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AIMS vs SLYV

Acuitas Small Cap Active ETF vs State Street SPDR S&P 600 Small Cap Value ETF

AIMS

Acuitas Small Cap Active ETF

Acuitas Investments

Annual cost

0.75%

Fund size

$82M

SLYV

State Street SPDR S&P 600 Small Cap Value ETF

State Street Investment Management

Annual cost

0.15%

Fund size

$4.6B

Key differences

  • SLYV costs 0.60% less per year.
  • SLYV is significantly larger than AIMS — larger funds tend to be more liquid and less likely to close.
  • AIMS follows a active selection strategy; SLYV uses index tracking.
  • SLYV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AIMSSLYV
Annual cost (TER)0.75%0.15%
Fund size (AUM)$82M$4.6B
Since20262000
Dividend yield1.84%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+38.7%
CAGR 3YN/A+14.8%
CAGR 5YN/A+5.8%
Sharpe 3YN/A0.59
Volatility 1Y18.43%
Max drawdown-8.30%-47.73%

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

Similar to AIMS and SLYV