Compare · 2 funds side by side · dividends reinvested

AESR and IJH

AESRHorizon Funds×IJHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,524AESR · best of the two

02 / 04

AESR and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B1.4

Anfield U.S. Equity Sector Rotation ETFUS Stock Styles · Large cap0.97%21.55%+6.8%+8.0%+23.7%+10.6%−13.0%20.4%$246M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: AESR 2019 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Anfield U.S. Equity Sector Rotation ETF · $246M$16,524

AESR

IJH

iShares Core S&P Mid-Cap ETF · $121B$13,830

$10,000 five years ago, dividends reinvested · they hold 1.5% in common

AESRMeasureIJH

+6.8%Year to dateJan 1 → Nov 5+9.5%

+8.0%1 yearTotal return+12.9%

+23.7%3 years · per year$10,000 became $18,924 · $15,806+16.5%

+10.6%5 years · per year$10,000 became $16,524 · $13,830+6.7%

0.97%Expense ratio$97 · $5 a year on $10k · lower is better0.05%

21.55%Trailing 12-mo yield$2,155 · $126 a year on $10k1.26%

−13.0%Worst dropSmaller is better−8.8%

20.4%VolatilityLower is calmer15.5%

AESRIJH Winner of the row, in its colourEach row: the bigger of the two fills its side

3–5IJH wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AESR vs IJH: Top 5 Holdings

Today

AESR

59.6%in top 5

IJH

in top 53.5%

AESRStockIJH

15.5%SPYnot top 5

12.2%ARKWnot top 5

11.3%IGVnot top 5

10.8%SOXXnot top 5

9.7%XLCnot top 5

not top 5UTHR0.8%

not top 5FTI0.7%

not top 5ATI0.7%

not top 5USFD0.7%

not top 5THC0.7%

Held in common1.5%

End-of-day Nov 5, 2026 · share of each fund

AESR vs IJH Returns, Every Period

Horizon FundsAESR

+10.6%

5 years, per year

IJHiShares

+6.7%

5 years, per year

AESRIJHFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

AESR vs IJH

YTD

Horizon FundsAESR

+6.8%

IJHiShares

+9.5%

+6.8%Year to date+9.5%

−13.0%Worst drop · 1Y−8.8%

20.4%Volatility · 1Y15.5%

21.5%Yield1.3%

$246MAssets$121B

3–1IJH wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AESR, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

AESR0.97%$97

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: AESR, IJH

21.55%highest, AESR

FundTrailing yieldYield$10k

AESR21.55%$2,155

IJH1.26%$126

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$2,058most kept, AESR

AESR$2,155 − $97 = $2,058

IJH$126 − $5 = $121

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: AESR, IJH

Today

1.5%most shared, AESR and IJH

AESRIJH

AESR—1.5%

IJH1.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+12.9%IJH, at 15.5% volatility

IJHWorst drop−8.8%15.5% vol

AESRWorst drop−13.0%20.4% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

AESRIJH

+6.8%Year to date+9.5%

21.5%Yield1.3%

+8.0%Past year+12.9%

0.97%Fee0.05%

3–1IJH wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026