AIMS 주가 전망 및 ETF 분석 - 배당·운용보수·보유종목·NAV·RSI·MACD

AIMS

Acuitas Small Cap Active ETF

7월 28일 4:00 PM ET (한국 7/29 05:00)

$28.32

+0.12 ▲ +0.44%

🌙 7월 28일 4:04 PM ET (한국 7/29 05:04)

$28.26

+0.00 +0.00%

AIMS ETF is analyzed across 10 metrics including expense ratio, holdings, sector allocation, dividends, RSI, and MACD.

Total Expense Ratio

0.75%

Annual operating cost

Net Assets (AUM)

$87M

약 1197억원

Holdings

277 items

Dividend Yield

Management Style

Active

Category ⓘ	US Equities - Broad Market & Size	Asset Type ⓘ	Equities (Stocks)	Return% 1Y ⓘ	-	Total Holdings ⓘ	277	Perf Week ⓘ	-0.82%
ETF Type ⓘ	US Equities	Active/Passive ⓘ	Active	Return% 3Y ⓘ	-	AUM ⓘ	$87M	Perf Month ⓘ	-3.01%
Expense ⓘ	0.75%	NAV ⓘ	$28.18	Return% 5Y ⓘ	-	52W High ⓘ	-4.39%	Perf Quarter ⓘ	6.81%
Dividend TTM ⓘ	-	Div Gr. 3/5Y ⓘ	-	Return% 10Y ⓘ	-	52W Low ⓘ	23.08%	Perf Half Y ⓘ	-
Flows% 1M ⓘ	-1.62%	Flows% YTD ⓘ	684.55%	Return% SI ⓘ	28.06%	Volatility(W/M) ⓘ	0.33% 0.58%	Perf YTD ⓘ	11.41%
SMA20 ⓘ	-0.57%	SMA50 ⓘ	1.45%	SMA200 ⓘ	7.7%	RSI (14) ⓘ	51.29	Beta ⓘ	-
IPO ⓘ	2026/2/10	Prev Close ⓘ	$28.2	Perf Year ⓘ	-	Avg Volume ⓘ	0.00M	Price ⓘ	$28.32

📊 Acuitas Small Cap Active ETF (AIMS) Investment Analysis

ETF Overview

Acuitas Small Cap Active ETF · US Equities - Broad Market & Size

광범위 지수형 — 시총 버킷 미상의 광범위 지수 추종

The Acuitas Small Cap Active ETF is an actively managed fund that uses a multi-manager approach with multiple sub-advisors. It invests in a diversified portfolio of U.S. small-cap and microcap stocks, seeking long-term capital appreciation. To capitalize on market inefficiencies within the small-cap space, the fund allocates assets to a select group of sub-advisors with differentiated investment processes.

📘 AIMS ETF 자세히 알아보기 →

U.S.equitysmall-capRussell-2000

규모: $87M 약 1197억원
운용사: Acuitas
운용 방식: 액티브 (운용사 재량)
상장일: 2026년

Cost Efficiency

Annual Expense Ratio · Category Rank · Long-Term Cost Impact

Above-average cost — 0.75% annually

Expense ratio is higher than the US Equities - Broad Market & Size median. Compare against similar ETFs.

Effective Annual Expense Ratio (Net Expense Ratio)

하위 25%

0.75%

My positionBottom 25%

Low range Average High range

Actual Cost Simulation by Investment Amount

$100.0M

Annual Expense Ratio

$750K

Pay $520K more per year vs. category average

Category Median Annual Cost

$230K

Based on expense ratio of 0.23%

10-Year Cumulative Expense Ratio (Long-term simulation assuming 7% annual market growth)

$13.4M

13.8% of returns you could have earned goes to the fund manager due to fees

💡 Because the expense ratio takes a slice of your assets every year, costs compound over 10 years and result in far greater losses than a simple sum (annual fee × 10). The 7% annual return assumption is based on the S&P 500's long-term average.

Defaults shown against $100K baseline portfolio. Adjust the slider to update the amount in real time.

Cheaper alternatives in the same category

SPYM

State Street SPDR Portfolio S&P 500 ETF

0.02%

-0.73%p annually

BBUS

JPMorgan BetaBuilders U.S. Equity ETF

* A lower fee does not necessarily mean a better ETF. Consider the tracked index, liquidity, and tax treatment as well.

Long-Term Performance

1-year · 3-year · 5-year · 10-year returns · vs. benchmark · drawdown defense

Insufficient return data

This ETF is either too recently listed or does not yet have enough disclosed return data. Please refer to ETFs that have been operating for more than one year.

Risk Profile

Volatility · Beta · Max Drawdown · Sharpe · Drawdown Recovery History

Overall Risk Grade

Low Risk

Less volatile than the market average, making it relatively easy to hold over time.

Average daily range (last 1 month)

평균권

±0.58%

S&P 500 typically ±1.0~1.3% · Bond funds ±0.3% · Leveraged ETFs ±3% or more

Annual volatility trend (past 10 years)

ℹ️ This ETF's average daily price swing. 1% means "on average, moves about ±1% per day." The rolling curve below shows the annualized volatility (long-term standard measure) over time.

Max Drawdown · Past 10 years

-8.3%

Drawdown duration: 1 months

2026-02-10 → 2026-03-20

Recovered in about 20 days

2026-02-10 Worst -5% 2026-07-01

ℹ️ Maximum drawdown is the largest peak-to-trough decline in the past. It represents the worst-case loss a long-term investor must psychologically endure.

