Compare · 2 funds side by side · dividends reinvested

AESR and SCHB

AESRHorizon Funds×SCHBSchwab×

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 SCHB, 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%$243M1.5

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.06%+11.6%+11.7%+23.8%+11.1%−8.9%13.1%$44.0B1.5

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 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

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

AESR

SCHB

Schwab U.S. Broad Market ETF · $44.0B$16,894

$10,000 five years ago, dividends reinvested · they hold 1.3% in common

AESRMeasureSCHB

+12.0%Year to dateJan 1 → Nov 3+11.6%

+10.7%1 yearTotal return+11.7%

+26.3%3 years · per year$10,000 became $20,127 · $18,993+23.8%

+11.7%5 years · per year$10,000 became $17,413 · $16,894+11.1%

0.97%Expense ratio$97 · $3 a year on $10k · lower is better0.03%

20.56%Trailing 12-mo yield$2,056 · $106 a year on $10k1.06%

−9.8%Worst dropSmaller is better−8.9%

19.8%VolatilityLower is calmer13.1%

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

4–4Level

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 SCHB: Top 5 Holdings

Today

AESR

59.3%in top 5

SCHB

in top 524.2%

AESRStockSCHB

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

not top 5AAPL6.8%

not top 5NVDA6.7%

not top 5MSFT5.2%

not top 5AMZN3.3%

not top 5GOOGL2.2%

Held in common1.3%

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

AESR vs SCHB Returns, Every Period

Horizon FundsAESR

+11.7%

5 years, per year

SCHBSchwab

+11.1%

5 years, per year

AESRSCHBFaded: behind in that period

3–1AESR wins

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

AESR vs SCHB

YTD

Horizon FundsAESR

+12.0%

SCHBSchwab

+11.6%

+12.0%Year to date+11.6%

−9.8%Worst drop · 1Y−8.9%

19.8%Volatility · 1Y13.1%

20.6%Yield1.1%

$243MAssets$44.0B

2–2level

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

Cost, Income and Risk

Fees: AESR, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

AESR0.97%$97

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

Yields: AESR, SCHB

20.56%highest, AESR

FundTrailing yieldYield$10k

AESR20.56%$2,056

SCHB1.06%$106

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

SCHB$106 − $3 = $103

KeptFee

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

Overlap: AESR, SCHB

Today

1.3%most shared, AESR and SCHB

AESRSCHB

AESR—1.3%

SCHB1.3%—

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

Return vs Bumpiness: 2 ETFs

+11.7%SCHB, at 13.1% volatility

SCHBWorst drop−8.9%13.1% vol

AESRWorst drop−9.8%19.8% vol

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

Paid More vs Made More

YTD

AESRSCHB

+12.0%Year to date+11.6%

20.6%Yield1.1%

+10.7%Past year+11.7%

0.97%Fee0.03%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+11.7%

ITOTiShares

+11.6%

+11.7%Year to date+11.6%

1.1%Yield1.0%

$689BAssets$95.4B

2–0VTI wins

End-of-day Nov 3, 2026

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