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SMAP vs IMCV

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

SMAP

Amplify Small-Mid Cap Equity ETF

Annual cost

0.60%

Fund size

$1M

IMCV

iShares Morningstar Mid-Cap Value ETF

Annual cost

0.06%

Fund size

$1.0B

Key differences

  • IMCV costs 0.54% less per year.
  • IMCV is significantly larger than SMAP — larger funds tend to be more liquid and less likely to close.
  • IMCV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SMAPIMCV
Annual cost (TER)0.60%0.06%
Fund size (AUM)$1M$1.0B
Since20242004
Dividend yield0.42%1.96%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+12.9%+25.3%
CAGR 3YN/A+16.7%
CAGR 5YN/A+9.3%
Sharpe 3YN/A0.91
Volatility 1Y15.82%11.83%
Max drawdown-24.12%-46.33%

Similar to SMAP and IMCV