CAFX vs CPAI

Comparison between CONGRESS INTERMEDIATE BOND ETF (CAFX, ETF) and COUNTERPOINT QUANTITATIVE EQUITY ETF (CPAI, ETF).

CAFX vs CPAI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CAFX(ETF)	CPAI(ETF)
Net Assets	$326M	$325M
Expense Ratio	0.35%	0.75%
Max Drawdown	3.55%	99.75%
Sharpe Ratio	0.01	1.86
5Y Beta	0.01	1.04
P/E Ratio	N/A	-473.00
Forward P/E	N/A	16.12
5Y EPS CAGR	N/A	16.07%
Debt to Equity	N/A	-67.23%
P/S Ratio	N/A	0.71
P/B Ratio	N/A	3.13

Net Assets

Winner

CAFX

$326M

CPAI

$325M

Expense Ratio

Winner

CAFX

0.35%

CPAI

0.75%

Max Drawdown

Winner

CAFX

3.55%

CPAI

99.75%

Sharpe Ratio

CAFX

0.01

Winner

CPAI

1.86

5Y Beta

Winner

CAFX

0.01

CPAI

1.04

P/E Ratio

CAFX

N/A

CPAI

-473.00

Forward P/E

CAFX

N/A

CPAI

16.12

5Y EPS CAGR

CAFX

N/A

CPAI

16.07%

Debt to Equity

CAFX

N/A

CPAI

-67.23%

P/S Ratio

CAFX

N/A

CPAI

0.71

P/B Ratio

CAFX

N/A

CPAI

3.13

CAFX vs CPAI - Holdings Comparison

CAFX and CPAI have 0 common holdings. Overlap is 0.00%

CAFX's top 25 holdings weight is 9.13%. CPAI's top 25 holdings weight is 60.78%.

Rank	CAFX	CPAI
#1	FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 9.13%	ASTERA LABS INC (ALAB) - 4.68%
#2	N/A	CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 3.95%
#3	N/A	MICRON TECHNOLOGY INC (MU) - 3.75%
#4	N/A	T1 ENERGY INC (TE) - 3.08%
#5	N/A	CENTENE CORP (CNC) - 3.05%
#6	N/A	LIGHTPATH TECHNOLOGIES INC CLASS A (LPTH) - 2.86%
#7	N/A	AMN HEALTHCARE SERVICES INC (AMN) - 2.55%
#8	N/A	TENABLE HOLDINGS INC (TENB) - 2.55%
#9	N/A	VIAVI SOLUTIONS INC (VIAV) - 2.51%
#10	N/A	EZCORP INC REGISTERED SHS -A- NON VTG (EZPW) - 2.27%
#11	N/A	ALPHABET INC CLASS A (GOOGL) - 2.23%
#12	N/A	TERADATA CORP (TDC) - 2.21%
#13	N/A	VIATRIS INC (VTRS) - 2.09%
#14	N/A	TERADYNE INC (TER) - 2.04%
#15	N/A	MONSTER BEVERAGE CORP (MNST) - 2.03%
#16	N/A	ELI LILLY AND CO (LLY) - 1.96%
#17	N/A	STAR BULK CARRIERS CORP (SBLK) - 1.96%
#18	N/A	MILLICOM INTERNATIONAL CELLULAR SA (TIGO) - 1.94%
#19	N/A	MONDAY.COM LTD ORDINARY SHARES (MNDY) - 1.94%
#20	N/A	VERTEX INC CLASS A (VERX) - 1.92%
#21	N/A	AUTOMATIC DATA PROCESSING INC (ADP) - 1.88%
#22	N/A	UNITED NATURAL FOODS INC (UNFI) - 1.86%
#23	N/A	GOLD.COM INC (GOLD) - 1.83%
#24	N/A	JM SMUCKER CO (SJM) - 1.82%
#25	N/A	EXCELERATE ENERGY INC CLASS A (EE) - 1.82%
Total Holdings	1	51

CAFX vs CPAI - Historical Returns

Returns include dividend reinvestment.

