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