AESR vs. SGRT

Last updated Jun 24, 2026

AESR (Anfield U.S. Equity Sector Rotation ETF) and SGRT (SMART Earnings Growth 30 ETF) are both Large Cap Growth Equities funds. Both are actively managed. Their correlation of 0.81 suggests significant overlap in exposure. AESR charges 1.46%/yr vs 0.59%/yr for SGRT.

Performance

AESR vs. SGRT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Anfield U.S. Equity Sector Rotation ETF (AESR) and SMART Earnings Growth 30 ETF (SGRT). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, AESR achieves a 18.68% return, which is significantly lower than SGRT's 45.10% return.

AESR

• 1D: -3.27%
• 1M: 1.72%
• YTD: 18.68%
• 6M: 17.04%
• 1Y: 33.70%
• 3Y*: 25.33%
• 5Y*: 14.60%
• 10Y*: —

SGRT

• 1D: -5.57%
• 1M: 3.81%
• YTD: 45.10%
• 6M: 41.12%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

AESR vs. SGRT - Yearly Performance Comparison

	2026 (YTD)	2025
AESR Anfield U.S. Equity Sector Rotation ETF	18.68%	6.72%
SGRT SMART Earnings Growth 30 ETF	45.10%	26.83%

Correlation

The correlation between AESR and SGRT is 0.81, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since Aug 20, 2025	0.81

Return for Risk

AESR vs. SGRT — Risk / Return Rank

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

AESR

AESR Risk / Return Rank: 65
AESR Sharpe Ratio Rank: 60
AESR Sortino Ratio Rank: 55
AESR Omega Ratio Rank: 59
AESR Calmar Ratio Rank: 72
AESR Martin Ratio Rank: 78

SGRT

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

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. SGRT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Anfield U.S. Equity Sector Rotation ETF (AESR) and SMART Earnings Growth 30 ETF (SGRT). 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	SGRT	Difference
Sharpe ratio: Return per unit of total volatility	1.86	—	—
Sortino ratio: Return per unit of downside risk	2.48	—	—
Omega ratio: Gain probability vs. loss probability	1.34	—	—
Calmar ratio: Return relative to maximum drawdown	3.45	—	—
Martin ratio: Return relative to average drawdown	13.98	—	—

Drawdowns

AESR vs. SGRT - Drawdown Comparison

The maximum AESR drawdown since its inception was -31.06%, which is greater than SGRT's maximum drawdown of -17.87%. Use the drawdown chart below to compare losses from any high point for AESR and SGRT.

Drawdown Indicators

	AESR	SGRT	Difference
Max Drawdown Largest peak-to-trough decline	-31.06%	-17.87%	-13.19%
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 Drawdown Current decline from peak	-3.32%	-5.57%	+2.25%
Average Drawdown Average peak-to-trough decline	-5.98%	-3.22%	-2.76%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.42%	—	—

Volatility

Volatility by Period

	AESR	SGRT	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%	35.41%	-17.18%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.21%	35.41%	-17.20%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.63%	35.41%	-14.78%

AESR vs. SGRT - Expense Ratio Comparison

AESR has a 1.46% expense ratio, which is higher than SGRT's 0.59% expense ratio.

Dividends

AESR vs. SGRT - Dividend Comparison

AESR's dividend yield for the trailing twelve months is around 19.39%, more than SGRT's 0.11% 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%
SGRT SMART Earnings Growth 30 ETF	0.11%	0.16%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both AESR and SGRT in my portfolio?

AESR and SGRT have a correlation of 0.81, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, AESR or SGRT?

On fees, SGRT is cheaper at 0.59% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, AESR or SGRT?

SGRT is cheaper with a 0.59% expense ratio, compared with 1.46% for AESR.

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

AESR has the higher dividend yield at 19.39%, compared with 0.11% for SGRT.

What is the main difference between AESR and SGRT?

Their fees differ too: 1.46% for AESR and 0.59% for SGRT.