ADFI vs. EUSB
Compare and contrast key facts about Anfield Dynamic Fixed Income ETF (ADFI) and iShares ESG Advanced Total USD Bond Market ETF (EUSB).
ADFI and EUSB are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ADFI is an actively managed fund by Anfield. It was launched on Aug 17, 2020. EUSB is a passively managed fund by iShares that tracks the performance of the Bloomberg MSCI US Universal Choice ESG Screened Index. It was launched on Jun 23, 2020.
Performance
ADFI vs. EUSB - Performance Comparison
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ADFI vs. EUSB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
ADFI Anfield Dynamic Fixed Income ETF | -0.48% | 5.61% | 0.51% | 6.70% | -11.66% | -3.38% | 0.04% |
EUSB iShares ESG Advanced Total USD Bond Market ETF | -0.30% | 7.45% | 1.83% | 5.80% | -12.81% | -1.29% | 0.59% |
Returns By Period
In the year-to-date period, ADFI achieves a -0.48% return, which is significantly lower than EUSB's -0.30% return.
ADFI
- 1D
- 0.41%
- 1M
- -1.61%
- YTD
- -0.48%
- 6M
- 0.37%
- 1Y
- 3.10%
- 3Y*
- 3.03%
- 5Y*
- -0.16%
- 10Y*
- —
EUSB
- 1D
- 0.16%
- 1M
- -1.79%
- YTD
- -0.30%
- 6M
- 0.99%
- 1Y
- 4.39%
- 3Y*
- 3.88%
- 5Y*
- 0.42%
- 10Y*
- —
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ADFI vs. EUSB - Expense Ratio Comparison
ADFI has a 1.75% expense ratio, which is higher than EUSB's 0.12% expense ratio.
Return for Risk
ADFI vs. EUSB — Risk / Return Rank
ADFI
EUSB
ADFI vs. EUSB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Anfield Dynamic Fixed Income ETF (ADFI) and iShares ESG Advanced Total USD Bond Market ETF (EUSB). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| ADFI | EUSB | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.56 | 1.08 | -0.53 |
Sortino ratioReturn per unit of downside risk | 0.81 | 1.52 | -0.70 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.19 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.17 | 1.86 | -0.69 |
Martin ratioReturn relative to average drawdown | 3.70 | 5.54 | -1.84 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ADFI | EUSB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.56 | 1.08 | -0.53 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.03 | 0.07 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.11 | 0.03 | -0.15 |
Correlation
The correlation between ADFI and EUSB is 0.74, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
ADFI vs. EUSB - Dividend Comparison
ADFI's dividend yield for the trailing twelve months is around 3.25%, less than EUSB's 3.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
ADFI Anfield Dynamic Fixed Income ETF | 3.25% | 3.30% | 3.17% | 2.90% | 1.60% | 0.80% | 0.50% |
EUSB iShares ESG Advanced Total USD Bond Market ETF | 3.90% | 3.84% | 3.67% | 3.08% | 2.21% | 1.10% | 0.57% |
Drawdowns
ADFI vs. EUSB - Drawdown Comparison
The maximum ADFI drawdown since its inception was -17.62%, roughly equal to the maximum EUSB drawdown of -17.87%. Use the drawdown chart below to compare losses from any high point for ADFI and EUSB.
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Drawdown Indicators
| ADFI | EUSB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.62% | -17.87% | +0.25% |
Max Drawdown (1Y)Largest decline over 1 year | -2.69% | -2.42% | -0.27% |
Max Drawdown (5Y)Largest decline over 5 years | -16.11% | -17.45% | +1.34% |
Current DrawdownCurrent decline from peak | -4.09% | -1.79% | -2.30% |
Average DrawdownAverage peak-to-trough decline | -7.73% | -6.65% | -1.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.85% | 0.81% | +0.04% |
Volatility
ADFI vs. EUSB - Volatility Comparison
Anfield Dynamic Fixed Income ETF (ADFI) has a higher volatility of 1.58% compared to iShares ESG Advanced Total USD Bond Market ETF (EUSB) at 1.50%. This indicates that ADFI's price experiences larger fluctuations and is considered to be riskier than EUSB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ADFI | EUSB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.58% | 1.50% | +0.08% |
Volatility (6M)Calculated over the trailing 6-month period | 2.96% | 2.36% | +0.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.60% | 4.07% | +1.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.18% | 5.75% | +0.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.94% | 5.46% | +0.48% |