AESR vs. USFR
AESR (Anfield U.S. Equity Sector Rotation ETF) and USFR (WisdomTree Floating Rate Treasury Fund) are both exchange-traded funds - AESR is a Large Cap Growth Equities fund actively managed by Regents Park Funds, while USFR is a Government Bonds fund tracking the Bloomberg U.S. Treasury Floating Rate Bond Index. AESR is actively managed, while USFR is passively managed. Over the past 5 years, AESR returned 15.88%/yr vs 3.70%/yr for USFR. At a correlation of -0.03, they often move in opposite directions. AESR charges 1.46%/yr vs 0.15%/yr for USFR.
Performance
AESR vs. USFR - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, AESR achieves a 22.52% return, which is significantly higher than USFR's 1.78% return.
AESR
- 1D
- 2.62%
- 1M
- 5.65%
- YTD
- 22.52%
- 6M
- 21.75%
- 1Y
- 39.78%
- 3Y*
- 26.19%
- 5Y*
- 15.88%
- 10Y*
- —
USFR
- 1D
- 0.04%
- 1M
- 0.31%
- YTD
- 1.78%
- 6M
- 1.92%
- 1Y
- 3.97%
- 3Y*
- 4.77%
- 5Y*
- 3.70%
- 10Y*
- 2.42%
AESR vs. USFR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
AESR Anfield U.S. Equity Sector Rotation ETF | 22.52% | 20.34% | 25.37% | 21.03% | -17.52% | 25.26% | 19.58% | 0.76% |
USFR WisdomTree Floating Rate Treasury Fund | 1.78% | 4.23% | 5.47% | 5.18% | 1.98% | -0.03% | 0.56% | 0.08% |
Correlation
The correlation between AESR and USFR 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 (3Y) Calculated over the trailing 3-year period | -0.04 |
Correlation (5Y) Calculated over the trailing 5-year period | -0.03 |
Correlation (All Time) Calculated using the full available price history since Dec 17, 2019 | -0.03 |
The correlation between AESR and USFR shifts across timeframes, from -0.14 (1 year) to -0.03 (all time), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
AESR vs. USFR — Risk / Return Rank
AESR
USFR
AESR vs. USFR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Anfield U.S. Equity Sector Rotation ETF (AESR) and WisdomTree Floating Rate Treasury Fund (USFR). 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 | USFR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -12.54 | ||
| Sortino ratioReturn per unit of downside risk | -47.45 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 13.37 | -11.97 |
| Calmar ratioReturn relative to maximum drawdown | 4.06 | 202.37 | -198.31 |
| Martin ratioReturn relative to average drawdown | 16.54 | 783.79 | -767.26 |
Loading charts...
Drawdowns
AESR vs. USFR - Drawdown Comparison
The maximum AESR drawdown since its inception was -31.06%, which is greater than USFR's maximum drawdown of -1.36%. Use the drawdown chart below to compare losses from any high point for AESR and USFR.
Loading charts...
Drawdown Indicators
| AESR | USFR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.06% | -1.36% | -29.70% |
Max Drawdown (1Y)Largest decline over 1 year | -9.82% | -0.02% | -9.80% |
Max Drawdown (3Y)Largest decline over 3 years | -19.85% | -0.06% | -19.79% |
Max Drawdown (5Y)Largest decline over 5 years | -25.04% | -0.18% | -24.86% |
Max Drawdown (10Y)Largest decline over 10 years | — | -0.80% | — |
Current DrawdownCurrent decline from peak | -0.19% | 0.00% | -0.19% |
Average DrawdownAverage peak-to-trough decline | -5.99% | -0.16% | -5.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.41% | 0.01% | +2.40% |
Volatility
AESR vs. USFR - Volatility Comparison
Anfield U.S. Equity Sector Rotation ETF (AESR) has a higher volatility of 8.52% compared to WisdomTree Floating Rate Treasury Fund (USFR) at 0.08%. This indicates that AESR's price experiences larger fluctuations and is considered to be riskier than USFR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| AESR | USFR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.52% | 0.08% | +8.44% |
Volatility (6M)Calculated over the trailing 6-month period | 14.79% | 0.19% | +14.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.91% | 0.27% | +17.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.15% | 0.40% | +17.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.60% | 0.78% | +19.82% |
AESR vs. USFR - Expense Ratio Comparison
AESR has a 1.46% expense ratio, which is higher than USFR's 0.15% expense ratio.
Dividends
AESR vs. USFR - Dividend Comparison
AESR's dividend yield for the trailing twelve months is around 18.79%, more than USFR's 3.91% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
AESR Anfield U.S. Equity Sector Rotation ETF | 18.79% | 23.02% | 0.17% | 0.33% | 0.73% | 6.59% | 1.06% | 0.33% | 0.00% | 0.00% | 0.00% |
USFR WisdomTree Floating Rate Treasury Fund | 3.91% | 4.15% | 5.17% | 5.12% | 1.78% | 0.01% | 0.40% | 2.08% | 1.67% | 1.03% | 0.29% |
Frequently Asked Questions
AESR and USFR 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.
AESR has higher volatility (8.52%) compared to USFR (0.08%). In terms of maximum drawdown, AESR dropped -31.06% vs USFR's -1.36%.
On 5-year performance, AESR leads with 15.88% vs 3.70% for USFR. On fees, USFR is cheaper at 0.15% per year. On volatility, USFR has been the lower-risk option at 0.08%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, AESR has performed better with a 15.88% return vs 3.70%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
USFR is cheaper with a 0.15% expense ratio, compared with 1.46% for AESR.
AESR has the higher dividend yield at 18.79%, compared with 3.91% for USFR.
AESR is categorized as Large Cap Growth Equities, while USFR is Government Bonds. They also come from different issuers: Regents Park Funds and WisdomTree. Their fees differ too: 1.46% for AESR and 0.15% for USFR.
USFR currently has the higher Sharpe Ratio (14.77 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.
Find the right allocation for AESR and USFR
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer