AESR vs. AIPI

Last updated Aug 1, 2026

AESR (Anfield U.S. Equity Sector Rotation ETF) and AIPI (REX AI Equity Premium Income ETF) are both exchange-traded funds - AESR is a Large Cap Growth Equities fund actively managed by Regents Park, while AIPI is a Derivative Income fund actively managed by REX. Both are actively managed. Over the past year, AESR returned 26.05% vs 14.45% for AIPI. Their 0.80 correlation means they have sometimes moved together and sometimes differently. AESR charges 1.46%/yr vs 0.65%/yr for AIPI.

Performance

AESR vs. AIPI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Anfield U.S. Equity Sector Rotation ETF (AESR) and REX AI Equity Premium Income ETF (AIPI). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, AESR achieves a 14.91% return, which is significantly higher than AIPI's 4.13% return.

AESR

• 1D: 0.10%
• 1M: -2.60%
• 6M: 10.93%
• YTD: 14.91%
• 1Y: 26.05%
• 3Y*: 22.31%
• 5Y*: 13.23%
• 10Y*: —
• ALL TIME*: 15.61%

AIPI

• 1D: 1.58%
• 1M: -2.23%
• 6M: 7.30%
• YTD: 4.13%
• 1Y: 14.45%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 17.03%

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
AESR Anfield U.S. Equity Sector Rotation ETF	$621.56K	$632.25K	$1.84M
AIPI REX AI Equity Premium Income ETF	$5.04M	$5.69M	$6.82M

AESR vs. AIPI - Yearly Performance Comparison

	2026 (YTD)	2025	2024
AESR Anfield U.S. Equity Sector Rotation ETF	14.91%	20.34%	9.65%
AIPI REX AI Equity Premium Income ETF	4.13%	16.38%	15.79%

Correlation

The correlation between AESR and AIPI is 0.74, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.74
Correlation (All Time) Calculated using the full available price history since Jun 4, 2024	0.80

The correlation between AESR and AIPI has been stable across timeframes, ranging from 0.74 to 0.80 - a consistent structural relationship.

AESR vs. AIPI - Sectors Allocation Comparison

Sectors	AESR	AIPI
Technology	41.7%	91.6%
Communication Services	23.1%	5.6%
Consumer Cyclical	12.2%	2.8%
Industrials	9.1%	-
Financial Services	6.5%	-
Consumer Defensive	2.4%	-
Healthcare	2.0%	-
Energy	1.3%	-
Basic Materials	1.1%	-
Utilities	0.3%	-
Real Estate	0.3%	-

Return for Risk

AESR vs. AIPI — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

AESR

AESR Risk / Return Rank: 57
AESR Sharpe Ratio Rank: 50
AESR Sortino Ratio Rank: 47
AESR Omega Ratio Rank: 48
AESR Calmar Ratio Rank: 70
AESR Martin Ratio Rank: 68

AIPI

AIPI Risk / Return Rank: 28
AIPI Sharpe Ratio Rank: 29
AIPI Sortino Ratio Rank: 28
AIPI Omega Ratio Rank: 28
AIPI Calmar Ratio Rank: 28
AIPI Martin Ratio Rank: 29

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

AESR vs. AIPI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Anfield U.S. Equity Sector Rotation ETF (AESR) and REX AI Equity Premium Income ETF (AIPI). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	AESR	AIPI	Difference
Sharpe ratio: Return per unit of total volatility	1.22	0.71	+0.52
Sortino ratio: Return per unit of downside risk	1.73	1.06	+0.67
Omega ratio: Gain probability vs. loss probability	1.22	1.13	+0.09
Calmar ratio: Return relative to maximum drawdown	2.41	0.88	+1.53
Martin ratio: Return relative to average drawdown	8.36	2.50	+5.86

AESR vs. AIPI - Sharpe Ratio Comparison

The current AESR Sharpe Ratio is 1.22, which is higher than the AIPI Sharpe Ratio of 0.71. The chart below compares the historical Sharpe Ratios of AESR and AIPI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

AESR vs. AIPI - Drawdown Comparison

The maximum AESR drawdown since its inception was -31.06%, which is greater than AIPI's maximum drawdown of -25.25%. Use the drawdown chart below to compare losses from any high point for AESR and AIPI.

Drawdown Indicators

	AESR	AIPI	Difference
Max Drawdown Largest peak-to-trough decline	-31.06%	-25.25%	-5.81%
Max Drawdown (1Y) Largest decline over 1 year	-9.82%	-14.40%	+4.58%
Max Drawdown (3Y) Largest decline over 3 years	-19.85%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-25.04%	—	—
Current Drawdown Current decline from peak	-6.39%	-6.68%	+0.29%
Average Drawdown Average peak-to-trough decline	-5.95%	-4.68%	-1.27%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.83%	5.08%	-2.25%

Volatility

AESR vs. AIPI - Volatility Comparison

Anfield U.S. Equity Sector Rotation ETF (AESR) and REX AI Equity Premium Income ETF (AIPI) have volatilities of 6.50% and 6.35%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AESR	AIPI	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.50%	6.35%	+0.15%
Volatility (6M) Calculated over the trailing 6-month period	16.42%	14.80%	+1.62%
Volatility (1Y) Calculated over the trailing 1-year period	19.37%	18.00%	+1.37%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.42%	21.48%	-3.06%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.66%	21.48%	-0.82%

AESR vs. AIPI - Expense Ratio Comparison

AESR has a 1.46% expense ratio, which is higher than AIPI's 0.65% expense ratio.

Dividends

AESR vs. AIPI - Dividend Comparison

AESR's dividend yield for the trailing twelve months is around 20.03%, less than AIPI's 37.35% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019
AESR Anfield U.S. Equity Sector Rotation ETF	20.03%	23.02%	0.17%	0.33%	0.73%	6.59%	1.06%	0.33%
AIPI REX AI Equity Premium Income ETF	37.35%	37.84%	18.13%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both AESR and AIPI in my portfolio?

AESR and AIPI have a correlation of 0.74, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, AESR or AIPI?

AESR has higher volatility (6.50%) compared to AIPI (6.35%). In terms of maximum drawdown, AESR dropped -31.06% vs AIPI's -25.25%.

Which ETF is better, AESR or AIPI?

On 1-year performance, AESR leads with 26.05% vs 14.45% for AIPI. On fees, AIPI is cheaper at 0.65% per year. On volatility, AIPI has been the lower-risk option at 6.35%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, AESR or AIPI?

Over the 1-year period, AESR has performed better with a 26.05% return vs 14.45%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, AESR or AIPI?

AIPI is cheaper with a 0.65% expense ratio, compared with 1.46% for AESR.

Which ETF pays a higher dividend yield, AESR or AIPI?

AIPI has the higher dividend yield at 37.35%, compared with 20.03% for AESR.

What is the main difference between AESR and AIPI?

AESR is categorized as Large Cap Growth Equities, while AIPI is Derivative Income. They also come from different issuers: Regents Park and REX. Their fees differ too: 1.46% for AESR and 0.65% for AIPI.

Which has better risk-adjusted returns?

AESR currently has the higher Sharpe Ratio (1.22 vs 0.71), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.