AESR vs MMTM
Comparison between Anfield U.S. Equity Sector Rotation ETF (AESR, ETF) and STATE STREET(R) SPDR(R) S&P(R) 1500 MOMENTUM TILT ETF (MMTM, ETF).
5-Year PerformanceAESR has outperformed MMTM, delivering a return of +15.0% compared to +13.3%
AESR vs MMTM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AESR
$171M
MMTM
$171M
Expense Ratio
AESR
1.16%
Winner
MMTM
0.12%
Max Drawdown
Winner
AESR
31.06%
MMTM
34.21%
Sharpe Ratio
Winner
AESR
1.58
MMTM
1.24
5Y Beta
Winner
AESR
1.09
MMTM
1.12
P/E Ratio
AESR
N/A
MMTM
26.44
Forward P/E
AESR
N/A
MMTM
21.61
5Y Dividends CAGR
Winner
AESR
157.86%
MMTM
7.14%
5Y EPS CAGR
AESR
N/A
MMTM
30.77%
Debt to Equity
AESR
N/A
MMTM
30.62%
P/S Ratio
AESR
N/A
MMTM
3.80
P/B Ratio
AESR
N/A
MMTM
5.69
AESR vs MMTM - Holdings Comparison
AESR and MMTM have 18 common holdings. Overlap is 2.90%
AESR's top 25 holdings weight is 95.65%. MMTM's top 25 holdings weight is 61.09%.
| Rank | AESR | MMTM |
|---|---|---|
| #1 | ISHARES SEMICONDUCTOR ETF (SOXX) - 21.19% | NVIDIA CORP (NVDA) - 11.01% |
| #2 | STATE STREET® COMMSERVSELSECTSPDR®ETF (XLC) - 19.61% | MICROSOFT CORP (MSFT) - 7.06% |
| #3 | STATE STREET® SPDR® S&P 500® ETF (SPY) - 14.97% | BROADCOM INC (AVGO) - 5.02% |
| #4 | ARK NEXT GENERATION INTERNET ETF (ARKW) - 11.38% | APPLE INC (AAPL) - 4.72% |
| #5 | VANGUARD CONSUMER DISCRETIONARY ETF (VCR) - 6.95% | ALPHABET INC CLASS A (GOOGL) - 4.69% |
| #6 | STATE STREET® INDSTRLSELSECTSPDR®ETF (XLI) - 3.76% | ALPHABET INC CLASS C (GOOG) - 3.76% |
| #7 | INVESCO KBW BANK ETF (KBWB) - 1.92% | TESLA INC (TSLA) - 3.68% |
| #8 | STATE STREET® SPDR® S&P® HMEBLDR ETF (XHB) - 1.90% | AMAZON.COM INC (AMZN) - 3.35% |
| #9 | VANGUARD CONSUMER STAPLES ETF (VDC) - 1.53% | META PLATFORMS INC CLASS A (META) - 3.05% |
| #10 | ISHARES US BASIC MATERIALS ETF (IYM) - 1.09% | JPMORGAN CHASE & CO (JPM) - 2.26% |
| #11 | ADVANCED MICRO DEVICES INC (AMD) - 0.97% | n/a (PLTR) - 1.26% |
| #12 | CIENA CORP (CIEN) - 0.81% | NETFLIX INC (NFLX) - 1.09% |
| #13 | ISHARES TRANSPORTATION AVERAGE ETF (IYT) - 0.78% | ORACLE CORP (ORCL) - 0.96% |
| #14 | GE AEROSPACE (GE) - 0.77% | GE AEROSPACE (GE) - 0.95% |
| #15 | LUMENTUM HOLDINGS INC (LITE) - 0.77% | MICRON TECHNOLOGY INC (MU) - 0.94% |
| #16 | AFFILIATED MANAGERS GROUP INC (AMG) - 0.76% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.94% |
| #17 | ROSS STORES INC (ROST) - 0.75% | WALMART INC (WMT) - 0.88% |
| #18 | HALLIBURTON CO (HAL) - 0.74% | VISA INC CLASS A (V) - 0.88% |
| #19 | NVIDIA CORP (NVDA) - 0.74% | JOHNSON & JOHNSON (JNJ) - 0.74% |
| #20 | MILLICOM INTERNATIONAL CELLULAR SA (TIGO) - 0.73% | THE GOLDMAN SACHS GROUP INC (GS) - 0.72% |
| #21 | ELECTRONIC ARTS INC (EA) - 0.71% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.64% |
| #22 | ROIVANT SCIENCES LTD ORDINARY SHARES (ROIV) - 0.71% | LAM RESEARCH CORP (LRCX) - 0.63% |
| #23 | FASTENAL CO (FAST) - 0.71% | MASTERCARD INC CLASS A (MA) - 0.63% |
| #24 | LOEWS CORP (L) - 0.71% | WELLS FARGO & CO (WFC) - 0.62% |
| #25 | WOODWARD INC (WWD) - 0.69% | BANK OF AMERICA CORP (BAC) - 0.61% |
