AESR vs LST
Comparison between Anfield U.S. Equity Sector Rotation ETF (AESR, ETF) and LEUTHOLD SELECT INDUSTRIES ETF (LST, ETF).
AESR vs LST - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AESR
$171M
LST
$171M
Expense Ratio
AESR
1.16%
Winner
LST
0.65%
Max Drawdown
AESR
31.06%
Winner
LST
19.47%
Sharpe Ratio
AESR
1.58
Winner
LST
1.76
5Y Beta
AESR
1.09
Winner
LST
0.90
P/E Ratio
AESR
N/A
LST
18.03
Forward P/E
AESR
N/A
LST
15.58
PEG Ratio
AESR
N/A
LST
0.13
5Y Dividends CAGR
AESR
157.86%
LST
N/A
5Y EPS CAGR
AESR
N/A
LST
19.35%
Debt to Equity
AESR
N/A
LST
-0.50%
P/S Ratio
AESR
N/A
LST
1.22
P/B Ratio
AESR
N/A
LST
2.94
AESR vs LST - Holdings Comparison
AESR and LST have 3 common holdings. Overlap is 1.71%
AESR's top 25 holdings weight is 95.65%. LST's top 25 holdings weight is 40.31%.
| Rank | AESR | LST |
|---|---|---|
| #1 | ISHARES SEMICONDUCTOR ETF (SOXX) - 21.19% | FLEX LTD (FLEX) - 2.83% |
| #2 | STATE STREET® COMMSERVSELSECTSPDR®ETF (XLC) - 19.61% | ALPHABET INC CLASS A (GOOGL) - 2.42% |
| #3 | STATE STREET® SPDR® S&P 500® ETF (SPY) - 14.97% | CISCO SYSTEMS INC (CSCO) - 2.37% |
| #4 | ARK NEXT GENERATION INTERNET ETF (ARKW) - 11.38% | ADVANCED MICRO DEVICES INC (AMD) - 2.34% |
| #5 | VANGUARD CONSUMER DISCRETIONARY ETF (VCR) - 6.95% | JABIL INC (JBL) - 2.07% |
| #6 | STATE STREET® INDSTRLSELSECTSPDR®ETF (XLI) - 3.76% | FEDEX CORP (FDX) - 1.88% |
| #7 | INVESCO KBW BANK ETF (KBWB) - 1.92% | n/a (DELL) - 1.84% |
| #8 | STATE STREET® SPDR® S&P® HMEBLDR ETF (XHB) - 1.90% | MICROSOFT CORP (MSFT) - 1.69% |
| #9 | VANGUARD CONSUMER STAPLES ETF (VDC) - 1.53% | CARDINAL HEALTH INC (CAH) - 1.66% |
| #10 | ISHARES US BASIC MATERIALS ETF (IYM) - 1.09% | META PLATFORMS INC CLASS A (META) - 1.59% |
| #11 | ADVANCED MICRO DEVICES INC (AMD) - 0.97% | MCKESSON CORP (MCK) - 1.58% |
| #12 | CIENA CORP (CIEN) - 0.81% | GARRETT MOTION INC ORDINARY SHARES NEW (GTX) - 1.56% |
| #13 | ISHARES TRANSPORTATION AVERAGE ETF (IYT) - 0.78% | TELEFONAKTIEBOLAGET L M ERICSSON ADR (ERIC) - 1.47% |
| #14 | GE AEROSPACE (GE) - 0.77% | CITIGROUP INC (C) - 1.39% |
| #15 | LUMENTUM HOLDINGS INC (LITE) - 0.77% | KINROSS GOLD CORP (n/a) - 1.38% |
| #16 | AFFILIATED MANAGERS GROUP INC (AMG) - 0.76% | UNITED PARCEL SERVICE INC CLASS B (UPS) - 1.35% |
| #17 | ROSS STORES INC (ROST) - 0.75% | SANMINA CORP (SANM) - 1.29% |
| #18 | HALLIBURTON CO (HAL) - 0.74% | DEVON ENERGY CORP (DVN) - 1.29% |
| #19 | NVIDIA CORP (NVDA) - 0.74% | JPMORGAN CHASE & CO (JPM) - 1.28% |
| #20 | MILLICOM INTERNATIONAL CELLULAR SA (TIGO) - 0.73% | F5 INC (FFIV) - 1.25% |
| #21 | ELECTRONIC ARTS INC (EA) - 0.71% | CANADIAN IMPERIAL BANK OF COMMERCE (CM) - 1.24% |
| #22 | ROIVANT SCIENCES LTD ORDINARY SHARES (ROIV) - 0.71% | MAGNA INTERNATIONAL INC (n/a) - 1.19% |
| #23 | FASTENAL CO (FAST) - 0.71% | BROADCOM INC (AVGO) - 1.15% |
| #24 | LOEWS CORP (L) - 0.71% | BANK OF AMERICA CORP (BAC) - 1.10% |
| #25 | WOODWARD INC (WWD) - 0.69% | TE CONNECTIVITY PLC REGISTERED SHARES (TEL) - 1.10% |
| Total Holdings | 32 | 115 |
AESR vs LST - Historical Returns
Returns include dividend reinvestment.
1M
AESR
+3.35%
Winner
LST
+3.59%
3M
Winner
AESR
+19.07%
LST
+14.92%
6M
Winner
AESR
+19.92%
LST
+16.22%
1Y
Winner
AESR
+36.88%
LST
+33.33%
5Y(CAGR)
AESR
+15.03%
LST
N/A
Max(CAGR)
AESR
+16.71%
Winner
LST
+23.76%
AESR vs LST - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | AESR | LST |
|---|---|---|
| 2026 | +18.12% | +15.40% |
| 2025 | +20.47% | +15.66% |
| 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 LST Drawdown Comparison
The maximum drawdown for AESR was -31.06%, occurring on Mar 23, 2020. Recovery took 117 trading sessions.
The maximum drawdown for LST was -19.47%, occurring on Apr 8, 2025. Recovery took 95 trading sessions.
The current AESR drawdown is -1.18%. The current LST drawdown is -1.23%.
| Rank | AESR | LST |
|---|---|---|
| #1 | -31.06% Feb 14, 2020 - Aug 3, 2020 | -19.47% Feb 5, 2025 - Jun 24, 2025 |
| #2 | -25.04% Jan 3, 2022 - Jan 18, 2024 | -10.85% Feb 26, 2026 - Apr 30, 2026 |
| #3 | -19.85% Feb 19, 2025 - Jun 23, 2025 | -5.10% Nov 12, 2025 - Nov 28, 2025 |
| #4 | -9.96% Sep 2, 2020 - Dec 1, 2020 | -4.36% Jun 4, 2026 - Jun 10, 2026 |
| #5 | -9.82% Feb 25, 2026 - Apr 13, 2026 | -3.13% Sep 22, 2025 - Oct 24, 2025 |
| #6 | -9.76% Jul 10, 2024 - Sep 26, 2024 | -2.83% May 14, 2026 - May 22, 2026 |
| #7 | -8.49% Oct 27, 2025 - Dec 24, 2025 | -2.72% Oct 27, 2025 - Nov 12, 2025 |
| #8 | -6.43% Mar 21, 2024 - May 15, 2024 | -2.71% Jul 3, 2025 - Aug 12, 2025 |
| #9 | -5.50% Jun 2, 2026 - Jun 10, 2026 | -2.51% Feb 11, 2026 - Feb 20, 2026 |
| #10 | -5.36% Sep 2, 2021 - Oct 21, 2021 | -2.07% Dec 11, 2025 - Dec 22, 2025 |
| #11 | -4.73% Dec 4, 2024 - Jan 22, 2025 | -1.95% Dec 26, 2025 - Jan 6, 2026 |
| #12 | -4.65% Jan 29, 2026 - Feb 25, 2026 | -1.91% Jan 29, 2026 - Feb 6, 2026 |
| #13 | -4.55% Feb 16, 2021 - Mar 11, 2021 | -1.56% Jan 30, 2025 - Feb 5, 2025 |
| #14 | -4.45% Nov 18, 2021 - Dec 27, 2021 | -1.34% Apr 30, 2026 - May 6, 2026 |
| #15 | -4.27% May 7, 2021 - Jun 14, 2021 | -1.28% Jan 15, 2026 - Jan 21, 2026 |
Correlation
Correlation between AESR and LST is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2019 - 2025)
AESR vs LST dividend yield comparison.
| Year | AESR | LST |
|---|---|---|
| 2025 | 23.02% | 1.34% |
| 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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