AESR vs SCHD
Anfield US Equity Sector Rotation ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | AESR | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 1.18% | 0.06% | |
| AUM | $243M | $103.7B | |
| Dividend Yield | 0.00% | 3.31% | |
| Holdings | 33 | 104 | |
| YTD Return | +17.38% | +25.62% | |
| 1Y Return | +27.47% | +32.62% | |
| 3Y Return (annualized) | +24.54% | +15.58% | |
| 5Y Return (annualized) | +13.64% | +9.63% | |
| Volatility (annualized) | 17.8% | 13.6% | |
| Max Drawdown | -31.1% | -33.4% | |
| Fund Family | Horizon Funds | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Dec 16, 2019 | Oct 20, 2011 |
AESR vs SCHD Performance
Anfield US Equity Sector Rotation ETF (AESR) is a ETF from Horizon Funds and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year AESR returned +27.47% while SCHD returned +32.62%. Year to date, AESR is up 17.38% versus a gain of 25.62% for SCHD.
Over three years, AESR compounded at +24.54% per year against +15.58% for SCHD; over five years the annualized figures are +13.64% and +9.63% respectively. Across the full 7-year window we track, AESR has the edge at +16.10% annualized vs +11.47%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AESR has been the more volatile fund, with annualized monthly volatility of 17.8% compared with 13.6% for SCHD. 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 -31.1% for AESR and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.74. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
AESR charges 1.18% per year while SCHD charges 0.06%. On a $10,000 position that is $118 vs $6 annually, a gap of $112 per year that compounds over a long holding period. On income, AESR currently yields 0.00% against 3.31% for SCHD.
Holdings Overlap
AESR and SCHD share 0 holdings out of 131 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, AESR or SCHD?
AESR has an expense ratio of 1.18% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $112 per year of difference.
Which performed better, AESR or SCHD?
Over the past year AESR returned +27.47% vs +32.62% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (7 years), AESR annualized +16.10% vs +11.47% for SCHD. Past performance does not guarantee future results.
Which is riskier, AESR or SCHD?
AESR has been the more volatile fund at 17.8% annualized versus 13.6% for SCHD. Worst drawdown: AESR -31.1% vs SCHD -33.4%.
Should I hold both AESR and SCHD?
AESR and SCHD have a monthly-return correlation of 0.74, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between AESR and SCHD?
AESR and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 131 unique securities.
Which pays a higher dividend, AESR or SCHD?
AESR yields 0.00% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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