AESR vs. USMV ETF Comparison
Comparison of Anfield U.S. Equity Sector Rotation ETF (AESR) to iShares MSCI USA Minimum Volatility ETF (USMV)
AESR
Anfield U.S. Equity Sector Rotation ETF
AESR Description
The investment seeks to outperform traditional large-cap equity indices and styles over full market cycles by investing in various sectors of the equity market. The fund is an actively managed exchange traded fund that normally invests at least 80% of its net assets, including any borrowings for investment purposes, in a diversified portfolio of ETFs that each invest at least 80% of their assets in U.S. equity securities. It may also invest in various types of derivatives, including exchange listed and over the counter futures, options, total return swaps, forwards and repurchase agreements.
Grade (RS Rating)
Last Trade
$17.01
Average Daily Volume
20,150
Number of Holdings
*
16
* may have additional holdings in another (foreign) market
USMV
iShares MSCI USA Minimum Volatility ETF
USMV Description
The investment seeks the investment results of an index composed of U.S. equities that, in the aggregate, have lower volatility characteristics relative to the broader U.S. equity market. The fund generally invests at least 90% of its assets in securities of the underlying index or in depositary receipts representing securities in the underlying index. The underlying index follows a rules-based methodology to determine weights for securities in the index that seeks to minimize total risk of the MSCI USA Index. Components primarily include consumer staples, healthcare and information technology companies. The fund is non-diversified.Grade (RS Rating)
Last Trade
$91.10
Average Daily Volume
2,232,096
Number of Holdings
*
170
* may have additional holdings in another (foreign) market
Performance
| Period | AESR | USMV |
|---|---|---|
| 30 Days | 4.84% | 0.70% |
| 60 Days | 11.50% | 7.72% |
| 90 Days | 2.01% | 8.91% |
| 12 Months | 40.55% | 29.23% |
AESR Underweight 163 Positions Relative to USMV
| Symbol | Grade | Weight | |
|---|---|---|---|
| IBM | A | -1.74% | |
| TMUS | A | -1.72% | |
| PGR | B | -1.67% | |
| MSI | A | -1.67% | |
| WMT | A | -1.67% | |
| NOC | B | -1.58% | |
| DUK | C | -1.53% | |
| BRK.A | B | -1.52% | |
| CB | A | -1.51% | |
| WCN | D | -1.48% | |
| RSG | D | -1.48% | |
| VZ | C | -1.46% | |
| TXN | C | -1.39% | |
| SO | A | -1.39% | |
| WM | B | -1.37% | |
| UNH | B | -1.36% | |
| CSCO | A | -1.36% | |
| MSFT | D | -1.35% | |
| MCD | A | -1.3% | |
| ROP | D | -1.3% | |
| APH | D | -1.29% | |
| ACN | B | -1.28% | |
| PG | D | -1.25% | |
| JNJ | D | -1.25% | |
| ED | C | -1.23% | |
| ABBV | C | -1.23% | |
| MRK | F | -1.21% | |
| AVGO | B | -1.2% | |
| ORCL | A | -1.16% | |
| MMC | D | -1.12% | |
| PEP | F | -1.11% | |
| MCK | F | -1.1% | |
| TRV | B | -1.04% | |
| AZO | D | -1.0% | |
| AAPL | C | -0.98% | |
| LMT | A | -0.94% | |
| GILD | A | -0.9% | |
| CBOE | B | -0.87% | |
| REGN | D | -0.83% | |
| GDDY | B | -0.82% | |
| K | B | -0.81% | |
| ACGL | A | -0.81% | |
| V | B | -0.8% | |
| GIS | C | -0.78% | |
| CTSH | B | -0.76% | |
| WEC | B | -0.76% | |
| EA | D | -0.76% | |
| T | B | -0.73% | |
| FCNCA | D | -0.73% | |
| KDP | C | -0.7% | |
| AMGN | D | -0.68% | |
| MA | A | -0.67% | |
| VRSN | C | -0.67% | |
| ELV | F | -0.67% | |
| TSN | D | -0.67% | |
| ORLY | A | -0.65% | |
| NOW | B | -0.64% | |
| COR | F | -0.62% | |
| BDX | C | -0.61% | |
| FI | A | -0.59% | |
| KR | C | -0.59% | |
| NEM | C | -0.58% | |
| MPC | D | -0.57% | |
| KEYS | B | -0.56% | |
| TDY | A | -0.54% | |
| ERIE | A | -0.54% | |
| FANG | D | -0.54% | |
| CME | A | -0.53% | |
| YUM | C | -0.53% | |
| FFIV | B | -0.51% | |
| INCY | B | -0.51% | |
| JNPR | C | -0.5% | |
| MDLZ | D | -0.5% | |
| AON | A | -0.49% | |
| UBER | C | -0.48% | |
| PTC | B | -0.48% | |
| BAH | C | -0.46% | |
| XOM | A | -0.46% | |
| EG | A | -0.46% | |
| CL | D | -0.45% | |
| AKAM | D | -0.45% | |
| TJX | D | -0.44% | |
| CDW | D | -0.44% | |
| BMY | A | -0.44% | |
| KHC | F | -0.43% | |
| XEL | C | -0.43% | |
| AEP | C | -0.41% | |
| WDAY | D | -0.4% | |
| VRSK | D | -0.4% | |
| HUM | F | -0.4% | |
| CMCSA | B | -0.38% | |
| WTW | C | -0.37% | |
| CPB | D | -0.37% | |
| ROL | C | -0.37% | |
| CHD | D | -0.37% | |
| CTVA | A | -0.37% | |
| IT | A | -0.34% | |
| AFG | A | -0.34% | |
| GEN | A | -0.33% | |
| HSY | D | -0.33% | |
| CVX | B | -0.32% | |
| MKL | B | -0.32% | |
| NBIX | F | -0.31% | |
| FWONK | D | -0.3% | |
| GLW | C | -0.3% | |
| HD | A | -0.3% | |
| ICE | A | -0.29% | |
| AIZ | B | -0.29% | |
| WRB | C | -0.29% | |
| L | C | -0.27% | |
| GRMN | D | -0.27% | |
| BMRN | F | -0.25% | |
| ALNY | C | -0.25% | |
| WMB | A | -0.24% | |
| ADI | B | -0.24% | |
| AEE | A | -0.23% | |
| D | A | -0.23% | |
| PFE | D | -0.23% | |
| NTAP | D | -0.22% | |
| HRL | F | -0.22% | |
| MOH | F | -0.22% | |
| KMB | D | -0.22% | |
| AZPN | A | -0.22% | |
| HON | C | -0.22% | |
| CI | D | -0.22% | |
| DTE | B | -0.21% | |
| CMS | A | -0.2% | |
| HUBS | D | -0.19% | |
| MELI | D | -0.19% | |
| STX | C | -0.18% | |
| PKG | B | -0.18% | |
| TW | A | -0.18% | |
| DPZ | D | -0.18% | |
| HOLX | D | -0.17% | |
| SNPS | F | -0.17% | |
| LIN | C | -0.17% | |
| CDNS | D | -0.16% | |
| EOG | B | -0.16% | |
| CRWD | D | -0.15% | |
| UTHR | C | -0.14% | |
| MDT | C | -0.14% | |
| OXY | D | -0.13% | |
| HIG | A | -0.12% | |
| AMZN | C | -0.12% | |
| KO | C | -0.11% | |
| LNT | B | -0.1% | |
| DELL | C | -0.1% | |
| DGX | D | -0.1% | |
| ABT | C | -0.09% | |
| RTX | A | -0.09% | |
| FSLR | C | -0.08% | |
| ADP | A | -0.08% | |
| TEL | D | -0.07% | |
| OTIS | A | -0.07% | |
| PSX | D | -0.06% | |
| GD | C | -0.06% | |
| KNX | D | -0.06% | |
| ULTA | D | -0.05% | |
| VLO | F | -0.05% | |
| BR | B | -0.05% | |
| CVS | D | -0.05% | |
| ATO | A | -0.05% | |
| CRM | B | -0.04% |
AESR: Top Represented Industries & Keywords
USMV: Top Represented Industries & Keywords
Industries:
Software - Application
Utilities - Regulated Electric
Drug Manufacturers - Major
Biotechnology
Insurance - Property & Casualty
Business Services
Health Care Plans
Information Technology Services
Insurance Brokers
Packaged Foods
Software - Infrastructure
Specialty Retail
Aerospace & Defense
Household & Personal Products
Insurance - Diversified
Semiconductors
Beverages - Soft Drinks
Communication Equipment
Electronic Components
Financial Data & Stock Exchanges
Compare ETFs
