AEMS vs. USOY

Last updated Jun 4, 2026

AEMS (Anfield Enhanced Market ETF) and USOY (Defiance Oil Enhanced Options Income ETF) are both Derivative Income funds. At a correlation of -0.24, they often move in opposite directions. AEMS charges 1.21%/yr vs 1.22%/yr for USOY.

Performance

AEMS vs. USOY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Anfield Enhanced Market ETF (AEMS) and Defiance Oil Enhanced Options Income ETF (USOY). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, AEMS achieves a 15.43% return, which is significantly lower than USOY's 62.18% return.

AEMS

• 1D: -0.49%
• 1M: 6.67%
• YTD: 15.43%
• 6M: 15.97%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

USOY

• 1D: 1.45%
• 1M: -3.43%
• YTD: 62.18%
• 6M: 59.35%
• 1Y: 57.29%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

AEMS vs. USOY - Yearly Performance Comparison

	2026 (YTD)	2025
AEMS Anfield Enhanced Market ETF	15.43%	11.81%
USOY Defiance Oil Enhanced Options Income ETF	62.18%	-3.92%

Correlation

The correlation between AEMS and USOY is -0.24, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jul 2, 2025	-0.24

Return for Risk

AEMS vs. USOY — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

USOY

USOY Risk / Return Rank: 56
USOY Sharpe Ratio Rank: 55
USOY Sortino Ratio Rank: 46
USOY Omega Ratio Rank: 55
USOY Calmar Ratio Rank: 78
USOY Martin Ratio Rank: 46

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.

AEMS vs. USOY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Anfield Enhanced Market ETF (AEMS) and Defiance Oil Enhanced Options Income ETF (USOY). 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.

Sharpe Ratios by Period

	AEMS	USOY	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	1.89	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.98	0.99	+0.99

Drawdowns

AEMS vs. USOY - Drawdown Comparison

The maximum AEMS drawdown since its inception was -11.37%, smaller than the maximum USOY drawdown of -17.46%. Use the drawdown chart below to compare losses from any high point for AEMS and USOY.

Drawdown Indicators

	AEMS	USOY	Difference
Max Drawdown Largest peak-to-trough decline	-11.37%	-17.46%	+6.09%
Max Drawdown (1Y) Largest decline over 1 year	—	-14.29%	—
Current Drawdown Current decline from peak	-0.49%	-5.11%	+4.62%
Average Drawdown Average peak-to-trough decline	-1.48%	-6.47%	+4.99%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	7.42%	—

Volatility

Volatility by Period

	AEMS	USOY	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	11.62%	—
Volatility (6M) Calculated over the trailing 6-month period	—	27.18%	—
Volatility (1Y) Calculated over the trailing 1-year period	16.14%	30.44%	-14.30%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.14%	26.13%	-9.99%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.14%	26.13%	-9.99%

AEMS vs. USOY - Expense Ratio Comparison

AEMS has a 1.21% expense ratio, which is lower than USOY's 1.22% expense ratio.

Dividends

AEMS vs. USOY - Dividend Comparison

AEMS's dividend yield for the trailing twelve months is around 6.53%, less than USOY's 54.16% yield.

Position	TTM	2025	2024
AEMS Anfield Enhanced Market ETF	6.53%	7.53%	0.00%
USOY Defiance Oil Enhanced Options Income ETF	54.16%	104.32%	48.60%

Frequently Asked Questions

Can I hold both AEMS and USOY in my portfolio?

AEMS and USOY have a correlation of -0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, AEMS or USOY?

On fees, AEMS is cheaper at 1.21% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, AEMS or USOY?

AEMS is cheaper with a 1.21% expense ratio, compared with 1.22% for USOY.

Which ETF pays a higher dividend yield, AEMS or USOY?

USOY has the higher dividend yield at 54.16%, compared with 6.53% for AEMS.

What is the main difference between AEMS and USOY?

They also come from different issuers: Anfield and Defiance. Their fees differ too: 1.21% for AEMS and 1.22% for USOY.