top 5

MUB

in top 5[…]

CAFXStockMUB

4.7%91282CMMnot top 5

4.4%91282CLWnot top 5

4.2%91282CHQnot top 5

3.9%FXFXXnot top 5

3.9%91282CQEnot top 5

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

CAFX vs MUB Returns, Every Period

CongressCAFX

+1.3%

past year

MUBiShares

+0.9%

past year

CAFXMUBFaded: behind in that period

1–1Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

CAFX vs MUB

YTD

CongressCAFX

+0.3%

MUBiShares

+0.5%

+0.3%Year to date+0.5%

−2.8%Worst drop · 1Y−6.3%

2.8%Volatility · 1Y3.7%

4.1%Yield3.3%

$304MAssets$55.0B

3–1CAFX wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CAFX, MUB

Today

0.05%lowest, MUB

FundExpense ratioFee$10k

MUB0.05%$5

CAFX0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CAFX, MUB

4.09%highest, CAFX

FundTrailing yieldYield$10k

CAFX4.09%$410

MUB3.27%$327

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$375most kept, CAFX

CAFX$410 − $35 = $375

MUB$327 − $5 = $322

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CAFX, MUB

Today

[…]holdings […]

CAFXMUB

CAFX—[…]

MUB[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+1.3%CAFX, at 2.8% volatility

CAFXWorst drop−2.8%2.8% vol

MUBWorst drop−6.3%3.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

CAFXMUB

+0.3%Year to date+0.5%

4.1%Yield3.3%

+1.3%Past year+0.9%

0.35%Fee0.05%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026