IMTB vs. ADFI
Compare and contrast key facts about iShares Core 5-10 Year USD Bond ETF (IMTB) and Anfield Dynamic Fixed Income ETF (ADFI).
IMTB and ADFI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IMTB is a passively managed fund by iShares that tracks the performance of the Bloomberg U.S. Universal 5-10 Years Index. It was launched on Nov 1, 2016. ADFI is an actively managed fund by Anfield. It was launched on Aug 17, 2020.
Performance
IMTB vs. ADFI - Performance Comparison
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IMTB vs. ADFI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
IMTB iShares Core 5-10 Year USD Bond ETF | -0.09% | 8.88% | 1.94% | 6.10% | -12.75% | -1.41% | 0.93% |
ADFI Anfield Dynamic Fixed Income ETF | -0.42% | 5.61% | 0.51% | 6.70% | -11.66% | -3.38% | 0.04% |
Returns By Period
In the year-to-date period, IMTB achieves a -0.09% return, which is significantly higher than ADFI's -0.42% return.
IMTB
- 1D
- 0.05%
- 1M
- -1.37%
- YTD
- -0.09%
- 6M
- 1.16%
- 1Y
- 5.25%
- 3Y*
- 4.51%
- 5Y*
- 0.69%
- 10Y*
- —
ADFI
- 1D
- 0.06%
- 1M
- -1.09%
- YTD
- -0.42%
- 6M
- 0.37%
- 1Y
- 2.74%
- 3Y*
- 3.05%
- 5Y*
- -0.15%
- 10Y*
- —
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IMTB vs. ADFI - Expense Ratio Comparison
IMTB has a 0.06% expense ratio, which is lower than ADFI's 1.75% expense ratio.
Return for Risk
IMTB vs. ADFI — Risk / Return Rank
IMTB
ADFI
IMTB vs. ADFI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core 5-10 Year USD Bond ETF (IMTB) 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.
| IMTB | ADFI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.20 | 0.49 | +0.71 |
Sortino ratioReturn per unit of downside risk | 1.73 | 0.72 | +1.01 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.09 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 2.02 | 1.18 | +0.85 |
Martin ratioReturn relative to average drawdown | 6.33 | 3.68 | +2.65 |
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
| IMTB | ADFI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.20 | 0.49 | +0.71 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.11 | -0.02 | +0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | -0.11 | +0.48 |
Correlation
The correlation between IMTB and ADFI is 0.71, 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
IMTB vs. ADFI - Dividend Comparison
IMTB's dividend yield for the trailing twelve months is around 4.47%, more than ADFI's 3.25% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
IMTB iShares Core 5-10 Year USD Bond ETF | 4.47% | 4.40% | 4.42% | 4.13% | 2.90% | 2.49% | 2.63% | 2.91% | 3.04% | 2.75% | 0.40% |
ADFI Anfield Dynamic Fixed Income ETF | 3.25% | 3.30% | 3.17% | 2.90% | 1.60% | 0.80% | 0.50% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
IMTB vs. ADFI - Drawdown Comparison
The maximum IMTB drawdown since its inception was -18.15%, roughly equal to the maximum ADFI drawdown of -17.62%. Use the drawdown chart below to compare losses from any high point for IMTB and ADFI.
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Drawdown Indicators
| IMTB | ADFI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.15% | -17.62% | -0.53% |
Max Drawdown (1Y)Largest decline over 1 year | -2.77% | -2.69% | -0.08% |
Max Drawdown (5Y)Largest decline over 5 years | -18.11% | -16.11% | -2.00% |
Current DrawdownCurrent decline from peak | -1.80% | -4.03% | +2.23% |
Average DrawdownAverage peak-to-trough decline | -4.18% | -7.72% | +3.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.88% | 0.86% | +0.02% |
Volatility
IMTB vs. ADFI - Volatility Comparison
iShares Core 5-10 Year USD Bond ETF (IMTB) has a higher volatility of 1.73% compared to Anfield Dynamic Fixed Income ETF (ADFI) at 1.59%. This indicates that IMTB's price experiences larger fluctuations and is considered to be riskier than ADFI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IMTB | ADFI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.73% | 1.59% | +0.14% |
Volatility (6M)Calculated over the trailing 6-month period | 2.77% | 2.96% | -0.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.40% | 5.60% | -1.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.24% | 6.18% | +0.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.20% | 5.93% | -0.73% |