Compare · 2 funds side by side · dividends reinvested

IUSB and CAFX

IUSBiShares×CAFXCongress×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,138IUSB · best of the two

02 / 04

IUSB and CAFX, 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 Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.34%+0.1%+0.8%+5.6%+0.3%−4.3%3.9%$50.4B1.5

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: IUSB 2014 · CAFX 2024

Head to Head

Swap sides Versus in desk

Head to Head

Congress Intermediate Bond ETF · $304M[…]

CAFX

IUSB

iShares Core Universal USD Bond ETF · $50.4B$10,138

$10,000 five years ago, dividends reinvested

CAFXMeasureIUSB

+0.3%Year to dateJan 1 → Nov 6+0.1%

+1.3%1 yearTotal return+0.8%

[…]3 years · per year$10,000 became […] · $11,774+5.6%

[…]5 years · per year$10,000 became […] · $10,138+0.3%

0.35%Expense ratio$35 · $6 a year on $10k · lower is better0.06%

4.09%Trailing 12-mo yield$410 · $434 a year on $10k4.34%

−2.8%Worst dropSmaller is better−4.3%

2.8%VolatilityLower is calmer3.9%

CAFXIUSB 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 IUSB: Top 5 Holdings

Today

CAFX

21.1%in top 5

IUSB

in top 5[…]

CAFXStockIUSB

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 IUSB Returns, Every Period

CongressCAFX

+1.3%

past year

IUSBiShares

+0.8%

past year

CAFXIUSBFaded: behind in that period

2–0CAFX wins

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

CAFX vs IUSB

YTD

CongressCAFX

+0.3%

IUSBiShares

+0.1%

+0.3%Year to date+0.1%

−2.8%Worst drop · 1Y−4.3%

2.8%Volatility · 1Y3.9%

4.1%Yield4.3%

$304MAssets$50.4B

3–1CAFX wins

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

Cost, Income and Risk

Fees: IUSB, CAFX

Today

0.06%lowest, IUSB

FundExpense ratioFee$10k

IUSB0.06%$6

CAFX0.35%$35

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

Yields: IUSB, CAFX

4.34%highest, IUSB

FundTrailing yieldYield$10k

IUSB4.34%$434

CAFX4.09%$410

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

Income After Fees on $10,000

$428most kept, IUSB

IUSB$434 − $6 = $428

CAFX$410 − $35 = $375

KeptFee

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

Overlap: IUSB, CAFX

Today

[…]holdings […]

IUSBCAFX

IUSB—[…]

CAFX[…]—

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

IUSBWorst drop−4.3%3.9% vol

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

Paid More vs Made More

YTD

IUSBCAFX

+0.1%Year to date+0.3%

4.3%Yield4.1%

+0.8%Past year+1.3%

0.06%Fee0.35%

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