Correlation
The correlation between XLSR and AESR 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.
XLSR vs. AESR
Compare and contrast key facts about SPDR SSGA US Sector Rotation ETF (XLSR) and Anfield U.S. Equity Sector Rotation ETF (AESR).
XLSR and AESR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XLSR is an actively managed fund by State Street. It was launched on Apr 2, 2019. AESR is an actively managed fund by Regents Park Funds. It was launched on Dec 17, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XLSR or AESR.
Performance
XLSR vs. AESR - Performance Comparison
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Key characteristics
XLSR:
0.38
AESR:
0.71
XLSR:
0.58
AESR:
1.00
XLSR:
1.08
AESR:
1.14
XLSR:
0.32
AESR:
0.67
XLSR:
1.11
AESR:
2.44
XLSR:
5.90%
AESR:
5.49%
XLSR:
21.47%
AESR:
21.42%
XLSR:
-32.94%
AESR:
-31.06%
XLSR:
-6.23%
AESR:
-2.45%
Returns By Period
In the year-to-date period, XLSR achieves a -1.35% return, which is significantly lower than AESR's 3.79% return.
XLSR
-1.35%
3.68%
-3.74%
6.95%
9.10%
12.67%
N/A
AESR
3.79%
4.97%
0.89%
14.31%
14.02%
15.06%
N/A
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XLSR vs. AESR - Expense Ratio Comparison
XLSR has a 0.70% expense ratio, which is lower than AESR's 1.46% expense ratio.
Risk-Adjusted Performance
XLSR vs. AESR — Risk-Adjusted Performance Rank
XLSR
AESR
XLSR vs. AESR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR SSGA US Sector Rotation ETF (XLSR) 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.
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Dividends
XLSR vs. AESR - Dividend Comparison
XLSR's dividend yield for the trailing twelve months is around 0.67%, more than AESR's 0.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
XLSR SPDR SSGA US Sector Rotation ETF | 0.67% | 0.66% | 1.04% | 1.79% | 6.06% | 1.25% | 0.94% |
AESR Anfield U.S. Equity Sector Rotation ETF | 0.17% | 0.17% | 0.33% | 0.73% | 6.59% | 1.06% | 0.33% |
Drawdowns
XLSR vs. AESR - Drawdown Comparison
The maximum XLSR drawdown since its inception was -32.94%, which is greater than AESR's maximum drawdown of -31.06%. Use the drawdown chart below to compare losses from any high point for XLSR and AESR.
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Volatility
XLSR vs. AESR - Volatility Comparison
SPDR SSGA US Sector Rotation ETF (XLSR) and Anfield U.S. Equity Sector Rotation ETF (AESR) have volatilities of 4.72% and 4.70%, 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.
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