CAFX vs EVUS
Comparison between CONGRESS INTERMEDIATE BOND ETF (CAFX, ETF) and ISHARES ESG AWARE MSCI USA VALUE ETF (EVUS, ETF).
CAFX vs EVUS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
CAFX vs EVUS - Holdings Comparison
CAFX and EVUS have 0 common holdings. Overlap is 0.00%
CAFX's top 25 holdings weight is 9.13%. EVUS's top 25 holdings weight is 41.18%.
| Rank | CAFX | EVUS |
|---|---|---|
| #1 | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 9.13% | MICROSOFT CORP (MSFT) - 7.44% |
| #2 | N/A | META PLATFORMS INC CLASS A (META) - 3.77% |
| #3 | N/A | MICRON TECHNOLOGY INC (MU) - 3.40% |
| #4 | N/A | JPMORGAN CHASE & CO (JPM) - 2.63% |
| #5 | N/A | INTEL CORP (INTC) - 1.85% |
| #6 | N/A | CISCO SYSTEMS INC (CSCO) - 1.61% |
| #7 | N/A | ABBVIE INC (ABBV) - 1.52% |
| #8 | N/A | JOHNSON & JOHNSON (JNJ) - 1.49% |
| #9 | N/A | EXXON MOBIL CORP (XOM) - 1.38% |
| #10 | N/A | THE HOME DEPOT INC (HD) - 1.27% |
| #11 | N/A | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.24% |
| #12 | N/A | PROCTER & GAMBLE CO (PG) - 1.18% |
| #13 | N/A | THE GOLDMAN SACHS GROUP INC (GS) - 1.18% |
| #14 | N/A | THE HARTFORD INSURANCE GROUP INC (HIG) - 1.18% |
| #15 | N/A | COCA-COLA CO (KO) - 1.13% |
| #16 | N/A | BANK OF AMERICA CORP (BAC) - 1.06% |
| #17 | N/A | MORGAN STANLEY (MS) - 1.02% |
| #18 | N/A | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.99% |
| #19 | N/A | UNITEDHEALTH GROUP INC (UNH) - 0.97% |
| #20 | N/A | MERCK & CO INC (MRK) - 0.92% |
| #21 | N/A | TEXAS INSTRUMENTS INC (TXN) - 0.88% |
| #22 | N/A | PROGRESSIVE CORP (PGR) - 0.82% |
| #23 | N/A | WILLIAMS COMPANIES INC (WMB) - 0.79% |
| #24 | N/A | ANALOG DEVICES INC (ADI) - 0.74% |
| #25 | N/A | AMERICAN EXPRESS CO (AXP) - 0.72% |
| Total Holdings | 1 | 225 |
CAFX vs EVUS - Historical Returns
Returns include dividend reinvestment.
CAFX vs EVUS - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | CAFX | EVUS |
|---|---|---|
| 2026 | +0.08% | +11.24% |
| 2025 | +6.33% | +13.46% |
| 2024 | -1.66% | +13.75% |
| 2023 | N/A | +3.47% |
CAFX vs EVUS Drawdown Comparison
The maximum drawdown for CAFX was -2.63%, occurring on Jan 13, 2025. Recovery took 134 trading sessions.
The maximum drawdown for EVUS was -15.65%, occurring on Apr 8, 2025. Recovery took 174 trading sessions.
The current CAFX drawdown is -1.16%. The current EVUS drawdown is -0.50%.
| Rank | CAFX | EVUS |
|---|---|---|
| #1 | -2.63% Sep 13, 2024 - Mar 28, 2025 | -15.65% Nov 29, 2024 - Aug 13, 2025 |
| #2 | -1.79% Feb 27, 2026 - Mar 26, 2026 | -11.17% Jul 31, 2023 - Dec 13, 2023 |
| #3 | -1.30% Apr 3, 2025 - Apr 29, 2025 | -9.40% Feb 2, 2023 - Jul 21, 2023 |
| #4 | -1.17% Apr 30, 2025 - Jun 12, 2025 | -7.72% Feb 9, 2026 - Apr 17, 2026 |
| #5 | -1.03% Sep 8, 2025 - Nov 24, 2025 | -5.44% Mar 28, 2024 - Jul 11, 2024 |
| #6 | -0.76% Jun 30, 2025 - Aug 1, 2025 | -4.89% Jul 31, 2024 - Aug 19, 2024 |
| #7 | -0.56% Nov 26, 2025 - Dec 29, 2025 | -4.41% Oct 27, 2025 - Dec 4, 2025 |
| #8 | -0.38% Jan 5, 2026 - Feb 5, 2026 | -3.51% Oct 16, 2024 - Nov 6, 2024 |
| #9 | -0.36% Aug 25, 2025 - Sep 2, 2025 | -3.11% Aug 30, 2024 - Sep 16, 2024 |
| #10 | -0.30% Aug 13, 2025 - Aug 22, 2025 | -2.56% Oct 3, 2025 - Oct 20, 2025 |
| #11 | -0.26% Jun 12, 2025 - Jun 20, 2025 | -2.30% Jun 4, 2026 - Jul 1, 2026 |
| #12 | -0.20% Aug 4, 2025 - Aug 13, 2025 | -2.05% Jul 17, 2024 - Jul 30, 2024 |
| #13 | -0.18% Dec 29, 2025 - Jan 5, 2026 | -1.96% Jan 8, 2024 - Jan 25, 2024 |
| #14 | -0.16% Feb 13, 2026 - Feb 23, 2026 | -1.75% Jan 15, 2026 - Jan 22, 2026 |
| #15 | -0.10% Sep 2, 2025 - Sep 4, 2025 | -1.72% Nov 11, 2024 - Nov 22, 2024 |
Correlation
Correlation between CAFX and EVUS is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2023 - 2026)
CAFX vs EVUS dividend yield comparison.
| Year | CAFX | EVUS |
|---|---|---|
| 2026 | 1.96% | 0.73% |
| 2025 | 3.92% | 1.62% |
| 2024 | 0.96% | 1.99% |
| 2023 | 0.00% | 2.31% |
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