NEWTI vs FINS

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

NEWTI vs FINS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

Winner

NEWTI

$419M

FINS

$418M

Max Drawdown

Winner

NEWTI

8.26%

FINS

46.19%

Sharpe Ratio

Winner

NEWTI

0.70

FINS

0.42

5Y Beta

Winner

NEWTI

0.10

FINS

0.19

Industry

NEWTI

N/A

FINS

Asset Management

P/E Ratio

NEWTI

10.14

Winner

FINS

5.22

PEG Ratio

NEWTI

0.41

FINS

N/A

Dividend Yield

NEWTI

7.87%

Winner

FINS

10.60%

5Y Dividends CAGR

NEWTI

N/A

FINS

3.20%

Debt to Equity

NEWTI

N/A

FINS

26.96%

Free Cash Flow Yield

NEWTI

N/A

FINS

-8.55%

P/S Ratio

Winner

NEWTI

1.62

FINS

11.57

P/B Ratio

NEWTI

1.53

Winner

FINS

0.90

NEWTI vs FINS - Historical Returns

Returns include dividend reinvestment.

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

Winner

NEWTI

+0.90%

FINS

-0.19%

Winner

NEWTI

+3.02%

FINS

+1.62%

Winner

NEWTI

+5.01%

FINS

+0.10%

Winner

NEWTI

+10.22%

FINS

+6.65%

5Y(CAGR)

NEWTI

N/A

FINS

+2.19%

Max(CAGR)

Winner

NEWTI

+9.07%

FINS

+2.48%

NEWTI vs FINS - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

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

NEWTI vs FINS Drawdown Comparison

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

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

The current FINS drawdown is -1.20%.

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