Compare · 2 funds side by side · dividends reinvested

AESR and NRGU

AESRHorizon Funds×NRGUREX Microsectors×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,413AESR · best of the two

02 / 04

AESR and NRGU, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Anfield U.S. Equity Sector Rotation ETFUS Stock Styles · Large cap0.97%20.56%+12.0%+10.7%+26.3%+11.7%−9.8%19.8%$243M1.4

MicroSectors U.S. Big Oil 3 Leveraged ETNUS Stock Styles · Large cap0.95%0.00%+252.7%+238.6%[…][…]−43.9%83.5%$96M1.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: AESR 2019 · NRGU 2025

Head to Head

Swap sides Versus in desk

Head to Head

Anfield U.S. Equity Sector Rotation ETF · $243M$17,413

AESR

NRGU

MicroSectors U.S. Big Oil 3 Leveraged ETN · $96M[…]

$10,000 five years ago, dividends reinvested

AESRMeasureNRGU

+12.0%Year to dateJan 1 → Nov 3+252.7%

+10.7%1 yearTotal return+238.6%

+26.3%3 years · per year$10,000 became $20,127 · […][…]

+11.7%5 years · per year$10,000 became $17,413 · […][…]

0.97%Expense ratio$97 · $95 a year on $10k · lower is better0.95%

20.56%Trailing 12-mo yield$2,056 · $0 a year on $10k0.00%

−9.8%Worst dropSmaller is better−43.9%

19.8%VolatilityLower is calmer83.5%

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

3–3Level

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

More Ways to See the Pairs

AESR vs NRGU: Top 5 Holdings

Today

AESR

59.3%in top 5

NRGU

in top 5[…]

AESRStockNRGU

15.5%SPYnot top 5

12.2%ARKWnot top 5

11.3%IGVnot top 5

11.0%SOXXnot top 5

9.4%XLCnot top 5

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

AESR vs NRGU Returns, Every Period

Horizon FundsAESR

+10.7%

past year

NRGUREX Microsectors

+238.6%

past year

AESRNRGUFaded: behind in that period

0–2NRGU wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

AESR vs NRGU

YTD

Horizon FundsAESR

+12.0%

NRGUREX Microsectors

+252.7%

+12.0%Year to date+252.7%

−9.8%Worst drop · 1Y−43.9%

19.8%Volatility · 1Y83.5%

20.6%Yield0.0%

$243MAssets$96.0M

3–1AESR wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AESR, NRGU

Today

0.95%lowest, NRGU

FundExpense ratioFee$10k

NRGU0.95%$95

AESR0.97%$97

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: AESR, NRGU

20.56%highest, AESR

FundTrailing yieldYield$10k

AESR20.56%$2,056

NRGU0.00%$0

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,959most kept, AESR

AESR$2,056 − $97 = $1,959

NRGU$0 − $95 = −$95

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: AESR, NRGU

Today

[…]holdings […]

AESRNRGU

AESR—[…]

NRGU[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+238.6%NRGU, at 83.5% volatility

AESRWorst drop−9.8%19.8% vol

NRGUWorst drop−43.9%83.5% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

AESRNRGU

+12.0%Year to date+252.7%

20.6%Yield0.0%

+10.7%Past year+238.6%

0.97%Fee0.95%

3–1NRGU wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026