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SMAP vs IVOO

Amplify Small-Mid Cap Equity ETF vs Vanguard S&P Mid-Cap 400 Index Fund ETF Shares

SMAP

Amplify Small-Mid Cap Equity ETF

Amplify ETFs

Annual cost

0.60%

Fund size

$1M

IVOO

Vanguard S&P Mid-Cap 400 Index Fund ETF Shares

Vanguard

Annual cost

0.07%

Fund size

$5.4B

Key differences

  • IVOO costs 0.53% less per year.
  • IVOO is significantly larger than SMAP — larger funds tend to be more liquid and less likely to close.
  • IVOO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SMAPIVOO
Annual cost (TER)0.60%0.07%
Fund size (AUM)$1M$5.4B
Since20242010
Dividend yield0.42%1.23%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+12.9%+26.5%
CAGR 3YN/A+16.6%
CAGR 5YN/A+8.4%
Sharpe 3YN/A0.74
Volatility 1Y15.82%15.76%
Max drawdown-24.12%-42.33%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to SMAP and IVOO