CAFX vs ISVL
Comparison between CONGRESS INTERMEDIATE BOND ETF (CAFX, ETF) and ISHARES INTERNATIONAL DEVELOPED SMALL CAP VALUE FACTOR ETF (ISVL, ETF).
CAFX vs ISVL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
CAFX vs ISVL - Holdings Comparison
CAFX and ISVL have 0 common holdings. Overlap is 0.00%
CAFX's top 25 holdings weight is 9.13%. ISVL's top 25 holdings weight is 19.45%.
| Rank | CAFX | ISVL |
|---|---|---|
| #1 | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 9.13% | AURUBIS AG (n/a) - 1.13% |
| #2 | N/A | IG GROUP HOLDINGS PLC (n/a) - 1.11% |
| #3 | N/A | SUBSEA 7 SA (n/a) - 1.05% |
| #4 | N/A | NEXANS (n/a) - 1.02% |
| #5 | N/A | ONEX CORP SHS SUBORD.VOTING (ONEXF) - 1.01% |
| #6 | N/A | NORDNET AB (PUBL) ORDINARY SHARES (n/a) - 0.94% |
| #7 | N/A | AEDIFICA SA (n/a) - 0.93% |
| #8 | N/A | n/a (GRTUF) - 0.90% |
| #9 | N/A | VOESTALPINE AG (n/a) - 0.89% |
| #10 | N/A | SAIPEM SPA (n/a) - 0.89% |
| #11 | N/A | TECHNIP ENERGIES NV ORDINARY SHARES (n/a) - 0.86% |
| #12 | N/A | KONECRANES OYJ (n/a) - 0.86% |
| #13 | N/A | n/a (n/a) - 0.84% |
| #14 | N/A | ABERDEEN GROUP PLC (n/a) - 0.82% |
| #15 | N/A | LONDONMETRIC PROPERTY PLC (n/a) - 0.79% |
| #16 | N/A | GALENICA LTD (n/a) - 0.74% |
| #17 | N/A | AL SYDBANK A/S (n/a) - 0.72% |
| #18 | N/A | BALFOUR BEATTY PLC (n/a) - 0.72% |
| #19 | N/A | INVESTEC PLC (n/a) - 0.71% |
| #20 | N/A | PERSEUS MINING LTD (n/a) - 0.70% |
| #21 | N/A | SFS GROUP AG (n/a) - 0.37% |
| #22 | N/A | SHAFTESBURY CAPITAL PLC (n/a) - 0.37% |
| #23 | N/A | TECAN GROUP AG (n/a) - 0.36% |
| #24 | N/A | n/a (n/a) - 0.36% |
| #25 | N/A | JPY CASH (n/a) - 0.36% |
| Total Holdings | 1 | 504 |
CAFX vs ISVL - Historical Returns
Returns include dividend reinvestment.
CAFX vs ISVL - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | CAFX | ISVL |
|---|---|---|
| 2026 | +0.36% | +10.02% |
| 2025 | +6.33% | +42.77% |
| 2024 | -1.66% | +6.43% |
| 2023 | N/A | +17.25% |
| 2022 | N/A | -14.03% |
| 2021 | N/A | +7.71% |
CAFX vs ISVL Drawdown Comparison
The maximum drawdown for CAFX was -2.63%, occurring on Jan 13, 2025. Recovery took 134 trading sessions.
The maximum drawdown for ISVL was -30.43%, occurring on Sep 27, 2022. Recovery took 629 trading sessions.
The current CAFX drawdown is -0.88%. The current ISVL drawdown is -0.30%.
| Rank | CAFX | ISVL |
|---|---|---|
| #1 | -2.63% Sep 13, 2024 - Mar 28, 2025 | -30.43% Sep 3, 2021 - Mar 7, 2024 |
| #2 | -1.79% Feb 27, 2026 - Mar 26, 2026 | -12.50% Mar 19, 2025 - Apr 24, 2025 |
| #3 | -1.30% Apr 3, 2025 - Apr 29, 2025 | -12.48% Feb 27, 2026 - Mar 20, 2026 |
| #4 | -1.17% Apr 30, 2025 - Jun 12, 2025 | -10.05% Sep 26, 2024 - Mar 7, 2025 |
| #5 | -1.03% Sep 8, 2025 - Nov 24, 2025 | -7.50% Jul 31, 2024 - Aug 21, 2024 |
| #6 | -0.76% Jun 30, 2025 - Aug 1, 2025 | -6.14% Jun 4, 2021 - Sep 2, 2021 |
| #7 | -0.56% Nov 26, 2025 - Dec 29, 2025 | -5.40% Oct 27, 2025 - Nov 28, 2025 |
| #8 | -0.38% Jan 5, 2026 - Feb 5, 2026 | -4.38% Apr 8, 2024 - May 9, 2024 |
| #9 | -0.36% Aug 25, 2025 - Sep 2, 2025 | -4.07% Aug 23, 2024 - Sep 19, 2024 |
| #10 | -0.30% Aug 13, 2025 - Aug 22, 2025 | -3.76% Jun 3, 2024 - Jul 12, 2024 |
| #11 | -0.26% Jun 12, 2025 - Jun 20, 2025 | -3.56% Jul 23, 2025 - Aug 8, 2025 |
| #12 | -0.20% Aug 4, 2025 - Aug 13, 2025 | -2.86% May 7, 2021 - May 24, 2021 |
| #13 | -0.18% Dec 29, 2025 - Jan 5, 2026 | -2.80% Jul 16, 2024 - Jul 31, 2024 |
| #14 | -0.16% Feb 13, 2026 - Feb 23, 2026 | -2.54% Oct 6, 2025 - Oct 23, 2025 |
| #15 | -0.10% Sep 2, 2025 - Sep 4, 2025 | -2.28% Mar 7, 2025 - Mar 14, 2025 |
Correlation
Correlation between CAFX and ISVL is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2021 - 2026)
CAFX vs ISVL dividend yield comparison.
| Year | CAFX | ISVL |
|---|---|---|
| 2026 | 1.62% | 0.00% |
| 2025 | 3.92% | 2.69% |
| 2024 | 0.96% | 3.92% |
| 2023 | 0.00% | 3.82% |
| 2022 | 0.00% | 3.37% |
| 2021 | 0.00% | 2.82% |
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