AESR vs BNDI
Comparison between Anfield U.S. Equity Sector Rotation ETF (AESR, ETF) and NEOS ENHANCED INCOME AGGREGATE BOND ETF (BNDI, ETF).
AESR vs BNDI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AESR
$171M
Winner
BNDI
$172M
Expense Ratio
AESR
1.16%
Winner
BNDI
0.58%
Max Drawdown
AESR
31.06%
Winner
BNDI
10.07%
Sharpe Ratio
Winner
AESR
1.58
BNDI
0.79
5Y Beta
AESR
1.09
Winner
BNDI
0.10
5Y Dividends CAGR
AESR
157.86%
BNDI
N/A
AESR vs BNDI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AESR
+3.35%
BNDI
+0.48%
3M
Winner
AESR
+19.07%
BNDI
+1.24%
6M
Winner
AESR
+19.92%
BNDI
+2.03%
1Y
Winner
AESR
+36.88%
BNDI
+6.28%
5Y(CAGR)
AESR
+15.03%
BNDI
N/A
Max(CAGR)
Winner
AESR
+16.71%
BNDI
+4.02%
AESR vs BNDI - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | AESR | BNDI |
|---|---|---|
| 2026 | +18.12% | +1.52% |
| 2025 | +20.47% | +7.95% |
| 2024 | +27.11% | +2.19% |
| 2023 | +21.99% | +6.32% |
| 2022 | -18.11% | -2.60% |
| 2021 | +26.93% | N/A |
| 2020 | +18.81% | N/A |
| 2019 | +0.77% | N/A |
AESR vs BNDI Drawdown Comparison
The maximum drawdown for AESR was -31.06%, occurring on Mar 23, 2020. Recovery took 117 trading sessions.
The maximum drawdown for BNDI was -6.98%, occurring on Oct 20, 2022. Recovery took 69 trading sessions.
The current AESR drawdown is -1.18%. The current BNDI drawdown is -0.63%.
| Rank | AESR | BNDI |
|---|---|---|
| #1 | -31.06% Feb 14, 2020 - Aug 3, 2020 | -6.98% Aug 30, 2022 - Dec 7, 2022 |
| #2 | -25.04% Jan 3, 2022 - Jan 18, 2024 | -6.92% Apr 5, 2023 - Dec 13, 2023 |
| #3 | -19.85% Feb 19, 2025 - Jun 23, 2025 | -4.57% Sep 16, 2024 - Jun 24, 2025 |
| #4 | -9.96% Sep 2, 2020 - Dec 1, 2020 | -4.02% Feb 2, 2023 - Apr 3, 2023 |
| #5 | -9.82% Feb 25, 2026 - Apr 13, 2026 | -3.84% Feb 1, 2024 - Jul 11, 2024 |
| #6 | -9.76% Jul 10, 2024 - Sep 26, 2024 | -2.75% Feb 27, 2026 - Mar 27, 2026 |
| #7 | -8.49% Oct 27, 2025 - Dec 24, 2025 | -2.69% Dec 7, 2022 - Jan 12, 2023 |
| #8 | -6.43% Mar 21, 2024 - May 15, 2024 | -1.90% Dec 27, 2023 - Feb 1, 2024 |
| #9 | -5.50% Jun 2, 2026 - Jun 10, 2026 | -1.35% Jun 30, 2025 - Aug 1, 2025 |
| #10 | -5.36% Sep 2, 2021 - Oct 21, 2021 | -1.24% Aug 2, 2024 - Aug 14, 2024 |
| #11 | -4.73% Dec 4, 2024 - Jan 22, 2025 | -1.17% Oct 27, 2025 - Jan 14, 2026 |
| #12 | -4.65% Jan 29, 2026 - Feb 25, 2026 | -0.84% Jul 16, 2024 - Jul 31, 2024 |
| #13 | -4.55% Feb 16, 2021 - Mar 11, 2021 | -0.82% Jan 18, 2023 - Feb 1, 2023 |
| #14 | -4.45% Nov 18, 2021 - Dec 27, 2021 | -0.77% Jan 14, 2026 - Feb 5, 2026 |
| #15 | -4.27% May 7, 2021 - Jun 14, 2021 | -0.68% Sep 16, 2025 - Oct 13, 2025 |
Correlation
Correlation between AESR and BNDI is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2019 - 2026)
AESR vs BNDI dividend yield comparison.
| Year | AESR | BNDI |
|---|---|---|
| 2026 | 0.00% | 2.91% |
| 2025 | 23.02% | 5.69% |
| 2024 | 0.17% | 5.54% |
| 2023 | 0.33% | 5.17% |
| 2022 | 0.73% | 1.68% |
| 2021 | 6.59% | 0.00% |
| 2020 | 1.06% | 0.00% |
| 2019 | 0.33% | 0.00% |
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