AFIF vs. AESR

Last updated Jun 4, 2026

AFIF (Anfield Universal Fixed Income ETF) and AESR (Anfield U.S. Equity Sector Rotation ETF) are both exchange-traded funds - AFIF is a Multisector Bonds fund actively managed by Regents Park Funds, while AESR is a Large Cap Growth Equities fund actively managed by Regents Park Funds. Both are actively managed. Over the past 5 years, AFIF returned 3.54%/yr vs 15.28%/yr for AESR. At a 0.12 correlation, their price movements are largely independent. AFIF charges 1.08%/yr vs 1.46%/yr for AESR.

Performance

AFIF vs. AESR - Performance Comparison

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

Returns By Period

In the year-to-date period, AFIF achieves a 1.38% return, which is significantly lower than AESR's 20.98% return.

AFIF

• 1D: -0.11%
• 1M: 0.43%
• YTD: 1.38%
• 6M: 1.69%
• 1Y: 5.22%
• 3Y*: 7.37%
• 5Y*: 3.54%
• 10Y*: —

AESR

• 1D: -0.05%
• 1M: 7.94%
• YTD: 20.98%
• 6M: 21.17%
• 1Y: 39.18%
• 3Y*: 26.82%
• 5Y*: 15.28%
• 10Y*: —

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

AFIF vs. AESR - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
AFIF Anfield Universal Fixed Income ETF	1.38%	6.56%	7.06%	9.73%	-5.38%	-0.50%	2.14%	-0.51%
AESR Anfield U.S. Equity Sector Rotation ETF	20.98%	20.34%	25.37%	21.03%	-17.52%	25.26%	19.58%	0.76%

Correlation

The correlation between AFIF and AESR is 0.40, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.40
Correlation (3Y) Calculated over the trailing 3-year period	0.21
Correlation (5Y) Calculated over the trailing 5-year period	0.16
Correlation (All Time) Calculated using the full available price history since Dec 18, 2019	0.12

Over the past year, AFIF and AESR have become more correlated (0.40) than their long-term average of 0.12, meaning their price movements have been converging.

AFIF vs. AESR - Sectors Allocation Comparison

Sectors	AFIF	AESR
Energy	100.0%	2.1%
Basic Materials	-	2.7%
Communication Services	-	26.0%
Consumer Cyclical	-	12.8%
Consumer Defensive	-	2.4%
Financial Services	-	7.0%
Healthcare	-	2.0%
Industrials	-	10.6%
Real Estate	-	0.3%
Technology	-	33.8%
Utilities	-	0.3%

Return for Risk

AFIF vs. AESR — Risk / Return Rank

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

AFIF

AFIF Risk / Return Rank: 63
AFIF Sharpe Ratio Rank: 55
AFIF Sortino Ratio Rank: 57
AFIF Omega Ratio Rank: 64
AFIF Calmar Ratio Rank: 65
AFIF Martin Ratio Rank: 75

AESR

AESR Risk / Return Rank: 75
AESR Sharpe Ratio Rank: 73
AESR Sortino Ratio Rank: 70
AESR Omega Ratio Rank: 70
AESR Calmar Ratio Rank: 78
AESR Martin Ratio Rank: 83

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.

AFIF vs. AESR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Anfield Universal Fixed Income ETF (AFIF) and Anfield U.S. Equity Sector Rotation ETF (AESR). 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.

	AFIF	AESR	Difference
Sharpe ratio: Return per unit of total volatility	1.90	2.40	-0.50
Sortino ratio: Return per unit of downside risk	2.74	3.20	-0.46
Omega ratio: Gain probability vs. loss probability	1.39	1.42	-0.03
Calmar ratio: Return relative to maximum drawdown	3.22	4.01	-0.79
Martin ratio: Return relative to average drawdown	14.16	16.87	-2.72
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

AFIF vs. AESR - Sharpe Ratio Comparison

The current AFIF Sharpe Ratio is 1.90, which is comparable to the AESR Sharpe Ratio of 2.40. The chart below compares the historical Sharpe Ratios of AFIF and AESR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	AFIF	AESR	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.90	2.40	-0.50
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.80	0.86	-0.06
Sharpe Ratio (All Time) Calculated using the full available price history	0.42	0.83	-0.41

Drawdowns

AFIF vs. AESR - Drawdown Comparison

The maximum AFIF drawdown since its inception was -10.29%, smaller than the maximum AESR drawdown of -31.06%. Use the drawdown chart below to compare losses from any high point for AFIF and AESR.

Drawdown Indicators

	AFIF	AESR	Difference
Max Drawdown Largest peak-to-trough decline	-10.29%	-31.06%	+20.77%
Max Drawdown (1Y) Largest decline over 1 year	-1.63%	-9.82%	+8.19%
Max Drawdown (3Y) Largest decline over 3 years	-1.79%	-19.85%	+18.06%
Max Drawdown (5Y) Largest decline over 5 years	-8.85%	-25.04%	+16.19%
Current Drawdown Current decline from peak	-0.11%	-0.05%	-0.06%
Average Drawdown Average peak-to-trough decline	-2.23%	-6.02%	+3.79%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.37%	2.33%	-1.96%

Volatility

AFIF vs. AESR - Volatility Comparison

The current volatility for Anfield Universal Fixed Income ETF (AFIF) is 0.61%, while Anfield U.S. Equity Sector Rotation ETF (AESR) has a volatility of 5.52%. This indicates that AFIF experiences smaller price fluctuations and is considered to be less risky than AESR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AFIF	AESR	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.61%	5.52%	-4.91%
Volatility (6M) Calculated over the trailing 6-month period	2.03%	12.73%	-10.70%
Volatility (1Y) Calculated over the trailing 1-year period	2.76%	16.39%	-13.63%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	4.44%	17.83%	-13.39%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	6.27%	20.44%	-14.17%

AFIF vs. AESR - Expense Ratio Comparison

AFIF has a 1.08% expense ratio, which is lower than AESR's 1.46% expense ratio.

Dividends

AFIF vs. AESR - Dividend Comparison

AFIF's dividend yield for the trailing twelve months is around 3.58%, less than AESR's 19.03% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018
AESR Anfield U.S. Equity Sector Rotation ETF	19.03%	23.02%	0.17%	0.33%	0.73%	6.59%	1.06%	0.33%	0.00%
AFIF Anfield Universal Fixed Income ETF	3.58%	3.52%	5.61%	5.91%	3.49%	1.73%	1.25%	2.54%	0.69%

Frequently Asked Questions

Can I hold both AFIF and AESR in my portfolio?

AFIF and AESR have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, AFIF or AESR?

AESR has higher volatility (5.52%) compared to AFIF (0.61%). In terms of maximum drawdown, AFIF dropped -10.29% vs AESR's -31.06%.

Which ETF is better, AFIF or AESR?

On 5-year performance, AESR leads with 15.28% vs 3.54% for AFIF. On fees, AFIF is cheaper at 1.08% per year. On volatility, AFIF has been the lower-risk option at 0.61%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, AFIF or AESR?

Over the 5-year period, AESR has performed better with a 15.28% return vs 3.54%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, AFIF or AESR?

AFIF is cheaper with a 1.08% expense ratio, compared with 1.46% for AESR.

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

AESR has the higher dividend yield at 19.03%, compared with 3.58% for AFIF.

What is the main difference between AFIF and AESR?

AFIF is categorized as Multisector Bonds, while AESR is Large Cap Growth Equities. Their fees differ too: 1.08% for AFIF and 1.46% for AESR.

Which has better risk-adjusted returns?

AESR currently has the higher Sharpe Ratio (2.40 vs 1.90), 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.