AESR vs FTNJ
Comparison between Anfield U.S. Equity Sector Rotation ETF (AESR, ETF) and Franklin New Jersey Municipal Income ETF (FTNJ, ETF).
AESR vs FTNJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AESR
$171M
FTNJ
$166M
Expense Ratio
AESR
1.16%
Winner
FTNJ
0.35%
Max Drawdown
AESR
31.06%
Winner
FTNJ
2.98%
Sharpe Ratio
Winner
AESR
1.65
FTNJ
0.02
5Y Beta
AESR
1.09
Winner
FTNJ
0.10
5Y Dividends CAGR
AESR
157.86%
FTNJ
N/A
AESR vs FTNJ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AESR
+7.32%
FTNJ
+1.32%
3M
Winner
AESR
+21.20%
FTNJ
+1.18%
6M
Winner
AESR
+22.77%
FTNJ
+2.22%
1Y
AESR
+39.76%
FTNJ
N/A
5Y(CAGR)
AESR
+15.67%
FTNJ
N/A
Max(CAGR)
Winner
AESR
+17.16%
FTNJ
+3.83%
AESR vs FTNJ - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | AESR | FTNJ |
|---|---|---|
| 2026 | +21.22% | +1.86% |
| 2025 | +20.47% | +0.34% |
| 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 FTNJ Drawdown Comparison
The maximum drawdown for AESR was -31.06%, occurring on Mar 23, 2020. Recovery took 117 trading sessions.
The maximum drawdown for FTNJ was -2.72%, occurring on Mar 27, 2026. Recovery took 68 trading sessions.
The current FTNJ drawdown is -0.11%.
| Rank | AESR | FTNJ |
|---|---|---|
| #1 | -31.06% Feb 14, 2020 - Aug 3, 2020 | -2.72% Feb 26, 2026 - Jun 4, 2026 |
| #2 | -25.04% Jan 3, 2022 - Jan 18, 2024 | -0.67% Nov 11, 2025 - Dec 29, 2025 |
| #3 | -19.85% Feb 19, 2025 - Jun 23, 2025 | -0.40% Jan 15, 2026 - Jan 26, 2026 |
| #4 | -9.96% Sep 2, 2020 - Dec 1, 2020 | -0.28% Jun 4, 2026 - Jun 10, 2026 |
| #5 | -9.82% Feb 25, 2026 - Apr 13, 2026 | -0.23% Jan 28, 2026 - Feb 2, 2026 |
| #6 | -9.76% Jul 10, 2024 - Sep 26, 2024 | -0.23% Feb 5, 2026 - Feb 10, 2026 |
| #7 | -8.49% Oct 27, 2025 - Dec 24, 2025 | -0.23% Feb 17, 2026 - Feb 23, 2026 |
| #8 | -6.43% Mar 21, 2024 - May 15, 2024 | -0.14% Dec 29, 2025 - Jan 2, 2026 |
| #9 | -5.50% Jun 2, 2026 - Jun 15, 2026 | -0.11% Jan 9, 2026 - Jan 15, 2026 |
| #10 | -5.36% Sep 2, 2021 - Oct 21, 2021 | -0.06% Jan 26, 2026 - Jan 28, 2026 |
| #11 | -4.73% Dec 4, 2024 - Jan 22, 2025 | N/A |
| #12 | -4.65% Jan 29, 2026 - Feb 25, 2026 | N/A |
| #13 | -4.55% Feb 16, 2021 - Mar 11, 2021 | N/A |
| #14 | -4.45% Nov 18, 2021 - Dec 27, 2021 | N/A |
| #15 | -4.27% May 7, 2021 - Jun 14, 2021 | N/A |
Correlation
Correlation between AESR and FTNJ is 0.80 which considered as a strong positive correlation - the stocks tend to move together.
0.80
-101
Dividend Comparison (2019 - 2026)
AESR vs FTNJ dividend yield comparison.
| Year | AESR | FTNJ |
|---|---|---|
| 2026 | 0.00% | 1.44% |
| 2025 | 23.02% | 0.54% |
| 2024 | 0.17% | 0.00% |
| 2023 | 0.33% | 0.00% |
| 2022 | 0.73% | 0.00% |
| 2021 | 6.59% | 0.00% |
| 2020 | 1.06% | 0.00% |
| 2019 | 0.33% | 0.00% |
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