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AESR vs. DYNF
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between AESR and DYNF is 0.95, 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.


-0.50.00.51.0
Correlation: 1.0

Performance

AESR vs. DYNF - Performance Comparison

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

60.00%70.00%80.00%90.00%100.00%110.00%NovemberDecember2025FebruaryMarchApril
79.10%
90.25%
AESR
DYNF

Key characteristics

Sharpe Ratio

AESR:

0.55

DYNF:

0.71

Sortino Ratio

AESR:

0.90

DYNF:

1.09

Omega Ratio

AESR:

1.13

DYNF:

1.16

Calmar Ratio

AESR:

0.59

DYNF:

0.75

Martin Ratio

AESR:

2.28

DYNF:

2.96

Ulcer Index

AESR:

5.16%

DYNF:

4.71%

Daily Std Dev

AESR:

21.20%

DYNF:

19.68%

Max Drawdown

AESR:

-31.06%

DYNF:

-34.72%

Current Drawdown

AESR:

-10.88%

DYNF:

-10.63%

Returns By Period

In the year-to-date period, AESR achieves a -5.17% return, which is significantly higher than DYNF's -6.31% return.


AESR

YTD

-5.17%

1M

-4.54%

6M

-4.16%

1Y

10.02%

5Y*

14.58%

10Y*

N/A

DYNF

YTD

-6.31%

1M

-4.83%

6M

-4.80%

1Y

12.45%

5Y*

17.14%

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

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AESR vs. DYNF - Expense Ratio Comparison

AESR has a 1.46% expense ratio, which is higher than DYNF's 0.30% expense ratio.


Expense ratio chart for AESR: current value is 1.46%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
AESR: 1.46%
Expense ratio chart for DYNF: current value is 0.30%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
DYNF: 0.30%

Risk-Adjusted Performance

AESR vs. DYNF — Risk-Adjusted Performance Rank

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

AESR
The Risk-Adjusted Performance Rank of AESR is 6464
Overall Rank
The Sharpe Ratio Rank of AESR is 6262
Sharpe Ratio Rank
The Sortino Ratio Rank of AESR is 6262
Sortino Ratio Rank
The Omega Ratio Rank of AESR is 6262
Omega Ratio Rank
The Calmar Ratio Rank of AESR is 6969
Calmar Ratio Rank
The Martin Ratio Rank of AESR is 6565
Martin Ratio Rank

DYNF
The Risk-Adjusted Performance Rank of DYNF is 7373
Overall Rank
The Sharpe Ratio Rank of DYNF is 7171
Sharpe Ratio Rank
The Sortino Ratio Rank of DYNF is 7171
Sortino Ratio Rank
The Omega Ratio Rank of DYNF is 7272
Omega Ratio Rank
The Calmar Ratio Rank of DYNF is 7777
Calmar Ratio Rank
The Martin Ratio Rank of DYNF is 7373
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

AESR vs. DYNF - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Anfield U.S. Equity Sector Rotation ETF (AESR) and BlackRock U.S. Equity Factor Rotation ETF (DYNF). 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.


The chart of Sharpe ratio for AESR, currently valued at 0.55, compared to the broader market-1.000.001.002.003.004.00
AESR: 0.55
DYNF: 0.71
The chart of Sortino ratio for AESR, currently valued at 0.90, compared to the broader market-2.000.002.004.006.008.00
AESR: 0.90
DYNF: 1.09
The chart of Omega ratio for AESR, currently valued at 1.13, compared to the broader market0.501.001.502.002.50
AESR: 1.13
DYNF: 1.16
The chart of Calmar ratio for AESR, currently valued at 0.59, compared to the broader market0.002.004.006.008.0010.0012.00
AESR: 0.59
DYNF: 0.75
The chart of Martin ratio for AESR, currently valued at 2.28, compared to the broader market0.0020.0040.0060.00
AESR: 2.28
DYNF: 2.96

The current AESR Sharpe Ratio is 0.55, which is comparable to the DYNF Sharpe Ratio of 0.71. The chart below compares the historical Sharpe Ratios of AESR and DYNF, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00NovemberDecember2025FebruaryMarchApril
0.55
0.71
AESR
DYNF

Dividends

AESR vs. DYNF - Dividend Comparison

AESR's dividend yield for the trailing twelve months is around 0.18%, less than DYNF's 0.97% yield.


TTM202420232022202120202019
AESR
Anfield U.S. Equity Sector Rotation ETF
0.18%0.17%0.33%0.73%6.59%1.06%0.33%
DYNF
BlackRock U.S. Equity Factor Rotation ETF
0.97%0.66%1.11%1.65%5.24%1.52%1.22%

Drawdowns

AESR vs. DYNF - Drawdown Comparison

The maximum AESR drawdown since its inception was -31.06%, smaller than the maximum DYNF drawdown of -34.72%. Use the drawdown chart below to compare losses from any high point for AESR and DYNF. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-10.88%
-10.63%
AESR
DYNF

Volatility

AESR vs. DYNF - Volatility Comparison

Anfield U.S. Equity Sector Rotation ETF (AESR) and BlackRock U.S. Equity Factor Rotation ETF (DYNF) have volatilities of 14.24% and 13.72%, 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.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%NovemberDecember2025FebruaryMarchApril
14.24%
13.72%
AESR
DYNF