AESR vs DVSP
Anfield US Equity Sector Rotation ETF vs WEBs SPY Defined Volatility ETF
Which is better, AESR or DVSP?
AESR has been ahead.
DVSP 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 | DVSP |
|---|---|---|
| Expense Ratio | 0.97% | 0.89%Best |
| AUM | $257M | $2M |
| Dividend Yield | 0.00% | 0.26% |
| Holdings | 66 | 8 |
| YTD Return | +15.25%Best | +10.86% |
| 1Y Return | +17.83%Best | +13.59% |
| 3Y Return (annualized) | +25.10% | - |
| 5Y Return (annualized) | +13.17% | - |
| Volatility (annualized) | 16.1%Best | 17.8% |
| Max Drawdown | -19.9%Best | -22.7% |
| $10,000 over 1.8 years | $13,578Best | $12,078 |
| Fund Family | Horizon Funds | WEBs Investments |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Dec 16, 2019 | Dec 16, 2024 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.8 years row, are measured over the window both funds cover: Dec 17, 2024 to Oct 15, 2026 (1.8 years).
AESR vs DVSP 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 1.8 years both funds cover.
AESR vs DVSP Performance
Anfield US Equity Sector Rotation ETF (AESR) is an ETF from Horizon Funds and WEBs SPY Defined Volatility ETF (DVSP) is an ETF from WEBs Investments. Over the past year AESR returned +17.83% while DVSP returned +13.59%. Year to date, AESR is up 15.25% versus a gain of 10.86% for DVSP.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DVSP has been the more volatile fund, with annualized monthly volatility of 17.8% compared with 16.1% for AESR. 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 -22.7% for DVSP. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.84. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
AESR charges 0.97% per year while DVSP charges 0.89%. On a $10,000 position that is $97 vs $89 annually, a gap of $8 per year that compounds over a long holding period. On income, AESR currently yields 0.00% against 0.26% for DVSP.
Holdings Overlap
At least 15.5% of AESR's money is in holdings DVSP also owns.
Stated as a floor: for DVSP, our book for it covers 43.3% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
AESR and DVSP share little of their money.
1 positions in common, counted across the 32 positions we hold weights for in AESR and 1 in DVSP, against full books of 66 and 8.
Top Shared Holdings
| Stock | Weight in AESR | Weight in DVSP | Difference |
|---|---|---|---|
| SPYSpdr S&p 500 ETF Trust | 15.48% | 43.25% | 27.77% |
You are not choosing between two funds in isolation.
Whichever of AESR and DVSP 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 DVSP?
AESR has an expense ratio of 0.97% while DVSP charges 0.89%. DVSP is the cheaper option, by $8 a year on a $10,000 investment.
Which performed better, AESR or DVSP?
Over the past year AESR returned +17.83% vs +13.59% for DVSP, so AESR leads on 1-year performance. Over the longest common window we track (2 years), AESR annualized +18.52% vs +11.06% for DVSP. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AESR or DVSP?
DVSP has been the more volatile fund at 17.8% annualized versus 16.1% for AESR. Worst drawdown: AESR -19.9% vs DVSP -22.7%.
Should I hold both AESR and DVSP?
AESR and DVSP have a monthly-return correlation of 0.84, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between AESR and DVSP?
At least 15.5% of AESR's money is in holdings DVSP also owns. Our book for DVSP is partial, so the real figure is this or higher. They hold 1 positions in common, counted across the 32 positions we hold weights for in AESR and 1 in DVSP.
Which pays a higher dividend, AESR or DVSP?
AESR yields 0.00% while DVSP yields 0.26%, so DVSP currently pays the higher dividend yield.
Is DVSP better than AESR?
DVSP 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.