AESR vs. BIBL

Last updated Apr 4, 2026

Compare and contrast key facts about Anfield U.S. Equity Sector Rotation ETF (AESR) and Inspire 100 ETF (BIBL).

AESR and BIBL 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. BIBL is a passively managed fund by Inspire that tracks the performance of the Inspire 100 Index. It was launched on Oct 30, 2017.

Performance

AESR vs. BIBL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Anfield U.S. Equity Sector Rotation ETF (AESR) and Inspire 100 ETF (BIBL). The values are adjusted to include any dividend payments, if applicable.

AESR vs. BIBL - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
AESR Anfield U.S. Equity Sector Rotation ETF	0.40%	20.34%	25.37%	21.03%	-17.52%	25.26%	19.58%	0.76%
BIBL Inspire 100 ETF	6.48%	17.27%	12.49%	17.87%	-23.26%	27.44%	22.62%	1.69%

Returns By Period

In the year-to-date period, AESR achieves a 0.40% return, which is significantly lower than BIBL's 6.48% return.

AESR

• 1D: -0.06%
• 1M: -4.00%
• YTD: 0.40%
• 6M: 1.42%
• 1Y: 31.17%
• 3Y*: 20.16%
• 5Y*: 12.19%
• 10Y*: —

BIBL

• 1D: 0.36%
• 1M: -3.18%
• YTD: 6.48%
• 6M: 6.94%
• 1Y: 32.13%
• 3Y*: 16.45%
• 5Y*: 8.45%
• 10Y*: —

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

AESR vs. BIBL - Expense Ratio Comparison

AESR has a 1.46% expense ratio, which is higher than BIBL's 0.35% expense ratio.

AESR

Anfield U.S. Equity Sector Rotation ETF

BIBL

Inspire 100 ETF

Return for Risk

AESR vs. BIBL — Risk / Return Rank

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

AESR

AESR Risk / Return Rank: 65
AESR Sharpe Ratio Rank: 64
AESR Sortino Ratio Rank: 65
AESR Omega Ratio Rank: 64
AESR Calmar Ratio Rank: 65
AESR Martin Ratio Rank: 69

BIBL

BIBL Risk / Return Rank: 64
BIBL Sharpe Ratio Rank: 65
BIBL Sortino Ratio Rank: 65
BIBL Omega Ratio Rank: 65
BIBL Calmar Ratio Rank: 58
BIBL Martin Ratio Rank: 67

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. BIBL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Anfield U.S. Equity Sector Rotation ETF (AESR) and Inspire 100 ETF (BIBL). 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	BIBL	Difference
Sharpe ratio Return per unit of total volatility	1.19	1.20	-0.02
Sortino ratio Return per unit of downside risk	1.74	1.73	+0.01
Omega ratio Gain probability vs. loss probability	1.25	1.25	0.00
Calmar ratio Return relative to maximum drawdown	2.10	1.85	+0.25
Martin ratio Return relative to average drawdown	8.90	8.71	+0.19
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. BIBL - Sharpe Ratio Comparison

The current AESR Sharpe Ratio is 1.19, which is comparable to the BIBL Sharpe Ratio of 1.20. The chart below compares the historical Sharpe Ratios of AESR and BIBL, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	AESR	BIBL	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.19	1.20	-0.02
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.69	0.44	+0.26
Sharpe Ratio (All Time) Calculated using the full available price history	0.69	0.54	+0.15

Correlation

The correlation between AESR and BIBL is 0.87, 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. BIBL - Dividend Comparison

AESR's dividend yield for the trailing twelve months is around 22.93%, more than BIBL's 1.11% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
AESR Anfield U.S. Equity Sector Rotation ETF	22.93%	23.02%	0.17%	0.33%	0.73%	6.59%	1.06%	0.33%	0.00%	0.00%
BIBL Inspire 100 ETF	1.11%	1.01%	0.92%	1.02%	0.98%	17.87%	1.67%	1.30%	1.49%	0.31%

Drawdowns

AESR vs. BIBL - Drawdown Comparison

The maximum AESR drawdown since its inception was -31.06%, smaller than the maximum BIBL drawdown of -36.12%. Use the drawdown chart below to compare losses from any high point for AESR and BIBL.

Drawdown Indicators

	AESR	BIBL	Difference
Max Drawdown Largest peak-to-trough decline	-31.06%	-36.12%	+5.06%
Max Drawdown (1Y) Largest decline over 1 year	-9.82%	-8.94%	-0.88%
Max Drawdown (5Y) Largest decline over 5 years	-25.04%	-30.85%	+5.81%
Current Drawdown Current decline from peak	-5.02%	-4.62%	-0.40%
Average Drawdown Average peak-to-trough decline	-6.16%	-7.16%	+1.00%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.89%	2.96%	-0.07%

Volatility

AESR vs. BIBL - Volatility Comparison

Anfield U.S. Equity Sector Rotation ETF (AESR) and Inspire 100 ETF (BIBL) have volatilities of 7.04% and 6.75%, 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	BIBL	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.04%	6.75%	+0.29%
Volatility (6M) Calculated over the trailing 6-month period	13.06%	12.28%	+0.78%
Volatility (1Y) Calculated over the trailing 1-year period	20.63%	20.39%	+0.24%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.65%	19.44%	-1.79%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.50%	21.14%	-0.64%