AESR vs. GQGU
AESR (Anfield U.S. Equity Sector Rotation ETF) and GQGU (GQG US Equity ETF) are both Large Cap Growth Equities funds. Both are actively managed. At a correlation of -0.20, they often move in opposite directions. AESR charges 1.46%/yr vs 0.49%/yr for GQGU.
Performance
AESR vs. GQGU - Performance Comparison
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Returns By Period
In the year-to-date period, AESR achieves a 18.68% return, which is significantly higher than GQGU's 4.84% return.
AESR
- 1D
- -3.27%
- 1M
- 1.72%
- YTD
- 18.68%
- 6M
- 17.04%
- 1Y
- 33.70%
- 3Y*
- 25.33%
- 5Y*
- 14.60%
- 10Y*
- —
GQGU
- 1D
- 1.90%
- 1M
- -3.53%
- YTD
- 4.84%
- 6M
- 4.93%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
AESR vs. GQGU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
AESR Anfield U.S. Equity Sector Rotation ETF | 18.68% | 9.30% |
GQGU GQG US Equity ETF | 4.84% | -1.12% |
Correlation
The correlation between AESR and GQGU is -0.20, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jul 14, 2025 | -0.20 |
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Return for Risk
AESR vs. GQGU — Risk / Return Rank
AESR
GQGU
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
AESR vs. GQGU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Anfield U.S. Equity Sector Rotation ETF (AESR) and GQG US Equity ETF (GQGU). 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 | GQGU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.34 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 3.45 | — | — |
| Martin ratioReturn relative to average drawdown | 13.98 | — | — |
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Drawdowns
AESR vs. GQGU - Drawdown Comparison
The maximum AESR drawdown since its inception was -31.06%, which is greater than GQGU's maximum drawdown of -8.41%. Use the drawdown chart below to compare losses from any high point for AESR and GQGU.
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Drawdown Indicators
| AESR | GQGU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.06% | -8.41% | -22.65% |
Max Drawdown (1Y)Largest decline over 1 year | -9.82% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -19.85% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -25.04% | — | — |
Current DrawdownCurrent decline from peak | -3.32% | -6.23% | +2.91% |
Average DrawdownAverage peak-to-trough decline | -5.98% | -2.71% | -3.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.42% | — | — |
Volatility
AESR vs. GQGU - Volatility Comparison
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Volatility by Period
| AESR | GQGU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.07% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 15.09% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 18.23% | 10.54% | +7.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.21% | 10.54% | +7.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.63% | 10.54% | +10.09% |
AESR vs. GQGU - Expense Ratio Comparison
AESR has a 1.46% expense ratio, which is higher than GQGU's 0.49% expense ratio.
Dividends
AESR vs. GQGU - Dividend Comparison
AESR's dividend yield for the trailing twelve months is around 19.39%, more than GQGU's 0.97% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
AESR Anfield U.S. Equity Sector Rotation ETF | 19.39% | 23.02% | 0.17% | 0.33% | 0.73% | 6.59% | 1.06% | 0.33% |
GQGU GQG US Equity ETF | 0.97% | 1.02% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
AESR and GQGU have a correlation of -0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, GQGU is cheaper at 0.49% per year. The better choice depends on whether you care most about return, fees, risk, or income.
GQGU is cheaper with a 0.49% expense ratio, compared with 1.46% for AESR.
AESR has the higher dividend yield at 19.39%, compared with 0.97% for GQGU.
They also come from different issuers: Regents Park Funds and GQG Partners. Their fees differ too: 1.46% for AESR and 0.49% for GQGU.
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