CAFX vs ECON

Comparison between CONGRESS INTERMEDIATE BOND ETF (CAFX, ETF) and COLUMBIA RESEARCH ENHANCED EMERGING ECONOMIES ETF (ECON, ETF).

CAFX vs ECON - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CAFX(ETF)	ECON(ETF)
Net Assets	$325M	$327M
Expense Ratio	0.35%	0.47%
Max Drawdown	3.55%	45.96%
Sharpe Ratio	-0.08	1.80
5Y Beta	0.01	0.82
5Y Dividends CAGR	N/A	2.30%

Net Assets

CAFX

$325M

Winner

ECON

$327M

Expense Ratio

Winner

CAFX

0.35%

ECON

0.47%

Max Drawdown

Winner

CAFX

3.55%

ECON

45.96%

Sharpe Ratio

CAFX

-0.08

Winner

ECON

1.80

5Y Beta

Winner

CAFX

0.01

ECON

0.82

5Y Dividends CAGR

CAFX

N/A

ECON

2.30%

CAFX vs ECON - Holdings Comparison

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

CAFX's top 25 holdings weight is 9.13%. ECON's top 25 holdings weight is 42.41%.

Rank	CAFX	ECON
#1	FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 9.13%	SAMSUNG ELECTRONICS CO LTD (n/a) - 6.15%
#2	N/A	SK HYNIX INC (n/a) - 5.01%
#3	N/A	n/a (n/a) - 4.99%
#4	N/A	TENCENT HOLDINGS LTD (n/a) - 3.24%
#5	N/A	HON HAI PRECISION INDUSTRY CO LTD (n/a) - 1.91%
#6	N/A	MEDIATEK INC (n/a) - 1.79%
#7	N/A	DELTA ELECTRONICS INC (n/a) - 1.70%
#8	N/A	CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 1.53%
#9	N/A	BHARTI AIRTEL LTD (n/a) - 1.38%
#10	N/A	KWEICHOW MOUTAI CO LTD CLASS A (n/a) - 1.24%
#11	N/A	PDD HOLDINGS INC ADR (PDD) - 1.23%
#12	N/A	XIAOMI CORP CLASS B (n/a) - 1.23%
#13	N/A	SAUDI NATIONAL BANK (n/a) - 1.08%
#14	N/A	n/a (n/a) - 1.06%
#15	N/A	VALE SA (n/a) - 0.98%
#16	N/A	n/a (n/a) - 0.91%
#17	N/A	n/a (n/a) - 0.91%
#18	N/A	LARSEN & TOUBRO LTD (n/a) - 0.83%
#19	N/A	INFOSYS LTD (n/a) - 0.82%
#20	N/A	ASE TECHNOLOGY HOLDING CO LTD (n/a) - 0.80%
#21	N/A	GOLD FIELDS LTD (n/a) - 0.74%
#22	N/A	NETEASE INC ORDINARY SHARES (n/a) - 0.73%
#23	N/A	BYD CO LTD CLASS H (n/a) - 0.73%
#24	N/A	JD.COM INC ORDINARY SHARES CLASS A (n/a) - 0.71%
#25	N/A	GRUPO MEXICO SAB DE CV CLASS B (n/a) - 0.71%
Total Holdings	1	254

CAFX vs ECON - Historical Returns

Returns include dividend reinvestment.

Period	CAFX	ECON
1 month	-0.06%	+1.56%
3 months	-0.57%	+15.82%
6 months	+0.39%	+25.17%
1 year	+3.58%	+49.06%
5 years(CAGR)	N/A	+5.25%
10 years(CAGR)	N/A	+5.11%
Max(CAGR)	+2.76%	+4.33%

CAFX

-0.06%

Winner

ECON

+1.56%

CAFX

-0.57%

Winner

ECON

+15.82%

CAFX

+0.39%

Winner

ECON

+25.17%

CAFX

+3.58%

Winner

ECON

+49.06%

5Y(CAGR)

