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AIMS vs SMLF

Acuitas Small Cap Active ETF vs iShares U.S. Small-Cap Equity Factor ETF

AIMS

Acuitas Small Cap Active ETF

Acuitas Investments

Annual cost

0.75%

Fund size

$82M

SMLF

iShares U.S. Small-Cap Equity Factor ETF

iShares

Annual cost

0.15%

Fund size

$3.6B

Key differences

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

Side-by-side comparison

AIMSSMLF
Annual cost (TER)0.75%0.15%
Fund size (AUM)$82M$3.6B
Since20262015
Dividend yield1.07%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+31.5%
CAGR 3YN/A+20.4%
CAGR 5YN/A+10.7%
Sharpe 3YN/A0.86
Volatility 1Y17.32%
Max drawdown-8.30%-41.89%

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

Similar to AIMS and SMLF