AESR vs. IBID

Last updated Jun 21, 2026

AESR (Anfield U.S. Equity Sector Rotation ETF) and IBID (iShares iBonds Oct 2027 Term TIPS ETF) are both exchange-traded funds - AESR is a Large Cap Growth Equities fund actively managed by Regents Park Funds, while IBID is a Inflation-Protected Bonds fund tracking the ICE 2027 Maturity US Inflation-Linked Treasury Index. AESR is actively managed, while IBID is passively managed. Over the past year, AESR returned 39.78% vs 4.04% for IBID. At a correlation of -0.01, they often move in opposite directions. AESR charges 1.46%/yr vs 0.10%/yr for IBID.

Performance

AESR vs. IBID - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Anfield U.S. Equity Sector Rotation ETF (AESR) and iShares iBonds Oct 2027 Term TIPS ETF (IBID). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, AESR achieves a 22.52% return, which is significantly higher than IBID's 1.99% return.

AESR

• 1D: 2.62%
• 1M: 5.65%
• YTD: 22.52%
• 6M: 21.75%
• 1Y: 39.78%
• 3Y*: 26.19%
• 5Y*: 15.88%
• 10Y*: —

IBID

• 1D: -0.10%
• 1M: -0.17%
• YTD: 1.99%
• 6M: 2.06%
• 1Y: 4.04%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

AESR vs. IBID - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
AESR Anfield U.S. Equity Sector Rotation ETF	22.52%	20.34%	25.37%	7.92%
IBID iShares iBonds Oct 2027 Term TIPS ETF	1.99%	5.66%	4.71%	2.61%

Correlation

The correlation between AESR and IBID is -0.14, 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 (1Y) Calculated over the trailing 1-year period	-0.14
Correlation (All Time) Calculated using the full available price history since Sep 15, 2023	-0.01

The correlation between AESR and IBID shifts across timeframes, from -0.14 (1 year) to -0.01 (all time), reflecting how their relationship changes across market environments.

Return for Risk

AESR vs. IBID — Risk / Return Rank

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

AESR

AESR Risk / Return Rank: 76
AESR Sharpe Ratio Rank: 74
AESR Sortino Ratio Rank: 68
AESR Omega Ratio Rank: 71
AESR Calmar Ratio Rank: 81
AESR Martin Ratio Rank: 84

IBID

IBID Risk / Return Rank: 96
IBID Sharpe Ratio Rank: 94
IBID Sortino Ratio Rank: 97
IBID Omega Ratio Rank: 96
IBID Calmar Ratio Rank: 96
IBID Martin Ratio Rank: 96

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. IBID - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Anfield U.S. Equity Sector Rotation ETF (AESR) and iShares iBonds Oct 2027 Term TIPS ETF (IBID). 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	IBID	Difference
Sharpe ratio: Return per unit of total volatility	2.23	3.40	-1.17
Sortino ratio: Return per unit of downside risk	2.93	5.77	-2.84
Omega ratio: Gain probability vs. loss probability	1.40	1.77	-0.38
Calmar ratio: Return relative to maximum drawdown	4.06	8.54	-4.48
Martin ratio: Return relative to average drawdown	16.54	33.17	-16.63

AESR vs. IBID - Sharpe Ratio Comparison

The current AESR Sharpe Ratio is 2.23, which is lower than the IBID Sharpe Ratio of 3.40. The chart below compares the historical Sharpe Ratios of AESR and IBID, 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. IBID - Drawdown Comparison

The maximum AESR drawdown since its inception was -31.06%, which is greater than IBID's maximum drawdown of -1.28%. Use the drawdown chart below to compare losses from any high point for AESR and IBID.

Drawdown Indicators

	AESR	IBID	Difference
Max Drawdown Largest peak-to-trough decline	-31.06%	-1.28%	-29.78%
Max Drawdown (1Y) Largest decline over 1 year	-9.82%	-0.49%	-9.33%
Max Drawdown (3Y) Largest decline over 3 years	-19.85%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-25.04%	—	—
Current Drawdown Current decline from peak	-0.19%	-0.49%	+0.30%
Average Drawdown Average peak-to-trough decline	-5.99%	-0.22%	-5.77%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.41%	0.13%	+2.28%

Volatility

AESR vs. IBID - Volatility Comparison

Anfield U.S. Equity Sector Rotation ETF (AESR) has a higher volatility of 8.52% compared to iShares iBonds Oct 2027 Term TIPS ETF (IBID) at 0.36%. This indicates that AESR's price experiences larger fluctuations and is considered to be riskier than IBID based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AESR	IBID	Difference
Volatility (1M) Calculated over the trailing 1-month period	8.52%	0.36%	+8.16%
Volatility (6M) Calculated over the trailing 6-month period	14.79%	0.86%	+13.93%
Volatility (1Y) Calculated over the trailing 1-year period	17.91%	1.24%	+16.67%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.15%	2.25%	+15.90%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.60%	2.25%	+18.35%

AESR vs. IBID - Expense Ratio Comparison

AESR has a 1.46% expense ratio, which is higher than IBID's 0.10% expense ratio.

Dividends

AESR vs. IBID - Dividend Comparison

AESR's dividend yield for the trailing twelve months is around 18.79%, more than IBID's 3.68% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019
AESR Anfield U.S. Equity Sector Rotation ETF	18.79%	23.02%	0.17%	0.33%	0.73%	6.59%	1.06%	0.33%
IBID iShares iBonds Oct 2027 Term TIPS ETF	3.68%	4.43%	4.24%	0.81%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both AESR and IBID in my portfolio?

AESR and IBID have a correlation of -0.14, 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 IBID?

AESR has higher volatility (8.52%) compared to IBID (0.36%). In terms of maximum drawdown, AESR dropped -31.06% vs IBID's -1.28%.

Which ETF is better, AESR or IBID?

On 1-year performance, AESR leads with 39.78% vs 4.04% for IBID. On fees, IBID is cheaper at 0.10% per year. On volatility, IBID has been the lower-risk option at 0.36%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, AESR or IBID?

Over the 1-year period, AESR has performed better with a 39.78% return vs 4.04%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, AESR or IBID?

IBID is cheaper with a 0.10% expense ratio, compared with 1.46% for AESR.

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

AESR has the higher dividend yield at 18.79%, compared with 3.68% for IBID.

What is the main difference between AESR and IBID?

AESR is categorized as Large Cap Growth Equities, while IBID is Inflation-Protected Bonds. They also come from different issuers: Regents Park Funds and iShares. Their fees differ too: 1.46% for AESR and 0.10% for IBID.

Which has better risk-adjusted returns?

IBID currently has the higher Sharpe Ratio (3.40 vs 2.23), 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.