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AIMS vs SPY

Comparison between ACUITAS SMALL CAP ACTIVE ETF (AIMS, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

AIMS vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
AIMS
$92M
Winner
SPY
$781B
Expense Ratio
AIMS
0.75%
Winner
SPY
0.09%
Max Drawdown
Winner
AIMS
8.32%
SPY
56.47%
Sharpe Ratio
Winner
AIMS
1.14
SPY
1.12
5Y Beta
AIMS
1.05
Winner
SPY
1.00
P/E Ratio
AIMS
68.13
Winner
SPY
28.53
Forward P/E
Winner
AIMS
17.45
SPY
21.47
5Y Dividends CAGR
AIMS
N/A
SPY
6.00%
5Y EPS CAGR
AIMS
13.88%
Winner
SPY
25.58%
Debt to Equity
Winner
AIMS
7.24%
SPY
32.09%
P/S Ratio
Winner
AIMS
1.20
SPY
3.75
P/B Ratio
Winner
AIMS
2.66
SPY
5.64

AIMS vs SPY - Holdings Comparison

AIMS and SPY have 2 common holdings. Overlap is 0.01%

AIMS's top 25 holdings weight is 26.11%. SPY's top 25 holdings weight is 51.74%.

RankAIMSSPY
#1
FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 1.90%
NVIDIA CORP (NVDA) - 7.89%
#2
PDF SOLUTIONS INC (PDFS) - 1.75%
APPLE INC (AAPL) - 7.37%
#3
LIGAND PHARMACEUTICALS INC (LGND) - 1.61%
MICROSOFT CORP (MSFT) - 4.50%
#4
COVENANT LOGISTICS GROUP INC CLASS A (CVLG) - 1.44%
AMAZON.COM INC (AMZN) - 3.82%
#5
TRIUMPH FINANCIAL INC (TFIN) - 1.31%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
IRADIMED CORP (IRMD) - 1.14%
BROADCOM INC (AVGO) - 2.86%
#7
PREFORMED LINE PRODUCTS CO (PLPC) - 1.11%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
METROPOLITAN BANK HOLDING CORP (MCB) - 1.04%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
COASTAL FINANCIAL CORP (CCB) - 0.98%
TESLA INC (TSLA) - 1.70%
#10
LEMAITRE VASCULAR INC (LMAT) - 0.97%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
ASTRANA HEALTH INC (ASTH) - 0.95%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
KARAT PACKAGING INC (KRT) - 0.94%
ELI LILLY AND CO (LLY) - 1.40%
#13
DIGI INTERNATIONAL INC (DGII) - 0.94%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
KODIAK GAS SERVICES INC (KGS) - 0.91%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
MAMA'S CREATIONS INC COMMON STOCK (MAMA) - 0.89%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
UFP TECHNOLOGIES INC (UFPT) - 0.89%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
BIOLIFE SOLUTIONS INC (BLFS) - 0.89%
VISA INC CLASS A (V) - 0.90%
#18
BUSINESS FIRST BANCSHARES INC (BFST) - 0.88%
WALMART INC (WMT) - 0.76%
#19
KOPPERS HOLDINGS INC (KOP) - 0.85%
INTEL CORP (INTC) - 0.75%
#20
RYMAN HOSPITALITY PROPERTIES INC (RHP) - 0.84%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
STONEX GROUP INC (SNEX) - 0.83%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
MESA LABORATORIES INC (MLAB) - 0.82%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
DUCOMMUN INC (DCO) - 0.78%
ABBVIE INC (ABBV) - 0.66%
#24
RED ROCK RESORTS INC CLASS A (RRR) - 0.73%
CATERPILLAR INC (CAT) - 0.65%
#25
ATMUS FILTRATION TECHNOLOGIES INC (ATMU) - 0.72%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings280505

AIMS vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
AIMS
-0.64%
Winner
SPY
+0.63%
3M
Winner
AIMS
+6.70%
SPY
+4.46%
6M
Winner
AIMS
+11.36%
SPY
+7.67%
1Y
AIMS
N/A
SPY
+17.68%
5Y(CAGR)
AIMS
N/A
SPY
+12.42%
10Y(CAGR)
AIMS
N/A
SPY
+14.84%
Max(CAGR)
Winner
AIMS
+27.26%
SPY
+8.44%

AIMS vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearAIMSSPY
2026+11.36%+8.63%
2025N/A+18.00%
2024N/A+25.59%
2023N/A+26.72%
2022N/A-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

AIMS vs SPY Drawdown Comparison

The maximum drawdown for AIMS was -8.32%, occurring on Mar 20, 2026. Recovery took 40 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current AIMS drawdown is -4.97%. The current SPY drawdown is -2.57%.

RankAIMSSPY
#1-8.32%
Feb 10, 2026 - Apr 9, 2026		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-5.10%
Jun 30, 2026 - Jul 20, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-4.10%
May 6, 2026 - May 26, 2026		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-2.35%
Jun 4, 2026 - Jun 11, 2026		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-2.19%
Apr 20, 2026 - May 1, 2026		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-1.54%
Jun 12, 2026 - Jun 18, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-1.35%
Jun 2, 2026 - Jun 4, 2026		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-1.21%
May 1, 2026 - May 5, 2026		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-1.16%
May 26, 2026 - Jun 2, 2026		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-0.70%
Jun 18, 2026 - Jun 25, 2026		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-0.34%
Apr 9, 2026 - Apr 13, 2026		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-0.25%
Apr 14, 2026 - Apr 17, 2026		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-0.02%
Jun 26, 2026 - Jun 30, 2026		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14N/A-7.35%
Sep 14, 2012 - Jan 2, 2013
#15N/A-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between AIMS and SPY is 0.90 which considered as a strong positive correlation - the stocks tend to move together.

0.90
-101

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