Compare · 2 funds side by side · dividends reinvested

AESR and VTI

AESRHorizon Funds×VTIVanguard×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,524AESR · best of the two

02 / 04

AESR and VTI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.10%+8.4%+9.9%+21.9%+10.3%−8.9%13.7%$689B1.4

Anfield U.S. Equity Sector Rotation ETFUS Stock Styles · Large cap0.97%21.55%+6.8%+8.0%+23.7%+10.6%−13.0%20.4%$246M1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: AESR 2019 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

Anfield U.S. Equity Sector Rotation ETF · $246M$16,524

AESR

VTI

Vanguard Morningstar Total Stock Market ETF · $689B$16,332

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

AESRMeasureVTI

+6.8%Year to dateJan 1 → Nov 5+8.4%

+8.0%1 yearTotal return+9.9%

+23.7%3 years · per year$10,000 became $18,924 · $18,113+21.9%

+10.6%5 years · per year$10,000 became $16,524 · $16,332+10.3%

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

21.55%Trailing 12-mo yield$2,155 · $110 a year on $10k1.10%

−13.0%Worst dropSmaller is better−8.9%

20.4%VolatilityLower is calmer13.7%

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

3–5VTI wins

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

More Ways to See the Pairs

AESR vs VTI: Top 5 Holdings

Today

AESR

59.6%in top 5

VTI

in top 525.0%

AESRStockVTI

15.5%SPYnot top 5

12.2%ARKWnot top 5

11.3%IGVnot top 5

10.8%SOXXnot top 5

9.7%XLCnot top 5

not top 5NVDA7.1%

not top 5AAPL6.6%

not top 5MSFT5.2%

not top 5AMZN3.3%

not top 5GOOGL2.8%

Held in common1.3%

End-of-day Nov 5, 2026 · share of each fund

AESR vs VTI Returns, Every Period

Horizon FundsAESR

+10.6%

5 years, per year

VTIVanguard

+10.3%

5 years, per year

AESRVTIFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Core: AESR vs VTI

YTD

Horizon FundsAESR

+6.8%

VTIVanguard

+8.4%

+6.8%Year to date+8.4%

−13.0%Worst drop · 1Y−8.9%

20.4%Volatility · 1Y13.7%

21.5%Yield1.1%

$246MAssets$689B

3–1VTI wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AESR, VTI

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

AESR0.97%$97

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: AESR, VTI

21.55%highest, AESR

FundTrailing yieldYield$10k

AESR21.55%$2,155

VTI1.10%$110

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$2,058most kept, AESR

AESR$2,155 − $97 = $2,058

VTI$110 − $3 = $107

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: AESR, VTI

Today

1.3%most shared, AESR and VTI

AESRVTI

AESR—1.3%

VTI1.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.9%VTI, at 13.7% volatility

VTIWorst drop−8.9%13.7% vol

AESRWorst drop−13.0%20.4% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

AESRVTI

+6.8%Year to date+8.4%

21.5%Yield1.1%

+8.0%Past year+9.9%

0.97%Fee0.03%

3–1VTI wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$92.8B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026