AESR vs VOLT
Anfield US Equity Sector Rotation ETF vs Tema Electrification ETF
Which is better, AESR or VOLT?
VOLT has been ahead.
VOLT has a lower expense ratio. VOLT 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 | VOLT |
|---|---|---|
| Expense Ratio | 0.97% | 0.75%Best |
| AUM | $257M | $742M |
| Dividend Yield | 0.00% | 0.37% |
| Holdings | 66 | 30 |
| YTD Return | +14.49% | +18.20%Best |
| 1Y Return | +18.02% | +18.09%Best |
| 3Y Return (annualized) | +24.85% | - |
| 5Y Return (annualized) | +13.25% | - |
| Volatility (annualized) | 16.2%Best | 24.0% |
| Max Drawdown | -19.9%Best | -23.4% |
| $10,000 over 1.9 years | $13,436 | $14,046Best |
| Top 10 Weight | 84.6%Tie | 84.6%Tie |
| Fund Family | Horizon Funds | Tema Global Limited |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Dec 16, 2019 | Dec 3, 2024 |
Volatility and max drawdown, and the $10,000 over 1.9 years row, are measured over the window both funds cover: Dec 4, 2024 to Oct 14, 2026 (1.9 years).
AESR vs VOLT 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 1.9 years both funds cover.
AESR vs VOLT Performance
Anfield US Equity Sector Rotation ETF (AESR) is an ETF from Horizon Funds and Tema Electrification ETF (VOLT) is an ETF from Tema Global Limited. Over the past year AESR returned +18.02% while VOLT returned +18.09%. Year to date, AESR is up 14.49% versus a gain of 18.20% for VOLT.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOLT has been the more volatile fund, with annualized monthly volatility of 24.0% compared with 16.2% 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 -23.4% for VOLT. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.74. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
AESR charges 0.97% per year while VOLT charges 0.75%. On a $10,000 position that is $97 vs $75 annually, a gap of $22 per year that compounds over a long holding period. On income, AESR currently yields 0.00% against 0.37% for VOLT.
Holdings Overlap
We hold position weights for 32 holdings in AESR and 27 in VOLT, totalling 100.1% and 99.3% 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 27 in VOLT, against full books of 66 and 30.
What only one of them owns
Our book lists 3 positions for VOLT that do not appear in our book for AESR (15.7% of the fund), and 29 for AESR that do not appear in VOLT (97.8%).
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.
You are not choosing between two funds in isolation.
Whichever of AESR and VOLT 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 VOLT?
AESR has an expense ratio of 0.97% while VOLT charges 0.75%. VOLT is the cheaper option, by $22 a year on a $10,000 investment.
Which performed better, AESR or VOLT?
Over the past year AESR returned +18.02% vs +18.09% for VOLT, so VOLT leads on 1-year performance. Over the longest common window we track (2 years), AESR annualized +16.82% vs +19.58% for VOLT. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AESR or VOLT?
VOLT has been the more volatile fund at 24.0% annualized versus 16.2% for AESR. Worst drawdown: AESR -19.9% vs VOLT -23.4%.
Should I hold both AESR and VOLT?
AESR and VOLT have a monthly-return correlation of 0.74, 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 VOLT?
AESR yields 0.00% while VOLT yields 0.37%, so VOLT currently pays the higher dividend yield.
Is VOLT better than AESR?
VOLT has a lower expense ratio. VOLT 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.