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BSMU vs AFIF

Comparison between INVESCO BULLETSHARES 2030 MUNICIPAL BOND ETF (BSMU, ETF) and Anfield Universal Fixed Income ETF (AFIF, ETF).

5-Year PerformanceAFIF has outperformed BSMU, delivering a return of +3.8% compared to -0.8%

BSMU vs AFIF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BSMU
$275M
Winner
AFIF
$276M
Expense Ratio
Winner
BSMU
0.18%
AFIF
0.85%
Max Drawdown
BSMU
21.34%
Winner
AFIF
14.77%
Sharpe Ratio
BSMU
-0.29
Winner
AFIF
0.14
5Y Beta
Winner
BSMU
0.01
AFIF
0.09
5Y Dividends CAGR
BSMU
11.50%
Winner
AFIF
21.17%

BSMU vs AFIF - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BSMU
+0.76%
AFIF
+0.59%
3M
BSMU
+0.64%
Winner
AFIF
+0.94%
6M
BSMU
-1.06%
Winner
AFIF
+1.17%
1Y
BSMU
+3.02%
Winner
AFIF
+4.35%
5Y(CAGR)
BSMU
-0.80%
Winner
AFIF
+3.82%
Max(CAGR)
BSMU
+0.28%
Winner
AFIF
+2.65%

BSMU vs AFIF - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

YearBSMUAFIF
2026+0.37%+2.11%
2025+4.11%+6.44%
2024-0.24%+7.30%
2023+6.13%+9.36%
2022-13.56%-4.69%
2021+1.88%-0.15%
2020+4.10%+1.51%
2019N/A+0.47%
2018N/A-0.27%

BSMU vs AFIF Drawdown Comparison

The maximum drawdown for BSMU was -19.48%, occurring on Oct 31, 2022. This drawdown has not yet recovered.

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

The current BSMU drawdown is -4.92%. The current AFIF drawdown is -0.11%.

RankBSMUAFIF
#1-19.48%
Jul 19, 2021 - Oct 31, 2022
-10.29%
Mar 9, 2020 - Dec 5, 2023
#2-3.80%
Feb 11, 2021 - Jun 9, 2021
-3.61%
Apr 8, 2019 - Feb 28, 2020
#3-0.96%
Jun 10, 2021 - Jul 9, 2021
-1.79%
Mar 20, 2025 - May 2, 2025
#4-0.64%
Jan 5, 2021 - Jan 25, 2021
-1.63%
Feb 18, 2026 - May 5, 2026
#5-0.29%
Nov 23, 2020 - Dec 11, 2020
-1.42%
Oct 22, 2018 - Feb 21, 2019
#6-0.24%
Oct 16, 2020 - Nov 19, 2020
-0.76%
May 16, 2025 - Jun 4, 2025
#7-0.02%
Jul 15, 2021 - Jul 19, 2021
-0.74%
Oct 7, 2025 - Oct 17, 2025
#8N/A-0.68%
Apr 2, 2024 - May 3, 2024
#9N/A-0.61%
Nov 10, 2025 - Nov 25, 2025
#10N/A-0.56%
Jul 1, 2026 - Aug 5, 2026
#11N/A-0.54%
Oct 3, 2024 - Nov 19, 2024
#12N/A-0.53%
May 6, 2026 - May 28, 2026
#13N/A-0.44%
Feb 8, 2024 - Feb 20, 2024
#14N/A-0.44%
Dec 20, 2024 - Jan 17, 2025
#15N/A-0.43%
Aug 6, 2024 - Aug 14, 2024

Correlation

Correlation between BSMU and AFIF is 0.38 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.38
-101

Dividend Comparison (2018 - 2026)

BSMU vs AFIF dividend yield comparison.

YearBSMUAFIF
20261.90%1.93%
20252.82%3.52%
20242.92%5.61%
20232.66%5.91%
20222.16%3.49%
20211.60%1.73%
20200.28%1.25%
20190.00%2.54%
20180.00%0.69%

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