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AIMS vs VTHR

Acuitas Small Cap Active ETF vs Vanguard Russell 3000 Index Fund ETF Shares

AIMS

Acuitas Small Cap Active ETF

Acuitas Investments

Annual cost

0.75%

Fund size

$82M

VTHR

Vanguard Russell 3000 Index Fund ETF Shares

Vanguard

Annual cost

0.06%

Fund size

$5.8B

Key differences

  • VTHR costs 0.69% less per year.
  • VTHR is significantly larger than AIMS — larger funds tend to be more liquid and less likely to close.
  • AIMS follows a active selection strategy; VTHR uses index tracking.
  • VTHR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AIMSVTHR
Annual cost (TER)0.75%0.06%
Fund size (AUM)$82M$5.8B
Since20262010
Dividend yield1.05%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+28.8%
CAGR 3YN/A+22.7%
CAGR 5YN/A+12.8%
Sharpe 3YN/A1.19
Volatility 1Y12.43%
Max drawdown-8.30%-34.61%

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

Similar to AIMS and VTHR