AESR vs VOO
Anfield US Equity Sector Rotation ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. AESR delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | AESR | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.97% | 0.03% | |
| AUM | $258M | $997.4B | |
| Dividend Yield | 0.00% | 1.08% | |
| Holdings | 32 | 509 | |
| YTD Return | +16.24% | +12.25% | |
| 1Y Return | +25.65% | +20.92% | |
| 3Y Return (annualized) | +25.00% | +21.79% | |
| 5Y Return (annualized) | +13.53% | +13.05% | |
| Volatility (annualized) | 17.8% | 14.1% | |
| Max Drawdown | -31.1% | -34.3% | |
| Fund Family | Horizon Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Dec 16, 2019 | Sep 7, 2010 |
AESR vs VOO Performance
Anfield US Equity Sector Rotation ETF (AESR) is a ETF from Horizon Funds and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year AESR returned +25.65% while VOO returned +20.92%. Year to date, AESR is up 16.24% versus a gain of 12.25% for VOO.
Over three years, AESR compounded at +25.00% per year against +21.79% for VOO; over five years the annualized figures are +13.53% and +13.05% respectively. Across the full 7-year window we track, AESR has the edge at +15.87% annualized vs +13.45%. 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 14.1% for VOO. 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 -34.3% for VOO. 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 0.96. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
AESR charges 0.97% per year while VOO charges 0.03%. On a $10,000 position that is $97 vs $3 annually, a gap of $94 per year that compounds over a long holding period. On income, AESR currently yields 0.00% against 1.08% for VOO.
Holdings Overlap
AESR and VOO share 9 holdings out of 527 unique holdings combined, representing a 1.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, AESR or VOO?
AESR has an expense ratio of 0.97% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $94 per year of difference.
Which performed better, AESR or VOO?
Over the past year AESR returned +25.65% vs +20.92% for VOO, so AESR leads on 1-year performance. Over the longest common window we track (7 years), AESR annualized +15.87% vs +13.45% for VOO. Past performance does not guarantee future results.
Which is riskier, AESR or VOO?
AESR has been the more volatile fund at 17.8% annualized versus 14.1% for VOO. Worst drawdown: AESR -31.1% vs VOO -34.3%.
Should I hold both AESR and VOO?
AESR and VOO have a monthly-return correlation of 0.96, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between AESR and VOO?
AESR and VOO share 9 common holdings with a 1.5% weight overlap. Combined, they hold 527 unique securities.
Which pays a higher dividend, AESR or VOO?
AESR yields 0.00% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.
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