AFIF vs IMTB

Comparison between Anfield Universal Fixed Income ETF (AFIF, ETF) and ISHARES CORE 5-10 YEAR USD BOND ETF (IMTB, ETF).

5-Year PerformanceAFIF has outperformed IMTB, delivering a return of +3.8% compared to +0.3%

AFIF vs IMTB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AFIF(ETF)	IMTB(ETF)
Net Assets	$276M	$275M
Expense Ratio	0.85%	0.06%
Max Drawdown	14.77%	24.27%
Sharpe Ratio	0.14	-0.12
5Y Beta	0.09	0.05
5Y Dividends CAGR	21.17%	9.46%

Net Assets

Winner

AFIF

$276M

IMTB

$275M

Expense Ratio

AFIF

0.85%

Winner

IMTB

0.06%

Max Drawdown

Winner

AFIF

14.77%

IMTB

24.27%

Sharpe Ratio

Winner

AFIF

0.14

IMTB

-0.12

5Y Beta

AFIF

0.09

Winner

IMTB

0.05

5Y Dividends CAGR

Winner

AFIF

21.17%

IMTB

9.46%

AFIF vs IMTB - Historical Returns

Returns include dividend reinvestment.

Period	AFIF	IMTB
1 month	+0.59%	+0.44%
3 months	+0.94%	+0.21%
6 months	+1.17%	-1.58%
1 year	+4.35%	+2.88%
5 years(CAGR)	+3.82%	+0.31%
10 years(CAGR)	N/A	+1.81%
Max(CAGR)	+2.65%	+1.81%

Winner

AFIF

+0.59%

IMTB

+0.44%

Winner

AFIF

+0.94%

IMTB

+0.21%

Winner

AFIF

+1.17%

IMTB

-1.58%

Winner

AFIF

+4.35%

IMTB

+2.88%

5Y(CAGR)

Winner

AFIF

+3.82%

IMTB

+0.31%

10Y(CAGR)

AFIF

N/A

IMTB

+1.81%

Max(CAGR)

Winner

AFIF

+2.65%

IMTB

+1.81%

AFIF vs IMTB - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	AFIF	IMTB
2026	+2.11%	-0.05%
2025	+6.44%	+8.72%
2024	+7.30%	+2.66%
2023	+9.36%	+5.63%
2022	-4.69%	-12.33%
2021	-0.15%	-1.30%
2020	+1.51%	+6.10%
2019	+0.47%	+8.40%
2018	-0.27%	+0.68%
2017	N/A	+4.88%
2016	N/A	-2.18%

AFIF vs IMTB Drawdown Comparison

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

The maximum drawdown for IMTB was -18.15%, occurring on Oct 20, 2022. Recovery took 1175 trading sessions.

The current AFIF drawdown is -0.11%. The current IMTB drawdown is -1.86%.

Rank	AFIF	IMTB
#1	-10.29% Mar 9, 2020 - Dec 5, 2023	-18.15% Dec 31, 2020 - Sep 8, 2025
#2	-3.61% Apr 8, 2019 - Feb 28, 2020	-6.17% Mar 5, 2020 - May 21, 2020
#3	-1.79% Mar 20, 2025 - May 2, 2025	-4.05% Dec 13, 2017 - Jan 22, 2019
#4	-1.63% Feb 18, 2026 - May 5, 2026	-3.10% Nov 8, 2016 - Apr 17, 2017
#5	-1.42% Oct 22, 2018 - Feb 21, 2019	-2.86% Feb 27, 2026 - May 19, 2026
#6	-0.76% May 16, 2025 - Jun 4, 2025	-1.33% Sep 4, 2019 - Dec 27, 2019
#7	-0.74% Oct 7, 2025 - Oct 17, 2025	-1.24% Sep 8, 2017 - Dec 13, 2017
#8	-0.68% Apr 2, 2024 - May 3, 2024	-1.04% Jun 14, 2017 - Jul 18, 2017
#9	-0.61% Nov 10, 2025 - Nov 25, 2025	-1.01% Oct 28, 2025 - Nov 26, 2025
#10	-0.56% Jul 1, 2026 - Aug 5, 2026	-0.93% Sep 16, 2025 - Oct 14, 2025
#11	-0.54% Oct 3, 2024 - Nov 19, 2024	-0.86% Aug 7, 2020 - Nov 27, 2020
#12	-0.53% May 6, 2026 - May 28, 2026	-0.79% Jan 14, 2026 - Feb 5, 2026
#13	-0.44% Feb 8, 2024 - Feb 20, 2024	-0.69% Nov 26, 2025 - Dec 24, 2025
#14	-0.44% Dec 20, 2024 - Jan 17, 2025	-0.54% Mar 28, 2019 - May 1, 2019
#15	-0.43% Aug 6, 2024 - Aug 14, 2024	-0.53% Aug 4, 2017 - Aug 10, 2017

Correlation

Correlation between AFIF and IMTB is 0.59 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.59

-101

Dividend Comparison (2016 - 2026)

AFIF vs IMTB dividend yield comparison.

Year	AFIF	IMTB
2026	1.93%	2.65%
2025	3.52%	4.40%
2024	5.61%	4.42%
2023	5.91%	4.13%
2022	3.49%	2.90%
2021	1.73%	2.49%
2020	1.25%	2.63%
2019	2.54%	2.91%
2018	0.69%	3.04%
2017	0.00%	2.75%
2016	0.00%	0.40%