AIMS vs. IJR
AIMS (Acuitas Small Cap Active ETF) and IJR (iShares Core S&P Small-Cap ETF) are both Small Cap Blend Equities funds. AIMS is actively managed, while IJR is passively managed. With a 0.95 correlation, they move nearly in lockstep. AIMS charges 0.75%/yr vs 0.06%/yr for IJR.
Performance
AIMS vs. IJR - Performance Comparison
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Returns By Period
AIMS
- 1D
- -1.92%
- 1M
- 6.75%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IJR
- 1D
- -0.72%
- 1M
- 6.12%
- 6M
- 21.24%
- YTD
- 22.45%
- 1Y
- 31.23%
- 3Y*
- 15.27%
- 5Y*
- 7.11%
- 10Y*
- 11.30%
AIMS vs. IJR - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
AIMS Acuitas Small Cap Active ETF | 13.60% |
IJR iShares Core S&P Small-Cap ETF | 11.49% |
Correlation
The correlation between AIMS and IJR is 0.95 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Feb 10, 2026 | 0.95 |
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Return for Risk
AIMS vs. IJR — Risk / Return Rank
AIMS
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
IJR
AIMS vs. IJR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Acuitas Small Cap Active ETF (AIMS) and iShares Core S&P Small-Cap ETF (IJR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AIMS | IJR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.32 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 3.69 | — |
| Martin ratioReturn relative to average drawdown | — | 12.40 | — |
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Drawdowns
AIMS vs. IJR - Drawdown Comparison
The maximum AIMS drawdown since its inception was -9.18%, smaller than the maximum IJR drawdown of -58.15%. Use the drawdown chart below to compare losses from any high point for AIMS and IJR.
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Drawdown Indicators
| AIMS | IJR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.18% | -58.15% | +48.97% |
Max Drawdown (1Y)Largest decline over 1 year | — | -8.68% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -28.02% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -28.02% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -44.36% | — |
Current DrawdownCurrent decline from peak | -2.13% | -1.23% | -0.90% |
Average DrawdownAverage peak-to-trough decline | -2.32% | -9.25% | +6.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.58% | — |
Volatility
AIMS vs. IJR - Volatility Comparison
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Volatility by Period
| AIMS | IJR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 4.97% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 12.16% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 20.01% | 17.64% | +2.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.01% | 21.40% | -1.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.01% | 22.85% | -2.84% |
AIMS vs. IJR - Expense Ratio Comparison
AIMS has a 0.75% expense ratio, which is higher than IJR's 0.06% expense ratio.
Dividends
AIMS vs. IJR - Dividend Comparison
AIMS has not paid dividends to shareholders, while IJR's dividend yield for the trailing twelve months is around 1.12%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIMS Acuitas Small Cap Active ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IJR iShares Core S&P Small-Cap ETF | 1.12% | 1.44% | 2.05% | 1.31% | 1.41% | 1.53% | 1.11% | 1.44% | 1.58% | 1.20% | 1.22% | 1.48% |
Frequently Asked Questions
With a correlation of 0.95, AIMS and IJR move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
On fees, IJR is cheaper at 0.06% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IJR is cheaper with a 0.06% expense ratio, compared with 0.75% for AIMS.
IJR has the higher dividend yield at 1.12%, compared with 0.00% for AIMS.
They also come from different issuers: Acuitas Investments and iShares. Their fees differ too: 0.75% for AIMS and 0.06% for IJR.
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