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CAFX vs FIDI

Comparison between CONGRESS INTERMEDIATE BOND ETF (CAFX, ETF) and FIDELITY INTERNATIONAL HIGH DIVIDEND ETF (FIDI, ETF).

CAFX vs FIDI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
CAFX
$325M
Winner
FIDI
$325M
Expense Ratio
CAFX
0.35%
Winner
FIDI
0.18%
Max Drawdown
Winner
CAFX
3.55%
FIDI
50.61%
Sharpe Ratio
CAFX
-0.33
Winner
FIDI
1.82
5Y Beta
Winner
CAFX
0.01
FIDI
0.52
5Y Dividends CAGR
CAFX
N/A
FIDI
14.41%

CAFX vs FIDI - Holdings Comparison

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

CAFX's top 25 holdings weight is 9.13%. FIDI's top 25 holdings weight is 54.74%.

RankCAFXFIDI
#1
FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 9.13%
EQUINOR ASA (n/a) - 3.37%
#2N/A
TOTALENERGIES SE (TTE:XPAR) - 3.21%
#3N/A
ENBRIDGE INC (n/a) - 2.77%
#4N/A
KLEPIERRE (n/a) - 2.71%
#5N/A
NESTLE SA (n/a) - 2.71%
#6N/A
CANADIAN NATURAL RESOURCES LTD (n/a) - 2.62%
#7N/A
ENEL SPA (n/a) - 2.58%
#8N/A
LINK REAL ESTATE INVESTMENT TRUST (n/a) - 2.43%
#9N/A
ENGIE SA (n/a) - 2.39%
#10N/A
DAITO TRUST CONSTRUCTION CO LTD (n/a) - 2.36%
#11N/A
NATURGY ENERGY GROUP SA (n/a) - 2.30%
#12N/A
WOODSIDE ENERGY GROUP LTD (n/a) - 2.24%
#13N/A
CAPITAL POWER CORP (n/a) - 2.23%
#14N/A
BRITISH AMERICAN TOBACCO PLC (n/a) - 2.08%
#15N/A
JAPAN TOBACCO INC (n/a) - 2.01%
#16N/A
ORIGIN ENERGY LTD (n/a) - 1.87%
#17N/A
TOYOTA MOTOR CORP (n/a) - 1.81%
#18N/A
WESFARMERS LTD (n/a) - 1.80%
#19N/A
CARREFOUR (n/a) - 1.79%
#20N/A
COLES GROUP LTD (n/a) - 1.77%
#21N/A
FIRSTSERVICE CORP ORDINARY SHARES (FSV) - 1.66%
#22N/A
HSBC HOLDINGS PLC (n/a) - 1.55%
#23N/A
IMPERIAL BRANDS PLC (n/a) - 1.51%
#24N/A
RENAULT SA (n/a) - 1.49%
#25N/A
MERCEDES-BENZ GROUP AG (n/a) - 1.48%
Total Holdings1117

CAFX vs FIDI - Historical Returns

Returns include dividend reinvestment.

1M
CAFX
-0.13%
Winner
FIDI
+4.23%
3M
CAFX
-0.28%
Winner
FIDI
+3.41%
6M
CAFX
+0.02%
Winner
FIDI
+10.11%
1Y
CAFX
+2.66%
Winner
FIDI
+26.55%
5Y(CAGR)
CAFX
N/A
FIDI
+12.36%
10Y(CAGR)
CAFX
N/A
FIDI
+6.13%
Max(CAGR)
CAFX
+2.52%
Winner
FIDI
+6.13%

CAFX vs FIDI - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

YearCAFXFIDI
2026+0.08%+11.63%
2025+6.33%+39.31%
2024-1.66%+0.60%
2023N/A+15.81%
2022N/A-5.45%
2021N/A+16.76%
2020N/A-12.62%
2019N/A+16.38%
2018N/A-20.15%

CAFX vs FIDI Drawdown Comparison

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

The maximum drawdown for FIDI was -46.34%, occurring on Mar 16, 2020. Recovery took 999 trading sessions.

The current CAFX drawdown is -1.16%.

RankCAFXFIDI
#1-2.63%
Sep 13, 2024 - Mar 28, 2025
-46.34%
Jan 26, 2018 - Jan 13, 2022
#2-1.79%
Feb 27, 2026 - Mar 26, 2026
-26.03%
Feb 9, 2022 - Dec 14, 2023
#3-1.30%
Apr 3, 2025 - Apr 29, 2025
-12.08%
Mar 19, 2025 - Apr 24, 2025
#4-1.17%
Apr 30, 2025 - Jun 12, 2025
-10.83%
Sep 27, 2024 - Mar 5, 2025
#5-1.03%
Sep 8, 2025 - Nov 24, 2025
-7.34%
May 20, 2024 - Aug 23, 2024
#6-0.76%
Jun 30, 2025 - Aug 1, 2025
-6.93%
Feb 26, 2026 - Apr 13, 2026
#7-0.56%
Nov 26, 2025 - Dec 29, 2025
-4.96%
Jan 8, 2024 - Mar 6, 2024
#8-0.38%
Jan 5, 2026 - Feb 5, 2026
-4.64%
Nov 12, 2025 - Dec 4, 2025
#9-0.36%
Aug 25, 2025 - Sep 2, 2025
-4.28%
Apr 9, 2024 - May 9, 2024
#10-0.30%
Aug 13, 2025 - Aug 22, 2025
-3.93%
Apr 14, 2026 - Jul 14, 2026
#11-0.26%
Jun 12, 2025 - Jun 20, 2025
-3.67%
Jul 23, 2025 - Aug 12, 2025
#12-0.20%
Aug 4, 2025 - Aug 13, 2025
-3.24%
Jan 14, 2022 - Feb 8, 2022
#13-0.18%
Dec 29, 2025 - Jan 5, 2026
-2.94%
Aug 22, 2025 - Oct 3, 2025
#14-0.16%
Feb 13, 2026 - Feb 23, 2026
-2.86%
Aug 30, 2024 - Sep 16, 2024
#15-0.10%
Sep 2, 2025 - Sep 4, 2025
-2.68%
Jun 12, 2025 - Jun 30, 2025

Correlation

Correlation between CAFX and FIDI is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (2018 - 2026)

CAFX vs FIDI dividend yield comparison.

YearCAFXFIDI
20261.96%2.41%
20253.92%4.33%
20240.96%5.72%
20230.00%4.80%
20220.00%5.09%
20210.00%4.00%
20200.00%3.36%
20190.00%4.26%
20180.00%4.37%

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