CAFX

N/A

ECON

+5.25%

10Y(CAGR)

CAFX

N/A

ECON

+5.11%

Max(CAGR)

CAFX

+2.76%

Winner

ECON

+4.33%

CAFX vs ECON - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	CAFX	ECON
2026	+0.16%	+20.88%
2025	+6.33%	+34.59%
2024	-1.66%	+1.56%
2023	N/A	+5.79%
2022	N/A	-15.89%
2021	N/A	-14.13%
2020	N/A	+18.01%
2019	N/A	+16.58%
2018	N/A	-27.94%
2017	N/A	+26.04%
2016	N/A	+7.72%
2015	N/A	-13.80%
2014	N/A	-1.60%
2013	N/A	+0.59%
2012	N/A	+19.95%
2011	N/A	-6.15%
2010	N/A	+14.85%

CAFX vs ECON Drawdown Comparison

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

The maximum drawdown for ECON was -45.36%, occurring on Oct 24, 2022. Recovery took 1242 trading sessions.

The current CAFX drawdown is -1.08%. The current ECON drawdown is -9.51%.

Rank	CAFX	ECON
#1	-2.63% Sep 13, 2024 - Mar 28, 2025	-45.36% Feb 16, 2021 - Jan 27, 2026
#2	-1.79% Feb 27, 2026 - Mar 26, 2026	-38.79% Jan 26, 2018 - Jan 5, 2021
#3	-1.30% Apr 3, 2025 - Apr 29, 2025	-33.91% Aug 27, 2014 - Sep 15, 2017
#4	-1.17% Apr 30, 2025 - Jun 12, 2025	-21.24% Jul 1, 2011 - Feb 28, 2012
#5	-1.03% Sep 8, 2025 - Nov 24, 2025	-16.31% Sep 18, 2013 - Jul 2, 2014
#6	-0.76% Jun 30, 2025 - Aug 1, 2025	-14.85% May 15, 2013 - Sep 18, 2013
#7	-0.56% Nov 26, 2025 - Dec 29, 2025	-14.79% Apr 2, 2012 - Oct 17, 2012
#8	-0.38% Jan 5, 2026 - Feb 5, 2026	-13.76% Feb 25, 2026 - Apr 17, 2026
#9	-0.36% Aug 25, 2025 - Sep 2, 2025	-11.08% Jan 3, 2011 - Apr 21, 2011
#10	-0.30% Aug 13, 2025 - Aug 22, 2025	-9.51% Jun 2, 2026 - Jun 5, 2026
#11	-0.26% Jun 12, 2025 - Jun 20, 2025	-7.44% Oct 13, 2017 - Jan 3, 2018
#12	-0.20% Aug 4, 2025 - Aug 13, 2025	-6.19% Apr 29, 2011 - Jun 30, 2011
#13	-0.18% Dec 29, 2025 - Jan 5, 2026	-5.91% May 11, 2026 - May 26, 2026
#14	-0.16% Feb 13, 2026 - Feb 23, 2026	-5.31% Nov 4, 2010 - Dec 29, 2010
#15	-0.10% Sep 2, 2025 - Sep 4, 2025	-5.18% Feb 5, 2013 - Apr 30, 2013

Correlation

Correlation between CAFX and ECON is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88

-101

Dividend Comparison (2010 - 2026)

CAFX vs ECON dividend yield comparison.

Year	CAFX	ECON
2026	1.63%	0.00%
2025	3.92%	1.77%
2024	0.96%	0.76%
2023	0.00%	1.57%
2022	0.00%	2.06%
2021	0.00%	1.08%
2020	0.00%	0.63%
2019	0.00%	1.68%
2018	0.00%	0.98%
2017	0.00%	0.35%
2016	0.00%	0.74%
2015	0.00%	1.10%
2014	0.00%	1.20%
2013	0.00%	0.73%
2012	0.00%	0.40%
2011	0.00%	0.56%
2010	0.00%	0.07%