BROUGHT TO YOU BY:

ETF Portfolio Builder

New

ETF Portfolio Builder

New

AESRvsSCHXETF Comparison

ETF 1

AESR

Anfield U.S. Equity Sector Rotation ETF

This fund is part of

US Large Cap

+0.31%

Full AESR fund page

VS

ETF 2

SCHX

Schwab U.S. Large-Cap ETF

This fund is part of

US Large Cap

+0.31%

Full SCHX fund page

Anfield U.S. Equity Sector Rotation ETF (AESR) and Schwab U.S. Large-Cap ETF (SCHX) belong to the same industry segment: US Large Cap. In contrast, SCHX's top sector exposures are Technology, Finance and Healthcare. AESR is more expensive with a Total Expense Ratio (TER) of 0.97%, versus 0.03% for SCHX. AESR is up 15.86% year-to-date (YTD) with +$100M in YTD flows. SCHX performs worse with 13.79% YTD performance, and +$3.05B in YTD flows. Run a side-by-side ETF comparison of AESR and SCHX below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

Find out how industry players manage ETF portfolios. Discover our library of Model portfolios

AESR vs SCHX performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 10/28/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	AESR SCHX	-1.75%+0.80%	+1.31%+4.17%	+15.86%+13.79%	+14.40%+13.06%	+106.65%+92.69%	+79.42%+75.56%
Flows	AESR SCHX	+$3M+$86M	+$7M+$732M	+$100M+$3.05B	+$108M+$3.94B	+$91M+$12.67B	+$99M+$14.40B

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	AESR SCHX	+16.33%+11.26%	+19.17%+12.86%	+18.17%+15.24%	+18.49%+17.38%
Max drawdown	AESR SCHX	-5.99%-3.18%	-9.92%-9.01%	-19.65%-19.16%	-25.07%-25.39%
Max drawdown duration	AESR SCHX	72d53d	44d92d	121d126d	744d715d

Trading data

Create an account to view trading data

Join for free

	AESR	SCHX
Last sale 10/29/2026 at 1:30 PM	$19.53	$30.29
Previous close 10/28/2026	$19.62	$30.39
Consolidated volume 10/28/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of September 30, 2026

1-year trailing difference

Create an account to view replication metrics

Join for free

AESR

is actively managed and doesn’t replicate an index

Create an account to view replication quality

Join for free

	AESR	SCHX
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 10/29/2026 at 1:30 PM

Live

Closed

	AESR	SCHX
Last price	$19.53	$30.29
1D performance	-0.46%	-0.33%
AuM	$252.84 M	$74.78 B
E/R	0.97%	0.03%

Characteristics

	AESR	SCHX
Management strategy	Active	Passive
Provider	Horizon Investments	Schwab ETFs
Benchmark	-	Dow Jones U.S. Large-Cap Total Stock Market Index
N° of holdings	-	691
Asset class	-	Equities
Trailing 12m distribution yield	Join	Join
Inception date	December 16, 2019	November 3, 2009
ESG	No	No

More AESR data on Trackinsight

More SCHX data on Trackinsight

Exposure

Countries

AESR

Data will be available soon

SCHX

USA

97.69%

Other

2.31%

Sectors

AESR

Data will be available soon

SCHX

Technology

44.45%

Finance

14%

Healthcare

9.34%

Consumer Non-Cycl.

9.05%

Industrials

7.42%

Other

15.75%

Diversification

AESR

Data will be available soon

SCHX

Total weight of top 15 holdings out of 15

43.5%

Top 15 holdings

Data as of January 1, 1970

AESR

Data will be available soon

SCHX

NVIDIA Corp.

7.81%

Apple, Inc.

6.89%

Microsoft Corp.

5.52%

Amazon.com, Inc.

3.86%

Alphabet, Inc.

3.07%

Broadcom Inc.

2.56%

Alphabet, Inc.

2.44%

Meta Platforms, Inc.

1.87%

Micron Technology, Inc.

1.56%

Tesla, Inc.

1.49%

Eli Lilly & Co.

1.46%

JPMorgan Chase & Co.

1.44%

Berkshire Hathaway, Inc.

1.37%

Advanced Micro Devices, Inc.

1.17%

ExxonMobil Holdings Corp.

1.01%

Frequently asked questions about AESR and SCHX

How have the AESR and SCHX ETFs performed in 2026?

As of October 28, 2026, AESR is up 15.86% year-to-date (YTD), while SCHX has returned 13.79%. That puts AESR better performer ahead so far this year.

Which ETF is attracting more investor money: AESR or SCHX?

Year-to-date, the AESR ETF saw +$100M in flows, compared to +$3.05B for SCHX.

Which ETF is more volatile: AESR or SCHX?

Over the past year, AESR had a volatility of 19.17%, while SCHX experienced 12.86%.

Which ETF is bigger: AESR or SCHX?

As of October 28, 2026, AESR holds $252.84 M in assets under management (AUM), while SCHX manages $74.78 B.

Charles Schwab Asset Management Celebrates 15-Year ETF Anniversary: 3 ETFs to Watch

October 24, 2024

SCHX

AESRvsSCHXETF Comparison

Anfield U.S. Equity Sector Rotation ETF

Schwab U.S. Large-Cap ETF

AESR vs SCHX performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the AESR and SCHX ETFs performed in 2026?

As of October 28, 2026, AESR is up 15.86% year-to-date (YTD), while SCHX has returned 13.79%. That puts AESR better performer ahead so far this year.

Which ETF is attracting more investor money: AESR or SCHX?

Year-to-date, the AESR ETF saw +$100M in flows, compared to +$3.05B for SCHX.

Which ETF is more volatile: AESR or SCHX?

Over the past year, AESR had a volatility of 19.17%, while SCHX experienced 12.86%.

Which ETF is bigger: AESR or SCHX?

As of October 28, 2026, AESR holds $252.84 M in assets under management (AUM), while SCHX manages $74.78 B.

Charles Schwab Asset Management Celebrates 15-Year ETF Anniversary: 3 ETFs to Watch

ETFs’ Next Act: From Access to Selection