AESR vs. XLSR
Compare and contrast key facts about Anfield U.S. Equity Sector Rotation ETF (AESR) and SPDR SSGA US Sector Rotation ETF (XLSR).
AESR and XLSR 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. XLSR is an actively managed fund by State Street. It was launched on Apr 2, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AESR or XLSR.
Key characteristics
| AESR | XLSR | |
|---|---|---|
| YTD Return | 16.87% | 9.06% |
| 1Y Return | 26.57% | 16.14% |
| 3Y Return (Ann) | 6.79% | 5.15% |
| Sharpe Ratio | 1.67 | 1.12 |
| Daily Std Dev | 15.24% | 13.64% |
| Max Drawdown | -31.06% | -32.94% |
| Current Drawdown | -4.56% | -4.82% |
Correlation
The correlation between AESR and XLSR 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.
Performance
AESR vs. XLSR - Performance Comparison
In the year-to-date period, AESR achieves a 16.87% return, which is significantly higher than XLSR's 9.06% return. 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. XLSR - Expense Ratio Comparison
AESR has a 1.46% expense ratio, which is higher than XLSR's 0.70% expense ratio.
Risk-Adjusted Performance
AESR vs. XLSR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Anfield U.S. Equity Sector Rotation ETF (AESR) and SPDR SSGA US Sector Rotation ETF (XLSR). 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. XLSR - Dividend Comparison
AESR's dividend yield for the trailing twelve months is around 0.18%, less than XLSR's 0.86% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
AESR Anfield U.S. Equity Sector Rotation ETF | 0.18% | 0.33% | 0.73% | 6.59% | 1.06% | 0.33% |
XLSR SPDR SSGA US Sector Rotation ETF | 0.86% | 1.04% | 1.80% | 6.06% | 1.25% | 0.94% |
Drawdowns
AESR vs. XLSR - Drawdown Comparison
The maximum AESR drawdown since its inception was -31.06%, smaller than the maximum XLSR drawdown of -32.94%. Use the drawdown chart below to compare losses from any high point for AESR and XLSR. For additional features, visit the drawdowns tool.
Volatility
AESR vs. XLSR - Volatility Comparison
Anfield U.S. Equity Sector Rotation ETF (AESR) has a higher volatility of 5.67% compared to SPDR SSGA US Sector Rotation ETF (XLSR) at 5.40%. This indicates that AESR's price experiences larger fluctuations and is considered to be riskier than XLSR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.