AIMS vs VYM

AIMS vs VYM
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Quick Verdict

VYM has a lower expense ratio. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: TiedMore Diversified: VYM

Side-by-Side Comparison

MetricAIMSVYMWinner
Expense Ratio0.75%0.04%
AUM$90M$81.6B
Dividend Yield0.00%2.24%
Holdings284616
YTD Return+11.46%+14.84%
1Y Return-+20.88%
3Y Return (annualized)-+18.34%
5Y Return (annualized)-+12.04%
Volatility (annualized)-14.6%
Max Drawdown-8.3%-58.8%
Fund FamilyAcuitas FundsVanguard (US)
CategoryEquityEquity
InceptionFeb 10, 2026Nov 10, 2006

AIMS vs VYM Performance

Acuitas Small Cap Active ETF (AIMS) is a ETF from Acuitas Funds and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, AIMS is up 11.46% versus a gain of 14.84% for VYM.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -8.3% for AIMS and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

AIMS charges 0.75% per year while VYM charges 0.04%. On a $10,000 position that is $75 vs $4 annually, a gap of $71 per year that compounds over a long holding period. On income, AIMS currently yields 0.00% against 2.24% for VYM.

Holdings Overlap

0.3%overlap

AIMS and VYM share 19 holdings out of 866 unique holdings combined, representing a 0.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in AIMSWeight in VYMDifference
RRR0.71%0.01%0.70%
OZK0.60%0.02%0.58%
CPK0.54%0.01%0.53%
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MGYProProPro
PFSProProPro
BHEProProPro
WORProProPro
UGIProProPro
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Frequently Asked Questions

Which is cheaper, AIMS or VYM?

AIMS has an expense ratio of 0.75% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $71 per year of difference.

What is the holdings overlap between AIMS and VYM?

AIMS and VYM share 19 common holdings with a 0.3% weight overlap. Combined, they hold 866 unique securities.

Which pays a higher dividend, AIMS or VYM?

AIMS yields 0.00% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

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