AESR vs. VOO
Compare and contrast key facts about Anfield U.S. Equity Sector Rotation ETF (AESR) and Vanguard S&P 500 ETF (VOO).
AESR and VOO 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. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AESR or VOO.
Key characteristics
| AESR | VOO | |
|---|---|---|
| YTD Return | 16.87% | 16.41% |
| 1Y Return | 26.57% | 24.99% |
| 3Y Return (Ann) | 6.79% | 8.31% |
| Sharpe Ratio | 1.67 | 1.92 |
| Daily Std Dev | 15.24% | 12.55% |
| Max Drawdown | -31.06% | -33.99% |
| Current Drawdown | -4.56% | -2.70% |
Correlation
The correlation between AESR and VOO is 0.95, 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.
Performance
AESR vs. VOO - Performance Comparison
The year-to-date returns for both stocks are quite close, with AESR having a 16.87% return and VOO slightly lower at 16.41%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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AESR vs. VOO - Expense Ratio Comparison
AESR has a 1.46% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
AESR vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Anfield U.S. Equity Sector Rotation ETF (AESR) and Vanguard S&P 500 ETF (VOO). 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.
Dividends
AESR vs. VOO - Dividend Comparison
AESR's dividend yield for the trailing twelve months is around 0.18%, less than VOO's 1.31% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AESR Anfield U.S. Equity Sector Rotation ETF | 0.18% | 0.33% | 0.73% | 6.59% | 1.06% | 0.33% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.31% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
AESR vs. VOO - Drawdown Comparison
The maximum AESR drawdown since its inception was -31.06%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for AESR and VOO. For additional features, visit the drawdowns tool.
Volatility
AESR vs. VOO - Volatility Comparison
Anfield U.S. Equity Sector Rotation ETF (AESR) has a higher volatility of 5.67% compared to Vanguard S&P 500 ETF (VOO) at 4.46%. This indicates that AESR's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.