WLDR vs. AESR

Last updated Aug 4, 2026

WLDR (Affinity World Leaders Equity ETF) and AESR (Anfield U.S. Equity Sector Rotation ETF) are both exchange-traded funds - WLDR is a Global Equities fund tracking the Thomson Reuters StarMine Affinity World Leaders Index, while AESR is a Large Cap Growth Equities fund actively managed by Regents Park. WLDR is passively managed, while AESR is actively managed. Over the past 5 years, WLDR returned 18.04%/yr vs 13.29%/yr for AESR. Their 0.75 correlation means they have sometimes moved together and sometimes differently. WLDR charges 0.67%/yr vs 1.46%/yr for AESR.

Performance

WLDR vs. AESR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Affinity World Leaders Equity ETF (WLDR) 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, WLDR achieves a 29.98% return, which is significantly higher than AESR's 15.55% return.

WLDR

• 1D: 1.15%
• 1M: 3.17%
• 6M: 21.17%
• YTD: 29.98%
• 1Y: 49.01%
• 3Y*: 30.33%
• 5Y*: 18.04%
• 10Y*: —
• ALL TIME*: 12.57%

AESR

• 1D: 0.56%
• 1M: -2.05%
• 6M: 10.93%
• YTD: 15.55%
• 1Y: 26.76%
• 3Y*: 23.37%
• 5Y*: 13.29%
• 10Y*: —
• ALL TIME*: 15.69%

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
AESR Anfield U.S. Equity Sector Rotation ETF	$613.01K	$615.48K	$1.86M
WLDR Affinity World Leaders Equity ETF	$1.08M	$815.02K	$665.85K

WLDR vs. AESR - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
WLDR Affinity World Leaders Equity ETF	29.98%	31.24%	22.74%	18.93%	-10.44%	26.77%	-1.93%	-0.48%
AESR Anfield U.S. Equity Sector Rotation ETF	15.55%	20.34%	25.37%	21.03%	-17.52%	25.26%	19.58%	0.76%

Correlation

The correlation between WLDR and AESR is 0.77, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.77
Correlation (3Y) Balances recent behavior with more history.	0.74
Correlation (5Y) Shows whether the relationship held over a longer period.	0.78
Correlation (All Time) Calculated using the full available price history since Dec 17, 2019	0.75

The correlation between WLDR and AESR has been stable across timeframes, ranging from 0.74 to 0.78 - a consistent structural relationship.

WLDR vs. AESR - Sectors Allocation Comparison

Sectors	WLDR	AESR
Technology	37.8%	41.7%
Financial Services	13.0%	6.5%
Communication Services	9.1%	23.1%
Healthcare	8.2%	2.0%
Industrials	7.8%	9.1%
Consumer Cyclical	7.2%	12.2%
Consumer Defensive	6.7%	2.4%
Energy	3.7%	1.3%
Basic Materials	2.6%	1.1%
Utilities	2.5%	0.3%
Real Estate	1.6%	0.3%

Return for Risk

WLDR vs. AESR — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

WLDR

WLDR Risk / Return Rank: 94
WLDR Sharpe Ratio Rank: 95
WLDR Sortino Ratio Rank: 94
WLDR Omega Ratio Rank: 92
WLDR Calmar Ratio Rank: 95
WLDR Martin Ratio Rank: 94

AESR

AESR Risk / Return Rank: 62
AESR Sharpe Ratio Rank: 56
AESR Sortino Ratio Rank: 53
AESR Omega Ratio Rank: 54
AESR Calmar Ratio Rank: 75
AESR Martin Ratio Rank: 72

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

WLDR vs. AESR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Affinity World Leaders Equity ETF (WLDR) 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.

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.

