BLCV vs CAFX
Comparison between iShares Large Cap Value Active ETF (BLCV, ETF) and CONGRESS INTERMEDIATE BOND ETF (CAFX, ETF).
BLCV vs CAFX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BLCV vs CAFX - Holdings Comparison
BLCV and CAFX have 0 common holdings. Overlap is 0.00%
BLCV's top 25 holdings weight is 64.40%. CAFX's top 25 holdings weight is 9.13%.
| Rank | BLCV | CAFX |
|---|---|---|
| #1 | WESTERN DIGITAL CORP (WDC) - 6.03% | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 9.13% |
| #2 | AMAZON.COM INC (AMZN) - 3.83% | N/A |
| #3 | WESCO INTERNATIONAL INC (WCC) - 3.80% | N/A |
| #4 | MICROSOFT CORP (MSFT) - 3.52% | N/A |
| #5 | WELLS FARGO & CO (WFC) - 2.91% | N/A |
| #6 | BRITISH AMERICAN TOBACCO PLC ADR (BTI) - 2.86% | N/A |
| #7 | CHARLES SCHWAB CORP (SCHW) - 2.78% | N/A |
| #8 | CVS HEALTH CORP (CVS) - 2.73% | N/A |
| #9 | BOEING CO (BA) - 2.60% | N/A |
| #10 | KEURIG DR PEPPER INC (KDP) - 2.44% | N/A |
| #11 | APPLIED MATERIALS INC (AMAT) - 2.36% | N/A |
| #12 | PPG INDUSTRIES INC (PPG) - 2.34% | N/A |
| #13 | HEWLETT PACKARD ENTERPRISE CO (HPE) - 2.31% | N/A |
| #14 | ALPHABET INC CLASS A (GOOGL) - 2.31% | N/A |
| #15 | FEDEX CORP (FDX) - 2.27% | N/A |
| #16 | CITIGROUP INC (C) - 2.24% | N/A |
| #17 | META PLATFORMS INC CLASS A (META) - 2.11% | N/A |
| #18 | TEXAS INSTRUMENTS INC (TXN) - 2.08% | N/A |
| #19 | INTERCONTINENTAL EXCHANGE INC (ICE) - 2.04% | N/A |
| #20 | BP PLC ADR (BP) - 1.93% | N/A |
| #21 | BAXTER INTERNATIONAL INC (BAX) - 1.80% | N/A |
| #22 | THE WALT DISNEY CO (DIS) - 1.78% | N/A |
| #23 | HASBRO INC (HAS) - 1.78% | N/A |
| #24 | APTIV PLC (APTV) - 1.78% | N/A |
| #25 | UNITEDHEALTH GROUP INC (UNH) - 1.77% | N/A |
| Total Holdings | 59 | 1 |
BLCV vs CAFX - Historical Returns
Returns include dividend reinvestment.
BLCV vs CAFX - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | BLCV | CAFX |
|---|---|---|
| 2026 | +8.41% | +0.36% |
| 2025 | +20.30% | +6.33% |
| 2024 | +12.01% | -1.66% |
| 2023 | +15.73% | N/A |
BLCV vs CAFX Drawdown Comparison
The maximum drawdown for BLCV was -13.43%, occurring on Apr 8, 2025. Recovery took 115 trading sessions.
The maximum drawdown for CAFX was -2.63%, occurring on Jan 13, 2025. Recovery took 134 trading sessions.
The current CAFX drawdown is -0.88%.
| Rank | BLCV | CAFX |
|---|---|---|
| #1 | -13.43% Nov 29, 2024 - May 19, 2025 | -2.63% Sep 13, 2024 - Mar 28, 2025 |
| #2 | -9.92% Feb 6, 2026 - Apr 30, 2026 | -1.79% Feb 27, 2026 - Mar 26, 2026 |
| #3 | -9.21% Jul 25, 2023 - Nov 30, 2023 | -1.30% Apr 3, 2025 - Apr 29, 2025 |
| #4 | -5.11% Mar 28, 2024 - May 15, 2024 | -1.17% Apr 30, 2025 - Jun 12, 2025 |
| #5 | -4.81% Jul 31, 2024 - Aug 21, 2024 | -1.03% Sep 8, 2025 - Nov 24, 2025 |
| #6 | -3.89% Nov 12, 2025 - Nov 26, 2025 | -0.76% Jun 30, 2025 - Aug 1, 2025 |
| #7 | -3.88% May 16, 2024 - Jul 16, 2024 | -0.56% Nov 26, 2025 - Dec 29, 2025 |
| #8 | -3.22% Oct 3, 2025 - Oct 24, 2025 | -0.38% Jan 5, 2026 - Feb 5, 2026 |
| #9 | -3.15% Jul 25, 2025 - Aug 13, 2025 | -0.36% Aug 25, 2025 - Sep 2, 2025 |
| #10 | -3.11% Aug 30, 2024 - Sep 30, 2024 | -0.30% Aug 13, 2025 - Aug 22, 2025 |
| #11 | -2.99% Oct 16, 2024 - Nov 6, 2024 | -0.26% Jun 12, 2025 - Jun 20, 2025 |
| #12 | -2.75% May 19, 2025 - Jun 6, 2025 | -0.20% Aug 4, 2025 - Aug 13, 2025 |
| #13 | -2.37% Jul 17, 2024 - Jul 30, 2024 | -0.18% Dec 29, 2025 - Jan 5, 2026 |
| #14 | -2.33% Aug 22, 2025 - Oct 3, 2025 | -0.16% Feb 13, 2026 - Feb 23, 2026 |
| #15 | -2.31% Jun 4, 2026 - Jun 12, 2026 | -0.10% Sep 2, 2025 - Sep 4, 2025 |
Correlation
Correlation between BLCV and CAFX is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2023 - 2026)
BLCV vs CAFX dividend yield comparison.
| Year | BLCV | CAFX |
|---|---|---|
| 2026 | 0.29% | 1.62% |
| 2025 | 1.37% | 3.92% |
| 2024 | 1.63% | 0.96% |
| 2023 | 1.02% | 0.00% |
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