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AIMS vs SCHX

Acuitas Small Cap Active ETF vs Schwab U.S. Large-Cap ETF

AIMS

Acuitas Small Cap Active ETF

Acuitas Investments

Annual cost

0.75%

Fund size

$82M

SCHX

Schwab U.S. Large-Cap ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$68.2B

Key differences

  • SCHX costs 0.72% less per year.
  • SCHX is significantly larger than AIMS — larger funds tend to be more liquid and less likely to close.
  • AIMS follows a active selection strategy; SCHX uses index tracking.
  • SCHX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AIMSSCHX
Annual cost (TER)0.75%0.03%
Fund size (AUM)$82M$68.2B
Since20262009
Dividend yield1.06%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+28.6%
CAGR 3YN/A+23.2%
CAGR 5YN/A+13.4%
Sharpe 3YN/A1.23
Volatility 1Y12.16%
Max drawdown-8.30%-34.33%

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

Similar to AIMS and SCHX