CAFX vs SHE

Comparison between CONGRESS INTERMEDIATE BOND ETF (CAFX, ETF) and STATE STREET(R) SPDR(R) MSCI USA GENDER DIVERSITY ETF (SHE, ETF).

CAFX vs SHE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CAFX(ETF)	SHE(ETF)
Net Assets	$325M	$325M
Expense Ratio	0.35%	0.20%
Max Drawdown	3.55%	36.16%
Sharpe Ratio	-0.33	1.42
5Y Beta	0.01	0.88
P/E Ratio	N/A	25.97
Forward P/E	N/A	19.60
PEG Ratio	N/A	0.46
5Y Dividends CAGR	N/A	13.48%
5Y EPS CAGR	N/A	18.85%
Debt to Equity	N/A	53.30%
P/S Ratio	N/A	3.04
P/B Ratio	N/A	4.56

Net Assets

Winner

CAFX

$325M

SHE

$325M

Expense Ratio

CAFX

0.35%

Winner

SHE

0.20%

Max Drawdown

Winner

CAFX

3.55%

SHE

36.16%

Sharpe Ratio

CAFX

-0.33

Winner

SHE

1.42

5Y Beta

Winner

CAFX

0.01

SHE

0.88

P/E Ratio

CAFX

N/A

SHE

25.97

Forward P/E

CAFX

N/A

SHE

19.60

PEG Ratio

CAFX

N/A

SHE

0.46

5Y Dividends CAGR

CAFX

N/A

SHE

13.48%

5Y EPS CAGR

CAFX

N/A

SHE

18.85%

Debt to Equity

CAFX

N/A

SHE

53.30%

P/S Ratio

CAFX

N/A

SHE

3.04

P/B Ratio

CAFX

N/A

SHE

4.56

CAFX vs SHE - Holdings Comparison

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

CAFX's top 25 holdings weight is 9.13%. SHE's top 25 holdings weight is 52.45%.

Rank	CAFX	SHE
#1	FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 9.13%	ADVANCED MICRO DEVICES INC (AMD) - 5.58%
#2	N/A	NVIDIA CORP (NVDA) - 4.30%
#3	N/A	BROADCOM INC (AVGO) - 4.28%
#4	N/A	MICROSOFT CORP (MSFT) - 4.23%
#5	N/A	NETFLIX INC (NFLX) - 3.68%
#6	N/A	JPMORGAN CHASE & CO (JPM) - 3.18%
#7	N/A	INTEL CORP (INTC) - 3.02%
#8	N/A	VERIZON COMMUNICATIONS INC (VZ) - 2.40%
#9	N/A	TEXAS INSTRUMENTS INC (TXN) - 1.59%
#10	N/A	BANK OF AMERICA CORP (BAC) - 1.51%
#11	N/A	ORACLE CORP (ORCL) - 1.47%
#12	N/A	JOHNSON & JOHNSON (JNJ) - 1.42%
#13	N/A	THE WALT DISNEY CO (DIS) - 1.40%
#14	N/A	EXXONMOBIL HOLDINGS CORP (XOM) - 1.40%
#15	N/A	ANALOG DEVICES INC (ADI) - 1.36%
#16	N/A	CATERPILLAR INC (CAT) - 1.34%
#17	N/A	ARISTA NETWORKS INC (ANET) - 1.31%
#18	N/A	COSTCO WHOLESALE CORP (COST) - 1.28%
#19	N/A	ABBVIE INC (ABBV) - 1.25%
#20	N/A	UNITEDHEALTH GROUP INC (UNH) - 1.20%
#21	N/A	AT&T INC (T) - 1.19%
#22	N/A	CHEVRON CORP (CVX) - 1.08%
#23	N/A	PROCTER & GAMBLE CO (PG) - 1.02%
#24	N/A	BOOKING HOLDINGS INC (BKNG) - 0.99%
#25	N/A	MERCK & CO INC (MRK) - 0.97%
Total Holdings	1	234

CAFX vs SHE - Historical Returns

Returns include dividend reinvestment.

