SMOT vs CAFX

Comparison between VANECK MORNINGSTAR SMID MOAT ETF (SMOT, ETF) and CONGRESS INTERMEDIATE BOND ETF (CAFX, ETF).

SMOT vs CAFX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SMOT(ETF)	CAFX(ETF)
Net Assets	$327M	$325M
Expense Ratio	0.49%	0.35%
Max Drawdown	24.25%	3.55%
Sharpe Ratio	0.84	-0.08
5Y Beta	0.93	0.01
P/E Ratio	29.42	N/A
Forward P/E	16.06	N/A
PEG Ratio	0.69	N/A
5Y EPS CAGR	8.05%	N/A
Debt to Equity	-22.82%	N/A
P/S Ratio	1.83	N/A
P/B Ratio	3.08	N/A

Net Assets

Winner

SMOT

$327M

CAFX

$325M

Expense Ratio

SMOT

0.49%

Winner

CAFX

0.35%

Max Drawdown

SMOT

24.25%

Winner

CAFX

3.55%

Sharpe Ratio

Winner

SMOT

0.84

CAFX

-0.08

5Y Beta

SMOT

0.93

Winner

CAFX

0.01

P/E Ratio

SMOT

29.42

CAFX

N/A

Forward P/E

SMOT

16.06

CAFX

N/A

PEG Ratio

SMOT

0.69

CAFX

N/A

5Y EPS CAGR

SMOT

8.05%

CAFX

N/A

Debt to Equity

SMOT

-22.82%

CAFX

N/A

P/S Ratio

SMOT

1.83

CAFX

N/A

P/B Ratio

SMOT

3.08

CAFX

N/A

SMOT vs CAFX - Holdings Comparison

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

SMOT's top 25 holdings weight is 37.46%. CAFX's top 25 holdings weight is 9.13%.

Rank	SMOT	CAFX
#1	MARVELL TECHNOLOGY INC (MRVL) - 2.79%	FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 9.13%
#2	DATADOG INC CLASS A (DDOG) - 1.98%	N/A
#3	AKAMAI TECHNOLOGIES INC (AKAM) - 1.98%	N/A
#4	NXP SEMICONDUCTORS NV (NXPI) - 1.91%	N/A
#5	SLB LTD (SLB) - 1.72%	N/A
#6	ROYALTY PHARMA PLC CLASS A (RPRX) - 1.61%	N/A
#7	ZOOM COMMUNICATIONS INC (ZM) - 1.52%	N/A
#8	ETSY INC (ETSY) - 1.48%	N/A
#9	ALBEMARLE CORP (ALB) - 1.48%	N/A
#10	DUPONT DE NEMOURS INC (DD) - 1.45%	N/A
#11	CORTEVA INC (CTVA) - 1.39%	N/A
#12	DEVON ENERGY CORP (DVN) - 1.38%	N/A
#13	MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 1.37%	N/A
#14	MASCO CORP (MAS) - 1.36%	N/A
#15	T. ROWE PRICE GROUP INC (TROW) - 1.34%	N/A
#16	THE CIGNA GROUP (CI) - 1.33%	N/A
#17	ON SEMICONDUCTOR CORP (ON) - 1.32%	N/A
#18	SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.31%	N/A
#19	BIOGEN INC (BIIB) - 1.30%	N/A
#20	AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 1.30%	N/A
#21	CARNIVAL CORPORATION LTD (CCL) - 1.27%	N/A
#22	CROWN CASTLE INC (CCI) - 1.27%	N/A
#23	THE KRAFT HEINZ CO (KHC) - 1.23%	N/A
#24	AMCOR PLC ORDINARY SHARES (AMCR) - 1.19%	N/A
#25	ACUITY INC (AYI) - 1.18%	N/A
Total Holdings	115	1

SMOT vs CAFX - Historical Returns

Returns include dividend reinvestment.

Period	SMOT	CAFX
1 month	+2.24%	-0.06%
3 months	+5.16%	-0.57%
6 months	+5.92%	+0.39%
1 year	+15.77%	+3.58%
Max(CAGR)	+12.54%	+2.76%

Winner

SMOT

+2.24%

CAFX

-0.06%

Winner

SMOT

+5.16%

CAFX

-0.57%

Winner

SMOT

+5.92%

CAFX

+0.39%

Winner

SMOT

+15.77%

CAFX

+3.58%

Max(CAGR)

Winner

SMOT

+12.54%

CAFX

+2.76%

SMOT vs CAFX - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

Year	SMOT	CAFX
2026	+5.07%	+0.16%
2025	+6.81%	+6.33%
2024	+11.52%	-1.66%
2023	+16.96%	N/A
2022	+5.42%	N/A

SMOT vs CAFX Drawdown Comparison

The maximum drawdown for SMOT was -23.36%, occurring on Apr 8, 2025. Recovery took 261 trading sessions.

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

The current SMOT drawdown is -2.10%. The current CAFX drawdown is -1.08%.

Rank	SMOT	CAFX
#1	-23.36% Nov 25, 2024 - Dec 11, 2025	-2.63% Sep 13, 2024 - Mar 28, 2025
#2	-17.29% Feb 2, 2023 - Dec 14, 2023	-1.79% Feb 27, 2026 - Mar 26, 2026
#3	-8.91% Jan 15, 2026 - May 8, 2026	-1.30% Apr 3, 2025 - Apr 29, 2025
#4	-8.36% Mar 28, 2024 - Aug 30, 2024	-1.17% Apr 30, 2025 - Jun 12, 2025
#5	-6.86% Dec 1, 2022 - Jan 10, 2023	-1.03% Sep 8, 2025 - Nov 24, 2025
#6	-5.10% Oct 6, 2022 - Oct 25, 2022	-0.76% Jun 30, 2025 - Aug 1, 2025
#7	-4.63% Dec 28, 2023 - Feb 12, 2024	-0.56% Nov 26, 2025 - Dec 29, 2025
#8	-4.19% Nov 1, 2022 - Nov 10, 2022	-0.38% Jan 5, 2026 - Feb 5, 2026
#9	-4.18% Aug 30, 2024 - Sep 19, 2024	-0.36% Aug 25, 2025 - Sep 2, 2025
#10	-2.99% Nov 11, 2024 - Nov 22, 2024	-0.30% Aug 13, 2025 - Aug 22, 2025
#11	-2.80% Nov 11, 2022 - Nov 30, 2022	-0.26% Jun 12, 2025 - Jun 20, 2025
#12	-2.72% May 8, 2026 - May 22, 2026	-0.20% Aug 4, 2025 - Aug 13, 2025
#13	-2.51% Jan 13, 2023 - Jan 23, 2023	-0.18% Dec 29, 2025 - Jan 5, 2026
#14	-2.45% Feb 12, 2024 - Feb 15, 2024	-0.16% Feb 13, 2026 - Feb 23, 2026
#15	-2.38% Oct 18, 2024 - Nov 6, 2024	-0.10% Sep 2, 2025 - Sep 4, 2025