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
$82M
Winner
SPY
$735B
Expense Ratio
AIMS
0.75%
Winner
SPY
0.09%
Max Drawdown
Winner
AIMS
8.32%
SPY
56.47%
Sharpe Ratio
AIMS
0.94
Winner
SPY
1.62
5Y Beta
AIMS
1.19
Winner
SPY
1.00
P/E Ratio
AIMS
49.11
Winner
SPY
28.99
Forward P/E
Winner
AIMS
16.07
SPY
22.37
5Y Dividends CAGR
AIMS
N/A
SPY
5.43%
5Y EPS CAGR
AIMS
11.17%
Winner
SPY
26.05%
Debt to Equity
Winner
AIMS
-17.44%
SPY
32.40%
P/S Ratio
Winner
AIMS
1.19
SPY
3.74
P/B Ratio
Winner
AIMS
2.41
SPY
5.61
AIMS vs SPY - Holdings Comparison
AIMS and SPY have 2 common holdings. Overlap is 0.01%
AIMS's top 25 holdings weight is 24.70%. SPY's top 25 holdings weight is 52.37%.
| Rank | AIMS | SPY |
|---|---|---|
| #1 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 1.90% | NVIDIA CORP (NVDA) - 8.10% |
| #2 | PDF SOLUTIONS INC (PDFS) - 1.37% | APPLE INC (AAPL) - 7.02% |
| #3 | COVENANT LOGISTICS GROUP INC CLASS A (CVLG) - 1.25% | MICROSOFT CORP (MSFT) - 4.79% |
| #4 | TRIUMPH FINANCIAL INC (TFIN) - 1.20% | AMAZON.COM INC (AMZN) - 4.02% |
| #5 | PREFORMED LINE PRODUCTS CO (PLPC) - 1.14% | ALPHABET INC CLASS A (GOOGL) - 3.51% |
| #6 | LIGAND PHARMACEUTICALS INC (LGND) - 1.10% | BROADCOM INC (AVGO) - 3.10% |
| #7 | ADEIA INC (ADEA) - 1.08% | ALPHABET INC CLASS C (GOOG) - 2.79% |
| #8 | METROPOLITAN BANK HOLDING CORP (MCB) - 1.01% | META PLATFORMS INC CLASS A (META) - 2.08% |
| #9 | LEMAITRE VASCULAR INC (LMAT) - 1.01% | TESLA INC (TSLA) - 1.89% |
| #10 | KODIAK GAS SERVICES INC (KGS) - 1.01% | MICRON TECHNOLOGY INC (MU) - 1.56% |
| #11 | DIGI INTERNATIONAL INC (DGII) - 0.99% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #12 | TERAWULF INC (WULF) - 0.98% | ELI LILLY AND CO (LLY) - 1.31% |
| #13 | MESA LABORATORIES INC (MLAB) - 0.95% | JPMORGAN CHASE & CO (JPM) - 1.28% |
| #14 | COASTAL FINANCIAL CORP (CCB) - 0.92% | ADVANCED MICRO DEVICES INC (AMD) - 1.27% |
| #15 | UFP TECHNOLOGIES INC (UFPT) - 0.92% | EXXON MOBIL CORP (XOM) - 0.97% |
| #16 | STONEX GROUP INC (SNEX) - 0.87% | INTEL CORP (INTC) - 0.90% |
| #17 | BUSINESS FIRST BANCSHARES INC (BFST) - 0.85% | JOHNSON & JOHNSON (JNJ) - 0.86% |
| #18 | IRADIMED CORP (IRMD) - 0.82% | VISA INC CLASS A (V) - 0.85% |
| #19 | n/a (PWP) - 0.82% | WALMART INC (WMT) - 0.81% |
| #20 | RYMAN HOSPITALITY PROPERTIES INC (RHP) - 0.80% | CISCO SYSTEMS INC (CSCO) - 0.72% |
| #21 | ASTRANA HEALTH INC (ASTH) - 0.77% | COSTCO WHOLESALE CORP (COST) - 0.69% |
| #22 | KOPPERS HOLDINGS INC (KOP) - 0.75% | CATERPILLAR INC (CAT) - 0.66% |
| #23 | OIL-DRI CORP OF AMERICA (ODC) - 0.74% | MASTERCARD INC CLASS A (MA) - 0.62% |
| #24 | KARAT PACKAGING INC (KRT) - 0.73% | LAM RESEARCH CORP (LRCX) - 0.62% |
| #25 | DUCOMMUN INC (DCO) - 0.72% | ABBVIE INC (ABBV) - 0.58% |
| Total Holdings | 287 | 505 |
AIMS vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
AIMS
+0.02%
Winner
SPY
+1.90%
3M
Winner
AIMS
+10.15%
SPY
+8.55%
6M
AIMS
N/A
SPY
+8.18%
1Y
AIMS
N/A
SPY
+25.79%
5Y(CAGR)
AIMS
N/A
SPY
+13.32%
10Y(CAGR)
AIMS
N/A
SPY
+15.19%
Max(CAGR)
Winner
AIMS
+23.05%
SPY
+8.47%
AIMS vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | AIMS | SPY |
|---|---|---|
| 2026 | +6.75% | +8.26% |
| 2025 | N/A | +18.00% |
| 2024 | N/A | +25.59% |
| 2023 | N/A | +26.72% |
| 2022 | N/A | -18.64% |
| 2021 | N/A | +30.52% |
| 2020 | N/A | +17.28% |
| 2019 | N/A | +31.09% |
| 2018 | N/A | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/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 -2.35%. The current SPY drawdown is -2.90%.
| Rank | AIMS | SPY |
|---|---|---|
| #1 | -8.32% Feb 10, 2026 - Apr 9, 2026 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -4.10% May 6, 2026 - May 26, 2026 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -2.35% Jun 4, 2026 - Jun 5, 2026 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -2.19% Apr 20, 2026 - May 1, 2026 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -1.35% Jun 2, 2026 - Jun 4, 2026 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -1.21% May 1, 2026 - May 5, 2026 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -1.16% May 26, 2026 - Jun 2, 2026 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -0.34% Apr 9, 2026 - Apr 13, 2026 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -0.25% Apr 14, 2026 - Apr 17, 2026 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | N/A | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | N/A | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | N/A | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | N/A | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | N/A | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | N/A | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between AIMS and SPY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
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