DUSG ranks 4th and AIMS 28th of 39 funds in the US Active Small-Cap Category.
AIMS vs DUSG
DUSG −0.42pt a year
0.75%0.33%
DUSG 1.2×the volume
4.73K5.89K
AIMS vs DUSG Performance
−6.3%−3.7%
- AIMS 0.75%
- DUSG 0.33%, better
- AIMS $81M
- DUSG $1.91B
- AIMS 284
- DUSG 594
- AIMS 4.73K sh
- DUSG 5.89K sh, better
- AIMS $26.26
- DUSG $50.07
ETF.net Grade
| Pillar | AIMS | DUSG |
|---|---|---|
| Cost | F23 | A85Higher |
| Mission | ||
| Risk | C44 | B63Higher |
| Tradability | D39 | B65Higher |
| Holdings | B63 | A79Higher |
| Durability | C45 | A93Higher |
Rank among US Active Small-Cap funds
Same Category. AIMS and DUSG are both graded against the same 39 US Active Small-Cap funds, so their Grades compare head to head.
Our read on each fund
AIMSD
DUSGA
In short
AIMS A Seattle boutique's institutional playbook in one ticker: AIMS blends model portfolios from several specialist small and microcap managers, and deliberately declines to drift up into midcaps.
DUSG A Dimensional small-cap growth strategy that finally got a ticker. DUSG is an exchange-traded share class of a portfolio running since 2012, screening small US companies for high profitability and cheaper relative price.
Stated mandate
AIMS The Fund seeks long-term capital appreciation.
DUSG The Portfolio seeks long-term capital appreciation.
Why people hold it
Worth knowing
AIMS vs DUSG Holdings
How we measure overlap
Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.
AIMS vs DUSG Cost
Overpaying AIMS vs DUSG
$7,745
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
AIMS 0.75%
$14,482
DUSG 0.33%
$6,737
Cost over time
Year by year
| Year | AIMS | DUSG | Overpaying |
|---|---|---|---|
| 10 | $1,336 | $598 | $738 |
| 20 | $5,078 | $2,318 | $2,760 |
| 30 | $14,482 | $6,737 | $7,745 |
- 0.75%AIMS
- 0.33%DUSG, cheaper
- Middle half of US Active Small-Cap funds
- Median 0.55%
DUSG 7th cheapest of 39 funds
AIMS 29th cheapest of 39 funds
AIMS vs DUSG Dividends
- AIMS None
- DUSG
- AIMS
- DUSG $0.07
- AIMS
- DUSG Sep 29, 2026
- AIMS
- DUSG Oct 1, 2026
- AIMS
- DUSG Quarterly
Distribution history
AIMS vs DUSG Risk
Fall from peak · 5 years
Risk facts
- Market sensitivity
- AIMS 0.87DUSG 1.05
Popular comparisons
- 0.75% · 0.25%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.33% · 0.25%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.75% · 0.28%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.33% · 0.28%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.75% · 0.30%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.33% · 0.30%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.