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AIMS vs SVAL

Acuitas Small Cap Active ETF vs iShares US Small Cap Value Factor ETF

AIMS

Acuitas Small Cap Active ETF

Acuitas Investments

Annual cost

0.75%

Fund size

$82M

SVAL

iShares US Small Cap Value Factor ETF

iShares

Annual cost

0.20%

Fund size

$188M

Key differences

  • SVAL costs 0.55% less per year.
  • AIMS follows a active selection strategy; SVAL uses index tracking.
  • SVAL has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AIMSSVAL
Annual cost (TER)0.75%0.20%
Fund size (AUM)$82M$188M
Since20262020
Dividend yield2.30%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+36.9%
CAGR 3YN/A+18.9%
CAGR 5YN/A+6.5%
Sharpe 3YN/A0.74
Volatility 1Y18.05%
Max drawdown-8.30%-27.44%

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

Similar to AIMS and SVAL