AESR vs GGM
Anfield US Equity Sector Rotation ETF vs GGM Macro Alignment ETF
Which is better, AESR or GGM?
AESR has been ahead.
GGM has a lower expense ratio. AESR led over 1Y, 3Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | AESR | GGM |
|---|---|---|
| Expense Ratio | 0.97% | 0.94%Best |
| AUM | $236M | $19M |
| Dividend Yield | 0.00% | 1.43% |
| Holdings | 67 | 12 |
| YTD Return | +11.49%Best | +8.63% |
| 1Y Return | +13.17%Best | +8.15% |
| 3Y Return (annualized) | +23.32%Best | +7.80% |
| 5Y Return (annualized) | +11.52% | - |
| Volatility (annualized) | 15.6% | 11.2%Best |
| Max Drawdown | -19.9% | -19.7%Best |
| $10,000 over 3.1 years | $19,316Best | $12,362 |
| Fund Family | Horizon Funds | GGM Wealth Advisors |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Dec 16, 2019 | Sep 25, 2023 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3.1 years row, are measured over the window both funds cover: Sep 27, 2023 to Nov 11, 2026 (3.1 years).
AESR vs GGM growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 3.1 years both funds cover.
AESR vs GGM Performance
Anfield US Equity Sector Rotation ETF (AESR) is an ETF from Horizon Funds and GGM Macro Alignment ETF (GGM) is an ETF from GGM Wealth Advisors. Over the past year AESR returned +13.17% while GGM returned +8.15%. Year to date, AESR is up 11.49% versus a gain of 8.63% for GGM.
Over three years, AESR compounded at +23.32% per year against +7.80% for GGM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AESR has been the more volatile fund, with annualized monthly volatility of 15.6% compared with 11.2% for GGM. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -19.9% for AESR and -19.7% for GGM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.64. They move together some of the time, and apart the rest.
Fees and Cost Over Time
AESR charges 0.97% per year while GGM charges 0.94%. On a $10,000 position that is $97 vs $94 annually, a gap of $3 per year that compounds over a long holding period. On income, AESR currently yields 0.00% against 1.43% for GGM.
Holdings Overlap
We hold position weights for 32 holdings in AESR and 4 in GGM, totalling 100.0% and 79.7% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 32 positions we hold weights for in AESR and 4 in GGM, against full books of 67 and 12.
You are not choosing between two funds in isolation.
Whichever of AESR and GGM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, AESR or GGM?
AESR has an expense ratio of 0.97% while GGM charges 0.94%. GGM is the cheaper option, by $3 a year on a $10,000 investment.
Which performed better, AESR or GGM?
Over the past year AESR returned +13.17% vs +8.15% for GGM, so AESR leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AESR or GGM?
AESR has been the more volatile fund at 15.6% annualized versus 11.2% for GGM. Worst drawdown: AESR -19.9% vs GGM -19.7%.
Should I hold both AESR and GGM?
AESR and GGM have a monthly-return correlation of 0.64, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, AESR or GGM?
AESR yields 0.00% while GGM yields 1.43%, so GGM currently pays the higher dividend yield.
Is GGM better than AESR?
GGM has a lower expense ratio. AESR led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.