ADFI vs CARZ

Comparison between ANFIELD DYNAMIC FIXED INCOME ETF (ADFI, ETF) and FIRST TRUST S-NETWORK FUTURE VEHICLES & TECHNOLOGY ETF (CARZ, ETF).

5-Year PerformanceCARZ has outperformed ADFI, delivering a return of +13.9% compared to -0.2%

ADFI vs CARZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ADFI(ETF)	CARZ(ETF)
Net Assets	$51M	$51M
Expense Ratio	1.68%	0.70%
Max Drawdown	19.99%	53.93%
Sharpe Ratio	-0.11	2.41
5Y Beta	0.07	1.44
P/E Ratio	N/A	149.35
Forward P/E	N/A	27.90
PEG Ratio	N/A	0.16
5Y Dividends CAGR	35.07%	34.06%
5Y EPS CAGR	N/A	22.71%
P/S Ratio	N/A	2.96
P/B Ratio	N/A	7.35

Net Assets

ADFI

$51M

Winner

CARZ

$51M

Expense Ratio

ADFI

1.68%

Winner

CARZ

0.70%

Max Drawdown

Winner

ADFI

19.99%

CARZ

53.93%

Sharpe Ratio

ADFI

-0.11

Winner

CARZ

2.41

5Y Beta

Winner

ADFI

0.07

CARZ

1.44

P/E Ratio

ADFI

N/A

CARZ

149.35

Forward P/E

ADFI

N/A

CARZ

27.90

PEG Ratio

ADFI

N/A

CARZ

0.16

5Y Dividends CAGR

Winner

ADFI

35.07%

CARZ

34.06%

5Y EPS CAGR

ADFI

N/A

CARZ

22.71%

P/S Ratio

ADFI

N/A

CARZ

2.96

P/B Ratio

ADFI

N/A

CARZ

7.35

ADFI vs CARZ - Holdings Comparison

ADFI and CARZ have 1 common holdings. Overlap is -0.01%

ADFI's top 25 holdings weight is 79.04%. CARZ's top 25 holdings weight is 67.52%.

Rank	ADFI	CARZ
#1	ISHARES MBS ETF (MBB) - 26.55%	INTEL CORP (INTC) - 6.53%
#2	ISHARES IBOXX $ INVMT GRADE CORP BD ETF (LQD) - 15.01%	ADVANCED MICRO DEVICES INC (AMD) - 6.37%
#3	ISHARES US TREASURY BOND ETF (GOVT) - 11.85%	MICRON TECHNOLOGY INC (MU) - 6.03%
#4	JANUS HENDERSON AAA CLO ETF (JAAA) - 8.69%	SAMSUNG ELECTRONICS CO LTD (n/a) - 4.83%
#5	ISHARES IBOXX $ HIGH YIELD CORP BD ETF (HYG) - 8.35%	ALPHABET INC CLASS A (GOOGL) - 4.43%
#6	UNITED AIR LINES, INC. 4.625% (n/a) - 0.50%	NVIDIA CORP (NVDA) - 4.36%
#7	BANK OF AMERICA CORP. 4.375% (n/a) - 0.50%	TESLA INC (TSLA) - 4.25%
#8	DUKE ENERGY CORP 3.25% (n/a) - 0.50%	APPLE INC (AAPL) - 4.18%
#9	ARES CAPITAL CORP. 5.5% (n/a) - 0.50%	MICROSOFT CORP (MSFT) - 4.07%
#10	AMERICAN ELECTRIC POWER CO, INC. 3.875% (n/a) - 0.50%	n/a (TSM) - 3.91%
#11	M&T BANK CORPORATION 3.5% (n/a) - 0.50%	TEXAS INSTRUMENTS INC (TXN) - 2.52%
#12	ALLY FINANCIAL INC. 4.7% (n/a) - 0.49%	MAXLINEAR INC (MXL) - 1.93%
#13	BAIN CAPITAL SPECIALTY FINANCE INC 5.95% (n/a) - 0.49%	QUALCOMM INC (QCOM) - 1.91%
#14	GENERAL MOTORS FINANCIAL COMPANY INC 5.7% (n/a) - 0.49%	ANALOG DEVICES INC (ADI) - 1.85%
#15	BLACKSTONE SECURED LENDING FUND 5.3% (n/a) - 0.49%	SCHNEIDER ELECTRIC SE (n/a) - 1.53%
#16	PNC FINANCIAL SERVICES GROUP INC. 3.4% (n/a) - 0.46%	TOYOTA MOTOR CORP (n/a) - 1.53%
#17	UNITED AIRLINES HOLDINGS INC 5.375% (n/a) - 0.41%	MARVELL TECHNOLOGY INC (MRVL) - 1.41%
#18	ILFC E-CAPITAL TRUST I 6.38% (n/a) - 0.40%	INFINEON TECHNOLOGIES AG (n/a) - 0.89%
#19	FUTURE ON US DOLLAR INDEX (n/a) - 0.35%	CUMMINS INC (CMI) - 0.83%
#20	U.S. BANCORP. 5.3% (n/a) - 0.34%	AMS-OSRAM AG (n/a) - 0.78%
#21	CITIGROUP INC. 4.15% (n/a) - 0.34%	AURORA INNOVATION INC CLASS A (AUR) - 0.70%
#22	FORD MOTOR CREDIT COMPANY LLC 5.8% (n/a) - 0.34%	SITIME CORP ORDINARY SHARES (SITM) - 0.69%
#23	BRIGHTSTAR LOTTERY PLC 5.25% (n/a) - 0.33%	NXP SEMICONDUCTORS NV (NXPI) - 0.68%
#24	FORD MOTOR CREDIT COMPANY LLC 5.42% (n/a) - 0.33%	SYNAPTICS INC (SYNA) - 0.68%
#25	BANK OF NOVA SCOTIA 3.625% (n/a) - 0.33%	ON SEMICONDUCTOR CORP (ON) - 0.63%
Total Holdings	37	108

