AFIF vs NBSM

Comparison between Anfield Universal Fixed Income ETF (AFIF, ETF) and NEUBERGER BERMAN SMALL-MID CAP ETF (NBSM, ETF).

AFIF vs NBSM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AFIF(ETF)	NBSM(ETF)
Net Assets	$227M	$226M
Expense Ratio	1.08%	0.65%
Max Drawdown	14.77%	25.33%
Sharpe Ratio	0.52	0.48
5Y Beta	0.08	0.89
P/E Ratio	N/A	23.19
Forward P/E	N/A	17.90
PEG Ratio	N/A	0.06
5Y Dividends CAGR	23.52%	N/A
5Y EPS CAGR	N/A	10.11%
Debt to Equity	N/A	56.66%
P/S Ratio	N/A	2.44
P/B Ratio	N/A	2.73

Net Assets

Winner

AFIF

$227M

NBSM

$226M

Expense Ratio

AFIF

1.08%

Winner

NBSM

0.65%

Max Drawdown

Winner

AFIF

14.77%

NBSM

25.33%

Sharpe Ratio

Winner

AFIF

0.52

NBSM

0.48

5Y Beta

Winner

AFIF

0.08

NBSM

0.89

P/E Ratio

AFIF

N/A

NBSM

23.19

Forward P/E

AFIF

N/A

NBSM

17.90

PEG Ratio

AFIF

N/A

NBSM

0.06

5Y Dividends CAGR

AFIF

23.52%

NBSM

N/A

5Y EPS CAGR

AFIF

N/A

NBSM

10.11%

Debt to Equity

AFIF

N/A

NBSM

56.66%

P/S Ratio

AFIF

N/A

NBSM

2.44

P/B Ratio

AFIF

N/A

NBSM

2.73

AFIF vs NBSM - Historical Returns

Returns include dividend reinvestment.

Period	AFIF	NBSM
1 month	+0.32%	+3.41%
3 months	+1.36%	+8.37%
6 months	+1.82%	+6.07%
1 year	+5.16%	+10.32%
5 years(CAGR)	+3.66%	N/A
Max(CAGR)	+2.64%	+3.41%

AFIF

+0.32%

Winner

NBSM

+3.41%

AFIF

+1.36%

Winner

NBSM

+8.37%

AFIF

+1.82%

Winner

NBSM

+6.07%

AFIF

+5.16%

Winner

NBSM

+10.32%

5Y(CAGR)

AFIF

+3.66%

NBSM

N/A

Max(CAGR)

AFIF

+2.64%

Winner

NBSM

+3.41%

AFIF vs NBSM - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	AFIF	NBSM
2026	+1.54%	+7.60%
2025	+6.44%	+0.40%
2024	+7.30%	-0.39%
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 NBSM Drawdown Comparison

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

The maximum drawdown for NBSM was -25.16%, occurring on Apr 8, 2025. This drawdown has not yet recovered.

The current NBSM drawdown is -2.75%.

Rank	AFIF	NBSM
#1	-10.29% Mar 9, 2020 - Dec 5, 2023	-25.16% Nov 25, 2024 - Apr 8, 2025
#2	-3.61% Apr 8, 2019 - Feb 28, 2020	-7.23% Jul 16, 2024 - Oct 11, 2024
#3	-1.79% Mar 20, 2025 - May 2, 2025	-6.88% Mar 28, 2024 - May 7, 2024
#4	-1.63% Feb 18, 2026 - May 5, 2026	-6.12% May 15, 2024 - Jul 16, 2024
#5	-1.42% Oct 22, 2018 - Feb 21, 2019	-4.11% Oct 14, 2024 - Nov 6, 2024
#6	-0.76% May 16, 2025 - Jun 4, 2025	-3.68% Nov 11, 2024 - Nov 22, 2024
#7	-0.74% Oct 7, 2025 - Oct 17, 2025	-0.82% Mar 21, 2024 - Mar 27, 2024
#8	-0.68% Apr 2, 2024 - May 3, 2024	-0.45% May 7, 2024 - May 9, 2024
#9	-0.61% Nov 10, 2025 - Nov 25, 2025	-0.44% May 10, 2024 - May 14, 2024
#10	-0.54% Oct 3, 2024 - Nov 19, 2024	N/A
#11	-0.53% May 6, 2026 - May 28, 2026	N/A
#12	-0.44% Feb 8, 2024 - Feb 20, 2024	N/A
#13	-0.44% Dec 20, 2024 - Jan 17, 2025	N/A
#14	-0.43% Aug 6, 2024 - Aug 14, 2024	N/A
#15	-0.43% Jan 28, 2025 - Feb 4, 2025	N/A