AESR vs. CGUS ETF Comparison

Comparison of Anfield U.S. Equity Sector Rotation ETF (AESR) to Capital Group Core Equity ETF (CGUS)
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

$17.66

Average Daily Volume

20,850

Number of Holdings *

16

* may have additional holdings in another (foreign) market
CGUS

Capital Group Core Equity ETF

CGUS Description Capital Group Core Equity ETF is an exchange traded fund launched and managed by Capital Research and Management Company. The fund invests in public equity markets. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. It employs fundamental analysis to create its portfolio. Capital Group Core Equity ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$35.05

Average Daily Volume

564,593

Number of Holdings *

81

* may have additional holdings in another (foreign) market
Performance
Period AESR CGUS
30 Days 3.34% 1.71%
60 Days 4.81% 2.77%
90 Days 5.56% 4.79%
12 Months 35.18% 30.95%
7 Overlapping Holdings
Symbol Grade Weight in AESR Weight in CGUS Overlap
AJG B 1.19% 0.33% 0.33%
GOOG C 1.02% 1.81% 1.02%
LLY F 0.94% 1.59% 0.94%
META D 1.17% 5.37% 1.17%
NFLX A 1.29% 0.73% 0.73%
NVDA C 1.18% 2.47% 1.18%
VRTX F 1.08% 1.01% 1.01%
AESR Overweight 9 Positions Relative to CGUS
Symbol Grade Weight
XLC A 14.64%
QQQ B 10.98%
SMH D 9.66%
FICO B 1.66%
PWR A 1.36%
ISRG A 1.3%
NRG B 1.26%
ANET C 1.17%
COST B 1.13%
AESR Underweight 74 Positions Relative to CGUS
Symbol Grade Weight
MSFT F -6.35%
AAPL C -4.97%
AMZN C -3.86%
AVGO D -3.59%
UNH C -3.2%
GOOGL C -2.79%
RTX C -2.06%
ACN C -1.85%
ABBV D -1.78%
MA C -1.67%
JPM A -1.6%
FIS C -1.52%
ADP B -1.49%
GEHC F -1.43%
TXN C -1.39%
APD A -1.34%
GE D -1.29%
WH B -1.17%
CARR D -1.15%
BKR B -1.11%
BLK C -1.1%
ABT B -1.03%
BA F -0.99%
PCG A -0.97%
CRM B -0.97%
TMO F -0.96%
VICI C -0.91%
RCL A -0.87%
PNC B -0.86%
COF B -0.84%
SPGI C -0.84%
DHR F -0.84%
EQIX A -0.82%
RVTY F -0.79%
TSLA B -0.75%
URI B -0.75%
PM B -0.74%
GD F -0.73%
IR B -0.71%
HD A -0.68%
HON B -0.64%
V A -0.63%
XOM B -0.61%
WWD B -0.6%
ORCL B -0.58%
EIX B -0.56%
MMC B -0.55%
BRK.A B -0.53%
CNP B -0.52%
CE F -0.52%
LIN D -0.51%
FCX D -0.5%
CVX A -0.49%
CMCSA B -0.48%
XPO B -0.47%
GIS D -0.46%
EMN D -0.46%
CB C -0.45%
MS A -0.44%
TDG D -0.42%
STZ D -0.41%
TSM B -0.4%
WFC A -0.4%
SRE A -0.39%
MDLZ F -0.38%
TPR B -0.37%
CHDN B -0.37%
NOW A -0.35%
WELL A -0.35%
STT A -0.34%
NKE D -0.31%
UNP C -0.31%
STX D -0.28%
PANW C -0.24%
Compare ETFs