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AIMS vs RWJ

Acuitas Small Cap Active ETF vs Invesco S&P SmallCap 600 Revenue ETF

AIMS

Acuitas Small Cap Active ETF

Acuitas Investments

Annual cost

0.75%

Fund size

$82M

RWJ

Invesco S&P SmallCap 600 Revenue ETF

Invesco

Annual cost

0.39%

Fund size

$1.8B

Key differences

  • RWJ costs 0.36% less per year.
  • RWJ is significantly larger than AIMS — larger funds tend to be more liquid and less likely to close.
  • AIMS follows a active selection strategy; RWJ uses index tracking.
  • RWJ has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AIMSRWJ
Annual cost (TER)0.75%0.39%
Fund size (AUM)$82M$1.8B
Since20262008
Dividend yield1.02%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+37.3%
CAGR 3YN/A+16.6%
CAGR 5YN/A+7.8%
Sharpe 3YN/A0.64
Volatility 1Y19.60%
Max drawdown-8.30%-51.33%

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

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