Compare · 2 funds side by side · dividends reinvested

AESR and VUG

AESRHorizon Funds×VUGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,642AESR · best of the two

02 / 04

AESR and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$246M1.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B1.8

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 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

AESR

VUG

Vanguard Morningstar Growth ETF · $233B$16,124

$10,000 five years ago, dividends reinvested · they hold 0.4% in common

AESRMeasureVUG

+7.9%Year to dateJan 1 → Nov 6+1.4%

+8.2%1 yearTotal return+0.2%

+23.6%3 years · per year$10,000 became $18,895 · $18,415+22.6%

+10.7%5 years · per year$10,000 became $16,642 · $16,124+10.0%

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

21.33%Trailing 12-mo yield$2,133 · $42 a year on $10k0.42%

−13.0%Worst dropSmaller is better−15.1%

20.4%VolatilityLower is calmer19.0%

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

6–2AESR 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 VUG: Top 5 Holdings

Today

AESR

59.1%in top 5

VUG

in top 545.2%

AESRStockVUG

15.7%SPYnot top 5

not top 5NVDA13.5%

not top 5AAPL12.5%

11.9%ARKWnot top 5

11.4%IGVnot top 5

10.1%XLCnot top 5

10.0%SOXXnot top 5

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

Held in common0.4%

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

AESR vs VUG Returns, Every Period

Horizon FundsAESR

+10.7%

5 years, per year

VUGVanguard

+10.0%

5 years, per year

AESRVUGFaded: behind in that period

4–0AESR wins

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

AESR vs VUG

YTD

Horizon FundsAESR

+7.9%

VUGVanguard

+1.4%

+7.9%Year to date+1.4%

−13.0%Worst drop · 1Y−15.1%

20.4%Volatility · 1Y19.0%

21.3%Yield0.4%

$246MAssets$233B

3–1AESR wins

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

Cost, Income and Risk

Fees: AESR, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

AESR0.97%$97

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

Yields: AESR, VUG

21.33%highest, AESR

FundTrailing yieldYield$10k

AESR21.33%$2,133

VUG0.42%$42

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

VUG$42 − $3 = $39

KeptFee

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

Overlap: AESR, VUG

Today

0.4%most shared, AESR and VUG

AESRVUG

AESR—0.4%

VUG0.4%—

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

Return vs Bumpiness: 2 ETFs

+8.2%AESR, at 20.4% volatility

VUGWorst drop−15.1%19.0% 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

AESRVUG

+7.9%Year to date+1.4%

21.3%Yield0.4%

+8.2%Past year+0.2%

0.97%Fee0.03%

3–1AESR wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

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