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BCPL vs. ADFI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

BCPL vs. ADFI

Last updated Jun 4, 2026

BCPL (BNY Mellon Core Plus ETF) and ADFI (Anfield Dynamic Fixed Income ETF) are both Intermediate Core-Plus Bond funds. Both are actively managed. A 0.75 correlation means they provide meaningful diversification when combined. BCPL charges 0.40%/yr vs 1.75%/yr for ADFI.

Performance

BCPL vs. ADFI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BNY Mellon Core Plus ETF (BCPL) and Anfield Dynamic Fixed Income ETF (ADFI). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

BCPL

1D
-0.08%
1M
0.38%
YTD
—
6M
—
1Y
—
3Y*
—
5Y*
—
10Y*
—

ADFI

1D
0.06%
1M
0.43%
YTD
-0.02%
6M
0.01%
1Y
4.05%
3Y*
3.32%
5Y*
-0.16%
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

BCPL vs. ADFI - Yearly Performance Comparison

2026 (YTD)
BCPL
BNY Mellon Core Plus ETF		0.55%
ADFI
Anfield Dynamic Fixed Income ETF		-0.14%

Correlation

The correlation between BCPL and ADFI is 0.75, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

Correlation
Correlation (All Time)
Calculated using the full available price history since Jan 13, 2026

0.75

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BNY Mellon Core Plus ETF

Anfield Dynamic Fixed Income ETF

Often compared with BCPL:
BCPL vs. BNDSBCPL vs. BKMCBCPL vs. BKCIBCPL vs. BKGIBCPL vs. BKUIBCPL vs. BKAGBCPL vs. EUSB
Often compared with ADFI:
ADFI vs. AAAADFI vs. SPYADFI vs. STXTADFI vs. FIBRADFI vs. MAMBADFI vs. APCBADFI vs. BNDP

Return for Risk

BCPL vs. ADFI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
BCPL
ADFI
ADFI Risk / Return Rank: 2727
Overall Rank
ADFI Sharpe Ratio Rank: 2424
Sharpe Ratio Rank
ADFI Sortino Ratio Rank: 2424
Sortino Ratio Rank
ADFI Omega Ratio Rank: 2222
Omega Ratio Rank
ADFI Calmar Ratio Rank: 3333
Calmar Ratio Rank
ADFI Martin Ratio Rank: 3232
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BCPL vs. ADFI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Core Plus ETF (BCPL) and Anfield Dynamic Fixed Income ETF (ADFI). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

BCPL vs. ADFI - Sharpe Ratio Comparison

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Sharpe Ratios by Period

BCPLADFIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

—

0.85

—

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

—

-0.03

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.36

-0.10

+0.45

Drawdowns

BCPL vs. ADFI - Drawdown Comparison

The maximum BCPL drawdown since its inception was -2.95%, smaller than the maximum ADFI drawdown of -17.62%. Use the drawdown chart below to compare losses from any high point for BCPL and ADFI.

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Drawdown Indicators

BCPLADFIDifference

Max Drawdown

Largest peak-to-trough decline

-2.95%

-17.62%

+14.67%

Max Drawdown (1Y)

Largest decline over 1 year

—

-2.48%

—

Max Drawdown (3Y)

Largest decline over 3 years

—

-5.60%

—

Max Drawdown (5Y)

Largest decline over 5 years

—

-16.11%

—

Current Drawdown

Current decline from peak

-1.12%

-3.64%

+2.52%

Average Drawdown

Average peak-to-trough decline

-1.05%

-7.61%

+6.56%

Ulcer Index

Depth and duration of drawdowns from previous peaks

—

0.86%

—

Volatility

BCPL vs. ADFI - Volatility Comparison

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Volatility by Period

BCPLADFIDifference

Volatility (1M)

Calculated over the trailing 1-month period

—

1.11%

—

Volatility (6M)

Calculated over the trailing 6-month period

—

2.84%

—

Volatility (1Y)

Calculated over the trailing 1-year period

4.04%

4.77%

-0.73%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.04%

6.19%

-2.15%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.04%

5.88%

-1.84%

BCPL vs. ADFI - Expense Ratio Comparison

BCPL has a 0.40% expense ratio, which is lower than ADFI's 1.75% expense ratio.

Dividends

BCPL vs. ADFI - Dividend Comparison

BCPL's dividend yield for the trailing twelve months is around 1.57%, less than ADFI's 3.24% yield.

PositionTTM202520242023202220212020
ADFI
Anfield Dynamic Fixed Income ETF		3.24%3.30%3.17%2.90%1.60%0.80%0.50%
BCPL
BNY Mellon Core Plus ETF		1.57%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions

BCPL and ADFI have a correlation of 0.75, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, BCPL is cheaper at 0.40% per year. The better choice depends on whether you care most about return, fees, risk, or income.

BCPL is cheaper with a 0.40% expense ratio, compared with 1.75% for ADFI.

ADFI has the higher dividend yield at 3.24%, compared with 1.57% for BCPL.

They also come from different issuers: BNY Mellon and Anfield. Their fees differ too: 0.40% for BCPL and 1.75% for ADFI.

Portfolio Optimizer

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