FINS vs NEWTI

Comparison between Angel Oak Financial Strategies Income Term Trust (FINS, Company) and NewtekOne Inc (NEWTI, Company).

FINS vs NEWTI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FINS(COMPANY)	NEWTI(COMPANY)
Market Cap	$418M	$419M
Max Drawdown	46.19%	8.26%
Sharpe Ratio	0.42	0.70
5Y Beta	0.19	0.10
Industry	Asset Management	N/A
P/E Ratio	5.22	10.14
PEG Ratio	N/A	0.41
Dividend Yield	10.60%	7.87%
5Y Dividends CAGR	3.20%	N/A
Debt to Equity	26.96%	N/A
Free Cash Flow Yield	-8.55%	N/A
P/S Ratio	11.57	1.62
P/B Ratio	0.90	1.53

Market Cap

FINS

$418M

Winner

NEWTI

$419M

Max Drawdown

FINS

46.19%

Winner

NEWTI

8.26%

Sharpe Ratio

FINS

0.42

Winner

NEWTI

0.70

5Y Beta

FINS

0.19

Winner

NEWTI

0.10

Industry

FINS

Asset Management

NEWTI

N/A

P/E Ratio

Winner

FINS

5.22

NEWTI

10.14

PEG Ratio

FINS

N/A

NEWTI

0.41

Dividend Yield

Winner

FINS

10.60%

NEWTI

7.87%

5Y Dividends CAGR

FINS

3.20%

NEWTI

N/A

Debt to Equity

FINS

26.96%

NEWTI

N/A

Free Cash Flow Yield

FINS

-8.55%

NEWTI

N/A

P/S Ratio

FINS

11.57

Winner

NEWTI

1.62

P/B Ratio

Winner

FINS

0.90

NEWTI

1.53

FINS vs NEWTI - Historical Returns

Returns include dividend reinvestment.

Period	FINS	NEWTI
1 month	-0.19%	+0.90%
3 months	+1.62%	+3.02%
6 months	+0.10%	+5.01%
1 year	+6.65%	+10.22%
5 years(CAGR)	+2.19%	N/A
Max(CAGR)	+2.48%	+9.07%

FINS

-0.19%

Winner

NEWTI

+0.90%

FINS

+1.62%

Winner

NEWTI

+3.02%

FINS

+0.10%

Winner

NEWTI

+5.01%

FINS

+6.65%

Winner

NEWTI

+10.22%

5Y(CAGR)

FINS

+2.19%

NEWTI

N/A

Max(CAGR)

FINS

+2.48%

Winner

NEWTI

+9.07%

FINS vs NEWTI - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	FINS	NEWTI
2026	+2.24%	+5.76%
2025	+14.09%	+7.78%
2024	+18.41%	+8.73%
2023	+2.36%	+3.50%
2022	-17.17%	N/A
2021	+10.25%	N/A
2020	-12.66%	N/A
2019	+7.11%	N/A

FINS vs NEWTI Drawdown Comparison

The maximum drawdown for FINS was -40.77%, occurring on Mar 18, 2020. Recovery took 1394 trading sessions.

The maximum drawdown for NEWTI was -6.43%, occurring on Apr 8, 2025. Recovery took 124 trading sessions.

The current FINS drawdown is -1.20%.

Rank	FINS	NEWTI
#1	-40.77% Feb 5, 2020 - Aug 22, 2025	-6.43% Nov 15, 2024 - May 19, 2025
#2	-6.43% Aug 21, 2019 - Nov 25, 2019	-2.79% Sep 13, 2023 - Oct 17, 2023
#3	-5.64% Feb 13, 2026 - May 29, 2026	-2.75% May 19, 2025 - Aug 29, 2025
#4	-3.98% Jul 3, 2019 - Aug 21, 2019	-2.63% Nov 20, 2025 - Dec 26, 2025
#5	-2.99% Jul 8, 2026 - Jul 23, 2026	-1.57% Dec 26, 2025 - Mar 5, 2026
#6	-2.47% Sep 12, 2025 - Nov 4, 2025	-1.46% Aug 2, 2024 - Aug 15, 2024
#7	-2.38% Nov 25, 2019 - Dec 26, 2019	-1.46% Apr 8, 2026 - Apr 13, 2026
#8	-2.31% Nov 4, 2025 - Nov 28, 2025	-1.42% Mar 24, 2026 - Apr 8, 2026
#9	-2.24% Jun 25, 2019 - Jul 2, 2019	-1.38% Dec 27, 2023 - Feb 16, 2024
#10	-2.04% Jan 28, 2020 - Feb 4, 2020	-1.24% Nov 14, 2025 - Nov 20, 2025
#11	-1.71% Dec 4, 2025 - Dec 22, 2025	-1.19% Mar 8, 2024 - May 14, 2024
#12	-1.67% May 29, 2026 - Jul 2, 2026	-1.16% May 21, 2024 - Jul 16, 2024
#13	-1.49% Jan 22, 2020 - Jan 28, 2020	-1.11% Mar 6, 2026 - Mar 12, 2026
#14	-1.28% Dec 22, 2025 - Jan 5, 2026	-1.10% Oct 28, 2025 - Nov 12, 2025
#15	-1.00% Dec 26, 2019 - Jan 21, 2020	-1.10% Sep 24, 2024 - Oct 22, 2024