	WLDR	AESR	Difference
Sharpe ratio: Return per unit of total volatility	2.80	1.40	+1.41
Sortino ratio: Return per unit of downside risk	3.77	1.94	+1.82
Omega ratio: Gain probability vs. loss probability	1.47	1.25	+0.22
Calmar ratio: Return relative to maximum drawdown	5.56	2.74	+2.82
Martin ratio: Return relative to average drawdown	19.28	9.41	+9.87

WLDR vs. AESR - Sharpe Ratio Comparison

The current WLDR Sharpe Ratio is 2.80, which is higher than the AESR Sharpe Ratio of 1.40. The chart below compares the historical Sharpe Ratios of WLDR 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.

Drawdowns

WLDR vs. AESR - Drawdown Comparison

The maximum WLDR drawdown since its inception was -44.69%, which is greater than AESR's maximum drawdown of -31.06%. Use the drawdown chart below to compare losses from any high point for WLDR and AESR.

Drawdown Indicators

	WLDR	AESR	Difference
Max Drawdown Largest peak-to-trough decline	-44.69%	-31.06%	-13.63%
Max Drawdown (1Y) Largest decline over 1 year	-8.86%	-9.82%	+0.96%
Max Drawdown (3Y) Largest decline over 3 years	-20.30%	-19.85%	-0.45%
Max Drawdown (5Y) Largest decline over 5 years	-23.77%	-25.04%	+1.27%
Current Drawdown Current decline from peak	-2.20%	-5.86%	+3.66%
Average Drawdown Average peak-to-trough decline	-8.52%	-5.95%	-2.57%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.55%	2.85%	-0.30%

Volatility

WLDR vs. AESR - Volatility Comparison

Affinity World Leaders Equity ETF (WLDR) and Anfield U.S. Equity Sector Rotation ETF (AESR) have volatilities of 6.61% and 6.34%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	WLDR	AESR	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.61%	6.34%	+0.27%
Volatility (6M) Calculated over the trailing 6-month period	14.90%	16.33%	-1.43%
Volatility (1Y) Calculated over the trailing 1-year period	17.59%	19.30%	-1.71%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.57%	18.42%	-0.85%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.04%	20.65%	+0.39%

WLDR vs. AESR - Expense Ratio Comparison

WLDR has a 0.67% expense ratio, which is lower than AESR's 1.46% expense ratio.

Dividends

WLDR vs. AESR - Dividend Comparison

WLDR's dividend yield for the trailing twelve months is around 7.16%, less than AESR's 19.92% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018
AESR Anfield U.S. Equity Sector Rotation ETF	19.92%	23.02%	0.17%	0.33%	0.73%	6.59%	1.06%	0.33%	0.00%
WLDR Affinity World Leaders Equity ETF	7.16%	9.01%	13.99%	2.28%	2.10%	7.55%	1.80%	2.48%	2.82%

Frequently Asked Questions

Can I hold both WLDR and AESR in my portfolio?

WLDR and AESR have a correlation of 0.77, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, WLDR or AESR?

WLDR has higher volatility (6.61%) compared to AESR (6.34%). In terms of maximum drawdown, WLDR dropped -44.69% vs AESR's -31.06%.

Which ETF is better, WLDR or AESR?

On 5-year performance, WLDR leads with 18.04% vs 13.29% for AESR. On fees, WLDR is cheaper at 0.67% per year. On volatility, AESR has been the lower-risk option at 6.34%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, WLDR or AESR?

Over the 5-year period, WLDR has performed better with a 18.04% return vs 13.29%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, WLDR or AESR?

WLDR is cheaper with a 0.67% expense ratio, compared with 1.46% for AESR.

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

AESR has the higher dividend yield at 19.92%, compared with 7.16% for WLDR.

What is the main difference between WLDR and AESR?

WLDR is categorized as Global Equities, while AESR is Large Cap Growth Equities. Their fees differ too: 0.67% for WLDR and 1.46% for AESR.

Which has better risk-adjusted returns?

WLDR currently has the higher Sharpe Ratio (2.80 vs 1.40), 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.