Period	CAFX	CPAI
1 month	+0.18%	+7.06%
3 months	+0.42%	+21.00%
6 months	+0.67%	+25.95%
1 year	+3.56%	+44.47%
5 years(CAGR)	N/A	+661.22%
10 years(CAGR)	N/A	+116.27%
Max(CAGR)	+2.84%	+123.51%

CAFX

+0.18%

Winner

CPAI

+7.06%

CAFX

+0.42%

Winner

CPAI

+21.00%

CAFX

+0.67%

Winner

CPAI

+25.95%

CAFX

+3.56%

Winner

CPAI

+44.47%

5Y(CAGR)

CAFX

N/A

CPAI

+661.22%

10Y(CAGR)

CAFX

N/A

CPAI

+116.27%

Max(CAGR)

CAFX

+2.84%

Winner

CPAI

+123.51%

CAFX vs CPAI - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	CAFX	CPAI
2026	+0.36%	+24.97%
2025	+6.33%	+16.72%
2024	-1.66%	+29.43%
2023	N/A	+6.69%
2022	N/A	-9.09%
2021	N/A	+46.67%
2020	N/A	-25.00%
2019	N/A	-66.67%
2018	N/A	+0.00%
2017	N/A	-95.56%
2016	N/A	+816.67%

CAFX vs CPAI Drawdown Comparison

The maximum drawdown for CAFX was -2.63%, occurring on Jan 13, 2025. Recovery took 134 trading sessions.

The maximum drawdown for CPAI was -99.75%, occurring on Jul 23, 2020. Recovery took 1455 trading sessions.

The current CAFX drawdown is -0.88%. The current CPAI drawdown is -2.69%.

Rank	CAFX	CPAI
#1	-2.63% Sep 13, 2024 - Mar 28, 2025	-99.75% Dec 6, 2016 - Nov 29, 2023
#2	-1.79% Feb 27, 2026 - Mar 26, 2026	-73.70% May 6, 2016 - Oct 27, 2016
#3	-1.30% Apr 3, 2025 - Apr 29, 2025	-27.08% Jan 27, 2016 - May 2, 2016
#4	-1.17% Apr 30, 2025 - Jun 12, 2025	-21.46% Feb 10, 2025 - Sep 3, 2025
#5	-1.03% Sep 8, 2025 - Nov 24, 2025	-10.48% Mar 2, 2026 - Apr 15, 2026
#6	-0.76% Jun 30, 2025 - Aug 1, 2025	-9.44% May 21, 2024 - Sep 19, 2024
#7	-0.56% Nov 26, 2025 - Dec 29, 2025	-8.07% Jan 23, 2026 - Mar 2, 2026
#8	-0.38% Jan 5, 2026 - Feb 5, 2026	-7.14% Oct 24, 2025 - Nov 28, 2025
#9	-0.36% Aug 25, 2025 - Sep 2, 2025	-6.69% Nov 29, 2024 - Jan 21, 2025
#10	-0.30% Aug 13, 2025 - Aug 22, 2025	-6.05% Jun 2, 2026 - Jun 10, 2026
#11	-0.26% Jun 12, 2025 - Jun 20, 2025	-4.81% Apr 8, 2024 - May 6, 2024
#12	-0.20% Aug 4, 2025 - Aug 13, 2025	-4.54% Oct 1, 2025 - Oct 24, 2025
#13	-0.18% Dec 29, 2025 - Jan 5, 2026	-3.45% Oct 31, 2016 - Nov 8, 2016
#14	-0.16% Feb 13, 2026 - Feb 23, 2026	-3.41% Dec 27, 2023 - Jan 26, 2024
#15	-0.10% Sep 2, 2025 - Sep 4, 2025	-3.30% May 11, 2026 - May 20, 2026