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AIMS vs AFSM

Acuitas Small Cap Active ETF vs First Trust Active Factor Small Cap ETF

AIMS

Acuitas Small Cap Active ETF

Acuitas Investments

Annual cost

0.75%

Fund size

$82M

AFSM

First Trust Active Factor Small Cap ETF

First Trust

Annual cost

0.75%

Fund size

$94M

Key differences

  • AFSM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AIMSAFSM
Annual cost (TER)0.75%0.75%
Fund size (AUM)$82M$94M
Since20262019
Dividend yield0.49%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1YN/A+32.0%
CAGR 3YN/A+19.1%
CAGR 5YN/A+8.9%
Sharpe 3YN/A0.80
Volatility 1Y17.84%
Max drawdown-8.30%-43.54%

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

Similar to AIMS and AFSM