AIMS vs. ISCB
AIMS (Acuitas Small Cap Active ETF) and ISCB (iShares Morningstar Small-Cap ETF) are both Small Cap Blend Equities funds. AIMS is actively managed, while ISCB is passively managed. Their correlation of 0.94 suggests significant overlap in exposure. AIMS charges 0.75%/yr vs 0.04%/yr for ISCB.
Performance
AIMS vs. ISCB - Performance Comparison
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Returns By Period
AIMS
- 1D
- -1.92%
- 1M
- 6.75%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
ISCB
- 1D
- -0.40%
- 1M
- 4.15%
- 6M
- 14.98%
- YTD
- 16.06%
- 1Y
- 26.90%
- 3Y*
- 16.20%
- 5Y*
- 6.64%
- 10Y*
- 9.85%
AIMS vs. ISCB - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
AIMS Acuitas Small Cap Active ETF | 13.60% |
ISCB iShares Morningstar Small-Cap ETF | 8.09% |
Correlation
The correlation between AIMS and ISCB is 0.94, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Feb 10, 2026 | 0.94 |
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Return for Risk
AIMS vs. ISCB — Risk / Return Rank
AIMS
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
ISCB
AIMS vs. ISCB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Acuitas Small Cap Active ETF (AIMS) and iShares Morningstar Small-Cap ETF (ISCB). 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 | ISCB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.29 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.97 | — |
| Martin ratioReturn relative to average drawdown | — | 10.61 | — |
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Drawdowns
AIMS vs. ISCB - Drawdown Comparison
The maximum AIMS drawdown since its inception was -9.18%, smaller than the maximum ISCB drawdown of -61.25%. Use the drawdown chart below to compare losses from any high point for AIMS and ISCB.
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Drawdown Indicators
| AIMS | ISCB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.18% | -61.25% | +52.07% |
Max Drawdown (1Y)Largest decline over 1 year | — | -9.39% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -26.22% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -29.94% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -44.18% | — |
Current DrawdownCurrent decline from peak | -2.13% | -0.65% | -1.48% |
Average DrawdownAverage peak-to-trough decline | -2.32% | -9.77% | +7.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.62% | — |
Volatility
AIMS vs. ISCB - Volatility Comparison
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Volatility by Period
| AIMS | ISCB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 4.50% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 11.70% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 20.01% | 16.61% | +3.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.01% | 21.41% | -1.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.01% | 22.62% | -2.61% |
AIMS vs. ISCB - Expense Ratio Comparison
AIMS has a 0.75% expense ratio, which is higher than ISCB's 0.04% expense ratio.
Dividends
AIMS vs. ISCB - Dividend Comparison
AIMS has not paid dividends to shareholders, while ISCB's dividend yield for the trailing twelve months is around 1.27%.
| 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% |
ISCB iShares Morningstar Small-Cap ETF | 1.27% | 1.38% | 1.31% | 1.49% | 1.63% | 1.26% | 1.26% | 1.25% | 1.60% | 1.24% | 1.58% | 1.40% |
Frequently Asked Questions
With a correlation of 0.94, AIMS and ISCB 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, ISCB is cheaper at 0.04% per year. The better choice depends on whether you care most about return, fees, risk, or income.
ISCB is cheaper with a 0.04% expense ratio, compared with 0.75% for AIMS.
ISCB has the higher dividend yield at 1.27%, 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 0.04% for ISCB.
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