EVUS vs CAFX
Comparison between ISHARES ESG AWARE MSCI USA VALUE ETF (EVUS, ETF) and CONGRESS INTERMEDIATE BOND ETF (CAFX, ETF).
EVUS vs CAFX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
EVUS vs CAFX - Holdings Comparison
EVUS and CAFX have 0 common holdings. Overlap is 0.00%
EVUS's top 25 holdings weight is 41.18%. CAFX's top 25 holdings weight is 9.13%.
| Rank | EVUS | CAFX |
|---|---|---|
| #1 | MICROSOFT CORP (MSFT) - 7.44% | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 9.13% |
| #2 | META PLATFORMS INC CLASS A (META) - 3.77% | N/A |
| #3 | MICRON TECHNOLOGY INC (MU) - 3.40% | N/A |
| #4 | JPMORGAN CHASE & CO (JPM) - 2.63% | N/A |
| #5 | INTEL CORP (INTC) - 1.85% | N/A |
| #6 | CISCO SYSTEMS INC (CSCO) - 1.61% | N/A |
| #7 | ABBVIE INC (ABBV) - 1.52% | N/A |
| #8 | JOHNSON & JOHNSON (JNJ) - 1.49% | N/A |
| #9 | EXXON MOBIL CORP (XOM) - 1.38% | N/A |
| #10 | THE HOME DEPOT INC (HD) - 1.27% | N/A |
| #11 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.24% | N/A |
| #12 | PROCTER & GAMBLE CO (PG) - 1.18% | N/A |
| #13 | THE GOLDMAN SACHS GROUP INC (GS) - 1.18% | N/A |
| #14 | THE HARTFORD INSURANCE GROUP INC (HIG) - 1.18% | N/A |
| #15 | COCA-COLA CO (KO) - 1.13% | N/A |
| #16 | BANK OF AMERICA CORP (BAC) - 1.06% | N/A |
| #17 | MORGAN STANLEY (MS) - 1.02% | N/A |
| #18 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.99% | N/A |
| #19 | UNITEDHEALTH GROUP INC (UNH) - 0.97% | N/A |
| #20 | MERCK & CO INC (MRK) - 0.92% | N/A |
| #21 | TEXAS INSTRUMENTS INC (TXN) - 0.88% | N/A |
| #22 | PROGRESSIVE CORP (PGR) - 0.82% | N/A |
| #23 | WILLIAMS COMPANIES INC (WMB) - 0.79% | N/A |
| #24 | ANALOG DEVICES INC (ADI) - 0.74% | N/A |
| #25 | AMERICAN EXPRESS CO (AXP) - 0.72% | N/A |
| Total Holdings | 225 | 1 |
EVUS vs CAFX - Historical Returns
Returns include dividend reinvestment.
EVUS vs CAFX - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | EVUS | CAFX |
|---|---|---|
| 2026 | +11.24% | +0.08% |
| 2025 | +13.46% | +6.33% |
| 2024 | +13.75% | -1.66% |
| 2023 | +3.47% | N/A |
EVUS vs CAFX Drawdown Comparison
The maximum drawdown for EVUS was -15.65%, occurring on Apr 8, 2025. Recovery took 174 trading sessions.
The maximum drawdown for CAFX was -2.63%, occurring on Jan 13, 2025. Recovery took 134 trading sessions.
The current EVUS drawdown is -0.50%. The current CAFX drawdown is -1.16%.
| Rank | EVUS | CAFX |
|---|---|---|
| #1 | -15.65% Nov 29, 2024 - Aug 13, 2025 | -2.63% Sep 13, 2024 - Mar 28, 2025 |
| #2 | -11.17% Jul 31, 2023 - Dec 13, 2023 | -1.79% Feb 27, 2026 - Mar 26, 2026 |
| #3 | -9.40% Feb 2, 2023 - Jul 21, 2023 | -1.30% Apr 3, 2025 - Apr 29, 2025 |
| #4 | -7.72% Feb 9, 2026 - Apr 17, 2026 | -1.17% Apr 30, 2025 - Jun 12, 2025 |
| #5 | -5.44% Mar 28, 2024 - Jul 11, 2024 | -1.03% Sep 8, 2025 - Nov 24, 2025 |
| #6 | -4.89% Jul 31, 2024 - Aug 19, 2024 | -0.76% Jun 30, 2025 - Aug 1, 2025 |
| #7 | -4.41% Oct 27, 2025 - Dec 4, 2025 | -0.56% Nov 26, 2025 - Dec 29, 2025 |
| #8 | -3.51% Oct 16, 2024 - Nov 6, 2024 | -0.38% Jan 5, 2026 - Feb 5, 2026 |
| #9 | -3.11% Aug 30, 2024 - Sep 16, 2024 | -0.36% Aug 25, 2025 - Sep 2, 2025 |
| #10 | -2.56% Oct 3, 2025 - Oct 20, 2025 | -0.30% Aug 13, 2025 - Aug 22, 2025 |
| #11 | -2.30% Jun 4, 2026 - Jul 1, 2026 | -0.26% Jun 12, 2025 - Jun 20, 2025 |
| #12 | -2.05% Jul 17, 2024 - Jul 30, 2024 | -0.20% Aug 4, 2025 - Aug 13, 2025 |
| #13 | -1.96% Jan 8, 2024 - Jan 25, 2024 | -0.18% Dec 29, 2025 - Jan 5, 2026 |
| #14 | -1.75% Jan 15, 2026 - Jan 22, 2026 | -0.16% Feb 13, 2026 - Feb 23, 2026 |
| #15 | -1.72% Nov 11, 2024 - Nov 22, 2024 | -0.10% Sep 2, 2025 - Sep 4, 2025 |
Correlation
Correlation between EVUS and CAFX is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2023 - 2026)
EVUS vs CAFX dividend yield comparison.
| Year | EVUS | CAFX |
|---|---|---|
| 2026 | 0.73% | 1.96% |
| 2025 | 1.62% | 3.92% |
| 2024 | 1.99% | 0.96% |
| 2023 | 2.31% | 0.00% |
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