AESR vs. AIPI

Last updated Apr 1, 2026

Compare and contrast key facts about Anfield U.S. Equity Sector Rotation ETF (AESR) and REX AI Equity Premium Income ETF (AIPI).

AESR and AIPI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AESR is an actively managed fund by Regents Park Funds. It was launched on Dec 17, 2019. AIPI is an actively managed fund by REX. It was launched on Jun 3, 2024.

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.

AESR vs. AIPI - Yearly Performance Comparison

	2026 (YTD)	2025	2024
AESR Anfield U.S. Equity Sector Rotation ETF	-1.32%	20.34%	9.58%
AIPI REX AI Equity Premium Income ETF	-8.25%	16.38%	15.36%

Returns By Period

In the year-to-date period, AESR achieves a -1.32% return, which is significantly higher than AIPI's -8.25% return.

AESR

• 1D: 3.53%
• 1M: -5.94%
• YTD: -1.32%
• 6M: -0.26%
• 1Y: 24.48%
• 3Y*: 19.73%
• 5Y*: 11.81%
• 10Y*: —

AIPI

• 1D: 3.68%
• 1M: -1.99%
• YTD: -8.25%
• 6M: -4.55%
• 1Y: 19.01%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

AESR vs. AIPI - Expense Ratio Comparison

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

AESR

Anfield U.S. Equity Sector Rotation ETF

AIPI

REX AI Equity Premium Income ETF

Return for Risk

AESR vs. AIPI — Risk / Return Rank

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

AESR

AESR Risk / Return Rank: 73
AESR Sharpe Ratio Rank: 69
AESR Sortino Ratio Rank: 70
AESR Omega Ratio Rank: 69
AESR Calmar Ratio Rank: 77
AESR Martin Ratio Rank: 81

AIPI

AIPI Risk / Return Rank: 52
AIPI Sharpe Ratio Rank: 52
AIPI Sortino Ratio Rank: 53
AIPI Omega Ratio Rank: 56
AIPI Calmar Ratio Rank: 55
AIPI Martin Ratio Rank: 45

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.

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.

	AESR	AIPI	Difference
Sharpe ratio Return per unit of total volatility	1.20	0.87	+0.32
Sortino ratio Return per unit of downside risk	1.75	1.31	+0.44
Omega ratio Gain probability vs. loss probability	1.25	1.20	+0.05
Calmar ratio Return relative to maximum drawdown	2.04	1.28	+0.76
Martin ratio Return relative to average drawdown	8.76	4.07	+4.69
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

AESR vs. AIPI - Sharpe Ratio Comparison

The current AESR Sharpe Ratio is 1.20, which is higher than the AIPI Sharpe Ratio of 0.87. The chart below compares the historical Sharpe Ratios of AESR and AIPI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	AESR	AIPI	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.20	0.87	+0.32
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.67	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.67	0.56	+0.12

Correlation

The correlation between AESR and AIPI is 0.82, 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

AESR vs. AIPI - Dividend Comparison

AESR's dividend yield for the trailing twelve months is around 23.33%, less than AIPI's 42.49% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019
AESR Anfield U.S. Equity Sector Rotation ETF	23.33%	23.02%	0.17%	0.33%	0.73%	6.59%	1.06%	0.33%
AIPI REX AI Equity Premium Income ETF	42.49%	37.84%	18.13%	0.00%	0.00%	0.00%	0.00%	0.00%

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	-12.24%	-14.40%	+2.16%
Max Drawdown (5Y) Largest decline over 5 years	-25.04%	—	—
Current Drawdown Current decline from peak	-6.64%	-11.25%	+4.61%
Average Drawdown Average peak-to-trough decline	-6.16%	-4.79%	-1.37%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.86%	4.53%	-1.67%

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 7.31% and 7.38%, 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	7.31%	7.38%	-0.07%
Volatility (6M) Calculated over the trailing 6-month period	12.94%	13.60%	-0.66%
Volatility (1Y) Calculated over the trailing 1-year period	20.57%	21.91%	-1.34%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.64%	21.98%	-4.34%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.50%	21.98%	-1.48%