| Total Holdings | 32 | 1435 |
AESR vs MMTM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AESR
+3.35%
MMTM
+0.47%
3M
Winner
AESR
+19.07%
MMTM
+9.75%
6M
Winner
AESR
+19.92%
MMTM
+8.85%
1Y
Winner
AESR
+36.88%
MMTM
+22.65%
5Y(CAGR)
Winner
AESR
+15.03%
MMTM
+13.26%
10Y(CAGR)
AESR
N/A
MMTM
+14.87%
Max(CAGR)
Winner
AESR
+16.71%
MMTM
+14.63%
AESR vs MMTM - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | AESR | MMTM |
|---|---|---|
| 2026 | +18.12% | +7.86% |
| 2025 | +20.47% | +13.57% |
| 2024 | +27.11% | +31.51% |
| 2023 | +21.99% | +23.41% |
| 2022 | -18.11% | -16.80% |
| 2021 | +26.93% | +28.24% |
| 2020 | +18.81% | +18.52% |
| 2019 | +0.77% | +29.95% |
| 2018 | N/A | -4.81% |
| 2017 | N/A | +23.42% |
| 2016 | N/A | +11.02% |
| 2015 | N/A | +5.47% |
| 2014 | N/A | +14.69% |
| 2013 | N/A | +32.28% |
| 2012 | N/A | +1.62% |
AESR vs MMTM Drawdown Comparison
The maximum drawdown for AESR was -31.06%, occurring on Mar 23, 2020. Recovery took 117 trading sessions.
The maximum drawdown for MMTM was -33.84%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.
The current AESR drawdown is -1.18%. The current MMTM drawdown is -2.41%.
| Rank | AESR | MMTM |
|---|---|---|
| #1 | -31.06% Feb 14, 2020 - Aug 3, 2020 | -33.84% Feb 19, 2020 - Aug 3, 2020 |
| #2 | -25.04% Jan 3, 2022 - Jan 18, 2024 | -23.73% Jan 4, 2022 - Dec 14, 2023 |
| #3 | -19.85% Feb 19, 2025 - Jun 23, 2025 | -22.08% Feb 19, 2025 - Jul 25, 2025 |
| #4 | -9.96% Sep 2, 2020 - Dec 1, 2020 | -21.38% Oct 1, 2018 - Jun 18, 2019 |
| #5 | -9.82% Feb 25, 2026 - Apr 13, 2026 | -15.75% Dec 29, 2015 - Jul 12, 2016 |
| #6 | -9.76% Jul 10, 2024 - Sep 26, 2024 | -11.43% Jul 20, 2015 - Dec 29, 2015 |
| #7 | -8.49% Oct 27, 2025 - Dec 24, 2025 | -10.95% Jul 10, 2024 - Sep 24, 2024 |
| #8 | -6.43% Mar 21, 2024 - May 15, 2024 | -10.89% Sep 2, 2020 - Dec 8, 2020 |
| #9 | -5.50% Jun 2, 2026 - Jun 10, 2026 | -9.90% Feb 25, 2026 - Apr 13, 2026 |
| #10 | -5.36% Sep 2, 2021 - Oct 21, 2021 | -9.63% Jan 23, 2018 - Jun 13, 2018 |
| #11 | -4.73% Dec 4, 2024 - Jan 22, 2025 | -8.26% Sep 18, 2014 - Nov 5, 2014 |
| #12 | -4.65% Jan 29, 2026 - Feb 25, 2026 | -7.31% Feb 12, 2021 - Apr 5, 2021 |
| #13 | -4.55% Feb 16, 2021 - Mar 11, 2021 | -6.71% Mar 22, 2024 - May 15, 2024 |
| #14 | -4.45% Nov 18, 2021 - Dec 27, 2021 | -6.69% Oct 29, 2025 - Jan 9, 2026 |
| #15 | -4.27% May 7, 2021 - Jun 14, 2021 | -5.41% Jul 26, 2019 - Oct 28, 2019 |
Correlation
Correlation between AESR and MMTM is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2012 - 2026)
AESR vs MMTM dividend yield comparison.
| Year | AESR | MMTM |
|---|---|---|
| 2026 | 0.00% | 0.19% |
| 2025 | 23.02% | 0.86% |
| 2024 | 0.17% | 0.83% |
| 2023 | 0.33% | 1.16% |
| 2022 | 0.73% | 1.67% |
| 2021 | 6.59% | 0.95% |
| 2020 | 1.06% | 1.14% |
| 2019 | 0.33% | 1.55% |
| 2018 | 0.00% | 1.64% |
| 2017 | 0.00% | 1.52% |
| 2016 | 0.00% | 1.98% |
| 2015 | 0.00% | 1.68% |
| 2014 | 0.00% | 1.54% |
| 2013 | 0.00% | 1.74% |
| 2012 | 0.00% | 0.51% |
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