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 | $257M | $20M |
| Dividend Yield | 0.00% | 1.40% |
| Holdings | 66 | 10 |
| YTD Return | +14.49%Best | +11.45% |
| 1Y Return | +18.02%Best | +13.37% |
| 3Y Return (annualized) | +24.85%Best | +8.70% |
| 5Y Return (annualized) | +13.25% | - |
| Volatility (annualized) | 15.5% | 11.2%Best |
| Max Drawdown | -19.9% | -19.7%Best |
| $10,000 over 3 years | $19,724Best | $12,660 |
| Top 10 Weight | 84.6% | - |
| Fund Family | Horizon Funds | GGM Wealth Advisors |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Dec 16, 2019 | Sep 25, 2023 |
Volatility and max drawdown, and the $10,000 over 3 years row, are measured over the window both funds cover: Sep 27, 2023 to Oct 14, 2026 (3 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 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 +18.02% while GGM returned +13.37%. Year to date, AESR is up 14.49% versus a gain of 11.45% for GGM.
Over three years, AESR compounded at +24.85% per year against +8.70% 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 15.5% 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 0.63. 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 1.40% for GGM.
Holdings Overlap
5.0% of AESR's money is in holdings GGM also owns. 18.0% of GGM's money is in holdings AESR also owns.
GGM and AESR share little of their money.
1 positions in common, counted across the 32 positions we hold weights for in AESR and 5 in GGM, against full books of 66 and 10.
What only one of them owns
Our book lists 4 positions for GGM that do not appear in our book for AESR (80.8% of the fund), and 28 for AESR that do not appear in GGM (92.9%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in AESR | Weight in GGM | Difference |
|---|---|---|---|
| XLIIndustrial Select Sector Spdr Fund | 4.96% | 18.01% | 13.05% |
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 +18.02% vs +13.37% 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 15.5% 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 0.63, 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 GGM?
18.0% of GGM's money is in holdings AESR also owns. 18.0% of GGM's is in holdings AESR also owns. They hold 1 positions in common, counted across the 32 positions we hold weights for in AESR and 5 in GGM.
Which pays a higher dividend, AESR or GGM?
AESR yields 0.00% while GGM yields 1.40%, 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.