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AIMS vs SPSM

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

AIMS

Acuitas Small Cap Active ETF

Acuitas Investments

Annual cost

0.75%

Fund size

$82M

SPSM

State Street SPDR Portfolio S&P 600 Small Cap ETF

State Street Investment Management

Annual cost

0.03%

Fund size

$15.4B

Key differences

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

Side-by-side comparison

AIMSSPSM
Annual cost (TER)0.75%0.03%
Fund size (AUM)$82M$15.4B
Since20262013
Dividend yield1.44%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+33.1%
CAGR 3YN/A+15.4%
CAGR 5YN/A+6.0%
Sharpe 3YN/A0.63
Volatility 1Y17.58%
Max drawdown-8.30%-42.89%

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

Similar to AIMS and SPSM