AESR vs VOO

AAESR

BVOO

Measures won2–4VOO wins · of 6 · 5Y

$10,000 · 5Y$18,115VOO · AESR $17,594

Lowest cost0.03%VOO · $3 on $10k

Most income20.44%AESR · $2,044 on $10k

Smallest drop−8.9%VOO · worst fall in 1Y

Held in common1.3%AESR and VOO

AESR

VOO

Anfield U.S. Equity Sector Rotation ETF · $245MVanguard S&P 500 ETF · $1.00T

+26.1%3 years · per year$20,053 · $19,172+24.2%

+12.0%5 years · per year$17,594 · $18,115+12.6%

0.97%Expense ratio$97 · $3 on $10k · lower wins0.03%

20.44%12-mo yield$2,044 · $105 on $10k1.05%

−9.8%Worst dropSmaller wins−8.9%

19.8%VolatilityLower wins12.8%

2–4VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAESR · VOO

0.6%DELL0.2%

0.7%VLO0.2%

0.7%MPC0.2%

0.8%PSX0.2%

Held in common1.3%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	AAESR	Anfield U.S. Equity Sector Rotation ETFRead Desk	0.97%	20.44%	+0.6%	+12.6%	+11.4%	+26.1%	+12.0%	−9.8%	$245M
3	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.05%	+1.5%	+13.4%	+13.5%	+24.0%	+11.5%	−8.9%	$689.2B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	AAESR	Anfield U.S. Equity Sector Rotation ETFRead Desk	0.97%	20.44%	+0.6%	+12.6%	+11.4%	+26.1%	+12.0%	−9.8%	$245M
3	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.05%	+1.5%	+13.4%	+13.5%	+24.0%	+11.5%	−8.9%	$689.2B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AESR vs VOO

AESR

Anfield U.S. Equity Sector Rotation

$17,595

VOO

Vanguard S&P 500

$18,115

MeasureAESRVOO

Fee0.97%0.03%

Cost on $10k a year$97$3

Yield20.44%1.05%

5 years, per year+12.0%+12.6%

3 years, per year+26.1%+24.2%

Worst drop · 1Y−9.8%−8.9%

Volatility · 1Y19.8%12.8%

4–2measures won
VOO first

1.3%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$97.0B

1–0VTI wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026

Overlap: AESR, VOO, VTI

Today

89.0%most shared, VOO and VTI

AESRVOOVTI

AESR—1.3%1.3%

VOO1.3%—89.0%

VTI1.3%89.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,947most kept, AESR

AESR$2,044 − $97 = $1,947

VOO$105 − $3 = $102

VTI$105 − $3 = $102

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee