IMTB vs AFIF

Comparison between ISHARES CORE 5-10 YEAR USD BOND ETF (IMTB, ETF) and Anfield Universal Fixed Income ETF (AFIF, ETF).

5-Year PerformanceAFIF has outperformed IMTB, delivering a return of +3.8% compared to +0.3%

IMTB vs AFIF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IMTB(ETF)	AFIF(ETF)
Net Assets	$275M	$276M
Expense Ratio	0.06%	0.85%
Max Drawdown	24.27%	14.77%
Sharpe Ratio	-0.12	0.14
5Y Beta	0.05	0.09
5Y Dividends CAGR	9.46%	21.17%

Net Assets

IMTB

$275M

Winner

AFIF

$276M

Expense Ratio

Winner

IMTB

0.06%

AFIF

0.85%

Max Drawdown

IMTB

24.27%

Winner

AFIF

14.77%

Sharpe Ratio

IMTB

-0.12

Winner

AFIF

0.14

5Y Beta

Winner

IMTB

0.05

AFIF

0.09

5Y Dividends CAGR

IMTB

9.46%

Winner

AFIF

21.17%

IMTB vs AFIF - Historical Returns

Returns include dividend reinvestment.

Period	IMTB	AFIF
1 month	+0.44%	+0.59%
3 months	+0.21%	+0.94%
6 months	-1.58%	+1.17%
1 year	+2.88%	+4.35%
5 years(CAGR)	+0.31%	+3.82%
10 years(CAGR)	+1.81%	N/A
Max(CAGR)	+1.81%	+2.65%

IMTB

+0.44%

Winner

AFIF

+0.59%

IMTB

+0.21%

Winner

AFIF

+0.94%

IMTB

-1.58%

Winner

AFIF

+1.17%

IMTB

+2.88%

Winner

AFIF

+4.35%

5Y(CAGR)

IMTB

+0.31%

Winner

AFIF

+3.82%

10Y(CAGR)

IMTB

+1.81%

AFIF

N/A

Max(CAGR)

IMTB

+1.81%

Winner

AFIF

+2.65%

IMTB vs AFIF - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	IMTB	AFIF
2026	-0.05%	+2.11%
2025	+8.72%	+6.44%
2024	+2.66%	+7.30%
2023	+5.63%	+9.36%
2022	-12.33%	-4.69%
2021	-1.30%	-0.15%
2020	+6.10%	+1.51%
2019	+8.40%	+0.47%
2018	+0.68%	-0.27%
2017	+4.88%	N/A
2016	-2.18%	N/A

IMTB vs AFIF Drawdown Comparison

The maximum drawdown for IMTB was -18.15%, occurring on Oct 20, 2022. Recovery took 1175 trading sessions.

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

The current IMTB drawdown is -1.86%. The current AFIF drawdown is -0.11%.

Rank	IMTB	AFIF
#1	-18.15% Dec 31, 2020 - Sep 8, 2025	-10.29% Mar 9, 2020 - Dec 5, 2023
#2	-6.17% Mar 5, 2020 - May 21, 2020	-3.61% Apr 8, 2019 - Feb 28, 2020
#3	-4.05% Dec 13, 2017 - Jan 22, 2019	-1.79% Mar 20, 2025 - May 2, 2025
#4	-3.10% Nov 8, 2016 - Apr 17, 2017	-1.63% Feb 18, 2026 - May 5, 2026
#5	-2.86% Feb 27, 2026 - May 19, 2026	-1.42% Oct 22, 2018 - Feb 21, 2019
#6	-1.33% Sep 4, 2019 - Dec 27, 2019	-0.76% May 16, 2025 - Jun 4, 2025
#7	-1.24% Sep 8, 2017 - Dec 13, 2017	-0.74% Oct 7, 2025 - Oct 17, 2025
#8	-1.04% Jun 14, 2017 - Jul 18, 2017	-0.68% Apr 2, 2024 - May 3, 2024
#9	-1.01% Oct 28, 2025 - Nov 26, 2025	-0.61% Nov 10, 2025 - Nov 25, 2025
#10	-0.93% Sep 16, 2025 - Oct 14, 2025	-0.56% Jul 1, 2026 - Aug 5, 2026
#11	-0.86% Aug 7, 2020 - Nov 27, 2020	-0.54% Oct 3, 2024 - Nov 19, 2024
#12	-0.79% Jan 14, 2026 - Feb 5, 2026	-0.53% May 6, 2026 - May 28, 2026
#13	-0.69% Nov 26, 2025 - Dec 24, 2025	-0.44% Feb 8, 2024 - Feb 20, 2024
#14	-0.54% Mar 28, 2019 - May 1, 2019	-0.44% Dec 20, 2024 - Jan 17, 2025
#15	-0.53% Aug 4, 2017 - Aug 10, 2017	-0.43% Aug 6, 2024 - Aug 14, 2024

Correlation

Correlation between IMTB and AFIF is 0.59 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.59

-101

Dividend Comparison (2016 - 2026)

IMTB vs AFIF dividend yield comparison.

Year	IMTB	AFIF
2026	2.65%	1.93%
2025	4.40%	3.52%
2024	4.42%	5.61%
2023	4.13%	5.91%
2022	2.90%	3.49%
2021	2.49%	1.73%
2020	2.63%	1.25%
2019	2.91%	2.54%
2018	3.04%	0.69%
2017	2.75%	0.00%
2016	0.40%	0.00%