AESR vs SCUS
Comparison between Anfield U.S. Equity Sector Rotation ETF (AESR, ETF) and SCHWAB ULTRA-SHORT INCOME ETF (SCUS, ETF).
AESR vs SCUS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AESR
$243M
SCUS
$242M
Expense Ratio
AESR
0.97%
Winner
SCUS
0.14%
Max Drawdown
AESR
31.06%
Winner
SCUS
0.73%
Sharpe Ratio
Winner
AESR
1.12
SCUS
-0.08
5Y Beta
AESR
1.11
Winner
SCUS
0.00
5Y Dividends CAGR
AESR
157.86%
SCUS
N/A
AESR vs SCUS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AESR
+1.96%
SCUS
+0.35%
3M
AESR
+0.78%
Winner
SCUS
+0.89%
6M
Winner
AESR
+11.86%
SCUS
+1.56%
1Y
Winner
AESR
+25.17%
SCUS
+3.77%
5Y(CAGR)
AESR
+13.33%
SCUS
N/A
Max(CAGR)
Winner
AESR
+15.88%
SCUS
+4.35%
AESR vs SCUS - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | AESR | SCUS |
|---|---|---|
| 2026 | +16.12% | +2.16% |
| 2025 | +20.47% | +4.63% |
| 2024 | +27.11% | +2.06% |
| 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 SCUS Drawdown Comparison
The maximum drawdown for AESR was -31.06%, occurring on Mar 23, 2020. Recovery took 117 trading sessions.
The maximum drawdown for SCUS was -0.17%, occurring on Mar 12, 2026. Recovery took 23 trading sessions.
The current AESR drawdown is -4.21%. The current SCUS drawdown is -0.04%.
| Rank | AESR | SCUS |
|---|---|---|
| #1 | -31.06% Feb 14, 2020 - Aug 3, 2020 | -0.17% Feb 27, 2026 - Apr 1, 2026 |
| #2 | -25.04% Jan 3, 2022 - Jan 18, 2024 | -0.12% Dec 31, 2024 - Jan 10, 2025 |
| #3 | -19.85% Feb 19, 2025 - Jun 23, 2025 | -0.12% Apr 10, 2025 - Apr 15, 2025 |
| #4 | -9.96% Sep 2, 2020 - Dec 1, 2020 | -0.11% Aug 27, 2024 - Sep 3, 2024 |
| #5 | -9.82% Feb 25, 2026 - Apr 13, 2026 | -0.10% Apr 2, 2025 - Apr 10, 2025 |
| #6 | -9.76% Jul 10, 2024 - Sep 26, 2024 | -0.10% Jun 16, 2026 - Jun 25, 2026 |
| #7 | -9.03% Jun 15, 2026 - Jul 29, 2026 | -0.08% Oct 3, 2024 - Oct 11, 2024 |
| #8 | -8.49% Oct 27, 2025 - Dec 24, 2025 | -0.08% May 7, 2025 - May 16, 2025 |
| #9 | -6.43% Mar 21, 2024 - May 15, 2024 | -0.08% Mar 13, 2025 - Mar 19, 2025 |
| #10 | -5.50% Jun 2, 2026 - Jun 15, 2026 | -0.08% Oct 11, 2024 - Oct 17, 2024 |
| #11 | -5.36% Sep 2, 2021 - Oct 21, 2021 | -0.08% Apr 2, 2026 - Apr 9, 2026 |
| #12 | -4.73% Dec 4, 2024 - Jan 22, 2025 | -0.08% Jun 26, 2026 - Jul 2, 2026 |
| #13 | -4.65% Jan 29, 2026 - Feb 25, 2026 | -0.08% Apr 21, 2026 - Apr 30, 2026 |
| #14 | -4.55% Feb 16, 2021 - Mar 11, 2021 | -0.08% Aug 27, 2025 - Aug 29, 2025 |
| #15 | -4.45% Nov 18, 2021 - Dec 27, 2021 | -0.08% Sep 22, 2025 - Sep 30, 2025 |
Correlation
Correlation between AESR and SCUS is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2019 - 2026)
AESR vs SCUS dividend yield comparison.
| Year | AESR | SCUS |
|---|---|---|
| 2026 | 0.00% | 2.27% |
| 2025 | 23.02% | 4.17% |
| 2024 | 0.17% | 1.62% |
| 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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