JPUS vs AFIF

Comparison between JPMORGAN DIVERSIFIED RETURN U.S. EQUITY ETF (JPUS, ETF) and Anfield Universal Fixed Income ETF (AFIF, ETF).

5-Year PerformanceJPUS has outperformed AFIF, delivering a return of +10.2% compared to +3.8%

JPUS vs AFIF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JPUS(ETF)	AFIF(ETF)
Net Assets	$456M	$455M
Expense Ratio	0.18%	0.85%
Max Drawdown	38.69%	14.77%
Sharpe Ratio	1.53	0.37
5Y Beta	0.64	0.08
P/E Ratio	21.28	N/A
Forward P/E	15.69	N/A
5Y Dividends CAGR	12.19%	21.17%
5Y EPS CAGR	13.43%	N/A
Debt to Equity	65.61%	N/A
P/S Ratio	1.54	N/A
P/B Ratio	2.85	N/A

Net Assets

Winner

JPUS

$456M

AFIF

$455M

Expense Ratio

Winner

JPUS

0.18%

AFIF

0.85%

Max Drawdown

JPUS

38.69%

Winner

AFIF

14.77%

Sharpe Ratio

Winner

JPUS

1.53

AFIF

0.37

5Y Beta

JPUS

0.64

Winner

AFIF

0.08

P/E Ratio

JPUS

21.28

AFIF

N/A

Forward P/E

JPUS

15.69

AFIF

N/A

5Y Dividends CAGR

JPUS

12.19%

Winner

AFIF

21.17%

5Y EPS CAGR

JPUS

13.43%

AFIF

N/A

Debt to Equity

JPUS

65.61%

AFIF

N/A

P/S Ratio

JPUS

1.54

AFIF

N/A

P/B Ratio

JPUS

2.85

AFIF

N/A

JPUS vs AFIF - Historical Returns

Returns include dividend reinvestment.

Period	JPUS	AFIF
1 month	+1.83%	+0.34%
3 months	+4.25%	+0.94%
6 months	+10.23%	+1.39%
1 year	+21.28%	+4.70%
5 years(CAGR)	+10.20%	+3.83%
10 years(CAGR)	+11.40%	N/A
Max(CAGR)	+12.10%	+2.66%

Winner

JPUS

+1.83%

AFIF

+0.34%

Winner

JPUS

+4.25%

AFIF

+0.94%

Winner

JPUS

+10.23%

AFIF

+1.39%

Winner

JPUS

+21.28%

AFIF

+4.70%

5Y(CAGR)

Winner

JPUS

+10.20%

AFIF

+3.83%

10Y(CAGR)

JPUS

+11.40%

AFIF

N/A

Max(CAGR)

Winner

JPUS

+12.10%

AFIF

+2.66%

JPUS vs AFIF - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	JPUS	AFIF
2026	+14.04%	+1.95%
2025	+11.20%	+6.44%
2024	+13.03%	+7.30%
2023	+11.47%	+9.36%
2022	-8.18%	-4.69%
2021	+30.47%	-0.15%
2020	+7.51%	+1.51%
2019	+25.94%	+0.47%
2018	-6.49%	-0.27%
2017	+19.84%	N/A
2016	+14.52%	N/A
2015	+6.56%	N/A

JPUS vs AFIF Drawdown Comparison

The maximum drawdown for JPUS was -38.69%, occurring on Mar 23, 2020. Recovery took 188 trading sessions.

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

The current JPUS drawdown is -0.40%. The current AFIF drawdown is -0.14%.

Rank	JPUS	AFIF
#1	-38.69% Feb 14, 2020 - Nov 11, 2020	-10.29% Mar 9, 2020 - Dec 5, 2023
#2	-19.04% Apr 20, 2022 - Dec 14, 2023	-3.61% Apr 8, 2019 - Feb 28, 2020
#3	-17.85% Sep 21, 2018 - Apr 5, 2019	-1.79% Mar 20, 2025 - May 2, 2025
#4	-15.97% Nov 29, 2024 - Aug 13, 2025	-1.63% Feb 18, 2026 - May 5, 2026
#5	-11.74% Oct 30, 2015 - Mar 17, 2016	-1.42% Oct 22, 2018 - Feb 21, 2019
#6	-9.37% Jan 26, 2018 - Aug 7, 2018	-0.76% May 16, 2025 - Jun 4, 2025
#7	-8.27% Jan 4, 2022 - Mar 29, 2022	-0.74% Oct 7, 2025 - Oct 17, 2025
#8	-6.90% Mar 2, 2026 - Apr 17, 2026	-0.68% Apr 2, 2024 - May 3, 2024
#9	-6.00% Apr 30, 2019 - Jun 20, 2019	-0.61% Nov 10, 2025 - Nov 25, 2025
#10	-5.76% Jul 26, 2019 - Sep 12, 2019	-0.54% Oct 3, 2024 - Nov 19, 2024
#11	-5.57% Mar 28, 2024 - Jul 12, 2024	-0.53% May 6, 2026 - May 28, 2026
#12	-5.38% Jul 26, 2016 - Dec 7, 2016	-0.53% Jul 1, 2026 - Jul 13, 2026
#13	-5.18% Nov 16, 2021 - Dec 23, 2021	-0.44% Feb 8, 2024 - Feb 20, 2024
#14	-5.03% Sep 2, 2021 - Oct 22, 2021	-0.44% Dec 20, 2024 - Jan 17, 2025
#15	-4.43% Jul 31, 2024 - Aug 19, 2024	-0.43% Aug 6, 2024 - Aug 14, 2024

Correlation

Correlation between JPUS and AFIF is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82

-101

Dividend Comparison (2015 - 2026)

JPUS vs AFIF dividend yield comparison.

Year	JPUS	AFIF
2026	0.86%	1.93%
2025	2.27%	3.52%
2024	2.12%	5.61%
2023	2.26%	5.91%
2022	2.35%	3.49%
2021	1.67%	1.73%
2020	1.94%	1.25%
2019	2.09%	2.54%
2018	2.16%	0.69%
2017	1.25%	0.00%
2016	0.77%	0.00%
2015	0.48%	0.00%