Compare · 2 funds side by side · dividends reinvested

AESR and VIG

AESRHorizon Funds×VIGVanguard×

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 VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.47%+14.0%+15.9%+20.2%+10.5%−7.9%10.0%$109B1.4

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%$243M1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: AESR 2019 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

AESR

VIG

Vanguard Dividend Appreciation ETF · $109B$16,495

$10,000 five years ago, dividends reinvested · they hold 0.9% in common

AESRMeasureVIG

+12.0%Year to dateJan 1 → Nov 3+14.0%

+10.7%1 yearTotal return+15.9%

+26.3%3 years · per year$10,000 became $20,127 · $17,369+20.2%

+11.7%5 years · per year$10,000 became $17,413 · $16,495+10.5%

0.97%Expense ratio$97 · $4 a year on $10k · lower is better0.04%

20.56%Trailing 12-mo yield$2,056 · $147 a year on $10k1.47%

−9.8%Worst dropSmaller is better−7.9%

19.8%VolatilityLower is calmer10.0%

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

3–5VIG wins

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 VIG: Top 5 Holdings

Today

AESR

59.3%in top 5

VIG

in top 522.1%

AESRStockVIG

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 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common0.9%

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

AESR vs VIG Returns, Every Period

Horizon FundsAESR

+11.7%

5 years, per year

VIGVanguard

+10.5%

5 years, per year

AESRVIGFaded: behind in that period

2–2Level

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

Stocks vs Income: AESR vs VIG

YTD

Horizon FundsAESR

+12.0%

VIGVanguard

+14.0%

+12.0%Year to date+14.0%

−9.8%Worst drop · 1Y−7.9%

19.8%Volatility · 1Y10.0%

20.6%Yield1.5%

$243MAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: AESR, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

AESR0.97%$97

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

Yields: AESR, VIG

20.56%highest, AESR

FundTrailing yieldYield$10k

AESR20.56%$2,056

VIG1.47%$147

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

VIG$147 − $4 = $143

KeptFee

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

Overlap: AESR, VIG

Today

0.9%most shared, AESR and VIG

AESRVIG

AESR—0.9%

VIG0.9%—

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

Return vs Bumpiness: 2 ETFs

+15.9%VIG, at 10.0% volatility

VIGWorst drop−7.9%10.0% 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

AESRVIG

+12.0%Year to date+14.0%

20.6%Yield1.5%

+10.7%Past year+15.9%

0.97%Fee0.04%

3–1VIG 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

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO 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