DFNL vs AFIF

Comparison between DAVIS SELECT FINANCIAL ETF (DFNL, ETF) and Anfield Universal Fixed Income ETF (AFIF, ETF).

5-Year PerformanceDFNL has outperformed AFIF, delivering a return of +13.9% compared to +3.8%

DFNL vs AFIF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DFNL(ETF)	AFIF(ETF)
Net Assets	$455M	$455M
Expense Ratio	0.61%	0.85%
Max Drawdown	45.70%	14.77%
Sharpe Ratio	1.02	0.37
5Y Beta	0.79	0.08
P/E Ratio	18.00	N/A
Forward P/E	13.01	N/A
PEG Ratio	0.36	N/A
5Y Dividends CAGR	13.72%	21.17%
5Y EPS CAGR	6.90%	N/A
Debt to Equity	45.03%	N/A
P/S Ratio	2.65	N/A
P/B Ratio	1.54	N/A

Net Assets

Winner

DFNL

$455M

AFIF

$455M

Expense Ratio

Winner

DFNL

0.61%

AFIF

0.85%

Max Drawdown

DFNL

45.70%

Winner

AFIF

14.77%

Sharpe Ratio

Winner

DFNL

1.02

AFIF

0.37

5Y Beta

DFNL

0.79

Winner

AFIF

0.08

P/E Ratio

DFNL

18.00

AFIF

N/A

Forward P/E

DFNL

13.01

AFIF

N/A

PEG Ratio

DFNL

0.36

AFIF

N/A

5Y Dividends CAGR

DFNL

13.72%

Winner

AFIF

21.17%

5Y EPS CAGR

DFNL

6.90%

AFIF

N/A

Debt to Equity

DFNL

45.03%

AFIF

N/A

P/S Ratio

DFNL

2.65

AFIF

N/A

P/B Ratio

DFNL

1.54

AFIF

N/A

DFNL vs AFIF - Historical Returns

Returns include dividend reinvestment.

Period	DFNL	AFIF
1 month	+6.15%	+0.34%
3 months	+6.46%	+0.94%
6 months	+5.99%	+1.39%
1 year	+19.44%	+4.70%
5 years(CAGR)	+13.92%	+3.83%
10 years(CAGR)	+12.61%	N/A
Max(CAGR)	+12.61%	+2.66%

Winner

DFNL

+6.15%

AFIF

+0.34%

Winner

DFNL

+6.46%

AFIF

+0.94%

Winner

DFNL

+5.99%

AFIF

+1.39%

Winner

DFNL

+19.44%

AFIF

+4.70%

5Y(CAGR)

Winner

DFNL

+13.92%

AFIF

+3.83%

10Y(CAGR)

DFNL

+12.61%

AFIF

N/A

Max(CAGR)

Winner

DFNL

+12.61%

AFIF

+2.66%

DFNL vs AFIF - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	DFNL	AFIF
2026	+5.06%	+1.95%
2025	+29.18%	+6.44%
2024	+28.12%	+7.30%
2023	+13.50%	+9.36%
2022	-9.76%	-4.69%
2021	+32.55%	-0.15%
2020	-5.87%	+1.51%
2019	+26.20%	+0.47%
2018	-11.18%	-0.27%
2017	+20.47%	N/A

DFNL vs AFIF Drawdown Comparison

The maximum drawdown for DFNL was -44.51%, occurring on Mar 23, 2020. Recovery took 259 trading sessions.

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

The current DFNL drawdown is -0.95%. The current AFIF drawdown is -0.14%.

Rank	DFNL	AFIF
#1	-44.51% Jan 2, 2020 - Jan 12, 2021	-10.29% Mar 9, 2020 - Dec 5, 2023
#2	-26.27% Feb 9, 2022 - Feb 29, 2024	-3.61% Apr 8, 2019 - Feb 28, 2020
#3	-21.13% Jan 26, 2018 - Nov 4, 2019	-1.79% Mar 20, 2025 - May 2, 2025
#4	-16.05% Feb 6, 2025 - May 13, 2025	-1.63% Feb 18, 2026 - May 5, 2026
#5	-12.94% Jan 6, 2026 - Jul 1, 2026	-1.42% Oct 22, 2018 - Feb 21, 2019
#6	-9.36% Oct 22, 2021 - Jan 7, 2022	-0.76% May 16, 2025 - Jun 4, 2025
#7	-8.80% Jun 4, 2021 - Aug 11, 2021	-0.74% Oct 7, 2025 - Oct 17, 2025
#8	-8.49% Jan 14, 2021 - Feb 16, 2021	-0.68% Apr 2, 2024 - May 3, 2024
#9	-7.94% Nov 29, 2024 - Jan 27, 2025	-0.61% Nov 10, 2025 - Nov 25, 2025
#10	-7.45% Jul 30, 2024 - Aug 23, 2024	-0.54% Oct 3, 2024 - Nov 19, 2024
#11	-7.09% Aug 12, 2021 - Oct 8, 2021	-0.53% May 6, 2026 - May 28, 2026
#12	-6.54% Jan 13, 2022 - Feb 9, 2022	-0.53% Jul 1, 2026 - Jul 13, 2026
#13	-6.53% Mar 28, 2024 - May 8, 2024	-0.44% Feb 8, 2024 - Feb 20, 2024
#14	-6.31% Mar 1, 2017 - Jun 13, 2017	-0.44% Dec 20, 2024 - Jan 17, 2025
#15	-5.61% Sep 18, 2025 - Nov 11, 2025	-0.43% Aug 6, 2024 - Aug 14, 2024