Compare · 2 funds side by side · dividends reinvested

AESR and SPY

AESRHorizon Funds×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,118SPY · best of the two

02 / 04

AESR and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B1.3

Anfield U.S. Equity Sector Rotation ETFUS Stock Styles · Large cap0.97%21.33%+7.9%+8.2%+23.6%+10.7%−13.0%20.4%$246M1.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: AESR 2019 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Anfield U.S. Equity Sector Rotation ETF · $246M$16,642

AESR

SPY

State Street SPDR S&P 500 ETF · $819B$17,118

$10,000 five years ago, dividends reinvested · they hold 1.2% in common

AESRMeasureSPY

+7.9%Year to dateJan 1 → Nov 6+8.7%

+8.2%1 yearTotal return+9.7%

+23.6%3 years · per year$10,000 became $18,895 · $18,039+21.7%

+10.7%5 years · per year$10,000 became $16,642 · $17,118+11.3%

0.97%Expense ratio$97 · $9 a year on $10k · lower is better0.09%

21.33%Trailing 12-mo yield$2,133 · $103 a year on $10k1.03%

−13.0%Worst dropSmaller is better−8.9%

20.4%VolatilityLower is calmer13.6%

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

2–6SPY wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AESR vs SPY: Top 5 Holdings

Today

AESR

59.1%in top 5

SPY

in top 527.8%

AESRStockSPY

15.7%SPYnot top 5

11.9%ARKWnot top 5

11.4%IGVnot top 5

10.1%XLCnot top 5

10.0%SOXXnot top 5

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common1.2%

End-of-day Nov 6, 2026 · share of each fund

AESR vs SPY Returns, Every Period

Horizon FundsAESR

+10.7%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

AESRSPYFaded: behind in that period

1–3SPY wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Core: AESR vs SPY

YTD

Horizon FundsAESR

+7.9%

SPYSPDR

+8.7%

+7.9%Year to date+8.7%

−13.0%Worst drop · 1Y−8.9%

20.4%Volatility · 1Y13.6%

21.3%Yield1.0%

$246MAssets$819B

3–1SPY wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AESR, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

AESR0.97%$97

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: AESR, SPY

21.33%highest, AESR

FundTrailing yieldYield$10k

AESR21.33%$2,133

SPY1.03%$103

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$2,036most kept, AESR

AESR$2,133 − $97 = $2,036

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: AESR, SPY

Today

1.2%most shared, AESR and SPY

AESRSPY

AESR—1.2%

SPY1.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.7%SPY, at 13.6% volatility

SPYWorst drop−8.9%13.6% vol

AESRWorst drop−13.0%20.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

AESRSPY

+7.9%Year to date+8.7%

21.3%Yield1.0%

+8.2%Past year+9.7%

0.97%Fee0.09%

3–1SPY wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026