AESR vs. ALTL

Last updated Aug 5, 2026

AESR (Anfield U.S. Equity Sector Rotation ETF) and ALTL (Pacer Lunt Large Cap Alternator ETF) are both Large Cap Growth Equities funds. AESR is actively managed, while ALTL is passively managed. Over the past 5 years, AESR returned 13.83%/yr vs 3.22%/yr for ALTL. Their 0.67 correlation means they have sometimes moved together and sometimes differently. AESR charges 1.46%/yr vs 0.60%/yr for ALTL.

Performance

AESR vs. ALTL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Anfield U.S. Equity Sector Rotation ETF (AESR) and Pacer Lunt Large Cap Alternator ETF (ALTL). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, AESR achieves a 18.80% return, which is significantly higher than ALTL's 10.51% return.

AESR

• 1D: 2.81%
• 1M: 0.70%
• 6M: 14.69%
• YTD: 18.80%
• 1Y: 28.16%
• 3Y*: 24.52%
• 5Y*: 13.83%
• 10Y*: —
• ALL TIME*: 16.16%

ALTL

• 1D: 0.29%
• 1M: -2.67%
• 6M: 6.97%
• YTD: 10.51%
• 1Y: 20.99%
• 3Y*: 9.18%
• 5Y*: 3.22%
• 10Y*: —
• ALL TIME*: 13.26%

*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	$661.39K	$632.83K	$1.86M
ALTL Pacer Lunt Large Cap Alternator ETF	$346.96K	$461.74K	$350.46K

AESR vs. ALTL - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
AESR Anfield U.S. Equity Sector Rotation ETF	18.80%	20.34%	25.37%	21.03%	-17.52%	25.26%	23.00%
ALTL Pacer Lunt Large Cap Alternator ETF	10.51%	16.61%	12.30%	-15.85%	-10.67%	45.30%	35.38%

Correlation

The correlation between AESR and ALTL is 0.70, 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.	0.70
Correlation (3Y) Balances recent behavior with more history.	0.63
Correlation (5Y) Shows whether the relationship held over a longer period.	0.69
Correlation (All Time) Calculated using the full available price history since Jun 25, 2020	0.67

The correlation between AESR and ALTL has been stable across timeframes, ranging from 0.63 to 0.70 - a consistent structural relationship.

AESR vs. ALTL - Sectors Allocation Comparison

Sectors	AESR	ALTL
Technology	41.7%	46.6%
Communication Services	23.1%	2.1%
Consumer Cyclical	12.2%	12.4%
Industrials	9.1%	15.8%
Financial Services	6.5%	12.4%
Consumer Defensive	2.4%	0.8%
Healthcare	2.0%	5.6%
Energy	1.3%	0.7%
Basic Materials	1.1%	2.1%
Utilities	0.3%	2.3%
Real Estate	0.3%	14.8%

Return for Risk

AESR vs. ALTL — Risk / Return Rank

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

AESR

AESR Risk / Return Rank: 60
AESR Sharpe Ratio Rank: 53
AESR Sortino Ratio Rank: 50
AESR Omega Ratio Rank: 51
AESR Calmar Ratio Rank: 73
AESR Martin Ratio Rank: 71

ALTL

ALTL Risk / Return Rank: 36
ALTL Sharpe Ratio Rank: 34
ALTL Sortino Ratio Rank: 33
ALTL Omega Ratio Rank: 34
ALTL Calmar Ratio Rank: 38
ALTL Martin Ratio Rank: 44

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. ALTL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Anfield U.S. Equity Sector Rotation ETF (AESR) and Pacer Lunt Large Cap Alternator ETF (ALTL). 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	ALTL	Difference
Sharpe ratio: Return per unit of total volatility	1.46	0.93	+0.53
Sortino ratio: Return per unit of downside risk	2.03	1.38	+0.65
Omega ratio: Gain probability vs. loss probability	1.26	1.18	+0.08
Calmar ratio: Return relative to maximum drawdown	2.88	1.48	+1.40
Martin ratio: Return relative to average drawdown	9.88	5.42	+4.46

AESR vs. ALTL - Sharpe Ratio Comparison

The current AESR Sharpe Ratio is 1.46, which is higher than the ALTL Sharpe Ratio of 0.93. The chart below compares the historical Sharpe Ratios of AESR and ALTL, 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. ALTL - Drawdown Comparison

The maximum AESR drawdown since its inception was -31.06%, roughly equal to the maximum ALTL drawdown of -31.91%. Use the drawdown chart below to compare losses from any high point for AESR and ALTL.

Drawdown Indicators

	AESR	ALTL	Difference
Max Drawdown Largest peak-to-trough decline	-31.06%	-31.91%	+0.85%
Max Drawdown (1Y) Largest decline over 1 year	-9.82%	-14.23%	+4.41%
Max Drawdown (3Y) Largest decline over 3 years	-19.85%	-20.08%	+0.23%
Max Drawdown (5Y) Largest decline over 5 years	-25.04%	-31.91%	+6.87%
Current Drawdown Current decline from peak	-3.22%	-8.33%	+5.11%
Average Drawdown Average peak-to-trough decline	-5.95%	-11.41%	+5.46%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.86%	3.89%	-1.03%

Volatility

AESR vs. ALTL - Volatility Comparison

The current volatility for Anfield U.S. Equity Sector Rotation ETF (AESR) is 6.68%, while Pacer Lunt Large Cap Alternator ETF (ALTL) has a volatility of 9.23%. This indicates that AESR experiences smaller price fluctuations and is considered to be less risky than ALTL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AESR	ALTL	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.68%	9.23%	-2.55%
Volatility (6M) Calculated over the trailing 6-month period	16.54%	17.69%	-1.15%
Volatility (1Y) Calculated over the trailing 1-year period	19.45%	22.63%	-3.18%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.46%	19.52%	-1.06%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.67%	20.74%	-0.07%

AESR vs. ALTL - Expense Ratio Comparison

AESR has a 1.46% expense ratio, which is higher than ALTL's 0.60% expense ratio.

Dividends

AESR vs. ALTL - Dividend Comparison

AESR's dividend yield for the trailing twelve months is around 19.37%, more than ALTL's 0.93% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019
AESR Anfield U.S. Equity Sector Rotation ETF	19.37%	23.02%	0.17%	0.33%	0.73%	6.59%	1.06%	0.33%
ALTL Pacer Lunt Large Cap Alternator ETF	0.93%	0.95%	1.56%	1.28%	1.23%	1.06%	0.75%	0.00%

Frequently Asked Questions

Can I hold both AESR and ALTL in my portfolio?

AESR and ALTL have a correlation of 0.70, 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 ALTL?

ALTL has higher volatility (9.23%) compared to AESR (6.68%). In terms of maximum drawdown, AESR dropped -31.06% vs ALTL's -31.91%.

Which ETF is better, AESR or ALTL?

On 5-year performance, AESR leads with 13.83% vs 3.22% for ALTL. On fees, ALTL is cheaper at 0.60% per year. On volatility, AESR has been the lower-risk option at 6.68%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, AESR or ALTL?

Over the 5-year period, AESR has performed better with a 13.83% return vs 3.22%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, AESR or ALTL?

ALTL is cheaper with a 0.60% expense ratio, compared with 1.46% for AESR.

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

AESR has the higher dividend yield at 19.37%, compared with 0.93% for ALTL.

What is the main difference between AESR and ALTL?

They also come from different issuers: Regents Park and Pacer. Their fees differ too: 1.46% for AESR and 0.60% for ALTL.

Which has better risk-adjusted returns?

AESR currently has the higher Sharpe Ratio (1.46 vs 0.93), 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.