CAFX vs PABD
Comparison between CONGRESS INTERMEDIATE BOND ETF (CAFX, ETF) and ISHARES PARIS-ALIGNED CLIMATE OPTIMIZED MSCI WORLD EX USA ETF (PABD, ETF).
CAFX vs PABD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
CAFX vs PABD - Holdings Comparison
CAFX and PABD have 0 common holdings. Overlap is 0.00%
CAFX's top 25 holdings weight is 9.13%. PABD's top 25 holdings weight is 26.44%.
| Rank | CAFX | PABD |
|---|---|---|
| #1 | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 9.13% | ASML HOLDING NV (n/a) - 2.97% |
| #2 | N/A | ROYAL BANK OF CANADA (n/a) - 1.46% |
| #3 | N/A | NOVARTIS AG REGISTERED SHARES (n/a) - 1.44% |
| #4 | N/A | HSBC HOLDINGS PLC (n/a) - 1.34% |
| #5 | N/A | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.31% |
| #6 | N/A | ABB LTD (n/a) - 1.30% |
| #7 | N/A | ASTRAZENECA PLC (AZN:XLON) - 1.29% |
| #8 | N/A | SCHNEIDER ELECTRIC SE (n/a) - 1.27% |
| #9 | N/A | THE TORONTO-DOMINION BANK (n/a) - 1.03% |
| #10 | N/A | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.95% |
| #11 | N/A | SAP SE (n/a) - 0.94% |
| #12 | N/A | JPY/USD PURCHASED (n/a) - 0.91% |
| #13 | N/A | ALLIANZ SE (n/a) - 0.90% |
| #14 | N/A | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.90% |
| #15 | N/A | SOFTBANK GROUP CORP (n/a) - 0.89% |
| #16 | N/A | JPY CASH (n/a) - 0.87% |
| #17 | N/A | BANCO SANTANDER SA (n/a) - 0.83% |
| #18 | N/A | MURATA MANUFACTURING CO LTD (n/a) - 0.81% |
| #19 | N/A | KEYENCE CORP (n/a) - 0.75% |
| #20 | N/A | SIEMENS AG (n/a) - 0.74% |
| #21 | N/A | UNICREDIT SPA (n/a) - 0.73% |
| #22 | N/A | TRANSURBAN GROUP (n/a) - 0.71% |
| #23 | N/A | INFINEON TECHNOLOGIES AG (n/a) - 0.71% |
| #24 | N/A | UBS GROUP AG REGISTERED SHARES (n/a) - 0.70% |
| #25 | N/A | TOKYO ELECTRON LTD (n/a) - 0.69% |
| Total Holdings | 1 | 448 |
CAFX vs PABD - Historical Returns
Returns include dividend reinvestment.
CAFX vs PABD - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | CAFX | PABD |
|---|---|---|
| 2026 | +0.36% | +6.84% |
| 2025 | +6.33% | +30.36% |
| 2024 | -1.66% | +5.34% |
CAFX vs PABD Drawdown Comparison
The maximum drawdown for CAFX was -2.63%, occurring on Jan 13, 2025. Recovery took 134 trading sessions.
The maximum drawdown for PABD was -13.37%, occurring on Apr 8, 2025. Recovery took 145 trading sessions.
The current CAFX drawdown is -0.88%. The current PABD drawdown is -0.77%.
| Rank | CAFX | PABD |
|---|---|---|
| #1 | -2.63% Sep 13, 2024 - Mar 28, 2025 | -13.37% Sep 26, 2024 - Apr 28, 2025 |
| #2 | -1.79% Feb 27, 2026 - Mar 26, 2026 | -12.55% Feb 26, 2026 - Mar 27, 2026 |
| #3 | -1.30% Apr 3, 2025 - Apr 29, 2025 | -6.94% Jul 12, 2024 - Aug 19, 2024 |
| #4 | -1.17% Apr 30, 2025 - Jun 12, 2025 | -5.59% Nov 12, 2025 - Dec 11, 2025 |
| #5 | -1.03% Sep 8, 2025 - Nov 24, 2025 | -5.39% Mar 20, 2024 - May 10, 2024 |
| #6 | -0.76% Jun 30, 2025 - Aug 1, 2025 | -4.50% Jul 23, 2025 - Aug 13, 2025 |
| #7 | -0.56% Nov 26, 2025 - Dec 29, 2025 | -3.65% May 15, 2024 - Jun 5, 2024 |
| #8 | -0.38% Jan 5, 2026 - Feb 5, 2026 | -3.50% Jun 6, 2024 - Jul 11, 2024 |
| #9 | -0.36% Aug 25, 2025 - Sep 2, 2025 | -3.20% Aug 23, 2024 - Sep 19, 2024 |
| #10 | -0.30% Aug 13, 2025 - Aug 22, 2025 | -2.97% Oct 6, 2025 - Oct 20, 2025 |
| #11 | -0.26% Jun 12, 2025 - Jun 20, 2025 | -2.88% Jun 12, 2025 - Jun 27, 2025 |
| #12 | -0.20% Aug 4, 2025 - Aug 13, 2025 | -2.80% Oct 28, 2025 - Nov 12, 2025 |
| #13 | -0.18% Dec 29, 2025 - Jan 5, 2026 | -2.70% Aug 22, 2025 - Sep 11, 2025 |
| #14 | -0.16% Feb 13, 2026 - Feb 23, 2026 | -2.52% Jan 27, 2026 - Feb 9, 2026 |
| #15 | -0.10% Sep 2, 2025 - Sep 4, 2025 | -2.44% Jan 15, 2026 - Jan 27, 2026 |
Correlation
Correlation between CAFX and PABD is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2024 - 2026)
CAFX vs PABD dividend yield comparison.
| Year | CAFX | PABD |
|---|---|---|
| 2026 | 1.62% | 0.00% |
| 2025 | 3.92% | 2.74% |
| 2024 | 0.96% | 2.87% |
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