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Dividend Vision

AESR ETF — Anfield U.S. Equity Sector Rotation ETF

Anfield U.S. Equity Sector Rotation ETF (AESR)

AESR is an ETF. its distribution rate is 0.00%, its trailing-12-month yield is 5.79%, its expense ratio is 0.97%. Dividend Vision Distribution Safety Score™ is 67/100 (Generally safe). Its deepest 1-year drawdown was 23.4%.

Anfield U.S. Equity Sector Rotation is an actively managed ETF that invests primarily in U.S. equity ETFs and individual U.S. stocks, employing a sector rotation strategy to seek outperformance across market cycles. The fund distributes on a semi-annual basis and carries a modest expense ratio of 0.97%; note that its latest distribution was special or one-time in nature and may not recur regularly. The fund appeals to equity investors seeking active management and tactical sector exposure rather than passive broad-market indexing.

AESR dividend yield and income

Price as of 2026-09-21.

Trailing-12-month yield (5.79%) is the last year of payments divided by the current price. The last dividend was $1.17. The last ex-dividend date was 12/12/2025. It was paid on 12/15/2025.

Recorded distribution timeline (13)
Ex-dateAmountChange from previous payment
2025-12-12$1.17116900.0%
2025-06-13$0.001-96.7%
2024-12-12$0.0315.4%
2023-12-14$0.026766.7%
2023-09-14$0.003-81.3%
2023-06-15$0.016-78.9%
2022-12-15$0.076850.0%
2022-09-15$0.008-99.1%
2021-12-15$0.9211574.5%
2020-12-30$0.055N/A
2020-12-15$0.076900.0%
2020-09-15$0.001-97.0%
2019-12-27$0.033
2019 total (partial launch year)$0.033
2020 total$0.126
2021 total$0.921631.0%
2022 total$0.084-90.9%
2023 total$0.045-46.4%
2024 total$0.03-33.3%
2025 total$1.1713803.3%

AESR dividend growth

Trailing-12-month distributions versus the preceding 12 months changed +3803.3%. The 1Y row below uses this same adjacent TTM cash-window comparison. The deepest trailing-12-month payout decline in the past five years is -65.79%.

TTM income vs TTM N years earlier
WindowChange
1Y+3803.3%
3Y1294.0%
5Y829.4%

AESR holdings and sector exposure

Holdings are not available for this snapshot.

AESR performance

Its deepest 1-year drawdown was 23.4%.

AESR key facts

Distribution Safety Score™
67 · Generally safe
Safety-Adjusted Yield
3.88%
Issuer
Anfield
Asset type
ETF
Asset class
Equity
Inception date
12/16/2019
Expense ratio
0.97%
Distribution rate
0.00%
Distribution frequency
Semi-Annual
Trailing yield
5.79%
Last close
$20.21 (as of 2026-09-21)
NAV
$19.80
Premium / discount
2.07% premium
AUM
$249,229,920
Average volume
30409.0
Last dividend
$1.17
Last ex-dividend date
12/12/2025 (as of 2025-12-12)
Last payment date
12/15/2025 (as of 2025-12-15)
Beta
1.18
P/E ratio
25.7505

How Dividend Vision calculates yield and returns

Distribution rate (0.00%) is the latest regular payout annualized by the fund's stated frequency, divided by the last close. Issuers often publish this as “Distribution Rate” on the fact sheet. Trailing-12-month yield (5.79%) is the sum of distributions paid in the last 12 months, split-adjusted, divided by the last close. It lags a recent raise or cut. Total return uses split-adjusted close with distributions reinvested on the ex-dividend date (a modeling convention, not the cash-settlement date) from the first stored bar on or after inception through the latest bar, compared with the same window on the benchmark. That is the security's total return, not your personal gain/loss.

Distribution rate methodology · Distribution Safety Score methodology

Sources and review

Primary sources: Anfield; prices and distributions from Dividend Vision, derived from vendor EOD data.

Reviewed by Bert Sweet, CEO and Co-owner of Dividend Vision. Methodology: Distribution Safety Score.

AESR risks and drawbacks

Payments are semi-annual, so cash flow is lumpy versus a monthly fund. The deepest 1-year drawdown on record here is 23.4%.

Who may consider AESR — and who may not

It is a weaker fit for investors who need monthly cash flow (AESR pays semi-annual); investors hunting double-digit covered-call yields. This is educational context, not a recommendation to buy or sell.

Frequently asked questions

Does AESR pay monthly?

No. AESR currently pays semi-annual, not monthly.

What is AESR's expense ratio?

AESR's expense ratio is 0.97%.

How has AESR's dividend grown?

Trailing-12-month distributions versus the preceding 12 months changed +3803.3%. That is the same adjacent TTM cash-window comparison used in the dividend-history table.

When does AESR pay a dividend?

AESR pays semi-annual. The last dividend was $1.17. The last ex-dividend date was 12/12/2025. It was paid on 12/15/2025.

How has AESR performed?

Its deepest 1-year drawdown was 23.4%.

Is AESR a good investment?

AESR's Dividend Vision Distribution Safety Score is 67 (Generally safe). That is a risk signal, not investment advice. Its distribution rate is 0.00% (the latest regular payout annualised, not a trailing yield). Compare peers below rather than treating any single figure as a buy or sell.

DividendVision analysis is generated from public SEC filing data and may not capture every change. Review the original filing for complete information.