CAFX vs SPYM5YCAFXCAFXAvsBSPYMSPYMCongress Intermediate Bond ETF · $304MState Street SPDR Portfolio S&P 500 ETF · $179BReturns · dividends in[…]3 years · per year[…] · $17,936+21.5%[…]5 years · per year[…] · $17,429+11.8%Cost and income0.35%Expense ratio$35 · $2 on $10k · lower wins0.02%4.12%12-mo yield$412 · $103 on $10k1.03%Risk · 1 year−2.8%End-of-day Nov 10, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSPYMState Street SPDR Portfolio S&P 500 ETFReadDesk0.02%1.03%−0.3%+10.9%+13.1%+21.5%+11.8%−8.9%$178.8B2ACAFXCongress Intermediate Bond ETFReadDesk0.35%4.12%−0.5%−0.2%+0.4%newnew−2.8%$304MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSPYMState Street SPDR Portfolio S&P 500 ETFReadDesk0.02%1.03%−0.3%+10.9%+13.1%+21.5%+11.8%−8.9%$178.8B2ACAFXCongress Intermediate Bond ETFReadDesk0.35%4.12%−0.5%−0.2%+0.4%newnew−2.8%$304MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
$10,000 in CAFX, SPYM5Y$10k startSPYM $17.4kNov 2021Nov 2026End-of-day Nov 10, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: CAFX, SPYMToday0.0%most shared, CAFX and SPYMCAFXSPYMCAFX—0.0%SPYM0.0%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
CAFX vs SPYM5YACAFXCongress Intermediate Bond[…]vsSPYMBSPDR Portfolio S&P 500$17,429MeasureCAFXSPYMFee0.35%0.02%Cost on $10k a year$35$2Yield4.12%1.03%5 years, per year[…]+11.8%3 years, per year[…]+21.5%Worst drop · 1Y−2.8%−8.9%Volatility · 1Y2.8%
SPYM vs SPYYTDSPDRSPYMSA+10.9%vsBSSPYSPDR+10.8%Jan 1Nov 10+10.9%+10.8%+10.9%Year to date+10.8%1.0%Yield1.0%$179BAssets$778B1–0SPYM winsEnd-of-day Nov 10, 2026
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$122BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$40.7BAssets$45.2B1–1levelEnd-of-day Nov 10, 2026
Overlap: CAFX, SPYMToday0.0%most shared, CAFX and SPYMCAFXSPYMCAFX—0.0%SPYM0.0%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$377most kept, CAFXCAFX$412 − $35 = $377SPYM$103 − $2 = $101KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee