WEEL vs. AESR ETF Comparison
Comparison of Peerless Option Income Wheel ETF (WEEL) to Anfield U.S. Equity Sector Rotation ETF (AESR)
WEEL
Peerless Option Income Wheel ETF
WEEL Description
The fund is an actively managed ETF that seeks current income. The fund"s strategy consists of two main components: firstly, investing in a range of sector-specific ETFs and, in some instances, individual securities; and secondly, implementing an option wheel strategy. The fund will primarily invest in different market sectors using sector ETFs. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$20.76
Average Daily Volume
3,729
Number of Holdings
*
3
* may have additional holdings in another (foreign) market
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
$17.58
Average Daily Volume
21,177
Number of Holdings
*
16
* may have additional holdings in another (foreign) market
Performance
| Period | WEEL | AESR |
|---|---|---|
| 30 Days | 0.51% | 1.77% |
| 60 Days | 2.26% | 4.80% |
| 90 Days | 3.68% | 5.30% |
| 12 Months | 34.84% |
1 Overlapping Holdings
| Symbol | Grade | Weight in WEEL | Weight in AESR | Overlap | |
|---|---|---|---|---|---|
| SMH | C | 2.97% | 9.66% | 2.97% |
WEEL: Top Represented Industries & Keywords
AESR: Top Represented Industries & Keywords
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