AESR vs JOET
Comparison between Anfield U.S. Equity Sector Rotation ETF (AESR, ETF) and VIRTUS TERRANOVA U.S. QUALITY MOMENTUM ETF (JOET, ETF).
5-Year PerformanceAESR has outperformed JOET, delivering a return of +13.3% compared to +9.1%
AESR vs JOET - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AESR
$243M
Winner
JOET
$243M
Expense Ratio
AESR
0.97%
Winner
JOET
0.29%
Max Drawdown
AESR
31.06%
Winner
JOET
26.58%
Sharpe Ratio
Winner
AESR
1.12
JOET
0.65
5Y Beta
AESR
1.11
Winner
JOET
0.97
P/E Ratio
AESR
N/A
JOET
23.67
Forward P/E
AESR
N/A
JOET
20.08
PEG Ratio
AESR
N/A
JOET
0.11
5Y Dividends CAGR
Winner
AESR
157.86%
JOET
67.26%
5Y EPS CAGR
AESR
N/A
JOET
18.04%
Debt to Equity
AESR
N/A
JOET
54.93%
P/S Ratio
AESR
N/A
JOET
2.87
P/B Ratio
AESR
N/A
JOET
4.66
AESR vs JOET - Holdings Comparison
AESR and JOET have 5 common holdings. Overlap is 2.76%
AESR's top 25 holdings weight is 95.34%. JOET's top 25 holdings weight is 25.80%.
| Rank | AESR | JOET |
|---|---|---|
| #1 | ARK NEXT GENERATION INTERNET ETF (ARKW) - 17.44% | DATADOG INC CLASS A (DDOG) - 1.46% |
| #2 | ISHARES SEMICONDUCTOR ETF (SOXX) - 17.10% | MICRON TECHNOLOGY INC (MU) - 1.38% |
| #3 | STATE STREET® SPDR® S&P 500® ETF (SPY) - 15.12% | DEVON ENERGY CORP (DVN) - 1.25% |
| #4 | ISHARES US PHARMACEUTICALS ETF (IHE) - 9.99% | MARVELL TECHNOLOGY INC (MRVL) - 1.15% |
| #5 | ISHARES US FINANCIAL SERVICES ETF (IYG) - 6.71% | ADVANCED MICRO DEVICES INC (AMD) - 1.15% |
| #6 | INVESCO KBW BANK ETF (KBWB) - 5.84% | APPLIED MATERIALS INC (AMAT) - 1.11% |
| #7 | STATE STREET® INDSTRLSELSECTSPDR®ETF (XLI) - 5.24% | ILLUMINA INC (ILMN) - 1.09% |
| #8 | STATE STREET® SPDR® S&P® INSURANCE ETF (KIE) - 2.75% | UNITED AIRLINES HOLDINGS INC (UAL) - 1.08% |
| #9 | STATE STREET®CNSMRSTPSELSECTSPDR®ETF (XLP) - 1.81% | NETAPP INC (NTAP) - 1.06% |
| #10 | STATE STREET® SPDR® S&P® HMEBLDR ETF (XHB) - 1.44% | ELI LILLY AND CO (LLY) - 1.04% |
| #11 | ISHARES TRANSPORTATION AVERAGE ETF (IYT) - 1.14% | DELTA AIR LINES INC (DAL) - 1.01% |
| #12 | ROSS STORES INC (ROST) - 0.81% | LAM RESEARCH CORP (LRCX) - 1.01% |
| #13 | DARLING INGREDIENTS INC (DAR) - 0.80% | HEICO CORP (HEI) - 1.01% |
| #14 | CASEY'S GENERAL STORES INC (CASY) - 0.79% | WESTERN DIGITAL CORP (WDC) - 1.00% |
| #15 | MILLICOM INTERNATIONAL CELLULAR SA (TIGO) - 0.78% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 1.00% |
| #16 | MADISON SQUARE GARDEN SPORTS CORP CLASS A (MSGS) - 0.77% | CISCO SYSTEMS INC (CSCO) - 0.95% |
| #17 | CSX CORP (CSX) - 0.77% | MONSTER BEVERAGE CORP (MNST) - 0.94% |
| #18 | TARGA RESOURCES CORP (TRGP) - 0.77% | KLA CORP (KLAC) - 0.92% |
| #19 | NVENT ELECTRIC PLC (NVT) - 0.76% | INCYTE CORP (INCY) - 0.91% |
| #20 | ROYALTY PHARMA PLC CLASS A (RPRX) - 0.76% | WEST PHARMACEUTICAL SERVICES INC (WST) - 0.90% |
| #21 | KEYSIGHT TECHNOLOGIES INC (KEYS) - 0.76% | GENERAL DYNAMICS CORP (GD) - 0.89% |
