FT vs AFIF

Comparison between Franklin Universal Trust (FT, ETF) and Anfield Universal Fixed Income ETF (AFIF, ETF).

5-Year PerformanceFT has outperformed AFIF, delivering a return of +7.0% compared to +3.5%

FT vs AFIF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FT(ETF)	AFIF(ETF)
Net Assets	$226M	$227M
Expense Ratio	N/A	1.08%
Max Drawdown	65.18%	14.77%
Sharpe Ratio	0.91	0.49
5Y Beta	0.30	0.08
5Y Dividends CAGR	5.84%	23.52%

Net Assets

$226M

Winner

AFIF

$227M

Expense Ratio

N/A

AFIF

1.08%

Max Drawdown

65.18%

Winner

AFIF

14.77%

Sharpe Ratio

Winner

0.91

AFIF

0.49

5Y Beta

0.30

Winner

AFIF

0.08

5Y Dividends CAGR

5.84%

Winner

AFIF

23.52%

FT vs AFIF - Historical Returns

Returns include dividend reinvestment.

Period	FT	AFIF
1 month	-2.90%	+0.16%
3 months	-2.23%	+0.77%
6 months	+2.31%	+1.69%
1 year	+13.48%	+5.15%
5 years(CAGR)	+7.00%	+3.53%
10 years(CAGR)	+8.43%	N/A
Max(CAGR)	+7.25%	+2.63%

-2.90%

Winner

AFIF

+0.16%

-2.23%

Winner

AFIF

+0.77%

Winner

+2.31%

AFIF

+1.69%

Winner

+13.48%

AFIF

+5.15%

5Y(CAGR)

Winner

+7.00%

AFIF

+3.53%

10Y(CAGR)

+8.43%

AFIF

N/A

Max(CAGR)

Winner

+7.25%

AFIF

+2.63%

FT vs AFIF - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	FT	AFIF
2026	+1.51%	+1.44%
2025	+16.44%	+6.44%
2024	+17.47%	+7.30%
2023	+4.51%	+9.36%
2022	-13.44%	-4.69%
2021	+21.55%	-0.15%
2020	+1.47%	+1.51%
2019	+30.84%	+0.47%
2018	-5.40%	-0.27%
2017	+13.25%	N/A
2016	+24.94%	N/A
2015	-12.94%	N/A
2014	+10.27%	N/A
2013	+3.10%	N/A
2012	+12.59%	N/A
2011	+13.70%	N/A
2010	+17.58%	N/A
2009	+59.78%	N/A
2008	-40.85%	N/A
2007	+7.05%	N/A
2006	+21.52%	N/A
2005	+10.02%	N/A
2004	+10.93%	N/A
2003	+21.38%	N/A
2002	-29.73%	N/A
2001	+16.33%	N/A
2000	+12.12%	N/A
1999	-14.17%	N/A

FT vs AFIF Drawdown Comparison

The maximum drawdown for FT was -54.80%, occurring on Nov 20, 2008. Recovery took 708 trading sessions.

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

The current FT drawdown is -3.80%. The current AFIF drawdown is -0.11%.

Rank	FT	AFIF
#1	-54.80% May 16, 2007 - Mar 9, 2010	-10.29% Mar 9, 2020 - Dec 5, 2023
#2	-40.90% Feb 21, 2020 - May 3, 2021	-3.61% Apr 8, 2019 - Feb 28, 2020
#3	-40.83% Apr 15, 2002 - May 16, 2006	-1.79% Mar 20, 2025 - May 2, 2025
#4	-23.17% Dec 28, 2021 - Jul 31, 2024	-1.63% Feb 18, 2026 - May 5, 2026
#5	-22.90% Nov 5, 1999 - Jan 3, 2001	-1.42% Oct 22, 2018 - Feb 21, 2019
#6	-22.53% Mar 24, 2015 - May 26, 2016	-0.76% May 16, 2025 - Jun 4, 2025
#7	-18.10% Mar 9, 2001 - Nov 28, 2001	-0.74% Oct 7, 2025 - Oct 17, 2025
#8	-13.30% May 20, 2013 - Apr 16, 2014	-0.68% Apr 2, 2024 - May 3, 2024
#9	-12.55% Jul 7, 2011 - Oct 21, 2011	-0.61% Nov 10, 2025 - Nov 25, 2025
#10	-12.20% Sep 26, 2012 - Jan 29, 2013	-0.54% Oct 3, 2024 - Nov 19, 2024
#11	-10.78% Dec 6, 2017 - Feb 25, 2019	-0.53% May 6, 2026 - May 28, 2026
#12	-9.94% Apr 29, 2010 - Jul 20, 2010	-0.44% Feb 8, 2024 - Feb 20, 2024
#13	-9.44% Jul 22, 2016 - Jan 17, 2017	-0.44% Dec 20, 2024 - Jan 17, 2025
#14	-8.76% Mar 3, 2025 - Jun 12, 2025	-0.43% Aug 6, 2024 - Aug 14, 2024
#15	-7.68% Nov 3, 2014 - Jan 16, 2015	-0.43% Jan 28, 2025 - Feb 4, 2025

Correlation

Correlation between FT and AFIF is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83

-101

Dividend Comparison (2000 - 2026)

FT vs AFIF dividend yield comparison.

Year	FT	AFIF
2026	2.68%	1.43%
2025	6.37%	3.52%
2024	6.98%	5.61%
2023	7.67%	5.91%
2022	8.49%	3.49%
2021	6.00%	1.73%
2020	5.13%	1.25%
2019	4.95%	2.54%
2018	6.05%	0.69%
2017	5.36%	0.00%
2016	6.53%	0.00%
2015	8.28%	0.00%
2014	7.24%	0.00%
2013	6.64%	0.00%
2012	5.92%	0.00%
2011	6.82%	0.00%
2010	7.20%	0.00%
2009	7.86%	0.00%
2008	12.16%	0.00%
2007	6.60%	0.00%
2006	6.58%	0.00%
2005	6.82%	0.00%
2004	5.96%	0.00%
2003	6.79%	0.00%
2002	14.57%	0.00%
2001	9.85%	0.00%
2000	4.50%	0.00%