AESR vs. JEPI ETF Comparison
Comparison of Anfield U.S. Equity Sector Rotation ETF (AESR) to JPMorgan Equity Premium Income ETF (JEPI)
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
$16.81
Average Daily Volume
20,957
16
JEPI
JPMorgan Equity Premium Income ETF
JEPI Description
The investment seeks current income while maintaining prospects for capital appreciation. The fund seeks to provide the majority of the returns associated with its primary benchmark, the Standard & Poor's 500 Total Return Index (S&P 500 Index), while exposing investors to less risk through lower volatility and still offering incremental income. Under normal circumstances, the fund invests at least 80% of its assets in equity securities. It may also invest in other equity securities not included in the S&P 500 Index.Grade (RS Rating)
Last Trade
$59.15
Average Daily Volume
2,966,485
116
Performance
| Period | AESR | JEPI |
|---|---|---|
| 30 Days | 0.49% | 2.68% |
| 60 Days | 1.82% | 4.12% |
| 90 Days | 2.69% | 5.03% |
| 12 Months | 37.61% | 11.31% |
AESR Underweight 111 Positions Relative to JEPI
| Symbol | Grade | Weight | |
|---|---|---|---|
| PGR | A | -1.72% | |
| TT | A | -1.7% | |
| SO | A | -1.57% | |
| MA | B | -1.54% | |
| ABBV | C | -1.53% | |
| AMZN | C | -1.5% | |
| MSFT | C | -1.48% | |
| NOW | A | -1.47% | |
| INTU | C | -1.42% | |
| LOW | A | -1.4% | |
| V | C | -1.4% | |
| REGN | C | -1.37% | |
| MDLZ | C | -1.35% | |
| UNH | C | -1.34% | |
| PG | C | -1.32% | |
| PEP | D | -1.31% | |
| HON | D | -1.28% | |
| TMO | C | -1.27% | |
| KO | B | -1.27% | |
| SYK | C | -1.27% | |
| GOOGL | D | -1.25% | |
| ADI | C | -1.24% | |
| CMCSA | D | -1.21% | |
| YUM | F | -1.19% | |
| NXPI | D | -1.18% | |
| TRV | B | -1.16% | |
| TXN | C | -1.13% | |
| NEE | C | -1.09% | |
| CME | C | -1.08% | |
| LIN | B | -1.08% | |
| XOM | D | -1.05% | |
| ETN | C | -1.01% | |
| PEG | A | -0.97% | |
| ROST | C | -0.95% | |
| ACN | C | -0.94% | |
| MNST | D | -0.93% | |
| EOG | D | -0.89% | |
| OTIS | C | -0.89% | |
| EQIX | B | -0.89% | |
| CMG | C | -0.88% | |
| AZO | D | -0.85% | |
| CTSH | C | -0.85% | |
| UPS | F | -0.84% | |
| COP | D | -0.84% | |
| CSX | D | -0.8% | |
| SBAC | C | -0.8% | |
| BMY | C | -0.79% | |
| CRM | D | -0.75% | |
| CPAY | C | -0.7% | |
| BRK.A | C | -0.69% | |
| MRK | D | -0.66% | |
| PLD | C | -0.64% | |
| ABT | C | -0.64% | |
| CHD | C | -0.64% | |
| AAPL | C | -0.64% | |
| WMT | B | -0.63% | |
| DE | B | -0.62% | |
| CMS | B | -0.62% | |
| BKNG | B | -0.61% | |
| RTX | C | -0.58% | |
| MDT | C | -0.52% | |
| AXP | B | -0.51% | |
| AMP | B | -0.49% | |
| BSX | B | -0.49% | |
| ELV | C | -0.47% | |
| TXT | D | -0.45% | |
| EMR | D | -0.45% | |
| DHR | C | -0.43% | |
| CDNS | D | -0.42% | |
| PCG | B | -0.4% | |
| MCD | B | -0.39% | |
| JKHY | C | -0.39% | |
| CARR | B | -0.38% | |
| STX | C | -0.38% | |
| FDX | F | -0.38% | |
| ASML | F | -0.38% | |
| CB | B | -0.38% | |
| DOW | D | -0.37% | |
| IR | C | -0.34% | |
| URI | B | -0.34% | |
| USB | B | -0.33% | |
| AMT | C | -0.31% | |
| PM | C | -0.3% | |
| MET | A | -0.3% | |
| MSI | B | -0.29% | |
| TJX | C | -0.29% | |
| LDOS | B | -0.27% | |
| KEYS | C | -0.27% | |
| MU | F | -0.27% | |
| JNJ | C | -0.26% | |
| LYB | F | -0.25% | |
| BURL | C | -0.24% | |
| DOV | B | -0.23% | |
| KVUE | C | -0.22% | |
| PPG | D | -0.22% | |
| UNP | C | -0.22% | |
| GWW | A | -0.2% | |
| D | B | -0.19% | |
| HWM | B | -0.19% | |
| MO | C | -0.16% | |
| AON | B | -0.16% | |
| WELL | C | -0.16% | |
| AME | C | -0.15% | |
| TDG | B | -0.15% | |
| NOC | A | -0.14% | |
| MRVL | C | -0.13% | |
| ETR | A | -0.12% | |
| DTE | B | -0.11% | |
| CTAS | C | -0.08% | |
| SNPS | D | -0.07% | |
| AFL | C | -0.05% |
AESR: Top Represented Industries & Keywords
JEPI: Top Represented Industries & Keywords
Compare ETFs
