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AIMS vs ISCV

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

AIMS

Acuitas Small Cap Active ETF

Acuitas Investments

Annual cost

0.75%

Fund size

$82M

ISCV

iShares Morningstar Small-Cap Value ETF

iShares

Annual cost

0.06%

Fund size

$651M

Key differences

  • ISCV costs 0.69% less per year.
  • ISCV is significantly larger than AIMS — larger funds tend to be more liquid and less likely to close.
  • AIMS follows a active selection strategy; ISCV uses index tracking.
  • ISCV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AIMSISCV
Annual cost (TER)0.75%0.06%
Fund size (AUM)$82M$651M
Since20262004
Dividend yield1.90%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+29.2%
CAGR 3YN/A+16.4%
CAGR 5YN/A+6.7%
Sharpe 3YN/A0.69
Volatility 1Y16.48%
Max drawdown-8.30%-51.56%

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

Similar to AIMS and ISCV