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SMAP vs ISCV

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

SMAP

Amplify Small-Mid Cap Equity ETF

Annual cost

0.60%

Fund size

$1M

ISCV

iShares Morningstar Small-Cap Value ETF

Annual cost

0.06%

Fund size

$651M

Key differences

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

Side-by-side comparison

SMAPISCV
Annual cost (TER)0.60%0.06%
Fund size (AUM)$1M$651M
Since20242004
Dividend yield0.42%1.90%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+12.9%+31.1%
CAGR 3YN/A+16.9%
CAGR 5YN/A+7.4%
Sharpe 3YN/A0.71
Volatility 1Y15.82%16.50%
Max drawdown-24.12%-51.56%

Similar to SMAP and ISCV