AESR
Anfield U.S. Equity Sector Rotation ETF
UMD
Adj. R2
0.969
Rel. Sharpe
0.965
Mkt beta
1.05
AUM
US$153M
MER
1.18%
Valuation
36
ETF comparison
Verified factor-similar pair
AESR vs FCPI
These two ETFs pass the same FF6 US similarity lane: US-listed equity ETFs, same USD model basis, at least one material non-market factor, and 100% overlap in statistically significant material factor exposure.
UMD
Similarity score
81
Verified similar
Score blends exposure-level distance, factor-vector shape, market-beta closeness, and a small backtested relative-Sharpe term.
FCPI
Fidelity Stocks for Inflation ETF
UMD
Adj. R2
0.912
Rel. Sharpe
0.964
Mkt beta
0.96
AUM
US$267M
MER
0.15%
Valuation
104
Factor Exposure Match
Blue bars compare raw factor beta magnitude. Green bars compare absolute t-stat strength. Dim bars indicate the t-stat is below 1.96.
SMB
diff -0.14
HML
diff -0.16
RMW
diff -0.15
CMA
diff -0.07
UMD
diff +0.01
Why This Pair Matches
Exposure level
82
Exposure shape
76
Mkt beta diff
0.08
Rel. Sharpe diff
0.001
This comparison focuses on measured factor exposure, not a qualitative review of each fund's portfolio-construction process. Backtested relative Sharpe is included as a secondary signal, while we continue refining a comparison metric that separates factor payoff from alpha. See methodology.
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