AFIF vs BYLD

Comparison between Anfield Universal Fixed Income ETF (AFIF, ETF) and ISHARES YIELD OPTIMIZED BOND ETF (BYLD, ETF).

5-Year PerformanceAFIF has outperformed BYLD, delivering a return of +3.8% compared to +1.9%

AFIF vs BYLD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AFIF(ETF)	BYLD(ETF)
Net Assets	$455M	$454M
Expense Ratio	0.85%	0.13%
Max Drawdown	14.77%	20.25%
Sharpe Ratio	0.37	0.36
5Y Beta	0.08	0.13
5Y Dividends CAGR	21.17%	9.84%

Net Assets

Winner

AFIF

$455M

BYLD

$454M

Expense Ratio

AFIF

0.85%

Winner

BYLD

0.13%

Max Drawdown

Winner

AFIF

14.77%

BYLD

20.25%

Sharpe Ratio

Winner

AFIF

0.37

BYLD

0.36

5Y Beta

Winner

AFIF

0.08

BYLD

0.13

5Y Dividends CAGR

Winner

AFIF

21.17%

BYLD

9.84%

AFIF vs BYLD - Historical Returns

Returns include dividend reinvestment.

Period	AFIF	BYLD
1 month	+0.34%	-0.54%
3 months	+0.94%	-0.14%
6 months	+1.39%	+0.49%
1 year	+4.70%	+4.66%
5 years(CAGR)	+3.83%	+1.93%
10 years(CAGR)	N/A	+2.82%
Max(CAGR)	+2.66%	+2.90%

Winner

AFIF

+0.34%

BYLD

-0.54%

Winner

AFIF

+0.94%

BYLD

-0.14%

Winner

AFIF

+1.39%

BYLD

+0.49%

Winner

AFIF

+4.70%

BYLD

+4.66%

5Y(CAGR)

Winner

AFIF

+3.83%

BYLD

+1.93%

10Y(CAGR)

AFIF

N/A

BYLD

+2.82%

Max(CAGR)

AFIF

+2.66%

Winner

BYLD

+2.90%

AFIF vs BYLD - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	AFIF	BYLD
2026	+1.95%	+0.89%
2025	+6.44%	+8.19%
2024	+7.30%	+4.69%
2023	+9.36%	+8.20%
2022	-4.69%	-9.97%
2021	-0.15%	-1.14%
2020	+1.51%	+4.00%
2019	+0.47%	+12.74%
2018	-0.27%	-1.42%
2017	N/A	+4.76%
2016	N/A	+6.08%
2015	N/A	-1.37%
2014	N/A	+2.51%

AFIF vs BYLD Drawdown Comparison

The maximum drawdown for AFIF was -10.29%, occurring on Oct 14, 2022. Recovery took 943 trading sessions.

The maximum drawdown for BYLD was -14.75%, occurring on Oct 20, 2022. Recovery took 914 trading sessions.

The current AFIF drawdown is -0.14%. The current BYLD drawdown is -0.98%.

Rank	AFIF	BYLD
#1	-10.29% Mar 9, 2020 - Dec 5, 2023	-14.75% Dec 31, 2020 - Aug 21, 2024
#2	-3.61% Apr 8, 2019 - Feb 28, 2020	-14.37% Mar 4, 2020 - Jul 28, 2020
#3	-1.79% Mar 20, 2025 - May 2, 2025	-3.84% Apr 15, 2015 - Apr 6, 2016
#4	-1.63% Feb 18, 2026 - May 5, 2026	-2.93% Jan 5, 2018 - Jan 23, 2019
#5	-1.42% Oct 22, 2018 - Feb 21, 2019	-2.82% Feb 28, 2025 - May 30, 2025
#6	-0.76% May 16, 2025 - Jun 4, 2025	-2.71% Feb 27, 2026 - Jun 16, 2026
#7	-0.74% Oct 7, 2025 - Oct 17, 2025	-2.64% Sep 6, 2016 - Apr 5, 2017
#8	-0.68% Apr 2, 2024 - May 3, 2024	-2.50% Oct 13, 2014 - Apr 7, 2015
#9	-0.61% Nov 10, 2025 - Nov 25, 2025	-2.37% Oct 1, 2024 - Feb 24, 2025
#10	-0.54% Oct 3, 2024 - Nov 19, 2024	-1.52% Sep 4, 2019 - Nov 26, 2019
#11	-0.53% May 6, 2026 - May 28, 2026	-1.39% Aug 6, 2020 - Nov 23, 2020
#12	-0.53% Jul 1, 2026 - Jul 13, 2026	-1.23% Aug 28, 2014 - Oct 13, 2014
#13	-0.44% Feb 8, 2024 - Feb 20, 2024	-1.12% Oct 27, 2025 - Dec 23, 2025
#14	-0.44% Dec 20, 2024 - Jan 17, 2025	-1.11% Jul 23, 2014 - Aug 11, 2014
#15	-0.43% Aug 6, 2024 - Aug 14, 2024	-0.98% Jun 14, 2017 - Jul 18, 2017

Correlation

Correlation between AFIF and BYLD is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87

-101

Dividend Comparison (2014 - 2026)

AFIF vs BYLD dividend yield comparison.

Year	AFIF	BYLD
2026	1.93%	2.69%
2025	3.52%	5.32%
2024	5.61%	5.31%
2023	5.91%	4.45%
2022	3.49%	3.39%
2021	1.73%	2.18%
2020	1.25%	3.41%
2019	2.54%	3.67%
2018	0.69%	4.22%
2017	0.00%	3.22%
2016	0.00%	3.13%
2015	0.00%	3.37%
2014	0.00%	2.12%