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SMAP vs FNDX

Amplify Small-Mid Cap Equity ETF vs Schwab Fundamental U.S. Large Company ETF

SMAP

Amplify Small-Mid Cap Equity ETF

Annual cost

0.60%

Fund size

$1M

FNDX

Schwab Fundamental U.S. Large Company ETF

Annual cost

0.25%

Fund size

$25.9B

Key differences

  • FNDX costs 0.35% less per year.
  • FNDX is significantly larger than SMAP — larger funds tend to be more liquid and less likely to close.
  • FNDX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SMAPFNDX
Annual cost (TER)0.60%0.25%
Fund size (AUM)$1M$25.9B
Since20242013
Dividend yield0.42%1.50%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+12.9%+34.9%
CAGR 3YN/A+21.2%
CAGR 5YN/A+13.5%
Sharpe 3YN/A1.27
Volatility 1Y15.82%10.37%
Max drawdown-24.12%-37.72%

Similar to SMAP and FNDX