Sharpe Ratio (Risk-Adjusted Return)

1.33

Good — Solid risk-adjusted returns

ℹ️ Annualized return minus the risk-free rate (3% annualized), divided by annualized volatility. A value above 1.0 is generally considered good risk-adjusted performance.

Overall investment appeal

What this ETF fits best — strengths, weaknesses, and target investor profile

Strengths and weaknesses both present Check the fit below to see whether it matches your investing goal.

🎯 목적별 적합도

내가 이 ETF를 어떤 목적으로 활용할 수 있는지 확인하세요.

🌳

장기 보유

수년 이상 꾸준히 모아갈 때

매우 적합

💵

배당 인컴

매월·분기 현금흐름이 목적일 때

낮음

⚡

단기 트레이딩

며칠~몇 주 단기 방향성 매매

매우 낮음

🧩

포트폴리오 보조

자산 배분·헤지 용도

보통

👤

이런 분에게 어울려요

Long-term DCA and diversified investors

✅ 강점

뚜렷한 강점이 드러나지 않아요.

⚠️ 약점·주의사항

💸Expense ratio is somewhat high — 0.75% annually

Portfolio Composition

What's actually inside — sector weights and top holdings

광범위 시장 분산

272개 종목에 고루 분산되어 있어 안정적인 편이에요.

ℹ️ 왜 구성을 봐야 하나요?

ETF의 실제 성과는 담고 있는 종목과 섹터에서 나와요. 이름이 "S&P 500"이라도 기술주 비중이 유난히 높을 수 있고, "배당주 ETF"라도 몇몇 대형주에 쏠려 있을 수 있어요. 라벨보다 실제 구성을 확인하는 게 중요해요.

🔬 집중도 한눈에 보기

총 보유종목

272개

상위 10개 비중

12.8%

최대 단일 종목

2.42%

집중도(HHI)

낮음 (분산)

🥧 섹터 비중

Technology

16.5% -14%p

Industrials

14.9% +7%p

Financial

14.8%

Healthcare

13.6%

Consumer Cyclical

8.7%

Consumer Defensive

4.9%

Energy

4.7%

Basic Materials

4.6%

Real Estate

3.8%

Communication Services

1.4% -8%p

Utilities

1.1%

S&P 500보다 많이 투자 (+3%p 이상) S&P 500보다 적게 투자 (-3%p 이상)

📋 상위 보유 종목 Top 10 Top 10이 전체의 12.8% 차지

티커 옆의 점 색상 = 섹터 구분 (섹터 차트와 동일 색상)

FAF First American Government Obli

2.42%

LMAT LeMaitre Vascular Inc

1.29%

ADEA Adeia Inc

1.27%

TFIN Triumph Financial Inc

1.20%

SNEX StoneX Group Inc

1.14%

CCB Coastal Financial Corp/WA

1.14%

PLOW Douglas Dynamics Inc

1.11%

LGND Ligand Pharmaceuticals Inc

1.07%

MCB Metropolitan Bank Holding Corp

1.07%

#10

PAHC Phibro Animal Health Corp

1.05%

Category Peers

Category: US Equities - Broad Market & Size

같은 카테고리 6종 중 AUM 6/6위 · 보수율 6/6위

카테고리: US Equities - Broad Market & Size

ℹ️ 왜 비교해야 하나요?

같은 카테고리 ETF끼리는 보수율·규모(AUM)·배당률을 비교해 볼 가치가 있어요. 보수율은 낮을수록 장기 수익에 유리하고, AUM이 크면 운용 안정성이 높아요. ▲ 표시는 AIMS보다 유리, ▼ 표시는 AIMS보다 불리를 뜻해요.

티커	ETF명	보수율	AUM	보유종목	배당률	YTD	1년
AIMS	Acuitas Small Cap Active ETF	0.75%	$87M	277	-	+11.41%	-
IJR	iShares Core S&P Small-Cap ETF	0.06% ▲	$109.8B ▲	683	1.12%	-	+29.71%
IWM	iShares Russell 2000 Index Fund	0.19% ▲	$80.3B ▲	1973	0.91%	-	+30.90%
VB	Vanguard Small Cap ETF	0.03% ▲	$80.2B ▲	1316	1.21%	-	+21.27%
SCHA	Schwab U.S. Small-Cap ETF	0.03% ▲	$22.4B ▲	1712	1.06%	-	+27.70%
SPSM	State Street SPDR Portfolio S&P 600TM Small Cap ETF	0.03% ▲	$17.0B ▲	610	1.38%	-	+29.30%

AUM 내림차순 정렬 · ▲ AIMS보다 유리 · ▼ AIMS보다 불리

Leveraged & Covered Call ETFs on the Same Theme

ETFs that approach the same theme with a different strategy

8 ETFs tracking the same theme as AIMS using leveraged or covered call strategies (Leverage 5 · Inverse 3)

Not direct derivatives of AIMS, but ETFs that cover the same theme via a different strategy.

ℹ️ Which ETFs are included?

Among ETFs whose theme (category or sector) overlaps with AIMS, some use special strategies. Leveraged ETFs aim for 2–3× the daily move, Inverse ETFs seek opposite-direction returns, and Covered Call ETFs generate monthly income from option premiums.

⚠️ Caution: Long-Term Holding

Leveraged and inverse ETFs track only the daily return. With high volatility, holding them for longer periods causes cumulative volatility decay—returns diverge further from the underlying index. They are meant for short-term trading.

📈 Leverage 5 ETFs that amplify the same theme by 2-3x (high volatility)