Period	CAFX	SHE
1 month	-0.13%	-1.10%
3 months	-0.28%	+10.89%
6 months	+0.02%	+14.24%
1 year	+2.66%	+24.40%
5 years(CAGR)	N/A	+9.64%
10 years(CAGR)	N/A	+12.19%
Max(CAGR)	+2.52%	+12.73%

Winner

CAFX

-0.13%

SHE

-1.10%

CAFX

-0.28%

Winner

SHE

+10.89%

CAFX

+0.02%

Winner

SHE

+14.24%

CAFX

+2.66%

Winner

SHE

+24.40%

5Y(CAGR)

CAFX

N/A

SHE

+9.64%

10Y(CAGR)

CAFX

N/A

SHE

+12.19%

Max(CAGR)

CAFX

+2.52%

Winner

SHE

+12.73%

CAFX vs SHE - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	CAFX	SHE
2026	+0.08%	+16.30%
2025	+6.33%	+15.65%
2024	-1.66%	+24.08%
2023	N/A	+22.55%
2022	N/A	-21.67%
2021	N/A	+16.93%
2020	N/A	+17.20%
2019	N/A	+23.86%
2018	N/A	-3.64%
2017	N/A	+19.13%
2016	N/A	+12.03%

CAFX vs SHE Drawdown Comparison

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

The maximum drawdown for SHE was -35.78%, occurring on Mar 23, 2020. Recovery took 137 trading sessions.

The current CAFX drawdown is -1.16%. The current SHE drawdown is -2.86%.

Rank	CAFX	SHE
#1	-2.63% Sep 13, 2024 - Mar 28, 2025	-35.78% Feb 19, 2020 - Sep 2, 2020
#2	-1.79% Feb 27, 2026 - Mar 26, 2026	-31.69% Nov 16, 2021 - Mar 7, 2024
#3	-1.30% Apr 3, 2025 - Apr 29, 2025	-18.17% Sep 21, 2018 - Apr 30, 2019
#4	-1.17% Apr 30, 2025 - Jun 12, 2025	-17.07% Feb 19, 2025 - Jun 26, 2025
#5	-1.03% Sep 8, 2025 - Nov 24, 2025	-10.28% Jan 26, 2018 - Jul 25, 2018
#6	-0.76% Jun 30, 2025 - Aug 1, 2025	-8.74% Jul 16, 2024 - Aug 30, 2024
#7	-0.56% Nov 26, 2025 - Dec 29, 2025	-8.54% Jan 28, 2026 - Apr 15, 2026
#8	-0.38% Jan 5, 2026 - Feb 5, 2026	-8.16% Sep 2, 2020 - Oct 9, 2020
#9	-0.36% Aug 25, 2025 - Sep 2, 2025	-7.79% Oct 12, 2020 - Nov 9, 2020
#10	-0.30% Aug 13, 2025 - Aug 22, 2025	-6.56% Jul 26, 2019 - Nov 14, 2019
#11	-0.26% Jun 12, 2025 - Jun 20, 2025	-5.83% Aug 24, 2016 - Nov 22, 2016
#12	-0.20% Aug 4, 2025 - Aug 13, 2025	-5.70% Apr 28, 2016 - Jul 8, 2016
#13	-0.18% Dec 29, 2025 - Jan 5, 2026	-5.68% Nov 12, 2025 - Dec 11, 2025
#14	-0.16% Feb 13, 2026 - Feb 23, 2026	-5.34% Mar 27, 2024 - May 15, 2024
#15	-0.10% Sep 2, 2025 - Sep 4, 2025	-5.24% Dec 4, 2024 - Feb 5, 2025

Correlation

Correlation between CAFX and SHE is 0.79 which considered as a strong positive correlation - the stocks tend to move together.

0.79

-101

Dividend Comparison (2016 - 2026)

CAFX vs SHE dividend yield comparison.

Year	CAFX	SHE
2026	1.96%	0.52%
2025	3.92%	1.18%
2024	0.96%	1.14%
2023	0.00%	1.37%
2022	0.00%	1.54%
2021	0.00%	0.99%
2020	0.00%	1.24%
2019	0.00%	1.91%
2018	0.00%	7.39%
2017	0.00%	5.37%
2016	0.00%	6.41%