CAFX vs ARDC
Comparison between CONGRESS INTERMEDIATE BOND ETF (CAFX, ETF) and Ares Dynamic Credit Allocation Fund Inc (ARDC, ETF).
CAFX vs ARDC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
CAFX
$325M
ARDC
$325M
Expense Ratio
CAFX
0.35%
ARDC
N/A
Max Drawdown
Winner
CAFX
3.55%
ARDC
57.11%
Sharpe Ratio
Winner
CAFX
-0.08
ARDC
-0.51
5Y Beta
Winner
CAFX
0.01
ARDC
0.37
5Y Dividends CAGR
CAFX
N/A
ARDC
2.90%
CAFX vs ARDC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CAFX
-0.06%
ARDC
-0.55%
3M
CAFX
-0.57%
Winner
ARDC
+3.58%
6M
Winner
CAFX
+0.39%
ARDC
-1.98%
1Y
Winner
CAFX
+3.58%
ARDC
-2.11%
5Y(CAGR)
CAFX
N/A
ARDC
+4.80%
10Y(CAGR)
CAFX
N/A
ARDC
+8.20%
Max(CAGR)
CAFX
+2.76%
Winner
ARDC
+5.50%
CAFX vs ARDC - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | CAFX | ARDC |
|---|---|---|
| 2026 | +0.16% | -1.78% |
| 2025 | +6.33% | -3.74% |
| 2024 | -1.66% | +19.73% |
| 2023 | N/A | +31.58% |
| 2022 | N/A | -21.58% |
| 2021 | N/A | +23.06% |
| 2020 | N/A | +2.84% |
| 2019 | N/A | +19.70% |
| 2018 | N/A | -8.99% |
| 2017 | N/A | +17.00% |
| 2016 | N/A | +23.95% |
| 2015 | N/A | -7.90% |
| 2014 | N/A | -5.03% |
| 2013 | N/A | -3.23% |
| 2012 | N/A | +0.05% |
CAFX vs ARDC Drawdown Comparison
The maximum drawdown for CAFX was -2.63%, occurring on Jan 13, 2025. Recovery took 134 trading sessions.
The maximum drawdown for ARDC was -45.40%, occurring on Mar 18, 2020. Recovery took 229 trading sessions.
The current CAFX drawdown is -1.08%. The current ARDC drawdown is -9.26%.
| Rank | CAFX | ARDC |
|---|---|---|
| #1 | -2.63% Sep 13, 2024 - Mar 28, 2025 | -45.40% Feb 21, 2020 - Jan 19, 2021 |
| #2 | -1.79% Feb 27, 2026 - Mar 26, 2026 | -26.47% Jan 6, 2022 - Dec 19, 2023 |
| #3 | -1.30% Apr 3, 2025 - Apr 29, 2025 | -24.69% May 13, 2013 - Dec 7, 2016 |
| #4 | -1.17% Apr 30, 2025 - Jun 12, 2025 | -19.78% Feb 11, 2025 - Sep 5, 2025 |
| #5 | -1.03% Sep 8, 2025 - Nov 24, 2025 | -16.92% May 21, 2018 - May 24, 2019 |
| #6 | -0.76% Jun 30, 2025 - Aug 1, 2025 | -15.57% Sep 12, 2025 - Mar 30, 2026 |
| #7 | -0.56% Nov 26, 2025 - Dec 29, 2025 | -6.37% Sep 22, 2021 - Dec 31, 2021 |
| #8 | -0.38% Jan 5, 2026 - Feb 5, 2026 | -4.58% Dec 10, 2012 - Mar 28, 2013 |
| #9 | -0.36% Aug 25, 2025 - Sep 2, 2025 | -4.08% May 15, 2024 - Jun 6, 2024 |
| #10 | -0.30% Aug 13, 2025 - Aug 22, 2025 | -3.86% Aug 1, 2024 - Aug 16, 2024 |
| #11 | -0.26% Jun 12, 2025 - Jun 20, 2025 | -3.72% Dec 2, 2024 - Feb 3, 2025 |
| #12 | -0.20% Aug 4, 2025 - Aug 13, 2025 | -3.61% Jul 16, 2019 - Dec 17, 2019 |
| #13 | -0.18% Dec 29, 2025 - Jan 5, 2026 | -3.50% Oct 24, 2017 - Nov 24, 2017 |
| #14 | -0.16% Feb 13, 2026 - Feb 23, 2026 | -3.40% Jul 13, 2021 - Aug 10, 2021 |
| #15 | -0.10% Sep 2, 2025 - Sep 4, 2025 | -3.22% Apr 1, 2024 - May 3, 2024 |
Correlation
Correlation between CAFX and ARDC is -0.42 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.
-0.42
-101
Dividend Comparison (2013 - 2026)
CAFX vs ARDC dividend yield comparison.
| Year | CAFX | ARDC |
|---|---|---|
| 2026 | 1.63% | 4.50% |
| 2025 | 3.92% | 10.19% |
| 2024 | 0.96% | 9.33% |
| 2023 | 0.00% | 9.85% |
| 2022 | 0.00% | 10.31% |
| 2021 | 0.00% | 7.16% |
| 2020 | 0.00% | 8.40% |
| 2019 | 0.00% | 8.40% |
| 2018 | 0.00% | 9.35% |
| 2017 | 0.00% | 7.58% |
| 2016 | 0.00% | 8.45% |
| 2015 | 0.00% | 10.51% |
| 2014 | 0.00% | 8.87% |
| 2013 | 0.00% | 7.81% |
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