AESR vs. SCHB
Compare and contrast key facts about Anfield U.S. Equity Sector Rotation ETF (AESR) and Schwab U.S. Broad Market ETF (SCHB).
AESR and SCHB 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. SCHB is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Broad Stock Market Total Return Index. It was launched on Nov 3, 2009.
Performance
AESR vs. SCHB - Performance Comparison
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AESR vs. SCHB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
AESR Anfield U.S. Equity Sector Rotation ETF | 0.45% | 20.34% | 25.37% | 21.03% | -17.52% | 25.26% | 19.58% | 0.76% |
SCHB Schwab U.S. Broad Market ETF | -3.28% | 16.94% | 23.93% | 26.16% | -19.46% | 25.84% | 20.76% | 1.14% |
Returns By Period
In the year-to-date period, AESR achieves a 0.45% return, which is significantly higher than SCHB's -3.28% return.
AESR
- 1D
- 1.79%
- 1M
- -4.70%
- YTD
- 0.45%
- 6M
- 1.50%
- 1Y
- 25.80%
- 3Y*
- 20.45%
- 5Y*
- 12.20%
- 10Y*
- —
SCHB
- 1D
- 0.80%
- 1M
- -4.34%
- YTD
- -3.28%
- 6M
- -1.36%
- 1Y
- 18.46%
- 3Y*
- 18.16%
- 5Y*
- 10.69%
- 10Y*
- 13.66%
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AESR vs. SCHB - Expense Ratio Comparison
AESR has a 1.46% expense ratio, which is higher than SCHB's 0.03% expense ratio.
Return for Risk
AESR vs. SCHB — Risk / Return Rank
AESR
SCHB
AESR vs. SCHB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Anfield U.S. Equity Sector Rotation ETF (AESR) and Schwab U.S. Broad Market ETF (SCHB). 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 | SCHB | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.26 | 1.01 | +0.25 |
Sortino ratioReturn per unit of downside risk | 1.83 | 1.53 | +0.29 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.23 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 2.18 | 1.55 | +0.64 |
Martin ratioReturn relative to average drawdown | 9.30 | 7.26 | +2.04 |
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 | SCHB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.26 | 1.01 | +0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.62 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.75 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.78 | -0.10 |
Correlation
The correlation between AESR and SCHB is 0.94, 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. SCHB - Dividend Comparison
AESR's dividend yield for the trailing twelve months is around 22.92%, more than SCHB's 1.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AESR Anfield U.S. Equity Sector Rotation ETF | 22.92% | 23.02% | 0.17% | 0.33% | 0.73% | 6.59% | 1.06% | 0.33% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHB Schwab U.S. Broad Market ETF | 1.17% | 1.11% | 1.24% | 1.40% | 1.61% | 1.21% | 1.63% | 1.80% | 2.00% | 1.65% | 1.86% | 2.00% |
Drawdowns
AESR vs. SCHB - Drawdown Comparison
The maximum AESR drawdown since its inception was -31.06%, smaller than the maximum SCHB drawdown of -35.27%. Use the drawdown chart below to compare losses from any high point for AESR and SCHB.
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Drawdown Indicators
| AESR | SCHB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.06% | -35.27% | +4.21% |
Max Drawdown (1Y)Largest decline over 1 year | -12.24% | -12.22% | -0.02% |
Max Drawdown (5Y)Largest decline over 5 years | -25.04% | -25.41% | +0.37% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.27% | — |
Current DrawdownCurrent decline from peak | -4.97% | -5.51% | +0.54% |
Average DrawdownAverage peak-to-trough decline | -6.16% | -4.15% | -2.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.87% | 2.60% | +0.27% |
Volatility
AESR vs. SCHB - Volatility Comparison
Anfield U.S. Equity Sector Rotation ETF (AESR) has a higher volatility of 7.26% compared to Schwab U.S. Broad Market ETF (SCHB) at 5.51%. This indicates that AESR's price experiences larger fluctuations and is considered to be riskier than SCHB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AESR | SCHB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.26% | 5.51% | +1.75% |
Volatility (6M)Calculated over the trailing 6-month period | 13.06% | 9.78% | +3.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.63% | 18.34% | +2.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.66% | 17.25% | +0.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.50% | 18.30% | +2.20% |