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AIMS vs ACIO

Acuitas Small Cap Active ETF vs Aptus Collared Investment Opportunity ETF

AIMS

Acuitas Small Cap Active ETF

Acuitas Investments

Annual cost

0.75%

Fund size

$82M

ACIO

Aptus Collared Investment Opportunity ETF

APTUS ETFs

Annual cost

0.79%

Fund size

$2.3B

Key differences

  • ACIO is significantly larger than AIMS — larger funds tend to be more liquid and less likely to close.
  • ACIO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AIMSACIO
Annual cost (TER)0.75%0.79%
Fund size (AUM)$82M$2.3B
Since20262019
Dividend yield0.39%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1YN/A+17.0%
CAGR 3YN/A+16.1%
CAGR 5YN/A+10.4%
Sharpe 3YN/A1.20
Volatility 1Y8.40%
Max drawdown-8.30%-14.19%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to AIMS and ACIO