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AIMS vs FTC

Acuitas Small Cap Active ETF vs First Trust Large Cap Growth AlphaDEX Fund

AIMS

Acuitas Small Cap Active ETF

Acuitas Investments

Annual cost

0.75%

Fund size

$82M

FTC

First Trust Large Cap Growth AlphaDEX Fund

First Trust

Annual cost

0.58%

Fund size

$1.3B

Key differences

  • FTC costs 0.17% less per year.
  • FTC is significantly larger than AIMS — larger funds tend to be more liquid and less likely to close.
  • AIMS follows a active selection strategy; FTC uses index tracking.
  • FTC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AIMSFTC
Annual cost (TER)0.75%0.58%
Fund size (AUM)$82M$1.3B
Since20262007
Dividend yield0.20%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+27.3%
CAGR 3YN/A+24.9%
CAGR 5YN/A+13.2%
Sharpe 3YN/A1.10
Volatility 1Y17.87%
Max drawdown-8.30%-34.66%

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

Similar to AIMS and FTC