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SMAP vs IWD

Amplify Small-Mid Cap Equity ETF vs iShares Russell 1000 Value ETF

SMAP

Amplify Small-Mid Cap Equity ETF

Annual cost

0.60%

Fund size

$1M

IWD

iShares Russell 1000 Value ETF

Annual cost

0.18%

Fund size

$74.3B

Key differences

  • IWD costs 0.42% less per year.
  • IWD is significantly larger than SMAP — larger funds tend to be more liquid and less likely to close.
  • IWD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SMAPIWD
Annual cost (TER)0.60%0.18%
Fund size (AUM)$1M$74.3B
Since20242000
Dividend yield0.42%1.55%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+12.9%+30.0%
CAGR 3YN/A+18.4%
CAGR 5YN/A+10.6%
Sharpe 3YN/A1.09
Volatility 1Y15.82%10.90%
Max drawdown-24.12%-38.51%

Similar to SMAP and IWD