AESR vs SVOL
Anfield US Equity Sector Rotation ETF vs Simplify Volatility Premium ETF
Which is better, AESR or SVOL?
AESR has been ahead.
SVOL has a lower expense ratio. AESR led over 1Y, 3Y, 5Y 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 | SVOL |
|---|---|---|
| Expense Ratio | 0.97% | 0.66%Best |
| AUM | $257M | $530M |
| Dividend Yield | 0.00% | 21.23% |
| Holdings | 66 | 109 |
| YTD Return | +14.49%Best | +11.39% |
| 1Y Return | +18.02%Best | +17.01% |
| 3Y Return (annualized) | +24.85%Best | +8.93% |
| 5Y Return (annualized) | +13.25%Best | +7.72% |
| Volatility (annualized) | 16.9% | 13.4%Best |
| Max Drawdown | -25.0%Best | -33.5% |
| $10,000 over 5 years | $18,629Best | $14,504 |
| Fund Family | Horizon Funds | Simplify Exchange Traded Funds |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Dec 16, 2019 | May 12, 2021 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: May 13, 2021 to Oct 14, 2026 (5.4 years).
AESR vs SVOL 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 5.4 years both funds cover.
AESR vs SVOL Performance
Anfield US Equity Sector Rotation ETF (AESR) is an ETF from Horizon Funds and Simplify Volatility Premium ETF (SVOL) is an ETF from Simplify Exchange Traded Funds. Over the past year AESR returned +18.02% while SVOL returned +17.01%. Year to date, AESR is up 14.49% versus a gain of 11.39% for SVOL.
Over three years, AESR compounded at +24.85% per year against +8.93% for SVOL; over five years the annualized figures are +13.25% and +7.72% respectively.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AESR has been the more volatile fund, with annualized monthly volatility of 16.9% compared with 13.4% for SVOL. 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 -25.0% for AESR and -33.5% for SVOL. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.70. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
AESR charges 0.97% per year while SVOL charges 0.66%. On a $10,000 position that is $97 vs $66 annually, a gap of $31 per year that compounds over a long holding period. On income, AESR currently yields 0.00% against 21.23% for SVOL.
Holdings Overlap
We hold position weights for 32 holdings in AESR and 10 in SVOL, totalling 100.1% and 48.8% 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 10 in SVOL, against full books of 66 and 109.
You are not choosing between two funds in isolation.
Whichever of AESR and SVOL 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 SVOL?
AESR has an expense ratio of 0.97% while SVOL charges 0.66%. SVOL is the cheaper option, by $31 a year on a $10,000 investment.
Which performed better, AESR or SVOL?
Over the past year AESR returned +18.02% vs +17.01% for SVOL, 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 SVOL?
AESR has been the more volatile fund at 16.9% annualized versus 13.4% for SVOL. Worst drawdown: AESR -25.0% vs SVOL -33.5%.
Should I hold both AESR and SVOL?
AESR and SVOL have a monthly-return correlation of 0.70, 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 SVOL?
AESR yields 0.00% while SVOL yields 21.23%, so SVOL currently pays the higher dividend yield.
Is SVOL better than AESR?
SVOL has a lower expense ratio. AESR led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.