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AIMS vs ISCB

Acuitas Small Cap Active ETF vs iShares Morningstar Small-Cap ETF

AIMS

Acuitas Small Cap Active ETF

Acuitas Investments

Annual cost

0.75%

Fund size

$82M

ISCB

iShares Morningstar Small-Cap ETF

iShares

Annual cost

0.04%

Fund size

$269M

Key differences

  • ISCB costs 0.71% less per year.
  • ISCB is significantly larger than AIMS — larger funds tend to be more liquid and less likely to close.
  • AIMS follows a active selection strategy; ISCB uses index tracking.
  • ISCB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AIMSISCB
Annual cost (TER)0.75%0.04%
Fund size (AUM)$82M$269M
Since20262004
Dividend yield1.29%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+30.8%
CAGR 3YN/A+17.1%
CAGR 5YN/A+5.9%
Sharpe 3YN/A0.72
Volatility 1Y16.63%
Max drawdown-8.30%-44.18%

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

Similar to AIMS and ISCB