| #22 | CARPENTER TECHNOLOGY CORP (CRS) - 0.75% | WILLIAMS-SONOMA INC (WSM) - 0.88% |
| #23 | COMFORT SYSTEMS USA INC (FIX) - 0.75% | CORNING INC (GLW) - 0.87% |
| #24 | LITTELFUSE INC (LFUS) - 0.75% | MERCK & CO INC (MRK) - 0.87% |
| #25 | EVERUS CONSTRUCTION GROUP INC (ECG) - 0.74% | T. ROWE PRICE GROUP INC (TROW) - 0.87% |
| Total Holdings | 33 | 125 |
AESR vs JOET - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AESR
+1.96%
JOET
+1.70%
3M
AESR
+0.78%
Winner
JOET
+5.25%
6M
Winner
AESR
+11.86%
JOET
+7.91%
1Y
Winner
AESR
+25.17%
JOET
+11.32%
5Y(CAGR)
Winner
AESR
+13.33%
JOET
+9.06%
Max(CAGR)
Winner
AESR
+15.88%
JOET
+12.26%
AESR vs JOET - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | AESR | JOET |
|---|---|---|
| 2026 | +16.12% | +8.93% |
| 2025 | +20.47% | +11.77% |
| 2024 | +27.11% | +25.51% |
| 2023 | +21.99% | +17.11% |
| 2022 | -18.11% | -17.36% |
| 2021 | +26.93% | +28.56% |
| 2020 | +18.81% | +6.00% |
| 2019 | +0.77% | N/A |
AESR vs JOET Drawdown Comparison
The maximum drawdown for AESR was -31.06%, occurring on Mar 23, 2020. Recovery took 117 trading sessions.
The maximum drawdown for JOET was -26.58%, occurring on Jun 17, 2022. Recovery took 533 trading sessions.
The current AESR drawdown is -4.21%. The current JOET drawdown is -2.75%.
| Rank | AESR | JOET |
|---|---|---|
| #1 | -31.06% Feb 14, 2020 - Aug 3, 2020 | -26.58% Dec 27, 2021 - Feb 9, 2024 |
| #2 | -25.04% Jan 3, 2022 - Jan 18, 2024 | -19.56% Dec 6, 2024 - Jun 30, 2025 |
| #3 | -19.85% Feb 19, 2025 - Jun 23, 2025 | -10.42% Jan 6, 2026 - May 6, 2026 |
| #4 | -9.96% Sep 2, 2020 - Dec 1, 2020 | -9.06% Jul 16, 2024 - Aug 23, 2024 |
| #5 | -9.82% Feb 25, 2026 - Apr 13, 2026 | -8.96% Feb 12, 2021 - Apr 5, 2021 |
| #6 | -9.76% Jul 10, 2024 - Sep 26, 2024 | -7.36% Sep 3, 2021 - Oct 21, 2021 |
| #7 | -9.03% Jun 15, 2026 - Jul 29, 2026 | -6.68% Mar 28, 2024 - Jul 3, 2024 |
| #8 | -8.49% Oct 27, 2025 - Dec 24, 2025 | -6.35% Oct 27, 2025 - Jan 6, 2026 |
| #9 | -6.43% Mar 21, 2024 - May 15, 2024 | -5.63% Nov 16, 2021 - Dec 27, 2021 |
| #10 | -5.50% Jun 2, 2026 - Jun 15, 2026 | -4.99% Apr 26, 2021 - Jun 11, 2021 |
| #11 | -5.36% Sep 2, 2021 - Oct 21, 2021 | -4.59% Aug 30, 2024 - Sep 17, 2024 |
| #12 | -4.73% Dec 4, 2024 - Jan 22, 2025 | -4.50% Jan 20, 2021 - Feb 8, 2021 |
| #13 | -4.65% Jan 29, 2026 - Feb 25, 2026 | -3.50% Jun 4, 2026 - Jun 15, 2026 |
| #14 | -4.55% Feb 16, 2021 - Mar 11, 2021 | -3.47% Jul 25, 2025 - Aug 27, 2025 |
| #15 | -4.45% Nov 18, 2021 - Dec 27, 2021 | -3.43% Oct 14, 2024 - Nov 6, 2024 |
Correlation
Correlation between AESR and JOET is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2019 - 2025)
AESR vs JOET dividend yield comparison.
| Year | AESR | JOET |
|---|---|---|
| 2025 | 23.02% | 0.65% |
| 2024 | 0.17% | 0.71% |
| 2023 | 0.33% | 1.32% |
| 2022 | 0.73% | 1.25% |
| 2021 | 6.59% | 0.42% |
| 2020 | 1.06% | 0.08% |
| 2019 | 0.33% | 0.00% |
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