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SMAP vs ISCB

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

SMAP

Amplify Small-Mid Cap Equity ETF

Annual cost

0.60%

Fund size

$1M

ISCB

iShares Morningstar Small-Cap ETF

Annual cost

0.04%

Fund size

$269M

Key differences

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

Side-by-side comparison

SMAPISCB
Annual cost (TER)0.60%0.04%
Fund size (AUM)$1M$269M
Since20242004
Dividend yield0.42%1.29%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+12.9%+32.8%
CAGR 3YN/A+17.6%
CAGR 5YN/A+6.5%
Sharpe 3YN/A0.74
Volatility 1Y15.82%16.66%
Max drawdown-24.12%-44.18%

Similar to SMAP and ISCB