AESR vs AOCT
Anfield US Equity Sector Rotation ETF vs Innovator Equity Defined Protection ETF - 2 Yr to October 2028
Which is better, AESR or AOCT?
AESR has been ahead.
AOCT has a lower expense ratio. AESR led over 1Y 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 | AOCT |
|---|---|---|
| Expense Ratio | 0.97% | 0.79%Best |
| AUM | $257M | $61M |
| Dividend Yield | 0.00% | 0.00% |
| Holdings | 66 | 15 |
| YTD Return | +14.49%Best | +4.93% |
| 1Y Return | +18.02%Best | +6.19% |
| 3Y Return (annualized) | +24.85% | - |
| 5Y Return (annualized) | +13.25% | - |
| Volatility (annualized) | 16.0% | 2.5%Best |
| Max Drawdown | -19.9% | -3.7%Best |
| $10,000 over 2 years | $14,249Best | $11,185 |
| Fund Family | Horizon Funds | Innovator ETFs Trust |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Dec 16, 2019 | Oct 2, 2024 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2 years row, are measured over the window both funds cover: Oct 1, 2024 to Oct 14, 2026 (2 years).
AESR vs AOCT 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 2 years both funds cover.
AESR vs AOCT Performance
Anfield US Equity Sector Rotation ETF (AESR) is an ETF from Horizon Funds and Innovator Equity Defined Protection ETF - 2 Yr to October 2028 (AOCT) is an ETF from Innovator ETFs Trust. Over the past year AESR returned +18.02% while AOCT returned +6.19%. Year to date, AESR is up 14.49% versus a gain of 4.93% for AOCT.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AESR has been the more volatile fund, with annualized monthly volatility of 16.0% compared with 2.5% for AOCT. 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 -3.7% for AOCT. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.86. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
AESR charges 0.97% per year while AOCT charges 0.79%. On a $10,000 position that is $97 vs $79 annually, a gap of $18 per year that compounds over a long holding period. On income, AESR currently yields 0.00% against 0.00% for AOCT.
Holdings Overlap
We hold position weights for 32 holdings in AESR and 1 in AOCT, totalling 100.1% and 97.9% 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 1 in AOCT, against full books of 66 and 15.
You are not choosing between two funds in isolation.
Whichever of AESR and AOCT 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 AOCT?
AESR has an expense ratio of 0.97% while AOCT charges 0.79%. AOCT is the cheaper option, by $18 a year on a $10,000 investment.
Which performed better, AESR or AOCT?
Over the past year AESR returned +18.02% vs +6.19% for AOCT, so AESR leads on 1-year performance. Over the longest common window we track (2 years), AESR annualized +19.37% vs +5.76% for AOCT. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AESR or AOCT?
AESR has been the more volatile fund at 16.0% annualized versus 2.5% for AOCT. Worst drawdown: AESR -19.9% vs AOCT -3.7%.
Should I hold both AESR and AOCT?
AESR and AOCT have a monthly-return correlation of 0.86, 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 AOCT?
AESR yields 0.00% while AOCT yields 0.00%, so AOCT currently pays the higher dividend yield.
Is AOCT better than AESR?
AOCT has a lower expense ratio. AESR led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.