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FIGB vs AESR

Comparison between FIDELITY INVESTMENT GRADE BOND ETF (FIGB, ETF) and Anfield U.S. Equity Sector Rotation ETF (AESR, ETF).

5-Year PerformanceAESR has outperformed FIGB, delivering a return of +14.1% compared to -0.1%

FIGB vs AESR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
FIGB
$507M
AESR
$506M
Expense Ratio
Winner
FIGB
0.36%
AESR
0.97%
Max Drawdown
Winner
FIGB
21.47%
AESR
31.06%
Sharpe Ratio
FIGB
-0.07
Winner
AESR
1.19
5Y Beta
Winner
FIGB
0.01
AESR
1.11
5Y Dividends CAGR
FIGB
53.49%
Winner
AESR
157.86%

FIGB vs AESR - Historical Returns

Returns include dividend reinvestment.

1M
Winner
FIGB
-0.44%
AESR
-3.65%
3M
FIGB
-0.72%
Winner
AESR
+7.97%
6M
FIGB
-0.16%
Winner
AESR
+14.06%
1Y
FIGB
+2.98%
Winner
AESR
+27.13%
5Y(CAGR)
FIGB
-0.13%
Winner
AESR
+14.07%
Max(CAGR)
FIGB
+0.30%
Winner
AESR
+16.21%

FIGB vs AESR - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

YearFIGBAESR
2026-0.19%+16.74%
2025+7.05%+20.47%
2024+1.63%+27.11%
2023+6.17%+21.99%
2022-12.86%-18.11%
2021+1.77%+26.93%
2020N/A+18.81%
2019N/A+0.77%

FIGB vs AESR Drawdown Comparison

The maximum drawdown for FIGB was -18.08%, occurring on Oct 24, 2022. Recovery took 1108 trading sessions.

The maximum drawdown for AESR was -31.06%, occurring on Mar 23, 2020. Recovery took 117 trading sessions.

The current FIGB drawdown is -2.08%. The current AESR drawdown is -3.70%.

RankFIGBAESR
#1-18.08%
Sep 14, 2021 - Feb 12, 2026
-31.06%
Feb 14, 2020 - Aug 3, 2020
#2-2.93%
Feb 27, 2026 - May 19, 2026
-25.04%
Jan 3, 2022 - Jan 18, 2024
#3-1.04%
Aug 2, 2021 - Sep 14, 2021
-19.85%
Feb 19, 2025 - Jun 23, 2025
#4-0.98%
Mar 4, 2021 - Apr 13, 2021
-9.96%
Sep 2, 2020 - Dec 1, 2020
#5-0.97%
May 7, 2021 - Jun 4, 2021
-9.82%
Feb 25, 2026 - Apr 13, 2026
#6-0.52%
Jul 8, 2021 - Jul 19, 2021
-9.76%
Jul 10, 2024 - Sep 26, 2024
#7-0.50%
Apr 21, 2021 - May 7, 2021
-8.49%
Oct 27, 2025 - Dec 24, 2025
#8-0.48%
Jun 18, 2021 - Jun 30, 2021
-6.43%
Mar 21, 2024 - May 15, 2024
#9-0.43%
Jun 10, 2021 - Jun 18, 2021
-5.72%
Jun 15, 2026 - Jul 20, 2026
#10-0.42%
Jul 19, 2021 - Aug 2, 2021
-5.50%
Jun 2, 2026 - Jun 15, 2026
#11-0.23%
Apr 16, 2021 - Apr 20, 2021
-5.36%
Sep 2, 2021 - Oct 21, 2021
#12-0.21%
Feb 17, 2026 - Feb 23, 2026
-4.73%
Dec 4, 2024 - Jan 22, 2025
#13-0.18%
Jun 30, 2021 - Jul 2, 2021
-4.65%
Jan 29, 2026 - Feb 25, 2026
#14-0.05%
Feb 24, 2026 - Feb 26, 2026
-4.55%
Feb 16, 2021 - Mar 11, 2021
#15-0.01%
Jun 4, 2021 - Jun 8, 2021
-4.45%
Nov 18, 2021 - Dec 27, 2021

Correlation

Correlation between FIGB and AESR is 0.62 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.62
-101

Dividend Comparison (2019 - 2026)

FIGB vs AESR dividend yield comparison.

YearFIGBAESR
20261.98%0.00%
20254.15%23.02%
20244.28%0.17%
20233.79%0.33%
20222.44%0.73%
20211.10%6.59%
20200.00%1.06%
20190.00%0.33%

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