NBSM vs AFIF

Comparison between NEUBERGER BERMAN SMALL-MID CAP ETF (NBSM, ETF) and Anfield Universal Fixed Income ETF (AFIF, ETF).

NBSM vs AFIF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NBSM(ETF)	AFIF(ETF)
Net Assets	$226M	$227M
Expense Ratio	0.65%	1.08%
Max Drawdown	25.33%	14.77%
Sharpe Ratio	0.48	0.52
5Y Beta	0.89	0.08
P/E Ratio	23.19	N/A
Forward P/E	17.90	N/A
PEG Ratio	0.06	N/A
5Y Dividends CAGR	N/A	23.52%
5Y EPS CAGR	10.11%	N/A
Debt to Equity	56.66%	N/A
P/S Ratio	2.44	N/A
P/B Ratio	2.73	N/A

Net Assets

NBSM

$226M

Winner

AFIF

$227M

Expense Ratio

Winner

NBSM

0.65%

AFIF

1.08%

Max Drawdown

NBSM

25.33%

Winner

AFIF

14.77%

Sharpe Ratio

NBSM

0.48

Winner

AFIF

0.52

5Y Beta

NBSM

0.89

Winner

AFIF

0.08

P/E Ratio

NBSM

23.19

AFIF

N/A

Forward P/E

NBSM

17.90

AFIF

N/A

PEG Ratio

NBSM

0.06

AFIF

N/A

5Y Dividends CAGR

NBSM

N/A

AFIF

23.52%

5Y EPS CAGR

NBSM

10.11%

AFIF

N/A

Debt to Equity

NBSM

56.66%

AFIF

N/A

P/S Ratio

NBSM

2.44

AFIF

N/A

P/B Ratio

NBSM

2.73

AFIF

N/A

NBSM vs AFIF - Historical Returns

Returns include dividend reinvestment.

Period	NBSM	AFIF
1 month	+3.41%	+0.32%
3 months	+8.37%	+1.36%
6 months	+6.07%	+1.82%
1 year	+10.32%	+5.16%
5 years(CAGR)	N/A	+3.66%
Max(CAGR)	+3.41%	+2.64%

Winner

NBSM

+3.41%

AFIF

+0.32%

Winner

NBSM

+8.37%

AFIF

+1.36%

Winner

NBSM

+6.07%

AFIF

+1.82%

Winner

NBSM

+10.32%

AFIF

+5.16%

5Y(CAGR)

NBSM

N/A

AFIF

+3.66%

Max(CAGR)

Winner

NBSM

+3.41%

AFIF

+2.64%

NBSM vs AFIF - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	NBSM	AFIF
2026	+7.60%	+1.54%
2025	+0.40%	+6.44%
2024	-0.39%	+7.30%
2023	N/A	+9.36%
2022	N/A	-4.69%
2021	N/A	-0.15%
2020	N/A	+1.51%
2019	N/A	+0.47%
2018	N/A	-0.27%

NBSM vs AFIF Drawdown Comparison

The maximum drawdown for NBSM was -25.16%, occurring on Apr 8, 2025. This drawdown has not yet recovered.

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

The current NBSM drawdown is -2.75%.

Rank	NBSM	AFIF
#1	-25.16% Nov 25, 2024 - Apr 8, 2025	-10.29% Mar 9, 2020 - Dec 5, 2023
#2	-7.23% Jul 16, 2024 - Oct 11, 2024	-3.61% Apr 8, 2019 - Feb 28, 2020
#3	-6.88% Mar 28, 2024 - May 7, 2024	-1.79% Mar 20, 2025 - May 2, 2025
#4	-6.12% May 15, 2024 - Jul 16, 2024	-1.63% Feb 18, 2026 - May 5, 2026
#5	-4.11% Oct 14, 2024 - Nov 6, 2024	-1.42% Oct 22, 2018 - Feb 21, 2019
#6	-3.68% Nov 11, 2024 - Nov 22, 2024	-0.76% May 16, 2025 - Jun 4, 2025
#7	-0.82% Mar 21, 2024 - Mar 27, 2024	-0.74% Oct 7, 2025 - Oct 17, 2025
#8	-0.45% May 7, 2024 - May 9, 2024	-0.68% Apr 2, 2024 - May 3, 2024
#9	-0.44% May 10, 2024 - May 14, 2024	-0.61% Nov 10, 2025 - Nov 25, 2025
#10	N/A	-0.54% Oct 3, 2024 - Nov 19, 2024
#11	N/A	-0.53% May 6, 2026 - May 28, 2026
#12	N/A	-0.44% Feb 8, 2024 - Feb 20, 2024
#13	N/A	-0.44% Dec 20, 2024 - Jan 17, 2025
#14	N/A	-0.43% Aug 6, 2024 - Aug 14, 2024
#15	N/A	-0.43% Jan 28, 2025 - Feb 4, 2025