BGRN vs. AFIF
Compare and contrast key facts about iShares USD Green Bond ETF (BGRN) and Anfield Universal Fixed Income ETF (AFIF).
BGRN and AFIF are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BGRN is a passively managed fund by iShares that tracks the performance of the Bloomberg MSCI USD Green Bond Select Index. It was launched on Nov 13, 2018. AFIF is an actively managed fund by Regents Park Funds. It was launched on Sep 18, 2018.
Performance
BGRN vs. AFIF - Performance Comparison
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BGRN vs. AFIF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
BGRN iShares USD Green Bond ETF | -0.27% | 7.27% | 2.77% | 6.50% | -13.06% | -2.80% | 6.86% | 9.70% | 1.14% |
AFIF Anfield Universal Fixed Income ETF | -0.17% | 6.56% | 7.06% | 9.73% | -5.38% | -0.50% | 2.14% | 0.41% | -0.59% |
Returns By Period
In the year-to-date period, BGRN achieves a -0.27% return, which is significantly lower than AFIF's -0.17% return.
BGRN
- 1D
- 0.51%
- 1M
- -1.53%
- YTD
- -0.27%
- 6M
- 0.73%
- 1Y
- 4.57%
- 3Y*
- 4.37%
- 5Y*
- 0.31%
- 10Y*
- —
AFIF
- 1D
- 0.27%
- 1M
- -1.20%
- YTD
- -0.17%
- 6M
- 1.51%
- 1Y
- 4.93%
- 3Y*
- 7.22%
- 5Y*
- 3.28%
- 10Y*
- —
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BGRN vs. AFIF - Expense Ratio Comparison
BGRN has a 0.20% expense ratio, which is lower than AFIF's 1.08% expense ratio.
Return for Risk
BGRN vs. AFIF — Risk / Return Rank
BGRN
AFIF
BGRN vs. AFIF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares USD Green Bond ETF (BGRN) and Anfield Universal Fixed Income ETF (AFIF). 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.
| BGRN | AFIF | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.30 | 1.40 | -0.10 |
Sortino ratioReturn per unit of downside risk | 1.86 | 1.94 | -0.09 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.31 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 2.20 | 2.73 | -0.52 |
Martin ratioReturn relative to average drawdown | 7.69 | 11.45 | -3.76 |
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
| BGRN | AFIF | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.30 | 1.40 | -0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.06 | 0.74 | -0.68 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.40 | +0.04 |
Correlation
The correlation between BGRN and AFIF is 0.40, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
BGRN vs. AFIF - Dividend Comparison
BGRN's dividend yield for the trailing twelve months is around 4.26%, more than AFIF's 3.70% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
BGRN iShares USD Green Bond ETF | 4.26% | 4.21% | 4.07% | 3.52% | 2.66% | 0.78% | 1.82% | 3.66% | 0.21% |
AFIF Anfield Universal Fixed Income ETF | 3.70% | 3.52% | 5.61% | 5.91% | 3.49% | 1.73% | 1.25% | 2.54% | 0.69% |
Drawdowns
BGRN vs. AFIF - Drawdown Comparison
The maximum BGRN drawdown since its inception was -19.16%, which is greater than AFIF's maximum drawdown of -10.29%. Use the drawdown chart below to compare losses from any high point for BGRN and AFIF.
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Drawdown Indicators
| BGRN | AFIF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.16% | -10.29% | -8.87% |
Max Drawdown (1Y)Largest decline over 1 year | -2.23% | -1.79% | -0.44% |
Max Drawdown (5Y)Largest decline over 5 years | -18.73% | -8.85% | -9.88% |
Current DrawdownCurrent decline from peak | -1.53% | -1.25% | -0.28% |
Average DrawdownAverage peak-to-trough decline | -5.91% | -2.27% | -3.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.64% | 0.43% | +0.21% |
Volatility
BGRN vs. AFIF - Volatility Comparison
iShares USD Green Bond ETF (BGRN) has a higher volatility of 1.45% compared to Anfield Universal Fixed Income ETF (AFIF) at 1.25%. This indicates that BGRN's price experiences larger fluctuations and is considered to be riskier than AFIF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BGRN | AFIF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.45% | 1.25% | +0.20% |
Volatility (6M)Calculated over the trailing 6-month period | 2.03% | 2.12% | -0.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.55% | 3.53% | +0.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.46% | 4.48% | +0.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.03% | 6.32% | -1.29% |