Compare · 2 funds side by side · dividends reinvested

AESR and VOO

AESRHorizon Funds×VOOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,749VOO · best of the two

02 / 04

AESR and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.4

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 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

AESR

VOO

Vanguard S&P 500 ETF · $1.00T$17,749

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

AESRMeasureVOO

+12.0%Year to dateJan 1 → Nov 3+11.5%

+10.7%1 yearTotal return+11.9%

+26.3%3 years · per year$10,000 became $20,127 · $19,094+24.1%

+11.7%5 years · per year$10,000 became $17,413 · $17,749+12.2%

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

20.56%Trailing 12-mo yield$2,056 · $107 a year on $10k1.07%

−9.8%Worst dropSmaller is better−8.9%

19.8%VolatilityLower is calmer12.7%

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

3–5VOO 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 VOO: Top 5 Holdings

Today

AESR

59.3%in top 5

VOO

in top 528.3%

AESRStockVOO

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 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common1.3%

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

AESR vs VOO Returns, Every Period

Horizon FundsAESR

+11.7%

5 years, per year

VOOVanguard

+12.2%

5 years, per year

AESRVOOFaded: behind in that period

2–2Level

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

Stocks vs Core: AESR vs VOO

YTD

Horizon FundsAESR

+12.0%

VOOVanguard

+11.5%

+12.0%Year to date+11.5%

−9.8%Worst drop · 1Y−8.9%

19.8%Volatility · 1Y12.7%

20.6%Yield1.1%

$243MAssets$1.00T

2–2level

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

Cost, Income and Risk

Fees: AESR, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

AESR0.97%$97

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

Yields: AESR, VOO

20.56%highest, AESR

FundTrailing yieldYield$10k

AESR20.56%$2,056

VOO1.07%$107

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

VOO$107 − $3 = $104

KeptFee

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

Overlap: AESR, VOO

Today

1.3%most shared, AESR and VOO

AESRVOO

AESR—1.3%

VOO1.3%—

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

Return vs Bumpiness: 2 ETFs

+11.9%VOO, at 12.7% volatility

VOOWorst drop−8.9%12.7% 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

AESRVOO

+12.0%Year to date+11.5%

20.6%Yield1.1%

+10.7%Past year+11.9%

0.97%Fee0.03%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV 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