AFIF vs BSMU
Comparison between Anfield Universal Fixed Income ETF (AFIF, ETF) and INVESCO BULLETSHARES 2030 MUNICIPAL BOND ETF (BSMU, ETF).
5-Year PerformanceAFIF has outperformed BSMU, delivering a return of +3.8% compared to -0.8%
AFIF vs BSMU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
AFIF vs BSMU - Historical Returns
Returns include dividend reinvestment.
AFIF vs BSMU - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | AFIF | BSMU |
|---|---|---|
| 2026 | +2.11% | +0.37% |
| 2025 | +6.44% | +4.11% |
| 2024 | +7.30% | -0.24% |
| 2023 | +9.36% | +6.13% |
| 2022 | -4.69% | -13.56% |
| 2021 | -0.15% | +1.88% |
| 2020 | +1.51% | +4.10% |
| 2019 | +0.47% | N/A |
| 2018 | -0.27% | N/A |
AFIF vs BSMU Drawdown Comparison
The maximum drawdown for AFIF was -10.29%, occurring on Oct 14, 2022. Recovery took 943 trading sessions.
The maximum drawdown for BSMU was -19.48%, occurring on Oct 31, 2022. This drawdown has not yet recovered.
The current AFIF drawdown is -0.11%. The current BSMU drawdown is -4.92%.
| Rank | AFIF | BSMU |
|---|---|---|
| #1 | -10.29% Mar 9, 2020 - Dec 5, 2023 | -19.48% Jul 19, 2021 - Oct 31, 2022 |
| #2 | -3.61% Apr 8, 2019 - Feb 28, 2020 | -3.80% Feb 11, 2021 - Jun 9, 2021 |
| #3 | -1.79% Mar 20, 2025 - May 2, 2025 | -0.96% Jun 10, 2021 - Jul 9, 2021 |
| #4 | -1.63% Feb 18, 2026 - May 5, 2026 | -0.64% Jan 5, 2021 - Jan 25, 2021 |
| #5 | -1.42% Oct 22, 2018 - Feb 21, 2019 | -0.29% Nov 23, 2020 - Dec 11, 2020 |
| #6 | -0.76% May 16, 2025 - Jun 4, 2025 | -0.24% Oct 16, 2020 - Nov 19, 2020 |
| #7 | -0.74% Oct 7, 2025 - Oct 17, 2025 | -0.02% Jul 15, 2021 - Jul 19, 2021 |
| #8 | -0.68% Apr 2, 2024 - May 3, 2024 | N/A |
| #9 | -0.61% Nov 10, 2025 - Nov 25, 2025 | N/A |
| #10 | -0.56% Jul 1, 2026 - Aug 5, 2026 | N/A |
| #11 | -0.54% Oct 3, 2024 - Nov 19, 2024 | N/A |
| #12 | -0.53% May 6, 2026 - May 28, 2026 | N/A |
| #13 | -0.44% Feb 8, 2024 - Feb 20, 2024 | N/A |
| #14 | -0.44% Dec 20, 2024 - Jan 17, 2025 | N/A |
| #15 | -0.43% Aug 6, 2024 - Aug 14, 2024 | N/A |
Correlation
Correlation between AFIF and BSMU is 0.38 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (2018 - 2026)
AFIF vs BSMU dividend yield comparison.
| Year | AFIF | BSMU |
|---|---|---|
| 2026 | 1.93% | 1.90% |
| 2025 | 3.52% | 2.82% |
| 2024 | 5.61% | 2.92% |
| 2023 | 5.91% | 2.66% |
| 2022 | 3.49% | 2.16% |
| 2021 | 1.73% | 1.60% |
| 2020 | 1.25% | 0.28% |
| 2019 | 2.54% | 0.00% |
| 2018 | 0.69% | 0.00% |
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