CAFX vs EWM

Comparison between CONGRESS INTERMEDIATE BOND ETF (CAFX, ETF) and ISHARES MSCI MALAYSIA ETF (EWM, ETF).

CAFX vs EWM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CAFX(ETF)	EWM(ETF)
Net Assets	$325M	$324M
Expense Ratio	0.35%	0.50%
Max Drawdown	3.55%	71.46%
Sharpe Ratio	-0.33	1.15
5Y Beta	0.01	0.47
5Y Dividends CAGR	N/A	1.67%

Net Assets

Winner

CAFX

$325M

EWM

$324M

Expense Ratio

Winner

CAFX

0.35%

EWM

0.50%

Max Drawdown

Winner

CAFX

3.55%

EWM

71.46%

Sharpe Ratio

CAFX

-0.33

Winner

EWM

1.15

5Y Beta

Winner

CAFX

0.01

EWM

0.47

5Y Dividends CAGR

CAFX

N/A

EWM

1.67%

CAFX vs EWM - Historical Returns

Returns include dividend reinvestment.

Period	CAFX	EWM
1 month	-0.13%	+3.25%
3 months	-0.28%	-1.70%
6 months	+0.02%	+0.90%
1 year	+2.66%	+20.55%
5 years(CAGR)	N/A	+6.19%
10 years(CAGR)	N/A	+2.56%
Max(CAGR)	+2.52%	+5.37%

CAFX

-0.13%

Winner

EWM

+3.25%

Winner

CAFX

-0.28%

EWM

-1.70%

CAFX

+0.02%

Winner

EWM

+0.90%

CAFX

+2.66%

Winner

EWM

+20.55%

5Y(CAGR)

CAFX

N/A

EWM

+6.19%

10Y(CAGR)

CAFX

N/A

EWM

+2.56%

Max(CAGR)

CAFX

+2.52%

Winner

EWM

+5.37%

CAFX vs EWM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CAFX	EWM
2026	+0.08%	+4.00%
2025	+6.33%	+16.66%
2024	-1.66%	+20.51%
2023	N/A	-2.49%
2022	N/A	-5.72%
2021	N/A	-6.13%
2020	N/A	+1.74%
2019	N/A	-1.18%
2018	N/A	-7.09%
2017	N/A	+24.23%
2016	N/A	-0.83%
2015	N/A	-18.80%
2014	N/A	-9.26%
2013	N/A	+7.09%
2012	N/A	+13.35%
2011	N/A	-3.80%
2010	N/A	+34.92%
2009	N/A	+44.85%
2008	N/A	-39.09%
2007	N/A	+41.48%
2006	N/A	+36.15%
2005	N/A	+0.85%
2004	N/A	+14.35%
2003	N/A	+29.61%
2002	N/A	+1.25%
2001	N/A	+6.98%
2000	N/A	-31.70%
1999	N/A	+29.88%

CAFX vs EWM Drawdown Comparison

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

The maximum drawdown for EWM was -52.14%, occurring on Oct 27, 2008. Recovery took 661 trading sessions.

The current CAFX drawdown is -1.16%. The current EWM drawdown is -7.92%.

Rank	CAFX	EWM
#1	-2.63% Sep 13, 2024 - Mar 28, 2025	-52.14% Jan 14, 2008 - Aug 27, 2010
#2	-1.79% Feb 27, 2026 - Mar 26, 2026	-51.81% Jan 18, 2000 - Jul 21, 2005
#3	-1.30% Apr 3, 2025 - Apr 29, 2025	-50.35% Aug 27, 2014 - Mar 19, 2020
#4	-1.17% Apr 30, 2025 - Jun 12, 2025	-22.25% Jul 7, 2011 - Sep 14, 2012
#5	-1.03% Sep 8, 2025 - Nov 24, 2025	-18.11% Feb 23, 2007 - Apr 3, 2007
#6	-0.76% Jun 30, 2025 - Aug 1, 2025	-16.67% Jan 3, 2000 - Jan 13, 2000
#7	-0.56% Nov 26, 2025 - Dec 29, 2025	-16.57% May 18, 2007 - Oct 5, 2007
#8	-0.38% Jan 5, 2026 - Feb 5, 2026	-16.13% May 14, 2013 - Jul 2, 2014
#9	-0.36% Aug 25, 2025 - Sep 2, 2025	-13.60% May 10, 2006 - Nov 2, 2006
#10	-0.30% Aug 13, 2025 - Aug 22, 2025	-8.42% Aug 9, 2005 - Feb 3, 2006
#11	-0.26% Jun 12, 2025 - Jun 20, 2025	-7.80% Jan 17, 2013 - Apr 9, 2013
#12	-0.20% Aug 4, 2025 - Aug 13, 2025	-7.63% Oct 31, 2007 - Dec 6, 2007
#13	-0.18% Dec 29, 2025 - Jan 5, 2026	-7.04% Jan 13, 2011 - Apr 1, 2011
#14	-0.16% Feb 13, 2026 - Feb 23, 2026	-6.00% Dec 6, 2007 - Jan 3, 2008
#15	-0.10% Sep 2, 2025 - Sep 4, 2025	-5.42% Nov 4, 2010 - Dec 29, 2010

Correlation

Correlation between CAFX and EWM is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84

-101

Dividend Comparison (2000 - 2026)

CAFX vs EWM dividend yield comparison.

Year	CAFX	EWM
2026	1.96%	2.05%
2025	3.92%	3.41%
2024	0.96%	3.32%
2023	0.00%	3.47%
2022	0.00%	3.00%
2021	0.00%	6.48%
2020	0.00%	1.89%
2019	0.00%	2.91%
2018	0.00%	3.84%
2017	0.00%	5.58%
2016	0.00%	5.97%
2015	0.00%	37.54%
2014	0.00%	4.03%
2013	0.00%	3.03%
2012	0.00%	1.58%
2011	0.00%	4.46%
2010	0.00%	2.40%
2009	0.00%	2.30%
2008	0.00%	5.21%
2007	0.00%	3.19%
2006	0.00%	2.15%
2005	0.00%	4.23%
2004	0.00%	2.20%
2003	0.00%	1.61%
2002	0.00%	1.86%
2001	0.00%	1.48%
2000	0.00%	1.35%