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SMAP vs IMCB

Amplify Small-Mid Cap Equity ETF vs iShares Morningstar Mid-Cap ETF

SMAP

Amplify Small-Mid Cap Equity ETF

Annual cost

0.60%

Fund size

$1M

IMCB

iShares Morningstar Mid-Cap ETF

Annual cost

0.04%

Fund size

$1.6B

Key differences

  • IMCB costs 0.56% less per year.
  • IMCB is significantly larger than SMAP — larger funds tend to be more liquid and less likely to close.
  • IMCB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SMAPIMCB
Annual cost (TER)0.60%0.04%
Fund size (AUM)$1M$1.6B
Since20242004
Dividend yield0.42%1.27%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+12.9%+23.8%
CAGR 3YN/A+17.7%
CAGR 5YN/A+9.1%
Sharpe 3YN/A0.92
Volatility 1Y15.82%12.83%
Max drawdown-24.12%-40.99%

Similar to SMAP and IMCB