ADFI vs CARZ - Historical Returns

Returns include dividend reinvestment.

Period	ADFI	CARZ
1 month	-0.04%	+4.36%
3 months	-0.74%	+33.55%
6 months	+0.07%	+43.07%
1 year	+3.10%	+95.28%
5 years(CAGR)	-0.22%	+13.91%
10 years(CAGR)	N/A	+15.20%
Max(CAGR)	-0.64%	+10.83%

ADFI

-0.04%

Winner

CARZ

+4.36%

ADFI

-0.74%

Winner

CARZ

+33.55%

ADFI

+0.07%

Winner

CARZ

+43.07%

ADFI

+3.10%

Winner

CARZ

+95.28%

5Y(CAGR)

ADFI

-0.22%

Winner

CARZ

+13.91%

10Y(CAGR)

ADFI

N/A

CARZ

+15.20%

Max(CAGR)

ADFI

-0.64%

Winner

CARZ

+10.83%

ADFI vs CARZ - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	ADFI	CARZ
2026	-0.30%	+37.96%
2025	+5.91%	+38.39%
2024	+1.08%	+6.21%
2023	+6.19%	+43.01%
2022	-11.52%	-32.84%
2021	-3.25%	+17.65%
2020	+0.04%	+52.44%
2019	N/A	+12.28%
2018	N/A	-24.52%
2017	N/A	+23.29%
2016	N/A	+0.23%
2015	N/A	-0.33%
2014	N/A	-2.57%
2013	N/A	+35.73%
2012	N/A	+25.00%
2011	N/A	-24.17%

ADFI vs CARZ Drawdown Comparison

The maximum drawdown for ADFI was -17.62%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The maximum drawdown for CARZ was -51.18%, occurring on Mar 18, 2020. Recovery took 703 trading sessions.

The current ADFI drawdown is -3.96%. The current CARZ drawdown is -10.20%.

Rank	ADFI	CARZ
#1	-17.62% Sep 2, 2020 - Oct 20, 2022	-51.18% Jan 23, 2018 - Nov 5, 2020
#2	-0.58% Aug 21, 2020 - Sep 2, 2020	-40.33% Nov 4, 2021 - Jul 2, 2025
#3	-0.16% Aug 18, 2020 - Aug 20, 2020	-33.03% Jul 7, 2011 - Mar 11, 2013
#4	N/A	-31.17% Apr 27, 2015 - Sep 19, 2017
#5	N/A	-16.13% Jul 3, 2014 - Apr 10, 2015
#6	N/A	-14.44% Feb 25, 2026 - Apr 13, 2026
#7	N/A	-10.94% May 21, 2013 - Jul 12, 2013
#8	N/A	-10.49% Oct 29, 2025 - Dec 10, 2025
#9	N/A	-10.20% Jun 2, 2026 - Jun 5, 2026
#10	N/A	-9.92% Jun 4, 2021 - Oct 22, 2021
#11	N/A	-9.89% Apr 5, 2021 - Jun 1, 2021
#12	N/A	-8.51% Jan 22, 2014 - Mar 6, 2014
#13	N/A	-8.12% Feb 9, 2021 - Apr 5, 2021
#14	N/A	-7.14% Jan 21, 2021 - Feb 5, 2021
#15	N/A	-6.94% Mar 31, 2014 - Jun 26, 2014

Correlation

Correlation between ADFI and CARZ is 0.37 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.37

-101

Dividend Comparison (2011 - 2026)

ADFI vs CARZ dividend yield comparison.

Year	ADFI	CARZ
2026	1.05%	0.00%
2025	3.30%	2.13%
2024	3.17%	1.17%
2023	2.90%	1.40%
2022	1.60%	1.59%
2021	0.80%	2.25%
2020	0.50%	0.63%
2019	0.00%	3.23%
2018	0.00%	2.85%
2017	0.00%	2.11%
2016	0.00%	2.47%
2015	0.00%	1.64%
2014	0.00%	1.70%
2013	0.00%	0.73%
2012	0.00%	0.78%
2011	0.00%	0.31%