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AESR vs FTMU

Comparison between Anfield U.S. Equity Sector Rotation ETF (AESR, ETF) and Franklin Municipal Income ETF (FTMU, ETF).

AESR vs FTMU - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
AESR
$506M
FTMU
$506M
Expense Ratio
AESR
0.97%
Winner
FTMU
0.30%
Max Drawdown
AESR
31.06%
Winner
FTMU
3.38%
Sharpe Ratio
Winner
AESR
1.19
FTMU
-0.20
5Y Beta
AESR
1.11
Winner
FTMU
0.08
5Y Dividends CAGR
AESR
157.86%
FTMU
N/A

AESR vs FTMU - Historical Returns

Returns include dividend reinvestment.

1M
AESR
-3.65%
Winner
FTMU
-0.56%
3M
Winner
AESR
+7.97%
FTMU
+0.37%
6M
Winner
AESR
+14.06%
FTMU
+1.88%
1Y
AESR
+27.13%
FTMU
N/A
5Y(CAGR)
AESR
+14.07%
FTMU
N/A
Max(CAGR)
Winner
AESR
+16.21%
FTMU
+3.00%

AESR vs FTMU - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

YearAESRFTMU
2026+16.74%+2.07%
2025+20.47%-0.02%
2024+27.11%N/A
2023+21.99%N/A
2022-18.11%N/A
2021+26.93%N/A
2020+18.81%N/A
2019+0.77%N/A

AESR vs FTMU Drawdown Comparison

The maximum drawdown for AESR was -31.06%, occurring on Mar 23, 2020. Recovery took 117 trading sessions.

The maximum drawdown for FTMU was -3.06%, occurring on Mar 24, 2026. Recovery took 66 trading sessions.

The current AESR drawdown is -3.70%. The current FTMU drawdown is -1.30%.

RankAESRFTMU
#1-31.06%
Feb 14, 2020 - Aug 3, 2020
-3.06%
Feb 27, 2026 - Jun 3, 2026
#2-25.04%
Jan 3, 2022 - Jan 18, 2024
-1.30%
Jun 29, 2026 - Jul 21, 2026
#3-19.85%
Feb 19, 2025 - Jun 23, 2025
-0.87%
Oct 27, 2025 - Dec 30, 2025
#4-9.96%
Sep 2, 2020 - Dec 1, 2020
-0.44%
Jan 14, 2026 - Feb 3, 2026
#5-9.82%
Feb 25, 2026 - Apr 13, 2026
-0.32%
Jun 4, 2026 - Jun 22, 2026
#6-9.76%
Jul 10, 2024 - Sep 26, 2024
-0.19%
Jan 7, 2026 - Jan 14, 2026
#7-8.49%
Oct 27, 2025 - Dec 24, 2025
-0.13%
Feb 10, 2026 - Feb 12, 2026
#8-6.43%
Mar 21, 2024 - May 15, 2024
-0.13%
Feb 17, 2026 - Feb 23, 2026
#9-5.72%
Jun 15, 2026 - Jul 20, 2026
-0.06%
Dec 30, 2025 - Jan 2, 2026
#10-5.50%
Jun 2, 2026 - Jun 15, 2026
N/A
#11-5.36%
Sep 2, 2021 - Oct 21, 2021
N/A
#12-4.73%
Dec 4, 2024 - Jan 22, 2025
N/A
#13-4.65%
Jan 29, 2026 - Feb 25, 2026
N/A
#14-4.55%
Feb 16, 2021 - Mar 11, 2021
N/A
#15-4.45%
Nov 18, 2021 - Dec 27, 2021
N/A

Correlation

Correlation between AESR and FTMU is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85
-101

Dividend Comparison (2019 - 2026)

AESR vs FTMU dividend yield comparison.

YearAESRFTMU
20260.00%2.00%
202523.02%0.75%
20240.17%0.00%
20230.33%0.00%
20220.73%0.00%
20216.59%0.00%
20201.06%0.00%
20190.33%0.00%

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