APMU vs AESR
Comparison between ACTIVEPASSIVE INTERMEDIATE MUNICIPAL BOND ETF (APMU, ETF) and Anfield U.S. Equity Sector Rotation ETF (AESR, ETF).
APMU vs AESR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
APMU
$244M
AESR
$243M
Expense Ratio
Winner
APMU
0.35%
AESR
0.97%
Max Drawdown
Winner
APMU
5.20%
AESR
31.06%
Sharpe Ratio
APMU
-0.69
Winner
AESR
1.06
5Y Beta
Winner
APMU
0.01
AESR
1.11
5Y Dividends CAGR
APMU
N/A
AESR
157.86%
APMU vs AESR - Historical Returns
Returns include dividend reinvestment.
1M
APMU
+0.83%
Winner
AESR
+2.51%
3M
Winner
APMU
+0.27%
AESR
-0.55%
6M
APMU
-1.32%
Winner
AESR
+11.83%
1Y
APMU
+2.06%
Winner
AESR
+25.84%
5Y(CAGR)
APMU
N/A
AESR
+13.36%
Max(CAGR)
APMU
+2.07%
Winner
AESR
+15.96%
APMU vs AESR - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | APMU | AESR |
|---|---|---|
| 2026 | +0.20% | +16.74% |
| 2025 | +4.41% | +20.47% |
| 2024 | +1.04% | +27.11% |
| 2023 | +1.24% | +21.99% |
| 2022 | N/A | -18.11% |
| 2021 | N/A | +26.93% |
| 2020 | N/A | +18.81% |
| 2019 | N/A | +0.77% |
APMU vs AESR Drawdown Comparison
The maximum drawdown for APMU was -4.39%, occurring on Oct 6, 2023. Recovery took 150 trading sessions.
The maximum drawdown for AESR was -31.06%, occurring on Mar 23, 2020. Recovery took 117 trading sessions.
The current APMU drawdown is -1.32%. The current AESR drawdown is -3.70%.
| Rank | APMU | AESR |
|---|---|---|
| #1 | -4.39% May 3, 2023 - Dec 6, 2023 | -31.06% Feb 14, 2020 - Aug 3, 2020 |
| #2 | -2.46% Feb 28, 2025 - Jun 24, 2025 | -25.04% Jan 3, 2022 - Jan 18, 2024 |
| #3 | -2.40% Feb 26, 2026 - Mar 24, 2026 | -19.85% Feb 19, 2025 - Jun 23, 2025 |
| #4 | -1.99% Feb 1, 2024 - Jul 31, 2024 | -9.96% Sep 2, 2020 - Dec 1, 2020 |
| #5 | -1.68% Oct 2, 2024 - Feb 25, 2025 | -9.82% Feb 25, 2026 - Apr 13, 2026 |
| #6 | -0.98% Dec 27, 2023 - Feb 1, 2024 | -9.76% Jul 10, 2024 - Sep 26, 2024 |
| #7 | -0.87% Nov 11, 2025 - Jan 7, 2026 | -9.03% Jun 15, 2026 - Jul 29, 2026 |
| #8 | -0.80% Sep 17, 2025 - Nov 11, 2025 | -8.49% Oct 27, 2025 - Dec 24, 2025 |
| #9 | -0.54% Aug 2, 2024 - Aug 21, 2024 | -6.43% Mar 21, 2024 - May 15, 2024 |
| #10 | -0.26% Aug 23, 2024 - Sep 4, 2024 | -5.50% Jun 2, 2026 - Jun 15, 2026 |
| #11 | -0.20% Dec 7, 2023 - Dec 13, 2023 | -5.36% Sep 2, 2021 - Oct 21, 2021 |
| #12 | -0.20% Sep 16, 2024 - Sep 27, 2024 | -4.73% Dec 4, 2024 - Jan 22, 2025 |
| #13 | -0.20% Jan 15, 2026 - Jan 27, 2026 | -4.65% Jan 29, 2026 - Feb 25, 2026 |
| #14 | -0.18% Jul 9, 2025 - Jul 29, 2025 | -4.55% Feb 16, 2021 - Mar 11, 2021 |
| #15 | -0.18% Aug 18, 2025 - Aug 27, 2025 | -4.45% Nov 18, 2021 - Dec 27, 2021 |
Correlation
Correlation between APMU and AESR is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2019 - 2026)
APMU vs AESR dividend yield comparison.
| Year | APMU | AESR |
|---|---|---|
| 2026 | 1.58% | 0.00% |
| 2025 | 2.63% | 23.02% |
| 2024 | 2.42% | 0.17% |
| 2023 | 1.32% | 0.33% |
| 2022 | 0.00% | 0.73% |
| 2021 | 0.00% | 6.59% |
| 2020 | 0.00% | 1.06% |
| 2019 | 0.00% | 0.33% |
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