AFIF vs BSCZ
Comparison between Anfield Universal Fixed Income ETF (AFIF, ETF) and Invesco BulletShares 2035 Corporate Bond ETF (BSCZ, ETF).
AFIF vs BSCZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AFIF
$276M
Winner
BSCZ
$276M
Expense Ratio
AFIF
0.85%
Winner
BSCZ
0.10%
Max Drawdown
AFIF
14.77%
Winner
BSCZ
5.00%
Sharpe Ratio
Winner
AFIF
0.14
BSCZ
-0.22
5Y Beta
Winner
AFIF
0.09
BSCZ
0.18
5Y Dividends CAGR
AFIF
21.17%
BSCZ
N/A
AFIF vs BSCZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AFIF
+0.59%
BSCZ
+0.37%
3M
Winner
AFIF
+0.94%
BSCZ
-0.39%
6M
Winner
AFIF
+1.17%
BSCZ
-2.19%
1Y
Winner
AFIF
+4.35%
BSCZ
+1.99%
5Y(CAGR)
AFIF
+3.82%
BSCZ
N/A
Max(CAGR)
AFIF
+2.65%
Winner
BSCZ
+4.04%
AFIF vs BSCZ - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | AFIF | BSCZ |
|---|---|---|
| 2026 | +2.11% | -0.65% |
| 2025 | +6.44% | +5.67% |
| 2024 | +7.30% | N/A |
| 2023 | +9.36% | N/A |
| 2022 | -4.69% | N/A |
| 2021 | -0.15% | N/A |
| 2020 | +1.51% | N/A |
| 2019 | +0.47% | N/A |
| 2018 | -0.27% | N/A |
AFIF vs BSCZ Drawdown Comparison
The maximum drawdown for AFIF was -10.29%, occurring on Oct 14, 2022. Recovery took 943 trading sessions.
The maximum drawdown for BSCZ was -3.28%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current AFIF drawdown is -0.11%. The current BSCZ drawdown is -2.37%.
| Rank | AFIF | BSCZ |
|---|---|---|
| #1 | -10.29% Mar 9, 2020 - Dec 5, 2023 | -3.28% Feb 27, 2026 - Mar 27, 2026 |
| #2 | -3.61% Apr 8, 2019 - Feb 28, 2020 | -1.63% Oct 27, 2025 - Feb 10, 2026 |
| #3 | -1.79% Mar 20, 2025 - May 2, 2025 | -1.37% Jun 30, 2025 - Jul 29, 2025 |
| #4 | -1.63% Feb 18, 2026 - May 5, 2026 | -1.15% Sep 15, 2025 - Oct 14, 2025 |
| #5 | -1.42% Oct 22, 2018 - Feb 21, 2019 | -0.72% Aug 13, 2025 - Aug 22, 2025 |
| #6 | -0.76% May 16, 2025 - Jun 4, 2025 | -0.61% Aug 28, 2025 - Sep 4, 2025 |
| #7 | -0.74% Oct 7, 2025 - Oct 17, 2025 | -0.57% Jun 12, 2025 - Jun 23, 2025 |
| #8 | -0.68% Apr 2, 2024 - May 3, 2024 | -0.41% Aug 4, 2025 - Aug 13, 2025 |
| #9 | -0.61% Nov 10, 2025 - Nov 25, 2025 | -0.22% Jul 29, 2025 - Aug 1, 2025 |
| #10 | -0.56% Jul 1, 2026 - Aug 5, 2026 | -0.17% Aug 22, 2025 - Aug 28, 2025 |
| #11 | -0.54% Oct 3, 2024 - Nov 19, 2024 | -0.14% Sep 11, 2025 - Sep 15, 2025 |
| #12 | -0.53% May 6, 2026 - May 28, 2026 | -0.14% Sep 8, 2025 - Sep 10, 2025 |
| #13 | -0.44% Feb 8, 2024 - Feb 20, 2024 | -0.14% Oct 16, 2025 - Oct 20, 2025 |
| #14 | -0.44% Dec 20, 2024 - Jan 17, 2025 | -0.12% Oct 22, 2025 - Oct 24, 2025 |
| #15 | -0.43% Aug 6, 2024 - Aug 14, 2024 | -0.12% Feb 10, 2026 - Feb 12, 2026 |
Correlation
Correlation between AFIF and BSCZ is 0.77 which considered as a strong positive correlation - the stocks tend to move together.
0.77
-101
Dividend Comparison (2018 - 2026)
AFIF vs BSCZ dividend yield comparison.
| Year | AFIF | BSCZ |
|---|---|---|
| 2026 | 1.93% | 3.27% |
| 2025 | 3.52% | 2.18% |
| 2024 | 5.61% | 0.00% |
| 2023 | 5.91% | 0.00% |
| 2022 | 3.49% | 0.00% |
| 2021 | 1.73% | 0.00% |
| 2020 | 1.25% | 0.00% |
| 2019 | 2.54% | 0.00% |
| 2018 | 0.69% | 0.00% |
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