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 -0.16, 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 20.98% return, which is significantly higher than GQGU's 6.60% return.
AESR
- 1D
- -0.05%
- 1M
- 7.94%
- YTD
- 20.98%
- 6M
- 21.17%
- 1Y
- 39.18%
- 3Y*
- 26.82%
- 5Y*
- 15.28%
- 10Y*
- —
GQGU
- 1D
- -1.06%
- 1M
- -1.65%
- YTD
- 6.60%
- 6M
- 7.16%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
AESR vs. GQGU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
AESR Anfield U.S. Equity Sector Rotation ETF | 20.98% | 8.27% |
GQGU GQG US Equity ETF | 6.60% | -1.14% |
Correlation
The correlation between AESR and GQGU is -0.16, 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 15, 2025 | -0.16 |
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Return for Risk
AESR vs. GQGU — Risk / Return Rank
AESR
GQGU
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.
| AESR | GQGU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.42 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 4.01 | — | — |
| Martin ratioReturn relative to average drawdown | 16.87 | — | — |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AESR | GQGU | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.40 | — | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.86 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.83 | 0.60 | +0.23 |
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 -6.65%. 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% | -6.65% | -24.41% |
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 | -0.05% | -4.66% | +4.61% |
Average DrawdownAverage peak-to-trough decline | -6.02% | -2.54% | -3.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.33% | — | — |
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 | 5.52% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 12.73% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 16.39% | 10.14% | +6.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.83% | 10.14% | +7.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.44% | 10.14% | +10.30% |
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 19.03%, more than GQGU's 0.96% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
AESR Anfield U.S. Equity Sector Rotation ETF | 19.03% | 23.02% | 0.17% | 0.33% | 0.73% | 6.59% | 1.06% | 0.33% |
GQGU GQG US Equity ETF | 0.96% | 1.02% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
AESR and GQGU have a correlation of -0.16, 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 19.03%, compared with 0.96% 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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